Avatar NX Update 2023.11.00 Acceptance Tests

AV-82931 Summary | Details

OENX - Home Medications - Discontinuing a medication

Internal Test Only

Topics

n/a

AV-82942 Summary | Details

OE NX - Drug-Drug interactions on Home Medications/Discharge Reconciliation

Scenario 1: OE NX - Drug-Drug interactions on Home Medications

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console and click the 'Home Medications' tab.
Search for and select "Ondansetron 8 MG Tablet Oral" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select "Amiodarone 200 MG Tablet Oral" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select "Diflucan 150 MG Tablet Oral" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions.
Override all interactions and click [Save Override and Exit].
Validate the [Final Review] dialog is displayed and click [Sign].
Validate that the three new orders appear on the 'Order grid'.
Select "Client A" and access the Order Entry Console.
Click the 'Discharge Reconciliation' tab.
Search for and select "Aspirin 81 MG, Tablet, Enteric Coated, Oral Tablet, Enteric Coated Oral" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select "Warfarin 10 MG, Tablet, Oral Tablet Oral (2 Tablets 3 TIMES A DAY)" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Discharge Reconciliation' tab is in view-only mode.
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Search for and select "Aspirin 81 MG, Tablet, Enteric Coated, Oral Tablet, Enteric Coated Oral" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select "Warfarin 10 MG, Tablet, Oral Tablet Oral (2 Tablets 3 TIMES A DAY)" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Select "Aspirin 81 MG, Tablet, Enteric Coated, Oral Tablet, Enteric Coated Oral" from Order grid and Click [D/C].
Select "Warfarin 10 MG, Tablet, Oral Tablet Oral (2 Tablets 3 TIMES A DAY)" from Order grid and Click [D/C].
Validate the 'Final Review' dialog is displayed and click [Sign].

Topics

• Home Medications • NX

AV-83203 Summary | Details

Treatment Plan - 'Assigned Services' grid

Internal Test Only

Topics

n/a

AV-83383 Summary | Details

OENX - Orders This Episode - Order Group - Default Duration in Doses

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

Order Entry Console
Orders This Episode
Order Group Setup

Scenario 1: OE NX - Order Group - Default Duration in Doses - external pharmacy mode

Specific Setup:

An Order Group must exist that contains a pharmacy-type order code (Order Code A) with a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Default Duration(Doses)' of "6". (Order Group A).
A client must have an active episode. (Client 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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A".
Check the checkbox next to "Order Code A".
Validate the 'Frequency' field contains "TWICE A DAY".
Validate the 'Duration' field contains "6".
Validate that [Doses] is not displayed and click [Days].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date that is 6 days in the future of the current date.
Validate the 'Stop Time' field contains a time that is one minute less than the 'Start Time.
Select "Take with a glass of water" from the 'Instructions' field.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Order Code A" with a red flag in the 'Action' column.
Select the order in the 'Scratchpad'.
Select "Capsule" in the 'Dispense Qty Unit' field.
Click [Update Order] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Scenario 2: OE NX - Order Group - Default Duration in Doses

Specific Setup:

An Order Group must exist that contains a pharmacy-type order code (Order Code A) with a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Default Duration(Doses)' of "6". (Order Group 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.
Note: Testing occurred between "09:00 AM" and "09:00 PM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A".
Check the checkbox next to "Order Code A".
Validate the 'Frequency' field contains "TWICE A DAY".
Validate the 'Duration' field contains "6" and that [Doses] is enabled and selected.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date that is 3 days in the future of the current date.
Validate the 'Stop Time' field contains "09:00 AM".
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains the order for "Order Code A".

Topics

• NX • Order Entry Console

AV-84092 Summary | Details

Scheduling Calendar - 'Notify Practitioner of Arrival'

Scenario 1: Scheduling Calendar - Notify Practitioner of Arrival

Specific Setup:

A client is enrolled in an existing episode (Client A).
The logged in user has an associated practitioner (Practitioner A).
"Client A" has an appointment scheduled for the current date with "Practitioner A".
The computer volume must be on.

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Right click on the appointment for "Client A".
Click [Check In].
Validate the 'Scheduling Calendar - Check In' window is displayed
Select "Yes" in the 'Notify Practitioner Of Arrival' field.
Click [Current Time] in the 'Time Of Arrival' field.
Click [Submit].
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Validate a message is displayed stating: "Closing the Scheduling Calendar will close any forms that were opened from the Scheduling Calendar. Are you sure you want to close?" and click [OK].
Validate a message is displayed stating: "USER, your ##:## AM/PM appointment has arrived."
Observe a sound notification along with the above message notifying the practitioner of "Client A's" arrival.
Press the "Space bar" or "Enter" key.
Validate the notification 'Confirm' dialog does not close.
Click [OK].
Validate the notification 'Confirm' dialog closes as expected.

Topics

• NX • Scheduling Calendar

AV-84598 Summary | Details

Scheduling Calendar - Staff 'Practitioner Category' filter

Scenario 1: Scheduling Calendar - Validate the 'Practitioner Category' filter

Specific Setup:

Please note: This is for Avatar NX only.
Multiple staff members are defined with hours for scheduling.
Multiple practitioner categories are defined (Psychiatrist & Social Worker will be used for testing).

Steps

Access the 'Scheduling Calendar' form.
Select "Staff" in the calendar 'Filter' field.
Validate the 'Practitioner' filter is displayed and contains a list of practitioner categories for coverage.
Select "Psychiatrist" as the 'Practitioner' filter.
Validate the 'Staff Members' list contains only staff members with "Psychiatrist" as one of their 'Practitioner Categories For Coverage' in 'Practitioner Enrollment' who have hours at the selected site.
Click [Dismiss] and [OK] to close the calendar.
Access the 'Scheduling Calendar' form.
Validate "Psychiatrist" is still selected as the 'Practitioner' filter.
Select "Social Worker" as the 'Practitioner' filter.
Validate the 'Staff Members' list contains only staff members with "Social Worker" as one of their 'Practitioner Categories For Coverage' in 'Practitioner Enrollment' who have hours at the selected site.
Select "No Category Selected" as the 'Practitioner' filter.
Validate the 'Staff Members' list contains all staff members with hours for the selected site.
Click [Dismiss] and [OK] to close the calendar.
Access the 'Scheduling Calendar' form.
Validate "No Category Selected" is still selected as the 'Practitioner' filter.
Click [Dismiss] and [OK] to close the calendar.

Topics

• myAvatar NX Only • Scheduling Calendar

AV-84599 Summary | Details

Scheduling Calendar - Adding Appointment Color Coding

Scenario 1: Registry Settings - Use Site or Service Based Appointment Color Coding

Specific Setup:

Using the "Dictionary Update" form from the PM menu:
Navigate to the "Print Dictionary" section:
Select the "Other Tabled Files" from the "File" dropdown.
Print the dictionary for the data element number "60050".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60051".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60052".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.

Steps

Open the "Registry Settings" form.
Search for the registry setting "Use Site or Service Based Appointment Coding".
Validate it is initially set to "0".
Attempt to set the registry setting to "3".
Validate it informs that "0,1,2" are the only valid options.
Set the registry setting to "0".
Submit the form to file.
Close the form.
Note that in myAvatar systems, this functionality isn't available, and the registry setting can't be set.
Open the "Site Registration" form.
Note that there are no color coding related fields.
Close the form.
Open the "Service Codes" form.
Note that there are no color coding related fields.
Close the form.
Open the "Registry Settings" form.
Search for the registry setting "Use Site or Service Based Appointment Coding".
Set the registry setting to "1".
Submit the form to file.
Close the form.
Open the "Site Registration" form.
Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
Submit the form to file.
Open the "Site Registration" form.
Validate the values of the 3 new color coding fields match what was recorded in previous step.
Open the "Service Codes" form.
Validate there are no color coding related fields.
Close the form.
Open the "Registry Settings" form.
Search for the registry setting "Use Site or Service Based Appointment Coding".
Set the registry setting to "2".
Submit the form to file.
Close the form.
Open the "Site Registration" form.
Validate there are no color coding related fields.
Close the form.
Open the "Service Codes" form.
Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
Submit the form to file.

Scenario 2: Service Codes - Color Coding

Specific Setup:

Using the "Dictionary Update" form from the PM menu:
Navigate to the "Print Dictionary" section:
Select the "Other Tabled Files" from the "File" dropdown.
Print the dictionary for the data element number "60050".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60051".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60052".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.

Steps

Open the "Registry Settings" form.
Search for the registry setting "Use Site or Service Based Appointment Color Coding".
Set the registry setting value to "2".
Submit the form.
Open the "Service Codes" form.
Add a new service code for the "Client/Staff Appointment Color".
Fill out all required fields.
Set the "Client/Staff Appointment Color" to the desired background/text color combination.
Click "File Service Code".
Add a new service code for the "Staff-Only Appointment Color".
Fill out all required fields.
Set the "Staff-Only Appointment Color" to the desired background/text color combination.
Click "File Service Code".
Add a new service code for the "Group Appointment Color".
Fill out all required fields.
Set the "Group Appointment Color" to the desired background/text color combination.
Click "File Service Code".
Open the "Service Codes" form.
Validate all 3 new service codes just entered display as previously stored.
Open the "Scheduling Calendar".
Create a staff/client appointment using the service code added for Client/Staff Appointment.
Validate the colors of the appointment's background and text match what was selected for this appointment type.
Validate the appointment type edge indicator is appropriate for this type of appointment.
Create a staff only appointment using the service code added for Staff Only Appointment.
Validate the colors of the appointment's background and text match what was selected for this appointment type.
Validate the appointment type edge indicator is appropriate for this type of appointment.
Create a group appointment using the service code added for group appointment.
Validate the colors of the appointment's background and text match what was selected for this appointment type.
Validate the appointment type edge indicator is appropriate for this type of appointment.

Scenario 3: Site Registration - Color Coding

Specific Setup:

Using the "Dictionary Update" form from the PM menu:
Navigate to the "Print Dictionary" section:
Select the "Other Tabled Files" from the "File" dropdown.
Print the dictionary for the data element number "60050".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60051".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60052".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.

Steps

Open the "Site Registration" form:
Add a new site.
Populate all required fields.
Click "Add Site Hours of Operation".
Enter hours of operation for each day.
Click "Site Holidays".
Enter days the site isn't open for appointments.
Validate the "Client/Staff Appointment Color" dropdown exists on the form.
Validate the "Staff-Only Appointment Color" dropdown exists on the form.
Validate the "Group Appointment Color" dropdown exists on the form.
Select a background/text color combination in the "Client/Staff Appointment Color" dropdown.
Select a background/text color combination in the "Staff-Only Appointment Color" dropdown.
Select a background/text color combination in the "Group Appointment Color" dropdown.
Submit the form.
Open the "Site Registration" form:
Edit the site that was just added.
Validate the background/text color combination in the "Client/Staff Appointment Color" dropdown reflects what was entered.
Validate background/text color combination in the "Staff-Only Appointment Color" dropdown reflects what was entered.
Open the "Scheduling Calendar".
Schedule a client/staff appointment.
Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
Validate the appointment type edge indicator is appropriate for this type of appointment.
Schedule a staff only appointment.
Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
Validate the appointment type edge indicator is appropriate for this type of appointment.
Schedule a group appointment.
Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
Validate the appointment type edge indicator is appropriate for this type of appointment.

Topics

• NX • Registry Settings • Service Codes • Site Registration

AV-84601 Summary | Details

Scheduling Calendar - adding Appointment Type Edge Indicator to scheduling calendar

Scenario 1: Registry Settings - Use Site or Service Based Appointment Color Coding

Specific Setup:

Using the "Dictionary Update" form from the PM menu:
Navigate to the "Print Dictionary" section:
Select the "Other Tabled Files" from the "File" dropdown.
Print the dictionary for the data element number "60050".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60051".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60052".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.

Steps

Open the "Registry Settings" form.
Search for the registry setting "Use Site or Service Based Appointment Coding".
Validate it is initially set to "0".
Attempt to set the registry setting to "3".
Validate it informs that "0,1,2" are the only valid options.
Set the registry setting to "0".
Submit the form to file.
Close the form.
Note that in myAvatar systems, this functionality isn't available, and the registry setting can't be set.
Open the "Site Registration" form.
Note that there are no color coding related fields.
Close the form.
Open the "Service Codes" form.
Note that there are no color coding related fields.
Close the form.
Open the "Registry Settings" form.
Search for the registry setting "Use Site or Service Based Appointment Coding".
Set the registry setting to "1".
Submit the form to file.
Close the form.
Open the "Site Registration" form.
Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
Submit the form to file.
Open the "Site Registration" form.
Validate the values of the 3 new color coding fields match what was recorded in previous step.
Open the "Service Codes" form.
Validate there are no color coding related fields.
Close the form.
Open the "Registry Settings" form.
Search for the registry setting "Use Site or Service Based Appointment Coding".
Set the registry setting to "2".
Submit the form to file.
Close the form.
Open the "Site Registration" form.
Validate there are no color coding related fields.
Close the form.
Open the "Service Codes" form.
Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
Submit the form to file.

Scenario 2: Site Registration - Color Coding

Specific Setup:

Using the "Dictionary Update" form from the PM menu:
Navigate to the "Print Dictionary" section:
Select the "Other Tabled Files" from the "File" dropdown.
Print the dictionary for the data element number "60050".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60051".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.
Print the dictionary for the data element number "60052".
Validate there are background colors already defined.
Add custom colors if desired by defining the color's hexadecimal code.

Steps

Open the "Site Registration" form:
Add a new site.
Populate all required fields.
Click "Add Site Hours of Operation".
Enter hours of operation for each day.
Click "Site Holidays".
Enter days the site isn't open for appointments.
Validate the "Client/Staff Appointment Color" dropdown exists on the form.
Validate the "Staff-Only Appointment Color" dropdown exists on the form.
Validate the "Group Appointment Color" dropdown exists on the form.
Select a background/text color combination in the "Client/Staff Appointment Color" dropdown.
Select a background/text color combination in the "Staff-Only Appointment Color" dropdown.
Select a background/text color combination in the "Group Appointment Color" dropdown.
Submit the form.
Open the "Site Registration" form:
Edit the site that was just added.
Validate the background/text color combination in the "Client/Staff Appointment Color" dropdown reflects what was entered.
Validate background/text color combination in the "Staff-Only Appointment Color" dropdown reflects what was entered.
Open the "Scheduling Calendar".
Schedule a client/staff appointment.
Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
Validate the appointment type edge indicator is appropriate for this type of appointment.
Schedule a staff only appointment.
Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
Validate the appointment type edge indicator is appropriate for this type of appointment.
Schedule a group appointment.
Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
Validate the appointment type edge indicator is appropriate for this type of appointment.

Topics

• NX • Registry Settings • Service Codes • Site Registration

AV-84602 Summary | Details

Avatar NX - 'Patient Calendar' functionality

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

Registry Settings (PM)
Service Codes
Group Registration

Scenario 1: Patient Calendar - Validate the 'Allow Client Only Services in the Scheduling Calendar' registry setting

Specific Setup:

Please note: this is for Avatar NX only.
The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
A client must be enrolled in an existing episode (Client A).
An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).

Steps

Access the 'Registry Settings' form.
Enter "Allow Client Only Services in the Scheduling Calendar" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Validate the 'Registry Setting' field contains "Allow Client Only Services in the Scheduling Calendar".
Validate the 'Registry Setting Details' field contains: Use this registry setting to allow Client Only services to be selected for appointments in the Scheduling Calendar as well as via web service. Please note: this functionality is only available when using MyAvatar NX. Select 'Y' to enable this functionality and 'N' (or blank) to disable it.
Validate the 'Registry Setting Value' contains "N" as the default value.
Close the form.
Access the 'Scheduling Calendar' form.
Select "Patient" in the calendar 'Filter' field.
Search for and select "Client A" in the 'Patient Search' field.
Validate "Client A" now displays as selected in the 'Recent' list.
Validate the 'Appointment Grid' now contains available time for "Client A".
Right click in any available time slot for "Client A" and click [Add Appointment].
Select "Service Code A" in the 'Service Code' field.
Validate a message is displayed stating: Client only service codes cannot be used within appointment scheduling.
Click [OK] and close the form.
Click [Dismiss] and [OK] to close the calendar.
Access the 'Registry Settings' form.
Enter "Allow Client Only Services in the Scheduling Calendar" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Validate the 'Registry Setting' field contains "Allow Client Only Services in the Scheduling Calendar".
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Access the 'Scheduling Calendar' form.
Validate "Client A" is still selected in the 'Recent' list.
Validate the 'Appointment Grid' still contains available time for "Client A".
Right click in any available time slot for "Client A" and click [Add Appointment].
Select "Service Code A" in the 'Service Code' field.
Validate the 'Client' field contains "Client A".
Select the desired episode in the 'Episode #' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A".
Right click on the appointment and click [Delete].
Validate a message is displayed stating: Are you sure?
Click [Yes].
Validate the appointment for "Client A" is no longer displayed.
Click [Uncheck all].
Validate "Client A" is no longer selected in the 'Recent' list.
Validate the 'Appointment Grid' no longer contains available time for "Client A".
Click [Dismiss] and [OK] to close the calendar.

Scenario 2: Patient Calendar - Validate functionality of the 'Patient' calendar filter

Specific Setup:

Please note: this is for Avatar NX only.
The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
A client must be enrolled in an existing episode and in the logged in user's caseload (Client A).
A client must be enrolled in an existing episode but is not in the logged in user's caseload (Client B).
An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).
An individual service code must be defined with "Both" selected for 'Service Required By' in the 'Service Codes' form (Service Code B).

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Filter' field is displayed and contains "Staff" and "Patient" options.
Select "Patient" in the calendar 'Filter' field. This filter can be used to view a patient-specific calendar.
Validate the 'Program' field is displayed and contains a list of defined programs.
This filter will display patients available for selection by the selected program.
Validate the 'Unit' field is displayed and contains a list of defined units.
This filter will display patients available for selection by the selected unit.
Validate the 'Patients' list is displayed and contains a list of patients in the user's caseload.
Select "Client A" from the 'Patients' list.
Validate the 'Recent' list is now displayed and contains "Client A".
Validate the 'Appointment Grid' now contains available time for "Client A".
Validate the 'Patient Search' field is displayed.
Search and select "Client B" in the 'Patient Search' field.
Validate the 'Recent' list now contains "Client A" and "Client B".
Validate the 'Appointment Grid' now contains available time for "Client A" and "Client B".
Click [Dismiss] and [OK] to close the calendar.
Access the 'Scheduling Calendar' form.
Validate "Patient" remains selected in the 'Filter' field.
Validate "Client A" remains selected in the 'Patients' list.
Validate "Client A" and "Client B" remain selected in the 'Recent' list.
Validate the 'Appointment Grid' still displays available time for "Client A" and "Client B".
Click [Uncheck all].
Validate "Client A" and "Client B" are no longer selected.
Select "Client A" in the 'Patients' list.
Validate the 'Recent' list is now displayed and contains "Client A".
Validate the 'Appointment Grid' now contains available time for "Client A".
Right click in any available time slot for "Client A" and click [Add Appointment].
Select "Service Code A" in the 'Service Code' field.
Validate the 'Client' field contains "Client A".
Select the desired episode in the 'Episode #' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
Click [Submit].
Validate the 'Appointment Grid' contains the client only appointment for "Client A".
Validate the Appointment Card displays the following fields: Appointment Time, Client Name, Service Code, Location, Site.
Right click in any available time slot for "Client A" and click [Add Appointment].
Select "Service Code B" in the 'Service Code' field.
Validate the 'Client' field contains "Client A".
Select the desired episode in the 'Episode #' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Select the desired practitioner in the 'Practitioner' field.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A".
Validate the Appointment Card displays the following fields: Appointment Time, Client Name, Staff Member Name, Service Code, Location, Site.
Click [Dismiss] and [OK] to close the calendar.

Scenario 3: Patient Calendar - Validate 'Program' filter

Specific Setup:

Please note: this is for Avatar NX only.
Multiple programs are defined in 'Program Maintenance' (Program A & Program B will be used for testing).
Multiple clients are admitted into "Program A" and "Program B".

Steps

Access the 'Scheduling Calendar' form.
Select "Patient" in the calendar 'Filter' field.
Validate the 'Program' filter is displayed and contains a list of programs defined in 'Program Maintenance'.
Select "Program A" as the 'Program' filter.
Validate the 'Patients' list contains only patients admitted into "Program A".
Select "No Program Selected" as the 'Program' filter.
Validate the 'Patients' list contains a list of all patients in the user's caseload.
Select "Program B" as the 'Program' filter.
Validate the 'Patients' list contains only patients admitted into "Program B".
Select the desired patient(s) from the 'Patients' list.
Validate the selected patient(s) now display in the 'Recent' list.
Validate the calendar grid now displays time for the selected patient(s).
Click [Dismiss] and [OK] to close the calendar.
Access the 'Scheduling Calendar' form.
Validate "Program B" is still selected as the 'Program' filter.
Validate the previously selected patient(s) are still selected in the 'Patients' and 'Recent' lists.
De-select the previously selected patient(s) from the 'Recent' list.
Validate the patient(s) are no longer selected in the 'Patients' list.
Select "No Program Selected" as the 'Program' filter.
Validate the 'Patients' list contains only patients in the user's caseload.
Click [Dismiss] and [OK] to close the calendar.

Scenario 4: Patient Calendar - Validate 'Unit' filter

Specific Setup:

Please note: this is for Avatar NX only.
Multiple units are defined for inpatient admissions (Unit A & Unit B will be used for testing).
Multiple clients are admitted into "Unit A" and "Unit B".

Steps

Access the 'Scheduling Calendar' form.
Select "Patient" in the calendar 'Filter' field.
Validate the 'Unit' filter is displayed and contains a list of defined units.
Select "Unit A" as the 'Unit' filter.
Validate the 'Patients' list contains only patients admitted into "Unit A".
Select "No Unit Selected" as the 'Unit' filter.
Validate the 'Patients' list contains a list of all patients in the user's caseload.
Select "Unit B" as the 'Unit' filter.
Validate the 'Patients' list contains only patients admitted into "Unit B".
Select the desired patient(s) from the 'Patients' list.
Validate the selected patient(s) now display in the 'Recent' list.
Validate the calendar grid now displays time for the selected patient(s).
Click [Dismiss] and [OK] to close the calendar.
Access the 'Scheduling Calendar' form.
Validate "Unit B" is still selected as the 'Unit' filter.
Validate the previously selected patient(s) are still selected in the 'Patients' and 'Recent' lists.
De-select the previously selected patient(s) from the 'Recent' list.
Validate the patient(s) are no longer selected in the 'Patients' list.
Select "No Unit Selected" as the 'Unit' filter.
Validate the 'Patients' list contains only patients in the user's caseload.
Click [Dismiss] and [OK] to close the calendar.

Scenario 5: Patient Calendar - Add an individual appointment using a "Client Only" service code

Specific Setup:

Please note: this is for Avatar NX only.
The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
A client must be enrolled in an existing episode (Client A).
An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).

Steps

Access the 'Scheduling Calendar' form.
Select "Patient" in the calendar 'Filter' field.
Search for and select "Client A" in the 'Patient Search' field.
Validate "Client A" now displays as selected in the 'Recent' list.
Validate the 'Appointment Grid' now contains available time for "Client A".
Right click in any available time slot for "Client A" and click [Add Appointment].
Select "Service Code A" in the 'Service Code' field.
Validate the 'Client' field contains "Client A".
Select the desired episode in the 'Episode #' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A".
Right click on the appointment and click [Check In].
Validate the 'Scheduling Calendar - Check In' form is displayed and contains the appointment data.
Click [Submit].
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Right click on the appointment and click [Check Out].
Validate the 'Scheduling Calendar - Check Out' form is displayed and contains the appointment data.
Click [Submit].
Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
Click [Dismiss] and [OK] to close the calendar.

Scenario 6: Patient Calendar - Add a group appointment using a "Client Only" service code

Specific Setup:

Please note: this is for Avatar NX only.
The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
A group (Group A) must be defined with two or more clients (Client A & Client B).
A group service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).

Steps

Access the 'Scheduling Calendar' form.
Select "Patient" in the calendar 'Filter' field.
Search for and select "Client A" in the 'Patient Search' field.
Validate "Client A" now displays as selected in the 'Recent' list.
Validate the 'Appointment Grid' now contains available time for "Client A".
Search for and select "Client B" in the 'Patient Search' field.
Validate "Client B" now displays as selected in the 'Recent' list.
Validate the 'Appointment Grid' now contains available time for "Client B".
Right click in any available time slot and click [Add Appointment].
Select "Service Code A" in the 'Service Code' field.
Validate the 'Client' field is disabled.
Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
Select "Group A" in the 'Group #' field.
Select the desired value in the 'Program' field.
Select the desired value in the 'Location' field.
Click [Submit].
Validate the 'Appointment Grid' contains the group appointment for "Client A" and "Client B".
Right click on one of the group appointments and click [Check In].
Select "All Group Members" in the 'Group Member Selection' dialog.
Validate the 'Scheduling Calendar - Check In' form is displayed for "Client A" and contains the appointment data.
Click [Submit].
Validate the 'Scheduling Calendar - Check In' form is displayed for "Client B" and contains the appointment data.
Click [Submit].
Right click on one of the group appointments and click [Check Out].
Select "All Group Members" in the 'Group Member Selection' dialog.
Validate the 'Scheduling Calendar - Check Out' form is displayed for "Client A" and contains the appointment data.
Click [Submit].
Validate the 'Scheduling Calendar - Check Out' form is displayed for "Client B" and contains the appointment data.
Click [Submit].
Validate the 'Appointment Grid' contains the checked out group appointment for "Client A" and "Client B".
Click [Dismiss] and [OK] to close the calendar.

Topics

• myAvatar NX Only • Registry Settings • Scheduling Calendar

AV-84608 Summary | Details

Scheduling Calendar - Staff 'Additional Sites' filter

Scenario 1: Scheduling Calendar - Validate 'Additional Sites' functionality

Specific Setup:

Please note: this is for Avatar NX only.
Three sites are defined with hours for scheduling in 'Site Registration' (Site A, Site B, Site C).
A staff member has hours for scheduling at all three sites with existing appointments scheduled (Staff Member A).

Steps

Access the 'Scheduling Calendar' form.
Select "Staff" in the calendar 'Filter' field.
Validate the 'Additional Sites' field is displayed with a list of sites with hours for scheduling.
Please note: if it is not displayed, please check off the "Addl Sites" option at the bottom left corner of the 'Scheduling Calendar' in order to include it.
Select "Site A" in the 'Site' field.
Select "Staff Member A" in the 'Staff Members' field.
Validate hours/appointments for "Staff Member A" at "Site A" are displayed.
Select "Site A" and "Site B" in the 'Additional Sites' field.
Validate hours/appointments for "Staff Member A" at "Site A", "Site B", and "Site C" are displayed.
Validate the appointment cards contain the site name.
De-select "Site B" in the 'Additional Sites' field.
Validate hours/appointments for "Staff Member A" at "Site A" and "Site C" are displayed.
Click [Dismiss] and [OK] to close the calendar.
Access the 'Scheduling Calendar' form.
Validate the 'Site' field contains "Site A".
Validate "Site C" is selected in the 'Additional Sites' field.
Click [Dismiss] and [OK] to close the calendar.

Topics

• myAvatar NX Only • Scheduling Calendar

AV-85991 Summary | Details

OE NX - Required Fields With Asterisk and Red Border.

Scenario 1: OE NX - Specimen Site Tree - Orders This Episode and eMAR

Specific Setup:

The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "Y".
A 'Specimen Site Tree Definition' must be filed for a 'Specimen Type' "Urine".
A lab-type order code must be configured to have a 'Specimen Type' of "Urine" and an external lab vendor. (Order Code A)
The following extended attributes must be set in the 'Order Entry Client Information' "(10245) Specimen Type" dictionary for "Urine":
'(10253) Specimen Site' - Required
'(10244) Specimen Collection' - Lab Vendor Staff Will Collect
'(10245) Specimen Site -eMAR' - Disabled
'(10255) Disable Specimen Site if Included in Order' - Yes
The following extended attributes must be set in the 'Order Entry Tabled Files' "(500) Order Types" dictionary for "Lab"
'(548) Enable Multiple Reasons at Order Entry' - Yes
'(541) Require Reason Code' - Yes
Please log out of the application and log back in after completing the above configuration.
A client must have an active inpatient episode (Client A).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" and validate the 'Specimen Type' field contains "Urine".
Confirm that all required fields contain a red asterisk.
Validate the 'Specimen Site' button is red.
Click [Specimen Site], define a 'Specimen Site',
Validate the 'Specimen Site' button is not red.
Validate the 'View' button is red and click [View].
Check the 'Detox' checkbox and click [Save].
Validate the 'View' button is not red.
Select "3 Times A Day" from the 'Freq' field.
Set 'Duration' to "5" and click [Days].
Click [Add to Scratchpad] and [Sign].
Access the 'Task List' widget.
Search for and select "Client A".
Complete the education and acknowledgement for "Order Code A".
Click [Lab Collection], check the order for "Order Code A" and click [Collect].
Validate the 'Specimen Type' and 'Collection Site' fields are populated with the values selected at order entry and disabled.

Note: Whenever orders are placed with a 'Specimen Type' or 'Collection Site' the respective fields will be disabled.

Populate any other desired fields and click [Sign].

Scenario 2: 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Validate the 'Reason' field is required with a red asterisk.
Confirm that all required fields contain a red asterisk.
Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
Select the order in the 'Scratchpad'.
Select a value in the 'Reason' field and click [Update Order] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains the new order.

Topics

• Avatar eMAR • NX

AV-86384 Summary | Details

OE NX - Orders This Episode and Admission Reconciliation - Stop Date/Time

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

Order Code Setup
Order Group Setup
Orders This Episode
Home Medications
Order Entry Console
Registry Settings (CWS)
Remove Completed Medication Reconciliation
Remove Completed Medication Reconciliation - Confirm
Remove Completed Medication Reconciliation - Warning

Scenario 1: NX - Order group - Preferred Dose

Specific Setup:

"Order Code A" must be added to an 'Order Group'. (Order Group 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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A".
Check the checkbox next to "Order Code A".
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Set the 'Freq' field to "3 TIMES A DAY".
Set the 'Duration' field to "1" and click [Minutes].
Set the 'Start Time' field to "0000" and press tab.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the current date.
Validate the ' Stop Time' field contains "12:00 AM".
Set the 'Duration' field to "1440".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the current date.
Validate the 'Stop Time' field contains "11:59 PM".
Set the 'Start Date' field to a daylight savings date.
Validate the 'Duration' field contains "1440".
Validate the 'Start Date' field contains the daylight savings date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the daylight savings date.
Validate the 'Stop Time' field contains "11:59 PM".
Set the 'Start Date' field to the current date.
Clear any value in the 'Duration' field.
Set the 'Stop Date' to the current date.
Set the 'Stop Time' field to "0001" and press tab.
Validate the 'Stop Time' field contains "12:01 AM".
Validate the 'Duration' field contains "2".
Set the 'Duration' field to "3" and click [Days].
Click [Add to Scratchpad] and click [Sign].
Validate the 'Order grid' contains the order "Order Code A".

Scenario 2: OE NX - Orders This Episode - 'Dispense Qty' set to "0"

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Set the 'Freq' field to "3 TIMES A DAY".
Set the 'Duration' field to "1" and click [Minutes].
Set the 'Start Time' field to "0000" and press tab.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the current date.
Validate the ' Stop Time' field contains "12:00AM".
Set the 'Duration' field to "1440".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the current date.
Validate the 'Stop Time' field contains "11:59 PM".
Set the 'Start Date' field to a daylight savings date.
Validate the 'Duration' field contains "1440".
Validate the 'Start Date' field contains the daylight savings date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the daylight savings date.
Validate the 'Stop Time' field contains "11:59 PM".
Set the 'Start Date' field to the current date.
Clear any value in the 'Duration' field.
Set the 'Stop Time' field to "0001" and press tab.
Validate the 'Stop Time' field contains "12:01 AM".
Validate the 'Duration' field contains "2".
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "33".
Set 'Dispense Qty' field to "0".
Select "Tablet" in the 'Dispense Qty Unit' field.
Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day".
Click [Add to Scratchpad] and [Final Review].
Validate an 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order grid' contains the order.

Scenario 3: OENX - Admission Reconciliation - Hover Over Required Field Flag

Specific Setup:

A pharmacy-type order code must exist. (Order Code A)
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab and create a new medication.
Check the 'Medication history reviewed and completed for Episode #1' checkbox.
Click on "Admission Reconciliation" tab.
Search for and select "Order Code A" in the 'New Order' field.
Click [Add to Scratchpad].
Hover over the missing required field flag and validate it displays all missing required fields.
Click on "Order A" in the 'Inpatient Medications Scratchpad'.
Set the 'Duration' field to "1" and click [Minutes].
Set the 'Start Time' field to "0000" and press tab.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the current date.
Validate the ' Stop Time' field contains "12:00 AM".
Set the 'Duration' field to "1440".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the current date.
Validate the 'Stop Time' field contains "11:59 PM".
Set the 'Start Date' field to a daylight savings date.
Validate the 'Duration' field contains "1440".
Validate the 'Start Date' field contains the daylight savings date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains the daylight savings date.
Validate the 'Stop Time' field contains "11:59 PM".
Set the 'Start Date' field to the current date.
Clear any value in the 'Duration' field.
Set the 'Stop Time' field to "0001" and press tab.
Validate the 'Stop Time' field contains "12:01 AM".
Validate the 'Duration' field contains "2".
Set the 'Duration' field to "28" and click [Days].
Populate all required fields and click [Update Order].
Click [Hold in Pending Status].

Topics

• NX • Order Entry Console

AV-86597 Summary | Details

eMAR NX

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Barcode Scanning - Multiple Orders

Steps

Internal Testing Only

Topics

• Barcode • eMAR NX • Incremental Barcode Scanning • NX

AV-86781 Summary | Details

OE NX - Consent Interactions

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

Home Medications
Order Code Setup
Order Entry Clinical Screening System Defaults
Order Entry Console
Orders This Episode

Scenario 1: OE NX - Consent Interaction

Specific Setup:

A Pharmacy-type order code must exist that has "Yes" selected in the 'Require Consent' field. (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

Select "Client A" and access the Order Entry Console
Search for and select "Order Code A" in the 'New Order' field.
Fill in all required values and click [Add to Scratchpad] and [Sign].
Validate the 'Consent Interactions' dialog is displayed.
Override the interaction and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Select and discontinue the order.
Click the 'Admission Med Reconciliation' tab.
Search for and select "Order Code A" in the 'New Order' field.
Fill in all required values and click [Add to Scratchpad].
Validate the 'Inpatient Medications Scratchpad' contains "Order Code A".
Click [Reconcile & Sign].
Validate the 'Consent Interactions' dialog is displayed.
Override the interaction and click [Save Override and Exit].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Topics

• Medication Reconciliation • NX • Order Entry Console

AV-86893 Summary | Details

Task List (eMAR)

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

Orders This Episode

Scenario 1: Task List - Dietary - Address Alerts on New Admin Event and Edit

Steps

This prepares the system for future Task List functionality.

Scenario 2: Task List - Dietary - Display/Hide Address Alerts button

Steps

This prepares the system for future Task List functionality.

Topics

• NX • Task List

AV-88048 Summary | Details

eMAR NX - Inventory Check-in

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

eMAR
Orders This Episode
eMAR NX - Dynamic Form - MEDICATION WARNING

Scenario 1: eMAR NX - Inventory Check in - Modify / Void / Edit

Steps

This prepares the system for future eMAR NX functionality.

Scenario 2: eMAR NX - Inventory Check in - Variable Dose

Steps

This prepares the system for future eMAR NX functionality.

Topics

• eMAR NX • NX

AV-88187 Summary | Details

OE NX - Home Medications - Order Entry Installed to Support Home Meds Only - Creating Orders

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

Home Medications
Order Entry User Definition
Registry Settings (CWS)

Scenario 1: OE NX - Home Medications - Creating a new order when the 'Order Entry Installed to Support Home Meds Only' is set to "Y"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->General->->->Order Entry Installed to Support Home Meds Only' registry setting must be set to "Y". This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative.
The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1".
The user logged into the application must have a value selected for 'Default Program for Order Entry Console(Home Medications section) in 'Order Entry User Definition'.
The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)

Steps

Access the Order Entry Console.
Select "Client A" in the 'My Clients' widget
Validate that "Client A's first name last name and PATID" are displayed next to 'Selected Client' at the top of the application and that "Episode # 1" is displayed next to it.
Validate that only the 'Home Medications' tab is displayed.
Uncheck the 'Client Reported' checkbox.
Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "Every Day" in the 'Frequency' field.
Set the 'Days Supply' field to "15" and press Tab.
Validate the 'Dispense Qty' field contains "15".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) by mouth daily (Refills: 0, Disp. Qty: 15 Tablet)".

Topics

• NX • Order Entry Console

AV-88423 Summary | Details

Undocked forms

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

Client Ledger
Create Interim Billing Batch File
Admission (Outpatient)
Client Account Services Report
Client Charge Input
Crystal Report Viewer
Diagnosis
Electronic Billing
Financial Eligibility
Individual Cash Posting (PM)
Service Codes
Service Fee/Cross Reference Maintenance

Scenario 1: Validating 'Close Charges' functionality

Specific Setup:

Admit an outpatient client with active diagnosis and financial eligibility.
Render few services to newly created client.
Create an interim billing batch
Close charges.

Steps

Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Set a date in the "Thru Date" field.
Select "Individual" in the "Individual, All, Or Interim Batch Cycle" field.
Enter a name or ID in the "Client ID" field.
Select an episode in the "Episode Number" field.
Submit the form to close all charges for the client and thru date specified.
Validate the client ledger.
Open the 'Close Charges' form.
Set the "Liability Update Or Close Charges" field to " Close Charges".
Set a date in the "Thru Date" field.
Select "Interim Batch Cycle" in the "Individual, All, Or Interim Batch Cycle" field.
Select an Interim Batch Number in the "Interim Batch Number" field.
Submit the form to close all charges for the client and thru date specified.
Validate the client ledger.

Scenario 2: Validate adding a user in form 'User Definition'

Specific Setup:

The 'Supplemental' section of the 'User Definition' form is enabled. This can be done in the 'System Security Defaults' form.

Steps

Access the 'User Definition' form.
Enter the desired value in the 'User ID' field.
Enter the desired value in the 'User Description' field.
Populate all required and desired fields.
Select the "Forms and Tables" section.
Select "Telehealth" in the 'Netsmart Mobile App Access' field.
Select the desired value in the 'Netsmart Mobile App User Role' field.
Select the "Supplemental" section.
Enter the desired value in the 'Organization Email Address' field. Note: this field becomes required when "Telehealth" is selected in the 'Netsmart Mobile App User Role' field.
Click [Submit].
Validate a "Netsmart Mobile App Access" message is displayed stating: Submitting the form will register the user for Telehealth appointments. Do you wish to continue?
Click [Yes].
Close the form.

Scenario 3: Client Account Services Report - process and validate fields

Specific Setup:

User Definition has been used to give the tester access to the report: Avatar PM > Client Management > Account Management > Client Payment History Report. Note the ‘User Description’.
Client:
In 'Financial Eligibility' the client is assigned a 'Self-Pay' guarantor and at least one non 'Self-Pay' guarantor.
The client has services have been claimed by the non 'Self-Pay' guarantor and a portion has been distributed to the 'Self-Pay' guarantor.
Note the 'Service Code Definition'.
Note the service fees.
Note the claim number and the date of the claim.
Payments have been made on the services by the non 'Self-Pay' guarantor and the client.
Note system date the payments were applied.
Note the amounts applied and by which guarantor, And the amounts.
Note the 'Posting/Adjustment Code Definition'.
Use ‘Admission’ or ‘Admission (Outpatient)’ to note:
‘Episode’
‘Admit Date’
'Discharge Date’
‘Program’
‘Type of Admission’

Steps

Open 'Client Account Services Report'.
Enter the 'Client'.
Enter the desired 'Service Start Date'.
Enter the desired 'Service End Date'.
Click [Process].
Validate the admission information, which includes the 'Episode', Admit Program', 'Admit Type', 'Admit Date', and 'Discharge Date'.
Validate the report data for the 'Client 'Payments', which includes the 'Payment Date', 'Description', 'Amount' and 'Notes'.
Validate the service information, which includes the 'Service Date', 'Service Code Definition', 'Staff', 'Episode', 'Transaction Date', 'Transaction Type', 'Transaction Amount', 'Client Responsibility', 'Insurance Responsibility', 'Guarantor', 'Claim #' and 'Claim Date'.

Topics

• Close Charges • NX • Report Viewer • User Definition

AV-89550 Summary | Details

Avatar NX - My Clients Detailed View

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

Allergies and Hypersensitivities

Scenario 1: Avatar NX - Clients for Today Detailed View

Specific Setup:

Two users must be defined with associated practitioners (User A) and (User B).
Two client must be enrolled in an existing episode and have an appointment scheduled with "User A" for the current day (Client A) & (Client B).
An additional client must be defined (Client C).
"User A" must be logged in and have an additional view configured (View A).
"User A" must have group or individual appointments scheduled for the current date totaling more than ten clients.
"User B" must not have any appointments scheduled for the current day.

Steps

Validate the addition of a list icon next to 'Clients for Today'.
Click the 'Clients for Today' list icon to access the 'Clients for Today Detailed View'.
Validate the 'Clients for Today Detailed View' displays the expected client records in condensed form.
Validate "Pagination" is displayed at the top as expected.
Validate the "Expand All" and "Close" buttons are displayed.
Validate each client has an 'Expand/Collapse' toggle, 'Client Dashboard' icon, and 'User' icon.
Click [Expand All].
Validate all client records expand as expected.
Validate the 'Expand All' button changes to "Collapse All".
Click [Collapse All].
Validate all client records collapse as expected.
Validate 'Collapse All' button changes to "Expand All".
Scroll to "Client A".
Click the 'Expand/Collapse' toggle.
Validate only "Client A" is expanded and displays as expected.
Click the 'Expand/Collapse' toggle.
Validate "Client A" is collapsed like the rest of the clients.
Click the 'Client Dashboard' icon next to "Client A".
Validate 'Clients for Today Detailed View' closes and "Client A's" dashboard opens and displays as expected.
Click [Close].
Access the 'Clients for Today Detailed View'.
Hover over the 'User' icon for "Client A" and validate the tool tip displays as "Activate Client".
Click the 'User' icon.
Validate the 'Clients for Today Detailed View' closes and "Client A" is displayed in context.
Access the 'Clients for Today Detailed View'.
Hover over the 'User' icon of "Client A" and validate the tool tip displays as "Active Client".
Click [Edit Allergy].
Validate the 'Allergies and Hypersensitivities' form opens displays as expected for "Client A".
Access the 'Clients for Today Detailed View'
Validate the 'Clients for Today Detailed View' slides and opens over the form as expected.
Scroll to "Client B" and click the 'Client Dashboard' icon.
Validate 'Clients for Today Detailed View' closes and "Client B's" dashboard slides in over the open form.
Close the client dashboard.
Access the open 'Allergies and Hypersensitivities' form.
Click [Discard].
Access the 'Scheduling Calendar'.
Add a new appointment for "Client C".
Close the 'Scheduling Calendar' form.
Validate the 'Clients for Today' list updates and displays "Client C" as expected.
Access the 'Clients for Today Detailed View'.
Validate 'Clients for Today Detailed View' updates and displays "Client C" as expected.
Access the 'Scheduling Calendar'.
Delete the previously created appointment of "Client C".
Close the 'Scheduling Calendar' form.
Validate the 'Clients for Today' list updates and no longer displays "Client C" as expected.
Access the 'Clients for Today Detailed View'.
Validate the 'Clients for Today Detailed View' updates and no longer displays "Client C" as expected.
Click [Close].
Access the 'Scheduling Calendar'.
Drag and drop the appointment for "Client A" from the current day to the next day.
Close the 'Scheduling Calendar' form.
Validate the 'Clients for Today' list updates and no longer displays "Client A" as expected.
Access the 'Clients for Today Detailed View'.
Validate the 'Clients for Today Detailed View' updates and no longer displays "Client A" as expected.
Click [Close].
Navigate to 'View A'.
Validate 'View A' displays as expected.
Click 'Clients for Today'.
Validate 'Clients for Today' list displays as expected.
Access the 'Clients for Today Detailed View'.
Validate the 'Clients for Today Detailed View' slides in and displays as expected.
Click [Close].
Logout.
Login with "User B".
Validate the "Clients for Today" option does not display.
Access the 'Scheduling Calendar'.
Add an appointment for the desired client for the current day with "User B".
Close the 'Scheduling Calendar' form.
Validate "Clients for Today" appears below 'My Clients' as expected.
Click 'Clients for Today'.
Validate the 'Clients for Today' list displays the client for the appointment added as expected.
Access the 'Clients for Today Detailed View'.
Validate the 'Clients for Today Detailed View' displays the client for the appointment added as expected.
Logout

Topics

• Allergies and Hypersensitivities • My Clients • NX • RADplus Utilities • Scheduling Calendar

AV-90232 Summary | Details

eMAR NX

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

eMAR
eMAR NX - Medication Administration
eMAR NX - Medication List
eMAR NX - Wristband Scan Override
Order Code Setup
Order Entry Console - Interactions
Orders This Episode

Scenario 1: eMAR NX - Bulk Follow-Ups - Future Timed

Steps

This prepares the system for future eMAR NX functionality.

Topics

• eMAR NX • Follow Up • NX

AV-91594 Summary | Details

OE NX - Medication Reconciliation - Partial Treatment Settings

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

Admission
Allergies and Hypersensitivities
Diagnosis
Dynamic Form - Pre-Display Confirmation
Order Entry Console
Order Entry Console - Warning Dialog - Age/Problem
Registry Settings (CWS)
Vitals Entry

Scenario 1: OE NX - Order Entry Console - Partial Treatment Setting

Specific Setup:

Two pharmacy-type order codes must exist. (Order Code A) (Order Code B)
A client must have an active episode whose program is configured to be a Partial Treatment. (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

Select "Client A" and access the Order Entry Console.
Access the 'Admission Reconciliation' tab.
Search for and select "Order Code A" in the 'New Order' field.
Fill in all required fields.
Click [Add to Scratchpad] and click [Reconcile & Sign].
Validate the 'Inpatient Medications Scratchpad' contains the order for "Order Code A".
Validate that 'Admission Med Reconciliation' is in view-only mode.
Select the 'Discharge Reconciliation' tab.
Validate the 'Inpatient Medications' contains the order for "Order Code A".
Select the order and click [Do Not Add].
Uncheck the 'No Prescription Medications' checkbox.
Search for and select "Order Code B" in the 'New Order' field.
Fill in all required fields.
Click [Add to Scratchpad] and click [Review and Sign].
Validate the 'Final Review' dialog is displayed.
Select "None" for the order and click [Sign].
Validate that 'Discharge Med Reconciliation' is in view-only mode.

Topics

• NX • Order Entry Console

AV-91988 Summary | Details

Avatar NX - Team Definition

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

Team Definition

Scenario 1: Team Definition - Add/Delete a Team

Specific Setup:

Have users defined in the 'User Definition' form.
Have user roles defined in the 'User Role Definition' form.

Steps

Access the 'Team Definition' form.
Set the 'Team ID' field to the desired Team ID.
Set the 'Team Description' field to the desired value.
Select "Yes" from the 'Active' field.
Select desired value in 'Disable Adding Clients to Caseload'.
Select desired value in 'Use Team Finalizer as Default Supervisor for Document Routing'.
Select desired value in 'Physician Team'.
Select desired value in 'Team Accepts Consult Orders'.
Click [Select Programs].
Select the desired programs and click [OK].
Click [Select Sites].
Select the desired sites and click [OK].
Click [Select Units].
Select the desired units and click [OK].
Click [Select Roles].
Select the desired roles and click [OK].
Click [Select Users].
Validate the users display in alphabetical order.
Select the desired users and click [OK].
Click [File].
Access the 'Team Definition' form.
Click [Select Team].
Select the team created in the previous steps.
Validate that the 'Team Information' field contains the programs, sites, units, roles, and users selected when creating the team.
Validate that the 'Disable Adding Clients to Caseload' field contains the value that was submitted.
Validate that the 'Use Team Finalizer as Default Supervisor for Document Routing' field contains the value that was submitted.
Validate that the 'Physician Team' field contains the value that was submitted.
Validate that the 'Team Accepts Consult Orders' field contains the value that was submitted.

Scenario 2: Team Definition - field and data validations

Specific Setup:

Have an existing team created in form "Team Definition" or create a new one [TeamA]
In form "User Definition", have existing users on the system and users with user IDs defined as follows:
a user defined with a user ID that is in all lowercase characters
a user defined with a user ID that begins with a lowercase character and the rest being in mixed case
a user defined with a user ID that is in all uppercase characters
a user defined with a user ID that begins with an uppercase character and rest being in mixed case

Steps

Access the 'Team Definition' form.
Click [Select Team] and select [TeamA].
Click [Select Users].
Click the "A-J" checkbox, to expand the user list.
Validate the entire list of names is displayed in the correct alphabetical order, including any of the users defined in the setup.
Select any desired users.
Click the "K-Q" checkbox, to expand the user list.
Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup.
Select the desired users.
Click the "R-Z" section checkbox, to expand the user list.
Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup.
Select any desired users.
Click [OK]
Click [File].
Close the form
Access the 'Team Definition' form.
Click [Select Team] and select [TeamA].
Click [Select Users].
Validate users selected in step 3 are selected.
Click [Cancel].
Validate that the 'Team Information' text field contains the users selected in step 3 along with their user descriptions.

Topics

• NX • Team Definition

AV-92032 Summary | Details

Claim Processing

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

Batch Creation
Claim Processing (CMS 1500)
Claim Processing (UB-04)
Claim Processing with Override (CMS 1500)
Claim Processing with Override (UB-04)

Scenario 1: Group Registration - create a new group and add group members in 'Group Member Assignment'

Steps

Access the 'Group Registration' form.
Enter any new value in the 'Select Group' field.
Click [New Group].
Click [Yes] on the 'Auto Assign Next ID Number?' dialog.
Validate the 'Group Registration' form is displayed with a form header containing: NEW APPOINTMENT GROUP FILE (ID#).
Enter the desired value in the 'Group Name' field.
Enter the desired date in the 'Group Registration Date' field.
Populate any other required and desired fields.
Click [Submit].
Access the 'Group Registration' form.
Search for and select the group filed in the previous steps in the 'Select Group' dialog.
Validate the 'Group Registration' form is displayed with all previously filed data.
Validate the form header is displayed containing the value filed in the 'Group Name' field with the Group ID#.
Close the form.

Scenario 2: Site Registration - Add a site with hours of operation

Specific Setup:

'Site Registration' form must be accessible.

Steps

Access the 'Site Registration' form.
Enter any value in the 'Select Site' field (Site A).
Click [New Site].
Validate a 'Site' dialog stating: "Auto Assign Next ID Number?"
Click [Yes].
Validate the 'Site Registration' form is displayed with a form header containing: 'NEW SITE (ID#)'.
Validate the 'Site Name' field contains "Site A".
Enter the desired date in the 'Site Registration Date' field.
Populate all other required and desired fields.
Click [Submit].
Access the 'Site Registration' form.
Search for and select "Site A" in the 'Select Site' dialog.
Validate the 'Site Registration' form is displayed with all previously filed data.
Validate the form header is displayed containing the value filed in the 'Site Name' field with the Site ID#.
Click the 'Hours Effective Date' column header.
Validate column sorting happens as expected.
Click [Close/Cancel].
Click [Discard] and [Yes].

Scenario 3: Claim Processing - Batch Display

Specific Setup:

Batch Creation has been used to create a batch. Note the batch name or number.

Steps

Open 'Claim Processing (CMS 1500)'.
Enter the batch name or number and select the search result.
When the form opens verify that the batch name and number display at the top of the form.
Close the form.
Repeat steps 1 - 4 for 'Claim Processing with Override (CMS 1500)'.
Repeat steps 1 - 4 for 'Claim Processing (UB-04)'.
Repeat steps 1 - 4 for 'Claim Processing with Override (UB-04)'.

Topics

• Claims Processing • Site Registration

AV-92087 Summary | Details

Avatar NX - 'My Activity' hamburger menu

Scenario 1: NX 'My Activity' hamburger menu - approving To-Do's

Specific Setup:

The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' form.
A user is defined with an associated staff member (User A).
"User A" must be designated as a co-signer for another defined staff member (User B).
A client is enrolled in and existing episode (Client A).
"User A" must over 1000 To Do's and be logged in.
The 'My To Do's' widget must be configured at the end on the user's myDay view.

Steps

Login to NX and click on 'My Activity' hamburger menu.
Select the 'To Dos' tab.
Validate the total count of the To Do's displays as expected when the 'My To Do's' widget is not in the view.
Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Click [Add New Problem].
Populate any required and desired fields.
Click [Return to Plan] and [OK].
Click [Submit].
Access the 'User Menu'.
Select "Preferences" from the 'User Menu'.
Select "Normal" in the 'To Do's' field and click [Save].
Access the 'My Activity' hamburger menu.
Select the 'To Dos' tab.
Validate the total count of the To Do's displays as expected.
Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected.
Scroll through the To Do's and validate virtual scroll works smoothly and the To Do's display as expected.
Click [Review To Do Item] for "Client A".
Validate the form opens as expected.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected.
Close the 'My Activity' hamburger menu.
Access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Click [Add New Problem].
Populate any required and desired fields.
Click [Return to Plan] and [OK].
Click [Submit].
Access the 'User Menu'.
Select "Preferences" from the 'User Menu'.
Select "Slideout" in the 'To Do's' field and click [Save].
Access the 'My Activity' hamburger menu.
Select the 'To Dos' tab.
Validate the total count of the To Do's displays as expected.
Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected.
Scroll the records to the bottom with the scroller and validate virtual scroll works smoothly and the records are displayed correctly and within frame.
Click [Review To Do Item] for "Client A".
Validate the form slides out as expected.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected.
Select "Create Note to Self" from the menu.
Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
Click [OK].
Verify the icon is a check box.
Mouse over the icon and validate the note displays.
Click the 'Ellipsis' and select "Re-Assign To Do" from the menu.
Validate 'Reassign To Do Item' form displays as expected.
Validate 'Select User to Reassign To Do Item to' field is displayed as expected.
In the 'Select User to Reassign To Do Item to' field, enter and select "User B".
Click [Submit].
Close the form.
Validate the To Do for "Client A" no longer displays.
Close the 'My Activity' hamburger menu.
Access the 'My To Dos' widget.
Click [Change].
Validate a 'Select Staff' dialog.
Select "User B" and click [OK].
Validate the To Do's display for "User B" and the To Do for "Client A" is present.
Click 'Reset'
Close the widget.

Topics

• NX • ToDo's • Treatment Plan

AV-92090 Summary | Details

Avatar NX - Advanced Client Search

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

Admission
Client Lookup/Header Configuration Manager
Registry Settings (PM)

Scenario 1: 'Admission' form - Advanced Client Search

Specific Setup:

A client must be enrolled in an existing episode with a lengthy name (Client A).
A client must be defined that has a 'Subscriber Policy #' on file.

Steps

Access the 'Client Lookup/Header Configuration Manager' form.
Select "Yes" in the 'Allow stand-alone Last Name and First Name search' field.
Select "Yes" in the 'Allow stand-alone Date of Birth Search' field.
Select the "Alternate Lookups" section.
Select "Assigned ID" in the 'First Alternative Lookup' field.
Select "Yes" in the 'Is First Alternate Lookup a Stand-alone Search' field.
Select "Claim Number" in the 'Second Alternate Lookup' field.
Select "No" in the 'Is Second Alternate Lookup a Stand-alone Search' field.
Select "Subscriber Policy #" in the 'Third Alternate Lookup' field.
Select "Yes" in the 'Is Third Alternate Lookup a Stand-alone Search' field.
Click [Submit].
Access the 'Admission' form.
Validate the 'Advanced Client Search' dialog is displayed.
Enter "T" in the 'Date Of Birth' field.
Validate the [Search] button is enabled and click it.
Validate there are no matches found.
Click [Clear] and validate the previously populated values are removed.
Enter the values associated with "Client A" in the 'Last Name' and First Name' fields.
Validate the [Search] button is enabled and click it.
Validate the search results display all the records as expected with no overlap.
Click [Clear] and validate the previously populated values are removed.
Enter an existing Client ID in the 'Assigned ID' field.
Validate the [Search] button is enabled and click it.
Validate the existing client is displayed.
Click [Clear] and validate the previously populated values are removed.
Enter any value in the 'Claim Number' field.
Validate the [Search] button is disabled.
Click [Clear] and validate the previously populated values are removed.
Enter the policy # for an existing client in the 'Subscriber Policy #' field.
Validate the [Search] button is enabled and click it.
Validate the existing client is displayed.
Click [Clear] and validate the previously populated values are removed.
Enter an existing client in the 'Last Name' and First Name' fields.
Validate the [Search] button is enabled and click it.
Select the existing client and existing episode and click [Edit].
Validate the 'Admission' form is populated with the existing client's data.
Click [Submit].

Scenario 2: 'Advanced Client Search' validations

Specific Setup:

A male client must be enrolled in an existing episode with a lengthy name (Client A).
The logged in user must have access to the 'Registry Settings' form.

Steps

Access the 'Registry Settings' form.
Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Enter "F&M" in the 'Registry Setting Value' field.
Click [Submit], [OK] and [No].
Access the "Advanced Client Search" link.
Click the 'Sex' field.
Validate "Male" and "Female" display as expected.
Click [Close].
Access the 'Registry Settings' form.
Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Enter "F&M&U" in the 'Registry Setting Value' field.
Click [Submit], [OK], and [No].
Access the "Advanced Client Search" link.
Enter the values associated with "Client A" in the 'Last Name' and First Name' fields.
Click the 'Sex' field.
Validate "Male", "Female", and "Unknown" display as expected.
Select "Male" from the 'Sex' field.
Click [Search].
Validate the search results display all the records as expected.
Click [Clear].
Click [Close].

Topics

• Client Search • NX • Registry Settings

AV-92154 Summary | Details

Avatar NX - Scheduling Calendar

Scenario 1: Scheduling Calendar - Notify Practitioner of Arrival

Specific Setup:

A client is enrolled in an existing episode (Client A).
The logged in user has an associated practitioner (Practitioner A).
"Client A" has an appointment scheduled for the current date with "Practitioner A".
The computer volume must be on.

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Right click on the appointment for "Client A".
Click [Check In].
Validate the 'Scheduling Calendar - Check In' window is displayed
Select "Yes" in the 'Notify Practitioner Of Arrival' field.
Click [Current Time] in the 'Time Of Arrival' field.
Click [Submit].
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Validate a message is displayed stating: "Closing the Scheduling Calendar will close any forms that were opened from the Scheduling Calendar. Are you sure you want to close?" and click [OK].
Validate a message is displayed stating: "USER, your ##:## AM/PM appointment has arrived."
Observe a sound notification along with the above message notifying the practitioner of "Client A's" arrival.
Press the "Space bar" or "Enter" key.
Validate the notification 'Confirm' dialog does not close.
Click [OK].
Validate the notification 'Confirm' dialog closes as expected.

Topics

• NX • Scheduling Calendar

AV-92211 Summary | Details

OENX - Discharge Reconciliation - Ensure Start Date does not carry forward

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

App Dashboard
Home Medications
Order Code Setup
Order Entry Console
Order Entry Console - Admission Med Reconciliation
Order Entry Console - Warning Dialog - Age/Problem
Registry Settings (PM)
Remove Completed Medication Reconciliation
Remove Completed Medication Reconciliation - Confirm
Remove Completed Medication Reconciliation - Warning

Scenario 1: OE NX - Discharge Med Reconciliation - Ensure Start Date does not carry forward

Specific Setup:

Two clients must exist. A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) A client who has an active inpatient episode. (Client B)
“Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A pharmacy-type order code must have a 'Default Duration (Days)' set to "30". (Atenolol).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ATENOLOL 50 MG TABLET ORAL " in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "TWICE A DAY" in the 'Freq' field.
Validate the 'Duration' field contains "30" and that [Days] is selected.
Validate the 'Start Date' field contains "Today's Date".
Validate the 'Stop Date' field contains "30 days from Today's Date".
Set 'Duration' field to "15".
Set the 'Start Date' field to a date that is 3 days in the past of the current date.
Select "Tablet" from the 'Dispense Qty Unit' field.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid contains and order for "ATENOLOL" with a 'Start Date' that is 3 days in the past and a 'Stop Date' date that is 12 days in the future.
Access the 'Discharge Reconciliation' tab.
Validate the 'Inpatient Medications' grid contains the order for "ATENOLOL".
Select the order and click [Add to Scratchpad As RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the "ATENOLOL" order.
Select the order.
Validate the 'Start Date' field contains the current date.
Validate the 'Stop Date' field contains a date that is 12 days in the future of the current date.
Set the 'Dispense Qty' field to "10".
Click [Update Order].
Set the 'Inhouse Pharmacy Dispense Days Supply' field to "10" and click [Review and Sign].
Validate the 'Final Review' dialog is displayed and click [Sign].
Select "Client B" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Select "TWICE A DAY" in the 'Freq' field.
Set the 'Duration' field to "6" and click [Doses].
Validate the 'Start Date' field contains "Today's Date".
Validate the 'Stop Date' field contains "3 days from Today's Date".
Set the 'Start Date' field to a date that is two days in the past from the current date.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ADVIL" with a 'Start Date' that is two days in the past and a 'Stop Date' that is one day in the future.
Access the 'Discharge Reconciliation' tab.
Validate the 'Inpatient Medications' grid contains the order for "ADVIL 200 MG TABLET ORAL".
Select the order and click [Add to Scratchpad As RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the "ADVIL" order.
Select the order.
Validate the 'Start Date' field contains the current date.
Validate the 'Stop Date' field contains a date that is one day in the future of the current date.
Set the 'Dispense Qty' field to "10".
Click [Update Order] and click [Review and Sign].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Discharge Reconciliation' tab is in view-only mode.

Topics

• NX • Order Entry Console

AV-92693 Summary | Details

Task List - Future Functionality

Scenario 1: Task List - Diet Administration - Reason / Comments

Steps

This prepares the system for future Task List functionality.

Topics

• NX • Order Entry Console • Task List

AV-92852 Summary | Details

Avatar NX - Client Information Header

Scenario 1: Validate form access in the Client Header

Specific Setup:

A client must be admitted into an active episode and have 100 allergies on file (Client A).
A client must be admitted into an active episode (Client B).
There must be two users:
A user that is logged in and has full access to forms (User A).
A user that does not have access to the 'Allergies and Hypersensitivities' form (User B).
The users' myDay view must be configured to include the Client Information header (View A).
The 'Default Value for Console View Episodes' registry setting must be set to "0".
Please note: This is for Avatar NX systems only.

Steps

Select "Client A" and navigate to "View A".
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Click edit icon.
Validate the 'Allergies and Hypersensitivities' form opens.
Validate the 'Client Header' displays the expected data.
Validate the edit icon no longer displays in the 'Client Header'.
Discard the form.
Select "Client A" and launch the 'Client Dashboard'.
Validate the 'Client Dashboard' displays as expected.
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Click edit icon.
Validate the 'Allergies and Hypersensitivities' form opens.
Validate the 'Client Header' displays the expected data.
Validate the edit icon no longer displays in the 'Client Header'.
Discard the form.
With "Client A" selected, access the 'Progress Notes (Group and Individual)' form.
Clear the 'Select Client' field.
Enter and select "Client B" in the 'Select Client' field.
Click the edit icon.
Validate the 'Allergies and Hypersensitivities' form displays for "Client B".
Validate the 'Client Header' displays the expected data.
Discard the forms.
Log out.
Log in as "User B".
Select "Client A" and navigate to "View A".
Select the desired episode from the 'Episode Header' Menu.
Validate 'Client Header' banner displays as expected.
Validate the edit icon does not display in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Launch the 'Client Dashboard'.
Validate the edit icon does not display in the 'Client Header'.
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.

Topics

• Allergies and Hypersensitivities • NX • Progress Notes (Group And Individual)

AV-92854 Summary | Details

eMAR NX

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Document Additional Dose - Scheduled Routine Administration

Steps

This prepares the system for future eMAR NX functionality.

Topics

• eMAR NX • NX

AV-92873 Summary | Details

Avatar NX - Quick Actions

Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment

Specific Setup:

The 'Quick Actions' widget must be on the user's myDay view.
The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form.
A client must be enrolled in an existing episode. (Client A)
This is for Avatar NX systems only.

Steps

Select "Client A" and navigate to the 'Quick Actions' widget.
Navigate to the 'Patient Health Questionnaire-9' quick action.
Click [Add].
Select the desired episode in the 'Episode' field.
Validate the 'Assessment Date' field contains the current date.
Validate the 'Assessment Practitioner' field is populated.
Validate "Draft" is selected in the 'Assessment Status' field.
Select the desired value in the '1) Little interest or pleasure in doing things' field.
Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
Select the desired value in the '4) Feeling tired or having little energy' field.
Select the desired value in the '5) Poor appetite or overeating' field.
Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
Click [Save].
Verify the action completes successfully.
Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time.

Scenario 2: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The 'Quick Actions' widget must be on the user's myDay view.
The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'.
This is for Avatar NX systems only.

Steps

Select "Client A" and navigate to the 'Quick Actions' widget.
Navigate to the 'Patient Health Questionnaire-9' quick action.
Click [Add].
Validate "Draft" is selected in the 'Assessment Status' field.
Select the desired episode in the 'Episode' field.
Validate the 'Assessment Date' field contains the current date.
Validate the 'Assessment Practitioner' field is populated.
Select "Final" from the 'Assessment Status' field.
Validate an 'Error' dialog stating which fields need to be populated and click [OK].
Validate "Draft" is selected in the 'Assessment Status' field.
Select the desired value from the 'Reason For Not Administering' field.
Validate the questions become disabled.
Clear the 'Reason For Not Administering' field.
Validate the questions are required.
Select the desired value in the '1) Little interest or pleasure in doing things' field.
Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
Select the desired value in the '4) Feeling tired or having little energy' field.
Select the desired value in the '5) Poor appetite or overeating' field.
Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
Select "Final" from the 'Assessment Status' field.
Validate a 'Confirm' dialog is displayed stating: "Once set to "Final", the data will be view only." and click [OK].
Validate the 'Reason For Not Administering' field is disabled.
Click [Save].
Verify the action completes successfully.
Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
With "Client A" selected, access the 'Patient Health Questionnaire-9' form.
Select the entry from the previous steps and click [Edit].
Validate a dialog stating "This record is marked as "Final". Data can be viewed only."
Click [OK].
Validate the data filed in the previous steps displays as expected and the form is disabled.
Close the form.

Topics

• myAvatar NX Only • Patient Health Questionnaire - 9 • Quick Actions

AV-92935 Summary | Details

Avatar NX - Undocked Forms

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: Undocked Forms - Validate the "Close All Open Forms" functionality

Steps

Access the undocked 'Progress Notes (Group and Individual)' form.
Validate the undocked 'Progress Notes (Group and Individual)' form is displayed.
Navigate back to the myDay view.
Click [Close All Open Forms] in the 'Control Panel'.
Validate a message is displayed stating: "Are you sure you want to close all open forms?"
Click [No].
Validate the undocked 'Progress Notes (Group and Individual)' form remains open.
Click [Close All Open Forms] in the 'Control Panel'.
Validate a message is displayed stating: "Are you sure you want to close all open forms?"
Click [Yes].
Validate the undocked 'Progress Notes (Group and Individual)' form closes, as expected.

Topics

• Forms • NX

AV-92961 Summary | Details

Task List - Future Functionality

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

Nutrition Orders
Order Code Setup
Orders This Episode
Task List

Scenario 1: Task List - Dietary - AOE Questions

Steps

This prepares the system for future Task List functionality.

Topics

• NX • Task List

AV-92972 Summary | Details

eMAR NX - Future Functionality

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

eMAR
Frequency Code Setup
Orders This Episode

Scenario 1: eMAR NX - Wristband Scan - Click Ellipses on administered cell - Edit Administration Event, Record Additional Attempt, Administration after refusal, Void Administration Event

Steps

This prepares the system for future eMAR NX functionality.

Topics

• eMAR NX • NX

AV-93003 Summary | Details

CFMS - Batch Transaction Posting

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

Account Registration
Admission
Avatar NX Report Viewer
Batch Transaction Posting
Report of Transactions Posted

Scenario 1: Frequency Code Setup - Editing a frequency code

Specific Setup:

A frequency code must exist in the application (Frequency Code A).

Steps

Access the 'Frequency Code Setup' form.
Select "Edit Existing Code" in the 'Add/Edit Frequency Code' field.
Search for and select "Frequency Code A" in the 'Existing Frequency Code' field.
Select "Yes" in the 'Interval Frequency' field.
Enter any value in the 'Every Nth Hour' field and press the 'Tab' key.
Validate the 'Every Nth Minute' field is disabled.
Validate the 'Times/24 Hours' field contains the appropriate value.
Clear the 'Every Nth Hour' field and press the 'Tab' key.
Validate the 'Every Nth Minute' field is enabled.
Validate the 'Times/24 Hours' field is cleared.
Make any desired changes.
Click [Submit].
Validate that a 'Form Return' dialog stating: "Submitting has completed. Do you wish to return to form?"
Click [No].

Scenario 2: CFMS - Batch Transaction Posting Workflow

Specific Setup:

Account Registration:
Identify two clients that have been registered and the account types.

Steps

Open 'Batch Transaction Posting'.
Select the 'Transactions To Post' section.
Click [Add New Item].
Enter the data to create a record for one client.
Click [Add New Item].
Enter the data to create a record for the other client.
Select the 'Batch Transaction Posting' section.
Add data to required and optional fields as desired.
Click [Print Transaction Information] and verify the report detail.
Close the report.
Click [Submit].
If desired, open 'Report Of Transactions Posted' and enter the data to process the report.
Click [Process].
Validate that the report contains the correction information.
Close the report.
Close the form.

Topics

• CFMS • NX • Task Frequency • Task List

AV-93024 Summary | Details

Task List - Future Functionality

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

Allergies and Hypersensitivities
App Dashboard
Manage Nursing Caseload

Scenario 1: Task List - Allergies Shown in Client Card

Steps

Internal Testing Only

Topics

• NX • Task List

AV-93043 Summary | Details

Avatar NX - F5 Functionality

Scenario 1: Docked/Undocked Diagnosis form - Validate Add Multiple Search

Specific Setup:

Client must be enrolled in an active episode (Client A).
The 'Enable Multiple Diagnosis Search' registry setting must be set to "Yes".

Steps

Select "Client A" and access to the 'Diagnosis' form undocked.
Select "Admission" from the 'Type of Diagnosis' field.
Press the 'F5' key and validate that "Admission" is no longer shown in selection.
Select "Admission" from the 'Type of Diagnosis' field.
Validate the 'Date Of Diagnosis' field is auto-filled with the admission date.
Enter the desired time in the 'Time of Diagnosis' field.
Click [New Row].
Enter the desired value in the 'Diagnosis Search' field.
Validate that the multiple diagnosis search screen displays as expected.
Select a diagnosis from the search list.
Validate that 'Status' is "Active".
Validate that 'Ranking' is "Primary".
Validate that 'Bill Order' is "1".
Validate that 'Present On Admission Indicator' is "Yes".
Select any value from the 'Classification' field.
Select any practitioner from the 'Diagnosing Practitioner' field.
Click [Submit].
Select 'Client A' from the 'My Clients' list and access to the 'Diagnosis' form (docked).
Click [Edit]
Select the previously filed Diagnosis record.
Validate that the diagnosis data appears as expected.
Navigate to another view or open a form.
Navigate back to the 'Diagnosis' form and validate that all data appears as expected in the Diagnosis grid.
Click [Discard].

Scenario 2: Validate undocked 'Progress Notes (Group and Individual)'

Specific Setup:

A client is enrolled in an existing episode (Client A).

Steps

Access the undocked 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select the desired value in the 'Progress Note For' field.
Leave the undocked window open.
Access the 'Current Database Locks' form.
Validate the 'Current Database Locks' field contains a lock for the progress note opened.
Leave the form open.
Navigate back to the undocked 'Progress Notes (Group and Individual)' form.
Click [X] in the upper right corner.
Validate the undocked window is closed.
Navigate back to the 'Current Database Locks' form.
Click [Update Display].
Validate the 'Current Database Locks' field no longer contains a lock for the progress note.
Click [Discard].
Access the undocked 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select the desired value from the 'Progress Note For' field.
Press the 'F5' key and validate that the previously selected value is no longer selected.
Select the desired value from the 'Progress Note For' field.
Populate all other required and desired fields.
Scroll to the 'Progress Note For' field and click on the selected value.
Press the 'F5' key and validate that the previously selected value is no longer selected.
Select "Final" from the 'Draft/Final' field.
Validate a dialog is displayed stating: "The following field is missing: Progress Note For".
Scroll to the 'Progress Note For' field and select the desired value.
Select "Final" from the 'Draft/Final' field.
Press the 'F5' key and validate that "Final" is no longer shown in selection.
Select "Draft" from the 'Draft/Final' field.
Click [Submit Note] and [No].

Topics

• Forms • NX • Progress Notes

AV-93130 Summary | Details

'My To Do's' Widget - Review Results

Scenario 1: 'Review Results' To Do's - validate client data

Specific Setup:

Must be three clients enrolled in existing episodes and have lab orders entered (Client A, Client B, and Client C).
User has the 'My To Do's' widget on their home view (Staff A).
Result documents must be uploaded for the lab orders for (Client A and Client B) through the 'Result Document Upload' form.
Result documents must be one of the following file extensions: ".PDF", ".TIF", ".TXT" or ".XML"
Results have been entered via form 'Results Entry' for "Client C" and then reviewed with notification To Do's sent to "Staff A" via the 'Review Results' form.

Steps

Log in as "Staff A".
Navigate to the 'My To Do's' widget.
In the 'Results To Review' column, validate that the "Results" To Do's generated in the preconditions for "Client A", "Client B" and "Client C", are present.
Click [Review Results] for "Client A".
Validate the values displayed in each column in the 'Results to Review' screen, are as expected for "Client A".
Click "View Document" and validate the document displays as expected.
Close the "View Document" slider.
Click [Cancel].
Click [Review Results] for "Client B".
Validate the values displayed in each column in the 'Results to Review' screen, are as expected for "Client B".
Click "View Document" and validate the document displays as expected.
Close the "View Document" slider.
Click [Cancel].
Click [Review Results] for "Client C".
Validate the values displayed in each column in the 'Results to Review' screen, are as expected for "Client C".
Click [Cancel].

Topics

• NX • Results Entry • To-Do's

AV-93179 Summary | Details

Avatar NX - "My Calendar" widget

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

Dynamic Form - Scheduling Calendar
Microsoft Outlook Calendar

Scenario 1: Avatar NX - 'Outlook 365 Integration" - User set up and "My Calendar" widget validations

Specific Setup:

The "Microsoft Azure" cloud computing platform or similar platform, has been setup by the client's system administrators to integrate with "Microsoft 365" to provide the "Microsoft Outlook" application to users
Registry setting '"Enable Outlook 365 Integration" has been set to "Y" to enable support for "Outlook 365" integration. [Note: this registry setting is introduced with "RADplus 2023 Update 112"]
In form "System Security Defaults", in the "Outlook 365 Integration Configuration" section, the "Client ID", "Client Secret" and "Tenant ID" field values needed for integration provided by the Admin team, have been populated and the form has been submitted successfully
[TestUser] has "Microsoft Outlook" installed on their desktop and has a "Microsoft Outlook" email account assigned to them [TestEmail]
[TestUser] has an appointment or meeting [TestApptA], scheduled in their "Microsoft Outlook" on [TestDateA]
[TestUser] is also a staff member and has a client appointment [TestApptB], already scheduled on [TestDateB], via form "Scheduling Calendar" in myAvatar
[TestUser] has the "My Calendar" widget on their home view
Log in as [TestUser]

Steps

At the home view, select the "User Menu" icon in the top right corner
Click "Preferences"
Click the "Calendar" tab and then click "Add Source" and
From the "Select Source Type" drop down list, select "Microsoft Outlook"
Click [Add]
At the "Microsoft Sign In", dialog enter the email address [TestEmail] for the logged in user
Click [Next]
At the "Enter Password" prompt, enter the email login password
Click [Sign in]
Validate message "Successfully linked Microsoft Outlook account to email [TestUser]"
Click [OK]
Validate "Microsoft Outlook" is added in the source list box
Validate the check box next to the source is checked
Click [Save]
Click 'Preferences' to return to the form
Validate "Microsoft Outlook" is added in the source list box
Validate the check box next to the source is checked
Close the form
At the home view, navigate to the "My Calendar" widget
Click the "Refresh" button on the widget
On the calendar, navigate to [TestDateA]
Validate [TestApptA] scheduled in "Microsoft Outlook" is displayed on the calendar for that day
On the calendar, navigate to [TestDateB]
Validate [TestApptB], the appointment scheduled in form "Scheduling Calendar', is displayed on the calendar for that day
In "Microsoft Outlook"
Open the calendar and delete [TestApptA]
In Avatar
Open form "Scheduling Calendar" and delete [TestAppB]
Refresh the "My Calendar" widget
Validate [TestApptA] and [TestApptB] have been removed from the calendar
In "Microsoft Outlook"
Schedule a new meeting [TestMeeting] on a desired date [TestDateC]
In Avatar
Schedule a new appointment [TestApptD] on a desired date [TestDateD]
At the home view, navigate to the "My Calendar" widget
Click the "Refresh" button on the widget
On the calendar, navigate to [TestDateC]
Validate [TestMeeting] scheduled in "Microsoft Outlook" is displayed on the calendar for that day
On the calendar, navigate to [TestDateD]
Validate [TestApptD], the appointment scheduled in form "Scheduling Calendar', is displayed on the calendar for that day

Topics

• My Calendar • NX

AV-93252 Summary | Details

Avatar NX - On-Screen Keyboard

Internal Test Only

Topics

n/a

AV-93280 Summary | Details

Avatar NX - My Clients

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

Registry Settings (PM)

Scenario 1: Avatar NX - My Clients - Validate ID# is displayed for each client

Specific Setup:

Multiple clients must be enrolled in existing episodes.
The logged in user must have the staff tab configured under 'Preferences'.
The 'Hide Site Tab From My Clients Widget' registry setting must be set to "N".
A unit must be defined with existing clients admitted in inpatient episodes.
A site must be defined and have appointments scheduled.
An additional view must be configured (View A).

Steps

Navigate to the 'My Clients' list.
Validate the clients display in two lines: the client name in the first line and ID# and 'Dashboard' icon in the second line.
Hover over the client name and the 'Dashboard' icon and validate the tool tips display as expected.
Scroll to the desired client and click on their 'Dashboard' icon.
Validate the 'Client Dashboard' opens and displays as expected for the client.
Click [Close].
Validate the client is in context in the header and at the top of the 'My Clients' list.
Click the 'Staff' tab.
Validate staff display with the name on the first line and ID# on the second line.
Validate hover over the desired staff.
Validate the tool tip displays as expected.
Click on the desired staff name.
Validate the selected staff displays in context at the top of the list.
Validate the client selected in the previous steps is still in context in the header.
Click the 'Site' tab.
Validate the 'Site' and 'Unit' radio buttons display as expected.
Click the 'Unit' radio button.
Search for and select the desired unit.
Validate the clients display in two lines: the client name in the first line and ID# and 'Dashboard' icon in the second line.
Hover over the client name and the 'Dashboard' icon and validate the tool tips display as expected.
Scroll to the desired client and click on their 'Dashboard' icon.
Validate the 'Client Dashboard' opens and displays as expected for the client.
Click [Close].
Validate the client is in context in the header and at the top of the list.
Click the 'Site' radio button.
Search for and select the desired site.
Validate the clients display in two lines: the client name in the first line and ID# and 'Dashboard' icon in the second line.
Hover over the client name and the 'Dashboard' icon and validate the tool tips display as expected.
Scroll to the desired client and click on their 'Dashboard' icon.
Validate the 'Client Dashboard' opens and displays as expected for the client.
Click [Close].
Validate the client is in context in the header and at the top of the list.
Navigate to 'View A'.
Validate the 'My Clients', 'Staff' & 'Site' tabs display as expected.
Click [Clear Client].

Topics

• My Clients • NX • Registry Settings

AV-93307 Summary | Details

eMAR NX - Future Functionality

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

eMAR
eMAR NX - Dynamic Form - MEDICATION WARNING
Orders This Episode

Scenario 1: eMAR NX - Inventory Check in - Variable Dose

Steps

This prepares the system for future eMAR NX functionality.

Topics

• eMAR NX • NX

AV-93354 Summary | Details

Avatar NX - Landscape Orientation

Internal Test Only

Topics

n/a

AV-93355 Summary | Details

Avatar NX - Treatment Plan

Internal Test Only

Topics

n/a

AV-93394 Summary | Details

OE NX - Admission Med Rec - Inpatient and outpatient episodes

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

Home Medications
Orders This Episode
Registry Settings (CWS)

Scenario 1: OE NX - Home Medications - Active and Expired orders

Specific Setup:

The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1".
Please log out of the application and log back in after completing the above configuration.
A client must have an active inpatient episode. (Client A)
A client must have an active outpatient episode as Episode 1 and an active inpatient episode as Episode 2. (Client B)
A client must have an active inpatient episode. (Client C)
“Client A” and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
"Client A" has an active 'Home Medications' order for "traZODone hydrochloride 100 MG Tablet Oral" and two expired 'Home Medications' orders for "Ambien 10 MG Tablet Oral (Schedule IV)" and "Furosemide 80 MG Tablet Oral".
"Client B" has an active 'Home Medications' order for "Lisinopril 10 MG Tablet Oral".

Steps

Select "Client A" and access the Order Entry Console.
Select "Episode #1" in the 'Header Episode' field.
Select the 'Admission Med Reconciliation' tab.
Select "Client C".
Select "Episode #1" in the 'Header Episode' field.
Select the 'Admission Med Reconciliation' tab.
Select the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Select "Active + Expired" in the 'Status' field.
Validate that the following orders are displayed:
An active order for "traZODone hydrochloride 100 MG ORAL Tablet"
An expired order for "Furosemide 80 MG ORAL Tablet"
An expired order for "Ambien 10 MG ORAL Tablet (Schedule IV)".
Select "Client B" and validate that the 'Orders This Episode' tab is displayed.
Double click the 'Home Medications' tab.
Validate that an active order for "Lisinopril 10 MG ORAL Tablet" is displayed.
Select "Episode #1" in the 'Header Episode' field.
Validate that an active order for "Lisinopril 10 MG ORAL Tablet" is displayed.
Select "Episode #2" in the 'Header Episode' field.
Double click the 'Admission Med Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' grid contains an order for "Lisinopril 10 MG ORAL Tablet".
Double click the 'Admission Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post Discharge)' grid contains an order for "Lisinopril 10 MG ORAL Tablet".

Topics

• NX • Order Entry Console

AV-93512 Summary | Details

OE NX - My Favorites - Adding Order Groups

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

Dictionary Update (CWS)
Order Entry Console - Multiple Reasons Checklist
Order Group Setup
Orders This Episode

Scenario 1: OE NX - Orders This Episode - Adding order groups via My Favorites (For Non External Pharmacy).

Specific Setup:

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.
An order group (Order Group A) must be created containing the following:
A pharmacy order with a routine priority and an intravenous route
A lab order with a STAT priority

Steps

Select "Client A" and access the Order Entry Console.
Click 'My Favorites'.
Validate the 'Favorites' dialog is displayed.
Search for and select "Order Group A" in the 'Order Search' field and click [Add to Favorites].
Validate that "Order Group A" is displayed in the list of 'Favorites'.
Check the 'Select' checkbox for "Order Group A" and click [Add to Scratchpad].
Validate the orders from "Order Group A" are displayed in the 'Scratchpad' with a red flag in the 'Action' column.
Select the pharmacy order in the 'Scratchpad'.
Set the 'Dose' field to "1".
Select "mL" in the 'Dose Unit' field.
Select "3 TIMES A DAY" in the 'Freq' field.
Select "Irrigate' from the 'Admin Method' field.
Set the 'Duration' field to "2".
Click [Days].
Click [Update Order].
Select the lab order from the 'Scratchpad'.
Select "STAT" from the 'Frequency' field.
Set the 'Duration' field to "2".
Click [Days].
Click [Update Order] and [Sign].
An 'Interaction' dialog may be displayed.
If displayed override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains the orders from "Order Group A".

Topics

• My Favorites • NX • Order Entry Console

AV-93544 Summary | Details

eMAR NX - Future Functionality

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - PRN Administration in 'Hourly' view ; review in 'Daily' view

Steps

This prepares the system for future eMAR NX functionality.

Topics

• eMAR NX • NX

AV-93581 Summary | Details

eMAR - Acknowledged By

Scenario 1: Avatar eMAR - Administer a pharmacy-type order when 'Support Med ID' = "N".

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "0".
The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting is set to "N".
The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
Please log out and log back in after configuring the above.
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Set the 'New Order' field to "PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL".
Set the 'Dose' field to "1".
Select "Capsule" in the 'Dose Unit' field.
Select any value in the 'Freq' field with hours of administration. (ex. Twice A Day, which has administration times of 09:00 AM and 09:00 PM)
Set the 'Duration' to "28" and click [Days].
Validate the 'Start Date' field contains the current date.
Set the 'Start Date' field to "0000" and press Tab.
Validate the 'Start Date' field contains "12:00 AM".
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contain an order for "PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL".
Select the "eMAR" widget.
Validate an order for "PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL" is displayed with a "0900" and a "2100" cell under the current date.
Double click the "0900" cell.
Validate that the 'Order Acknowledgement' dialog is displayed and click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Validate that the 'Administration Event' dialog is displayed.
Validate the 'Scheduled Date' field contains the current date.
Validate the 'Scheduled Time' field contains "0900".
Validate that the 'Med ID' field is not displayed.
Validate the 'Qty' field contains "1".
Validate the 'Unit' field contains "Capsule".
Select any successful administration value in the 'Administration Event' field.
Validate that there is a red flag in [Warning - View].
Click [Warning -View] and validate that an 'Administration Date/Time' tab is displayed and contains: This Administration Event is occurring outside the allowable administration window of 60 minutes for "PRILOSEC (OMEPRAZOLE)".
Enter any value in the 'Override Text' field and click [OK].
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that the first cell under the current date contains the amount administered and the time administered in military format.

Topics

• eMAR NX • NX

AV-93638 Summary | Details

OE NX - Home Medications

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

Order Entry Console

Scenario 1: OE NX - Home Medications - Status filter

Steps

Internal Testing Only

Topics

• Home Medications • NX

AV-93671 Summary | Details

Avatar NX - 'All Documents' Widget

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

All Documents Widget
HomeView.Coming In Today Widget

Scenario 1: Avatar NX - Client Dashboard

Specific Setup:

The 'Coming in Today' widget must be visible from the myDay view.
The logged in user must have the 'All Documents' widget configured on the client dashboard.
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).
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' (View A).

Steps

Navigate to the 'Coming In Today' widget.
Validate the appointment for "Client A" displays and expand it.
Check "Yes" in the 'Missed Visit' field.
Validate 'Service Code' field is required.
Select the desired missed visit service code in the 'Service Code' field.
Enter any value in the 'Notes' field.
Select "Client B" from the 'My Clients' list.
Click the client name in the header to launch the client dashboard for "Client B".
Validate the dashboard opens and displays as expected.
Navigate to the 'All Documents' widget.
Select the 'All Forms' section.
Click [New Record].
Validate the list of forms display as expected.
Click [Close].
Navigate to "View A"
Select the 'All Forms' tab.
Click [New Record].
Validate the list of forms display as expected.
Navigate to the myDay view.
Navigate to the 'Coming In Today' widget.
Validate the expanded appointment for "Client A" retains the data entered in the previous steps.
Click the "Chart" link.
Validate the client dashboard for "Client A" opens and displays as expected.
Click [Close].

Topics

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

AV-93674 Summary | Details

NX - Medical Note

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

Home Medications

Scenario 1: NX - Two clients - One with orders and one without, view Home Medications and Medical Note and switch clients.

Specific Setup:

Two clients must exist that have outpatient episodes. One with no orders in Home Medications (Client A) and one with multiple orders of all different statuses in Home Medications. (Client B)
“Client B” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Validate no orders are displayed.
Click 'Medical Note'.
Validate that 'Medical Note' is displayed and contains information for "Client A".
Select "Client B".
Validate that the 'Loading' dialog for the Order Entry Console is not displayed and that all information pertaining to "Client B" is displayed.

Topics

• Medical Note • NX

AV-93827 Summary | Details

Avatar NX - Progress Notes (Group and Individual)

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

Progress Notes (Group and Individual)
Registry Settings (PM)
Treatment Plan

Scenario 1: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting

Specific Setup:

A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
The 'Progress Notes' widget is on the HomeView for the logged in user.

Steps

Access the 'Registry Settings' form.
Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings]
Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
Click [OK].
Validate the 'Registry Setting Details' field contains "Enter "Y" to add 'Treatment Plan' grid field to the form. Enter "YD" to add the grid field and enable the functionality to default the previously selected treatment plan to the new row. Enter "N" to remove the field from the form."
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
Click [OK].
Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Notes (Group and Individual)' form.
Verify the 'Treatment Plan' grid is displayed.
Enter "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Click [New Row] in the 'Treatment Plan' grid.
Select the desired Treatment Plan in the 'Select T.P. Version' field.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Enter the desired value in the 'Notes Field' field.
Select "Draft" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed. Do you want to return to the Progress Notes form?"
Click [No].
Validate the 'Progress Notes (Group and Individual)' form closes as expected.
Access the 'Progress Notes (Group and Individual)' form.
Select the note filed in the previous steps in the 'Select Draft Note To Edit' field.
Validate the 'Treatment Plan' grid contains the row filed in the previous steps.
Click [New Row] in the 'Treatment Plan' grid.
Validate the 'Select T.P. Version' field does not contain a value.
Select the second row in the 'Treatment Plan' grid.
Click [Delete Row].
Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
Click [Yes].
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed. Do you want to return to the Progress Notes form?"
Click [No].
Validate the 'Progress Notes (Group and Individual)' form closes as expected.
Access the 'Registry Settings' form.
Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings]
Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
Click [OK].
Enter "YD" in the 'Registry Setting Value' field.
Click [Submit].
Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
Click [OK].
Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Notes (Group and Individual)' form.
Verify the 'Treatment Plan' grid is displayed.
Enter "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Click [New Row] in the 'Treatment Plan' grid.
Select the desired Treatment Plan in the 'Select T.P. Version' field.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Click [New Row] in the 'Treatment Plan' grid.
Validate the 'Select T.P. Version' field defaults in with the value selected in the first row.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed. Do you want to return to the Progress Notes form?"
Click [No].
Validate the 'Progress Notes (Group and Individual)' form closes as expected.
Select "Client A" and navigate to the 'Progress Notes' widget.
Validate the progress notes filed in the previous steps are displayed.
Validate the rows filed in the 'Treatment Plan' grid are displayed.

Topics

• NX • Progress Notes (Group And Individual)

AV-93883 Summary | Details

OENX - Lab Orders - External Lab Vendor Destination filtering based on Program and Unit

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

External Lab/Radiology Definition for CareConnect
Order Code Setup
Order Entry Console

Scenario 1: OE NX - Orders This Episode - Lab-type orders - program filtering for External Lab/Radiology vendors

Specific Setup:

A lab-type order code must exist. (Order Code A)
"Order Code A" must have two eVendor's (Vendor A and Vendor B) associated with it in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Two clients must have an active episode. (Client A and Client B)
“Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Vendor A" and "Vendor B" must have a program selected in the 'Programs' field on the 'External Lab/Radiology Definition for CareConnect' form that is not associated with "Client A", but must be associated with "Client B".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Click the 'External Lab Vendor Destination' field and validate that no values are displayed.
Click the 'Home Medications' tab
Click the 'Orders This Episode' tab.
Search for and select "Order Code A" in the 'New Order' field.
Click the 'External Lab Vendor Destination' field and validate that no values are displayed.
Select "Client B" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Click the 'External Lab Vendor Destination' field and validate that "Vendor A" and "Vendor B" are displayed.

Scenario 2: OE NX - Orders This Episode - Lab-type orders - unit filtering for External Lab/Radiology vendors

Specific Setup:

A lab-type order code must exist. (Order Code A)
"Order Code A" must have two eVendor's (Vendor A and Vendor B) associated with it in the 'External Lab Definition' grid in the 'Order Code Setup' form.
Two clients must have an active inpatient episodes. (Client A and Client B)
“Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Vendor A" and "Vendor B" must have a unit selected in the 'Units' field on the 'External Lab/Radiology Definition for CareConnect' form that is associated with "Client A", but must not be associated with "Client B".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Click the 'External Lab Vendor Destination' field and validate that "Vendor A" and "Vendor B" are displayed.
Click the 'Home Medications' tab
Click the 'Orders This Episode' tab.
Search for and select "Order Code A" in the 'New Order' field.
Click the 'External Lab Vendor Destination' field and validate that "Vendor A" and "Vendor B" are displayed.
Select "Client B" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Click the 'External Lab Vendor Destination' field and validate that no values are displayed.
Click the 'Home Medications' tab
Click the 'Orders This Episode' tab.
Search for and select "Order Code A" in the 'New Order' field.
Click the 'External Lab Vendor Destination' field and validate that no values are displayed.

Topics

• NX • Order Entry Console

AV-82931 Summary \| Details OENX - Home Medications - Discontinuing a medication Internal Test Only	Topics n/a
AV-82942 Summary \| Details OE NX - Drug-Drug interactions on Home Medications/Discharge Reconciliation Scenario 1: OE NX - Drug-Drug interactions on Home Medications Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console and click the 'Home Medications' tab. Search for and select "Ondansetron 8 MG Tablet Oral" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Search for and select "Amiodarone 200 MG Tablet Oral" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Search for and select "Diflucan 150 MG Tablet Oral" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions. Override all interactions and click [Save Override and Exit]. Validate the [Final Review] dialog is displayed and click [Sign]. Validate that the three new orders appear on the 'Order grid'. Select "Client A" and access the Order Entry Console. Click the 'Discharge Reconciliation' tab. Search for and select "Aspirin 81 MG, Tablet, Enteric Coated, Oral Tablet, Enteric Coated Oral" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Search for and select "Warfarin 10 MG, Tablet, Oral Tablet Oral (2 Tablets 3 TIMES A DAY)" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Discharge Reconciliation' tab is in view-only mode. Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Search for and select "Aspirin 81 MG, Tablet, Enteric Coated, Oral Tablet, Enteric Coated Oral" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Search for and select "Warfarin 10 MG, Tablet, Oral Tablet Oral (2 Tablets 3 TIMES A DAY)" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Select "Aspirin 81 MG, Tablet, Enteric Coated, Oral Tablet, Enteric Coated Oral" from Order grid and Click [D/C]. Select "Warfarin 10 MG, Tablet, Oral Tablet Oral (2 Tablets 3 TIMES A DAY)" from Order grid and Click [D/C]. Validate the 'Final Review' dialog is displayed and click [Sign].	Topics • Home Medications • NX
AV-83203 Summary \| Details Treatment Plan - 'Assigned Services' grid Internal Test Only	Topics n/a
AV-83383 Summary \| Details OENX - Orders This Episode - Order Group - Default Duration in Doses Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Orders This Episode Order Group Setup Scenario 1: OE NX - Order Group - Default Duration in Doses - external pharmacy mode Specific Setup: An Order Group must exist that contains a pharmacy-type order code (Order Code A) with a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Default Duration(Doses)' of "6". (Order Group A). A client must have an active episode. (Client 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and contains "Order Code A". Check the checkbox next to "Order Code A". Validate the 'Frequency' field contains "TWICE A DAY". Validate the 'Duration' field contains "6". Validate that [Doses] is not displayed and click [Days]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains a date that is 6 days in the future of the current date. Validate the 'Stop Time' field contains a time that is one minute less than the 'Start Time. Select "Take with a glass of water" from the 'Instructions' field. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Order Code A" with a red flag in the 'Action' column. Select the order in the 'Scratchpad'. Select "Capsule" in the 'Dispense Qty Unit' field. Click [Update Order] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Scenario 2: OE NX - Order Group - Default Duration in Doses Specific Setup: An Order Group must exist that contains a pharmacy-type order code (Order Code A) with a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Default Duration(Doses)' of "6". (Order Group 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. Note: Testing occurred between "09:00 AM" and "09:00 PM". Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and contains "Order Code A". Check the checkbox next to "Order Code A". Validate the 'Frequency' field contains "TWICE A DAY". Validate the 'Duration' field contains "6" and that [Doses] is enabled and selected. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains a date that is 3 days in the future of the current date. Validate the 'Stop Time' field contains "09:00 AM". Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains the order for "Order Code A".	Topics • NX • Order Entry Console
AV-84092 Summary \| Details Scheduling Calendar - 'Notify Practitioner of Arrival' Scenario 1: Scheduling Calendar - Notify Practitioner of Arrival Specific Setup: A client is enrolled in an existing episode (Client A). The logged in user has an associated practitioner (Practitioner A). "Client A" has an appointment scheduled for the current date with "Practitioner A". The computer volume must be on. Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointment for "Client A". Right click on the appointment for "Client A". Click [Check In]. Validate the 'Scheduling Calendar - Check In' window is displayed Select "Yes" in the 'Notify Practitioner Of Arrival' field. Click [Current Time] in the 'Time Of Arrival' field. Click [Submit]. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Validate a message is displayed stating: "Closing the Scheduling Calendar will close any forms that were opened from the Scheduling Calendar. Are you sure you want to close?" and click [OK]. Validate a message is displayed stating: "USER, your ##:## AM/PM appointment has arrived." Observe a sound notification along with the above message notifying the practitioner of "Client A's" arrival. Press the "Space bar" or "Enter" key. Validate the notification 'Confirm' dialog does not close. Click [OK]. Validate the notification 'Confirm' dialog closes as expected.	Topics • NX • Scheduling Calendar
AV-84598 Summary \| Details Scheduling Calendar - Staff 'Practitioner Category' filter Scenario 1: Scheduling Calendar - Validate the 'Practitioner Category' filter Specific Setup: Please note: This is for Avatar NX only. Multiple staff members are defined with hours for scheduling. Multiple practitioner categories are defined (Psychiatrist & Social Worker will be used for testing). Steps Access the 'Scheduling Calendar' form. Select "Staff" in the calendar 'Filter' field. Validate the 'Practitioner' filter is displayed and contains a list of practitioner categories for coverage. Select "Psychiatrist" as the 'Practitioner' filter. Validate the 'Staff Members' list contains only staff members with "Psychiatrist" as one of their 'Practitioner Categories For Coverage' in 'Practitioner Enrollment' who have hours at the selected site. Click [Dismiss] and [OK] to close the calendar. Access the 'Scheduling Calendar' form. Validate "Psychiatrist" is still selected as the 'Practitioner' filter. Select "Social Worker" as the 'Practitioner' filter. Validate the 'Staff Members' list contains only staff members with "Social Worker" as one of their 'Practitioner Categories For Coverage' in 'Practitioner Enrollment' who have hours at the selected site. Select "No Category Selected" as the 'Practitioner' filter. Validate the 'Staff Members' list contains all staff members with hours for the selected site. Click [Dismiss] and [OK] to close the calendar. Access the 'Scheduling Calendar' form. Validate "No Category Selected" is still selected as the 'Practitioner' filter. Click [Dismiss] and [OK] to close the calendar.	Topics • myAvatar NX Only • Scheduling Calendar
AV-84599 Summary \| Details Scheduling Calendar - Adding Appointment Color Coding Scenario 1: Registry Settings - Use Site or Service Based Appointment Color Coding Specific Setup: Using the "Dictionary Update" form from the PM menu: Navigate to the "Print Dictionary" section: Select the "Other Tabled Files" from the "File" dropdown. Print the dictionary for the data element number "60050". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60051". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60052". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Steps Open the "Registry Settings" form. Search for the registry setting "Use Site or Service Based Appointment Coding". Validate it is initially set to "0". Attempt to set the registry setting to "3". Validate it informs that "0,1,2" are the only valid options. Set the registry setting to "0". Submit the form to file. Close the form. Note that in myAvatar systems, this functionality isn't available, and the registry setting can't be set. Open the "Site Registration" form. Note that there are no color coding related fields. Close the form. Open the "Service Codes" form. Note that there are no color coding related fields. Close the form. Open the "Registry Settings" form. Search for the registry setting "Use Site or Service Based Appointment Coding". Set the registry setting to "1". Submit the form to file. Close the form. Open the "Site Registration" form. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another. Submit the form to file. Open the "Site Registration" form. Validate the values of the 3 new color coding fields match what was recorded in previous step. Open the "Service Codes" form. Validate there are no color coding related fields. Close the form. Open the "Registry Settings" form. Search for the registry setting "Use Site or Service Based Appointment Coding". Set the registry setting to "2". Submit the form to file. Close the form. Open the "Site Registration" form. Validate there are no color coding related fields. Close the form. Open the "Service Codes" form. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another. Submit the form to file. Scenario 2: Service Codes - Color Coding Specific Setup: Using the "Dictionary Update" form from the PM menu: Navigate to the "Print Dictionary" section: Select the "Other Tabled Files" from the "File" dropdown. Print the dictionary for the data element number "60050". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60051". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60052". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Steps Open the "Registry Settings" form. Search for the registry setting "Use Site or Service Based Appointment Color Coding". Set the registry setting value to "2". Submit the form. Open the "Service Codes" form. Add a new service code for the "Client/Staff Appointment Color". Fill out all required fields. Set the "Client/Staff Appointment Color" to the desired background/text color combination. Click "File Service Code". Add a new service code for the "Staff-Only Appointment Color". Fill out all required fields. Set the "Staff-Only Appointment Color" to the desired background/text color combination. Click "File Service Code". Add a new service code for the "Group Appointment Color". Fill out all required fields. Set the "Group Appointment Color" to the desired background/text color combination. Click "File Service Code". Open the "Service Codes" form. Validate all 3 new service codes just entered display as previously stored. Open the "Scheduling Calendar". Create a staff/client appointment using the service code added for Client/Staff Appointment. Validate the colors of the appointment's background and text match what was selected for this appointment type. Validate the appointment type edge indicator is appropriate for this type of appointment. Create a staff only appointment using the service code added for Staff Only Appointment. Validate the colors of the appointment's background and text match what was selected for this appointment type. Validate the appointment type edge indicator is appropriate for this type of appointment. Create a group appointment using the service code added for group appointment. Validate the colors of the appointment's background and text match what was selected for this appointment type. Validate the appointment type edge indicator is appropriate for this type of appointment. Scenario 3: Site Registration - Color Coding Specific Setup: Using the "Dictionary Update" form from the PM menu: Navigate to the "Print Dictionary" section: Select the "Other Tabled Files" from the "File" dropdown. Print the dictionary for the data element number "60050". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60051". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60052". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Steps Open the "Site Registration" form: Add a new site. Populate all required fields. Click "Add Site Hours of Operation". Enter hours of operation for each day. Click "Site Holidays". Enter days the site isn't open for appointments. Validate the "Client/Staff Appointment Color" dropdown exists on the form. Validate the "Staff-Only Appointment Color" dropdown exists on the form. Validate the "Group Appointment Color" dropdown exists on the form. Select a background/text color combination in the "Client/Staff Appointment Color" dropdown. Select a background/text color combination in the "Staff-Only Appointment Color" dropdown. Select a background/text color combination in the "Group Appointment Color" dropdown. Submit the form. Open the "Site Registration" form: Edit the site that was just added. Validate the background/text color combination in the "Client/Staff Appointment Color" dropdown reflects what was entered. Validate background/text color combination in the "Staff-Only Appointment Color" dropdown reflects what was entered. Open the "Scheduling Calendar". Schedule a client/staff appointment. Validate the background/text color coding matches what was established in the "Site Registration" form for the site. Validate the appointment type edge indicator is appropriate for this type of appointment. Schedule a staff only appointment. Validate the background/text color coding matches what was established in the "Site Registration" form for the site. Validate the appointment type edge indicator is appropriate for this type of appointment. Schedule a group appointment. Validate the background/text color coding matches what was established in the "Site Registration" form for the site. Validate the appointment type edge indicator is appropriate for this type of appointment.	Topics • NX • Registry Settings • Service Codes • Site Registration
AV-84601 Summary \| Details Scheduling Calendar - adding Appointment Type Edge Indicator to scheduling calendar Scenario 1: Registry Settings - Use Site or Service Based Appointment Color Coding Specific Setup: Using the "Dictionary Update" form from the PM menu: Navigate to the "Print Dictionary" section: Select the "Other Tabled Files" from the "File" dropdown. Print the dictionary for the data element number "60050". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60051". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60052". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Steps Open the "Registry Settings" form. Search for the registry setting "Use Site or Service Based Appointment Coding". Validate it is initially set to "0". Attempt to set the registry setting to "3". Validate it informs that "0,1,2" are the only valid options. Set the registry setting to "0". Submit the form to file. Close the form. Note that in myAvatar systems, this functionality isn't available, and the registry setting can't be set. Open the "Site Registration" form. Note that there are no color coding related fields. Close the form. Open the "Service Codes" form. Note that there are no color coding related fields. Close the form. Open the "Registry Settings" form. Search for the registry setting "Use Site or Service Based Appointment Coding". Set the registry setting to "1". Submit the form to file. Close the form. Open the "Site Registration" form. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another. Submit the form to file. Open the "Site Registration" form. Validate the values of the 3 new color coding fields match what was recorded in previous step. Open the "Service Codes" form. Validate there are no color coding related fields. Close the form. Open the "Registry Settings" form. Search for the registry setting "Use Site or Service Based Appointment Coding". Set the registry setting to "2". Submit the form to file. Close the form. Open the "Site Registration" form. Validate there are no color coding related fields. Close the form. Open the "Service Codes" form. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another. Submit the form to file. Scenario 2: Site Registration - Color Coding Specific Setup: Using the "Dictionary Update" form from the PM menu: Navigate to the "Print Dictionary" section: Select the "Other Tabled Files" from the "File" dropdown. Print the dictionary for the data element number "60050". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60051". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Print the dictionary for the data element number "60052". Validate there are background colors already defined. Add custom colors if desired by defining the color's hexadecimal code. Steps Open the "Site Registration" form: Add a new site. Populate all required fields. Click "Add Site Hours of Operation". Enter hours of operation for each day. Click "Site Holidays". Enter days the site isn't open for appointments. Validate the "Client/Staff Appointment Color" dropdown exists on the form. Validate the "Staff-Only Appointment Color" dropdown exists on the form. Validate the "Group Appointment Color" dropdown exists on the form. Select a background/text color combination in the "Client/Staff Appointment Color" dropdown. Select a background/text color combination in the "Staff-Only Appointment Color" dropdown. Select a background/text color combination in the "Group Appointment Color" dropdown. Submit the form. Open the "Site Registration" form: Edit the site that was just added. Validate the background/text color combination in the "Client/Staff Appointment Color" dropdown reflects what was entered. Validate background/text color combination in the "Staff-Only Appointment Color" dropdown reflects what was entered. Open the "Scheduling Calendar". Schedule a client/staff appointment. Validate the background/text color coding matches what was established in the "Site Registration" form for the site. Validate the appointment type edge indicator is appropriate for this type of appointment. Schedule a staff only appointment. Validate the background/text color coding matches what was established in the "Site Registration" form for the site. Validate the appointment type edge indicator is appropriate for this type of appointment. Schedule a group appointment. Validate the background/text color coding matches what was established in the "Site Registration" form for the site. Validate the appointment type edge indicator is appropriate for this type of appointment.	Topics • NX • Registry Settings • Service Codes • Site Registration
AV-84602 Summary \| Details Avatar NX - 'Patient Calendar' functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings (PM) Service Codes Group Registration Scenario 1: Patient Calendar - Validate the 'Allow Client Only Services in the Scheduling Calendar' registry setting Specific Setup: Please note: this is for Avatar NX only. The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y". A client must be enrolled in an existing episode (Client A). An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A). Steps Access the 'Registry Settings' form. Enter "Allow Client Only Services in the Scheduling Calendar" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains "Allow Client Only Services in the Scheduling Calendar". Validate the 'Registry Setting Details' field contains: Use this registry setting to allow Client Only services to be selected for appointments in the Scheduling Calendar as well as via web service. Please note: this functionality is only available when using MyAvatar NX. Select 'Y' to enable this functionality and 'N' (or blank) to disable it. Validate the 'Registry Setting Value' contains "N" as the default value. Close the form. Access the 'Scheduling Calendar' form. Select "Patient" in the calendar 'Filter' field. Search for and select "Client A" in the 'Patient Search' field. Validate "Client A" now displays as selected in the 'Recent' list. Validate the 'Appointment Grid' now contains available time for "Client A". Right click in any available time slot for "Client A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Validate a message is displayed stating: Client only service codes cannot be used within appointment scheduling. Click [OK] and close the form. Click [Dismiss] and [OK] to close the calendar. Access the 'Registry Settings' form. Enter "Allow Client Only Services in the Scheduling Calendar" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains "Allow Client Only Services in the Scheduling Calendar". Enter "Y" in the 'Registry Setting Value' field. Click [Submit] and close the form. Access the 'Scheduling Calendar' form. Validate "Client A" is still selected in the 'Recent' list. Validate the 'Appointment Grid' still contains available time for "Client A". Right click in any available time slot for "Client A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Validate the 'Client' field contains "Client A". Select the desired episode in the 'Episode #' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A". Right click on the appointment and click [Delete]. Validate a message is displayed stating: Are you sure? Click [Yes]. Validate the appointment for "Client A" is no longer displayed. Click [Uncheck all]. Validate "Client A" is no longer selected in the 'Recent' list. Validate the 'Appointment Grid' no longer contains available time for "Client A". Click [Dismiss] and [OK] to close the calendar. Scenario 2: Patient Calendar - Validate functionality of the 'Patient' calendar filter Specific Setup: Please note: this is for Avatar NX only. The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y". A client must be enrolled in an existing episode and in the logged in user's caseload (Client A). A client must be enrolled in an existing episode but is not in the logged in user's caseload (Client B). An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A). An individual service code must be defined with "Both" selected for 'Service Required By' in the 'Service Codes' form (Service Code B). Steps Access the 'Scheduling Calendar' form. Validate the 'Filter' field is displayed and contains "Staff" and "Patient" options. Select "Patient" in the calendar 'Filter' field. This filter can be used to view a patient-specific calendar. Validate the 'Program' field is displayed and contains a list of defined programs. This filter will display patients available for selection by the selected program. Validate the 'Unit' field is displayed and contains a list of defined units. This filter will display patients available for selection by the selected unit. Validate the 'Patients' list is displayed and contains a list of patients in the user's caseload. Select "Client A" from the 'Patients' list. Validate the 'Recent' list is now displayed and contains "Client A". Validate the 'Appointment Grid' now contains available time for "Client A". Validate the 'Patient Search' field is displayed. Search and select "Client B" in the 'Patient Search' field. Validate the 'Recent' list now contains "Client A" and "Client B". Validate the 'Appointment Grid' now contains available time for "Client A" and "Client B". Click [Dismiss] and [OK] to close the calendar. Access the 'Scheduling Calendar' form. Validate "Patient" remains selected in the 'Filter' field. Validate "Client A" remains selected in the 'Patients' list. Validate "Client A" and "Client B" remain selected in the 'Recent' list. Validate the 'Appointment Grid' still displays available time for "Client A" and "Client B". Click [Uncheck all]. Validate "Client A" and "Client B" are no longer selected. Select "Client A" in the 'Patients' list. Validate the 'Recent' list is now displayed and contains "Client A". Validate the 'Appointment Grid' now contains available time for "Client A". Right click in any available time slot for "Client A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Validate the 'Client' field contains "Client A". Select the desired episode in the 'Episode #' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled. Click [Submit]. Validate the 'Appointment Grid' contains the client only appointment for "Client A". Validate the Appointment Card displays the following fields: Appointment Time, Client Name, Service Code, Location, Site. Right click in any available time slot for "Client A" and click [Add Appointment]. Select "Service Code B" in the 'Service Code' field. Validate the 'Client' field contains "Client A". Select the desired episode in the 'Episode #' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Select the desired practitioner in the 'Practitioner' field. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A". Validate the Appointment Card displays the following fields: Appointment Time, Client Name, Staff Member Name, Service Code, Location, Site. Click [Dismiss] and [OK] to close the calendar. Scenario 3: Patient Calendar - Validate 'Program' filter Specific Setup: Please note: this is for Avatar NX only. Multiple programs are defined in 'Program Maintenance' (Program A & Program B will be used for testing). Multiple clients are admitted into "Program A" and "Program B". Steps Access the 'Scheduling Calendar' form. Select "Patient" in the calendar 'Filter' field. Validate the 'Program' filter is displayed and contains a list of programs defined in 'Program Maintenance'. Select "Program A" as the 'Program' filter. Validate the 'Patients' list contains only patients admitted into "Program A". Select "No Program Selected" as the 'Program' filter. Validate the 'Patients' list contains a list of all patients in the user's caseload. Select "Program B" as the 'Program' filter. Validate the 'Patients' list contains only patients admitted into "Program B". Select the desired patient(s) from the 'Patients' list. Validate the selected patient(s) now display in the 'Recent' list. Validate the calendar grid now displays time for the selected patient(s). Click [Dismiss] and [OK] to close the calendar. Access the 'Scheduling Calendar' form. Validate "Program B" is still selected as the 'Program' filter. Validate the previously selected patient(s) are still selected in the 'Patients' and 'Recent' lists. De-select the previously selected patient(s) from the 'Recent' list. Validate the patient(s) are no longer selected in the 'Patients' list. Select "No Program Selected" as the 'Program' filter. Validate the 'Patients' list contains only patients in the user's caseload. Click [Dismiss] and [OK] to close the calendar. Scenario 4: Patient Calendar - Validate 'Unit' filter Specific Setup: Please note: this is for Avatar NX only. Multiple units are defined for inpatient admissions (Unit A & Unit B will be used for testing). Multiple clients are admitted into "Unit A" and "Unit B". Steps Access the 'Scheduling Calendar' form. Select "Patient" in the calendar 'Filter' field. Validate the 'Unit' filter is displayed and contains a list of defined units. Select "Unit A" as the 'Unit' filter. Validate the 'Patients' list contains only patients admitted into "Unit A". Select "No Unit Selected" as the 'Unit' filter. Validate the 'Patients' list contains a list of all patients in the user's caseload. Select "Unit B" as the 'Unit' filter. Validate the 'Patients' list contains only patients admitted into "Unit B". Select the desired patient(s) from the 'Patients' list. Validate the selected patient(s) now display in the 'Recent' list. Validate the calendar grid now displays time for the selected patient(s). Click [Dismiss] and [OK] to close the calendar. Access the 'Scheduling Calendar' form. Validate "Unit B" is still selected as the 'Unit' filter. Validate the previously selected patient(s) are still selected in the 'Patients' and 'Recent' lists. De-select the previously selected patient(s) from the 'Recent' list. Validate the patient(s) are no longer selected in the 'Patients' list. Select "No Unit Selected" as the 'Unit' filter. Validate the 'Patients' list contains only patients in the user's caseload. Click [Dismiss] and [OK] to close the calendar. Scenario 5: Patient Calendar - Add an individual appointment using a "Client Only" service code Specific Setup: Please note: this is for Avatar NX only. The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y". A client must be enrolled in an existing episode (Client A). An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A). Steps Access the 'Scheduling Calendar' form. Select "Patient" in the calendar 'Filter' field. Search for and select "Client A" in the 'Patient Search' field. Validate "Client A" now displays as selected in the 'Recent' list. Validate the 'Appointment Grid' now contains available time for "Client A". Right click in any available time slot for "Client A" and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Validate the 'Client' field contains "Client A". Select the desired episode in the 'Episode #' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A". Right click on the appointment and click [Check In]. Validate the 'Scheduling Calendar - Check In' form is displayed and contains the appointment data. Click [Submit]. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Right click on the appointment and click [Check Out]. Validate the 'Scheduling Calendar - Check Out' form is displayed and contains the appointment data. Click [Submit]. Validate the 'Appointment Grid' contains the checked out appointment for "Client A". Click [Dismiss] and [OK] to close the calendar. Scenario 6: Patient Calendar - Add a group appointment using a "Client Only" service code Specific Setup: Please note: this is for Avatar NX only. The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y". A group (Group A) must be defined with two or more clients (Client A & Client B). A group service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A). Steps Access the 'Scheduling Calendar' form. Select "Patient" in the calendar 'Filter' field. Search for and select "Client A" in the 'Patient Search' field. Validate "Client A" now displays as selected in the 'Recent' list. Validate the 'Appointment Grid' now contains available time for "Client A". Search for and select "Client B" in the 'Patient Search' field. Validate "Client B" now displays as selected in the 'Recent' list. Validate the 'Appointment Grid' now contains available time for "Client B". Right click in any available time slot and click [Add Appointment]. Select "Service Code A" in the 'Service Code' field. Validate the 'Client' field is disabled. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled. Select "Group A" in the 'Group #' field. Select the desired value in the 'Program' field. Select the desired value in the 'Location' field. Click [Submit]. Validate the 'Appointment Grid' contains the group appointment for "Client A" and "Client B". Right click on one of the group appointments and click [Check In]. Select "All Group Members" in the 'Group Member Selection' dialog. Validate the 'Scheduling Calendar - Check In' form is displayed for "Client A" and contains the appointment data. Click [Submit]. Validate the 'Scheduling Calendar - Check In' form is displayed for "Client B" and contains the appointment data. Click [Submit]. Right click on one of the group appointments and click [Check Out]. Select "All Group Members" in the 'Group Member Selection' dialog. Validate the 'Scheduling Calendar - Check Out' form is displayed for "Client A" and contains the appointment data. Click [Submit]. Validate the 'Scheduling Calendar - Check Out' form is displayed for "Client B" and contains the appointment data. Click [Submit]. Validate the 'Appointment Grid' contains the checked out group appointment for "Client A" and "Client B". Click [Dismiss] and [OK] to close the calendar.	Topics • myAvatar NX Only • Registry Settings • Scheduling Calendar
AV-84608 Summary \| Details Scheduling Calendar - Staff 'Additional Sites' filter Scenario 1: Scheduling Calendar - Validate 'Additional Sites' functionality Specific Setup: Please note: this is for Avatar NX only. Three sites are defined with hours for scheduling in 'Site Registration' (Site A, Site B, Site C). A staff member has hours for scheduling at all three sites with existing appointments scheduled (Staff Member A). Steps Access the 'Scheduling Calendar' form. Select "Staff" in the calendar 'Filter' field. Validate the 'Additional Sites' field is displayed with a list of sites with hours for scheduling. Please note: if it is not displayed, please check off the "Addl Sites" option at the bottom left corner of the 'Scheduling Calendar' in order to include it. Select "Site A" in the 'Site' field. Select "Staff Member A" in the 'Staff Members' field. Validate hours/appointments for "Staff Member A" at "Site A" are displayed. Select "Site A" and "Site B" in the 'Additional Sites' field. Validate hours/appointments for "Staff Member A" at "Site A", "Site B", and "Site C" are displayed. Validate the appointment cards contain the site name. De-select "Site B" in the 'Additional Sites' field. Validate hours/appointments for "Staff Member A" at "Site A" and "Site C" are displayed. Click [Dismiss] and [OK] to close the calendar. Access the 'Scheduling Calendar' form. Validate the 'Site' field contains "Site A". Validate "Site C" is selected in the 'Additional Sites' field. Click [Dismiss] and [OK] to close the calendar.	Topics • myAvatar NX Only • Scheduling Calendar
AV-85991 Summary \| Details OE NX - Required Fields With Asterisk and Red Border. Scenario 1: OE NX - Specimen Site Tree - Orders This Episode and eMAR Specific Setup: The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "Y". A 'Specimen Site Tree Definition' must be filed for a 'Specimen Type' "Urine". A lab-type order code must be configured to have a 'Specimen Type' of "Urine" and an external lab vendor. (Order Code A) The following extended attributes must be set in the 'Order Entry Client Information' "(10245) Specimen Type" dictionary for "Urine": '(10253) Specimen Site' - Required '(10244) Specimen Collection' - Lab Vendor Staff Will Collect '(10245) Specimen Site -eMAR' - Disabled '(10255) Disable Specimen Site if Included in Order' - Yes The following extended attributes must be set in the 'Order Entry Tabled Files' "(500) Order Types" dictionary for "Lab" '(548) Enable Multiple Reasons at Order Entry' - Yes '(541) Require Reason Code' - Yes Please log out of the application and log back in after completing the above configuration. A client must have an active inpatient episode (Client A). Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" and validate the 'Specimen Type' field contains "Urine". Confirm that all required fields contain a red asterisk. Validate the 'Specimen Site' button is red. Click [Specimen Site], define a 'Specimen Site', Validate the 'Specimen Site' button is not red. Validate the 'View' button is red and click [View]. Check the 'Detox' checkbox and click [Save]. Validate the 'View' button is not red. Select "3 Times A Day" from the 'Freq' field. Set 'Duration' to "5" and click [Days]. Click [Add to Scratchpad] and [Sign]. Access the 'Task List' widget. Search for and select "Client A". Complete the education and acknowledgement for "Order Code A". Click [Lab Collection], check the order for "Order Code A" and click [Collect]. Validate the 'Specimen Type' and 'Collection Site' fields are populated with the values selected at order entry and disabled. Note: Whenever orders are placed with a 'Specimen Type' or 'Collection Site' the respective fields will be disabled. Populate any other desired fields and click [Sign]. Scenario 2: 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Validate the 'Reason' field is required with a red asterisk. Confirm that all required fields contain a red asterisk. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad]. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'. Select the order in the 'Scratchpad'. Select a value in the 'Reason' field and click [Update Order] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains the new order.	Topics • Avatar eMAR • NX
AV-86384 Summary \| Details OE NX - Orders This Episode and Admission Reconciliation - Stop Date/Time Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Group Setup Orders This Episode Home Medications Order Entry Console Registry Settings (CWS) Remove Completed Medication Reconciliation Remove Completed Medication Reconciliation - Confirm Remove Completed Medication Reconciliation - Warning Scenario 1: NX - Order group - Preferred Dose Specific Setup: "Order Code A" must be added to an 'Order Group'. (Order Group 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and contains "Order Code A". Check the checkbox next to "Order Code A". Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Set the 'Freq' field to "3 TIMES A DAY". Set the 'Duration' field to "1" and click [Minutes]. Set the 'Start Time' field to "0000" and press tab. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the current date. Validate the ' Stop Time' field contains "12:00 AM". Set the 'Duration' field to "1440". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the current date. Validate the 'Stop Time' field contains "11:59 PM". Set the 'Start Date' field to a daylight savings date. Validate the 'Duration' field contains "1440". Validate the 'Start Date' field contains the daylight savings date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the daylight savings date. Validate the 'Stop Time' field contains "11:59 PM". Set the 'Start Date' field to the current date. Clear any value in the 'Duration' field. Set the 'Stop Date' to the current date. Set the 'Stop Time' field to "0001" and press tab. Validate the 'Stop Time' field contains "12:01 AM". Validate the 'Duration' field contains "2". Set the 'Duration' field to "3" and click [Days]. Click [Add to Scratchpad] and click [Sign]. Validate the 'Order grid' contains the order "Order Code A". Scenario 2: OE NX - Orders This Episode - 'Dispense Qty' set to "0" Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Set the 'Freq' field to "3 TIMES A DAY". Set the 'Duration' field to "1" and click [Minutes]. Set the 'Start Time' field to "0000" and press tab. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the current date. Validate the ' Stop Time' field contains "12:00AM". Set the 'Duration' field to "1440". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the current date. Validate the 'Stop Time' field contains "11:59 PM". Set the 'Start Date' field to a daylight savings date. Validate the 'Duration' field contains "1440". Validate the 'Start Date' field contains the daylight savings date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the daylight savings date. Validate the 'Stop Time' field contains "11:59 PM". Set the 'Start Date' field to the current date. Clear any value in the 'Duration' field. Set the 'Stop Time' field to "0001" and press tab. Validate the 'Stop Time' field contains "12:01 AM". Validate the 'Duration' field contains "2". Set the 'Duration' field to "11" and click [Days]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "33". Set 'Dispense Qty' field to "0". Select "Tablet" in the 'Dispense Qty Unit' field. Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day". Click [Add to Scratchpad] and [Final Review]. Validate an 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Validate the 'Order grid' contains the order. Scenario 3: OENX - Admission Reconciliation - Hover Over Required Field Flag Specific Setup: A pharmacy-type order code must exist. (Order Code A) A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab and create a new medication. Check the 'Medication history reviewed and completed for Episode #1' checkbox. Click on "Admission Reconciliation" tab. Search for and select "Order Code A" in the 'New Order' field. Click [Add to Scratchpad]. Hover over the missing required field flag and validate it displays all missing required fields. Click on "Order A" in the 'Inpatient Medications Scratchpad'. Set the 'Duration' field to "1" and click [Minutes]. Set the 'Start Time' field to "0000" and press tab. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the current date. Validate the ' Stop Time' field contains "12:00 AM". Set the 'Duration' field to "1440". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the current date. Validate the 'Stop Time' field contains "11:59 PM". Set the 'Start Date' field to a daylight savings date. Validate the 'Duration' field contains "1440". Validate the 'Start Date' field contains the daylight savings date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains the daylight savings date. Validate the 'Stop Time' field contains "11:59 PM". Set the 'Start Date' field to the current date. Clear any value in the 'Duration' field. Set the 'Stop Time' field to "0001" and press tab. Validate the 'Stop Time' field contains "12:01 AM". Validate the 'Duration' field contains "2". Set the 'Duration' field to "28" and click [Days]. Populate all required fields and click [Update Order]. Click [Hold in Pending Status].	Topics • NX • Order Entry Console
AV-86597 Summary \| Details eMAR NX Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Scenario 1: eMAR NX - Barcode Scanning - Multiple Orders Steps Internal Testing Only	Topics • Barcode • eMAR NX • Incremental Barcode Scanning • NX
AV-86781 Summary \| Details OE NX - Consent Interactions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Code Setup Order Entry Clinical Screening System Defaults Order Entry Console Orders This Episode Scenario 1: OE NX - Consent Interaction Specific Setup: A Pharmacy-type order code must exist that has "Yes" selected in the 'Require Consent' field. (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 Select "Client A" and access the Order Entry Console Search for and select "Order Code A" in the 'New Order' field. Fill in all required values and click [Add to Scratchpad] and [Sign]. Validate the 'Consent Interactions' dialog is displayed. Override the interaction and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Select and discontinue the order. Click the 'Admission Med Reconciliation' tab. Search for and select "Order Code A" in the 'New Order' field. Fill in all required values and click [Add to Scratchpad]. Validate the 'Inpatient Medications Scratchpad' contains "Order Code A". Click [Reconcile & Sign]. Validate the 'Consent Interactions' dialog is displayed. Override the interaction and click [Save Override and Exit]. Validate the 'Admission Med Reconciliation' tab is in view-only mode.	Topics • Medication Reconciliation • NX • Order Entry Console
AV-86893 Summary \| Details Task List (eMAR) Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: Task List - Dietary - Address Alerts on New Admin Event and Edit Steps This prepares the system for future Task List functionality. Scenario 2: Task List - Dietary - Display/Hide Address Alerts button Steps This prepares the system for future Task List functionality.	Topics • NX • Task List
AV-88048 Summary \| Details eMAR NX - Inventory Check-in Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode eMAR NX - Dynamic Form - MEDICATION WARNING Scenario 1: eMAR NX - Inventory Check in - Modify / Void / Edit Steps This prepares the system for future eMAR NX functionality. Scenario 2: eMAR NX - Inventory Check in - Variable Dose Steps This prepares the system for future eMAR NX functionality.	Topics • eMAR NX • NX
AV-88187 Summary \| Details OE NX - Home Medications - Order Entry Installed to Support Home Meds Only - Creating Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Entry User Definition Registry Settings (CWS) Scenario 1: OE NX - Home Medications - Creating a new order when the 'Order Entry Installed to Support Home Meds Only' is set to "Y" Specific Setup: The 'Avatar Order Entry->Facility Defaults->General->->->Order Entry Installed to Support Home Meds Only' registry setting must be set to "Y". This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative. The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". The user logged into the application must have a value selected for 'Default Program for Order Entry Console(Home Medications section) in 'Order Entry User Definition'. The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'. Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) Steps Access the Order Entry Console. Select "Client A" in the 'My Clients' widget Validate that "Client A's first name last name and PATID" are displayed next to 'Selected Client' at the top of the application and that "Episode # 1" is displayed next to it. Validate that only the 'Home Medications' tab is displayed. Uncheck the 'Client Reported' checkbox. Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "Every Day" in the 'Frequency' field. Set the 'Days Supply' field to "15" and press Tab. Validate the 'Dispense Qty' field contains "15". Validate the 'Dispense Qty Unit' field contains "Tablet". Validate the 'Directions' field contains "Take one (1) tablet by mouth daily". Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' field and click [Sign]. Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) by mouth daily (Refills: 0, Disp. Qty: 15 Tablet)".	Topics • NX • Order Entry Console
AV-88423 Summary \| Details Undocked forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Ledger Create Interim Billing Batch File Admission (Outpatient) Client Account Services Report Client Charge Input Crystal Report Viewer Diagnosis Electronic Billing Financial Eligibility Individual Cash Posting (PM) Service Codes Service Fee/Cross Reference Maintenance Scenario 1: Validating 'Close Charges' functionality Specific Setup: Admit an outpatient client with active diagnosis and financial eligibility. Render few services to newly created client. Create an interim billing batch Close charges. Steps Open the 'Close Charges' form. Set the "Liability Update Or Close Charges" field to " Close Charges". Set a date in the "Thru Date" field. Select "Individual" in the "Individual, All, Or Interim Batch Cycle" field. Enter a name or ID in the "Client ID" field. Select an episode in the "Episode Number" field. Submit the form to close all charges for the client and thru date specified. Validate the client ledger. Open the 'Close Charges' form. Set the "Liability Update Or Close Charges" field to " Close Charges". Set a date in the "Thru Date" field. Select "Interim Batch Cycle" in the "Individual, All, Or Interim Batch Cycle" field. Select an Interim Batch Number in the "Interim Batch Number" field. Submit the form to close all charges for the client and thru date specified. Validate the client ledger. Scenario 2: Validate adding a user in form 'User Definition' Specific Setup: The 'Supplemental' section of the 'User Definition' form is enabled. This can be done in the 'System Security Defaults' form. Steps Access the 'User Definition' form. Enter the desired value in the 'User ID' field. Enter the desired value in the 'User Description' field. Populate all required and desired fields. Select the "Forms and Tables" section. Select "Telehealth" in the 'Netsmart Mobile App Access' field. Select the desired value in the 'Netsmart Mobile App User Role' field. Select the "Supplemental" section. Enter the desired value in the 'Organization Email Address' field. Note: this field becomes required when "Telehealth" is selected in the 'Netsmart Mobile App User Role' field. Click [Submit]. Validate a "Netsmart Mobile App Access" message is displayed stating: Submitting the form will register the user for Telehealth appointments. Do you wish to continue? Click [Yes]. Close the form. Scenario 3: Client Account Services Report - process and validate fields Specific Setup: User Definition has been used to give the tester access to the report: Avatar PM > Client Management > Account Management > Client Payment History Report. Note the ‘User Description’. Client: In 'Financial Eligibility' the client is assigned a 'Self-Pay' guarantor and at least one non 'Self-Pay' guarantor. The client has services have been claimed by the non 'Self-Pay' guarantor and a portion has been distributed to the 'Self-Pay' guarantor. Note the 'Service Code Definition'. Note the service fees. Note the claim number and the date of the claim. Payments have been made on the services by the non 'Self-Pay' guarantor and the client. Note system date the payments were applied. Note the amounts applied and by which guarantor, And the amounts. Note the 'Posting/Adjustment Code Definition'. Use ‘Admission’ or ‘Admission (Outpatient)’ to note: ‘Episode’ ‘Admit Date’ 'Discharge Date’ ‘Program’ ‘Type of Admission’ Steps Open 'Client Account Services Report'. Enter the 'Client'. Enter the desired 'Service Start Date'. Enter the desired 'Service End Date'. Click [Process]. Validate the admission information, which includes the 'Episode', Admit Program', 'Admit Type', 'Admit Date', and 'Discharge Date'. Validate the report data for the 'Client 'Payments', which includes the 'Payment Date', 'Description', 'Amount' and 'Notes'. Validate the service information, which includes the 'Service Date', 'Service Code Definition', 'Staff', 'Episode', 'Transaction Date', 'Transaction Type', 'Transaction Amount', 'Client Responsibility', 'Insurance Responsibility', 'Guarantor', 'Claim #' and 'Claim Date'.	Topics • Close Charges • NX • Report Viewer • User Definition
AV-89550 Summary \| Details Avatar NX - My Clients Detailed View Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Scenario 1: Avatar NX - Clients for Today Detailed View Specific Setup: Two users must be defined with associated practitioners (User A) and (User B). Two client must be enrolled in an existing episode and have an appointment scheduled with "User A" for the current day (Client A) & (Client B). An additional client must be defined (Client C). "User A" must be logged in and have an additional view configured (View A). "User A" must have group or individual appointments scheduled for the current date totaling more than ten clients. "User B" must not have any appointments scheduled for the current day. Steps Validate the addition of a list icon next to 'Clients for Today'. Click the 'Clients for Today' list icon to access the 'Clients for Today Detailed View'. Validate the 'Clients for Today Detailed View' displays the expected client records in condensed form. Validate "Pagination" is displayed at the top as expected. Validate the "Expand All" and "Close" buttons are displayed. Validate each client has an 'Expand/Collapse' toggle, 'Client Dashboard' icon, and 'User' icon. Click [Expand All]. Validate all client records expand as expected. Validate the 'Expand All' button changes to "Collapse All". Click [Collapse All]. Validate all client records collapse as expected. Validate 'Collapse All' button changes to "Expand All". Scroll to "Client A". Click the 'Expand/Collapse' toggle. Validate only "Client A" is expanded and displays as expected. Click the 'Expand/Collapse' toggle. Validate "Client A" is collapsed like the rest of the clients. Click the 'Client Dashboard' icon next to "Client A". Validate 'Clients for Today Detailed View' closes and "Client A's" dashboard opens and displays as expected. Click [Close]. Access the 'Clients for Today Detailed View'. Hover over the 'User' icon for "Client A" and validate the tool tip displays as "Activate Client". Click the 'User' icon. Validate the 'Clients for Today Detailed View' closes and "Client A" is displayed in context. Access the 'Clients for Today Detailed View'. Hover over the 'User' icon of "Client A" and validate the tool tip displays as "Active Client". Click [Edit Allergy]. Validate the 'Allergies and Hypersensitivities' form opens displays as expected for "Client A". Access the 'Clients for Today Detailed View' Validate the 'Clients for Today Detailed View' slides and opens over the form as expected. Scroll to "Client B" and click the 'Client Dashboard' icon. Validate 'Clients for Today Detailed View' closes and "Client B's" dashboard slides in over the open form. Close the client dashboard. Access the open 'Allergies and Hypersensitivities' form. Click [Discard]. Access the 'Scheduling Calendar'. Add a new appointment for "Client C". Close the 'Scheduling Calendar' form. Validate the 'Clients for Today' list updates and displays "Client C" as expected. Access the 'Clients for Today Detailed View'. Validate 'Clients for Today Detailed View' updates and displays "Client C" as expected. Access the 'Scheduling Calendar'. Delete the previously created appointment of "Client C". Close the 'Scheduling Calendar' form. Validate the 'Clients for Today' list updates and no longer displays "Client C" as expected. Access the 'Clients for Today Detailed View'. Validate the 'Clients for Today Detailed View' updates and no longer displays "Client C" as expected. Click [Close]. Access the 'Scheduling Calendar'. Drag and drop the appointment for "Client A" from the current day to the next day. Close the 'Scheduling Calendar' form. Validate the 'Clients for Today' list updates and no longer displays "Client A" as expected. Access the 'Clients for Today Detailed View'. Validate the 'Clients for Today Detailed View' updates and no longer displays "Client A" as expected. Click [Close]. Navigate to 'View A'. Validate 'View A' displays as expected. Click 'Clients for Today'. Validate 'Clients for Today' list displays as expected. Access the 'Clients for Today Detailed View'. Validate the 'Clients for Today Detailed View' slides in and displays as expected. Click [Close]. Logout. Login with "User B". Validate the "Clients for Today" option does not display. Access the 'Scheduling Calendar'. Add an appointment for the desired client for the current day with "User B". Close the 'Scheduling Calendar' form. Validate "Clients for Today" appears below 'My Clients' as expected. Click 'Clients for Today'. Validate the 'Clients for Today' list displays the client for the appointment added as expected. Access the 'Clients for Today Detailed View'. Validate the 'Clients for Today Detailed View' displays the client for the appointment added as expected. Logout	Topics • Allergies and Hypersensitivities • My Clients • NX • RADplus Utilities • Scheduling Calendar
AV-90232 Summary \| Details eMAR NX Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR eMAR NX - Medication Administration eMAR NX - Medication List eMAR NX - Wristband Scan Override Order Code Setup Order Entry Console - Interactions Orders This Episode Scenario 1: eMAR NX - Bulk Follow-Ups - Future Timed Steps This prepares the system for future eMAR NX functionality.	Topics • eMAR NX • Follow Up • NX
AV-91594 Summary \| Details OE NX - Medication Reconciliation - Partial Treatment Settings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Allergies and Hypersensitivities Diagnosis Dynamic Form - Pre-Display Confirmation Order Entry Console Order Entry Console - Warning Dialog - Age/Problem Registry Settings (CWS) Vitals Entry Scenario 1: OE NX - Order Entry Console - Partial Treatment Setting Specific Setup: Two pharmacy-type order codes must exist. (Order Code A) (Order Code B) A client must have an active episode whose program is configured to be a Partial Treatment. (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 Select "Client A" and access the Order Entry Console. Access the 'Admission Reconciliation' tab. Search for and select "Order Code A" in the 'New Order' field. Fill in all required fields. Click [Add to Scratchpad] and click [Reconcile & Sign]. Validate the 'Inpatient Medications Scratchpad' contains the order for "Order Code A". Validate that 'Admission Med Reconciliation' is in view-only mode. Select the 'Discharge Reconciliation' tab. Validate the 'Inpatient Medications' contains the order for "Order Code A". Select the order and click [Do Not Add]. Uncheck the 'No Prescription Medications' checkbox. Search for and select "Order Code B" in the 'New Order' field. Fill in all required fields. Click [Add to Scratchpad] and click [Review and Sign]. Validate the 'Final Review' dialog is displayed. Select "None" for the order and click [Sign]. Validate that 'Discharge Med Reconciliation' is in view-only mode.	Topics • NX • Order Entry Console
AV-91988 Summary \| Details Avatar NX - Team Definition Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Team Definition Scenario 1: Team Definition - Add/Delete a Team Specific Setup: Have users defined in the 'User Definition' form. Have user roles defined in the 'User Role Definition' form. Steps Access the 'Team Definition' form. Set the 'Team ID' field to the desired Team ID. Set the 'Team Description' field to the desired value. Select "Yes" from the 'Active' field. Select desired value in 'Disable Adding Clients to Caseload'. Select desired value in 'Use Team Finalizer as Default Supervisor for Document Routing'. Select desired value in 'Physician Team'. Select desired value in 'Team Accepts Consult Orders'. Click [Select Programs]. Select the desired programs and click [OK]. Click [Select Sites]. Select the desired sites and click [OK]. Click [Select Units]. Select the desired units and click [OK]. Click [Select Roles]. Select the desired roles and click [OK]. Click [Select Users]. Validate the users display in alphabetical order. Select the desired users and click [OK]. Click [File]. Access the 'Team Definition' form. Click [Select Team]. Select the team created in the previous steps. Validate that the 'Team Information' field contains the programs, sites, units, roles, and users selected when creating the team. Validate that the 'Disable Adding Clients to Caseload' field contains the value that was submitted. Validate that the 'Use Team Finalizer as Default Supervisor for Document Routing' field contains the value that was submitted. Validate that the 'Physician Team' field contains the value that was submitted. Validate that the 'Team Accepts Consult Orders' field contains the value that was submitted. Scenario 2: Team Definition - field and data validations Specific Setup: Have an existing team created in form "Team Definition" or create a new one [TeamA] In form "User Definition", have existing users on the system and users with user IDs defined as follows: a user defined with a user ID that is in all lowercase characters a user defined with a user ID that begins with a lowercase character and the rest being in mixed case a user defined with a user ID that is in all uppercase characters a user defined with a user ID that begins with an uppercase character and rest being in mixed case Steps Access the 'Team Definition' form. Click [Select Team] and select [TeamA]. Click [Select Users]. Click the "A-J" checkbox, to expand the user list. Validate the entire list of names is displayed in the correct alphabetical order, including any of the users defined in the setup. Select any desired users. Click the "K-Q" checkbox, to expand the user list. Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup. Select the desired users. Click the "R-Z" section checkbox, to expand the user list. Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup. Select any desired users. Click [OK] Click [File]. Close the form Access the 'Team Definition' form. Click [Select Team] and select [TeamA]. Click [Select Users]. Validate users selected in step 3 are selected. Click [Cancel]. Validate that the 'Team Information' text field contains the users selected in step 3 along with their user descriptions.	Topics • NX • Team Definition
AV-92032 Summary \| Details Claim Processing Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Batch Creation Claim Processing (CMS 1500) Claim Processing (UB-04) Claim Processing with Override (CMS 1500) Claim Processing with Override (UB-04) Scenario 1: Group Registration - create a new group and add group members in 'Group Member Assignment' Steps Access the 'Group Registration' form. Enter any new value in the 'Select Group' field. Click [New Group]. Click [Yes] on the 'Auto Assign Next ID Number?' dialog. Validate the 'Group Registration' form is displayed with a form header containing: NEW APPOINTMENT GROUP FILE (ID#). Enter the desired value in the 'Group Name' field. Enter the desired date in the 'Group Registration Date' field. Populate any other required and desired fields. Click [Submit]. Access the 'Group Registration' form. Search for and select the group filed in the previous steps in the 'Select Group' dialog. Validate the 'Group Registration' form is displayed with all previously filed data. Validate the form header is displayed containing the value filed in the 'Group Name' field with the Group ID#. Close the form. Scenario 2: Site Registration - Add a site with hours of operation Specific Setup: 'Site Registration' form must be accessible. Steps Access the 'Site Registration' form. Enter any value in the 'Select Site' field (Site A). Click [New Site]. Validate a 'Site' dialog stating: "Auto Assign Next ID Number?" Click [Yes]. Validate the 'Site Registration' form is displayed with a form header containing: 'NEW SITE (ID#)'. Validate the 'Site Name' field contains "Site A". Enter the desired date in the 'Site Registration Date' field. Populate all other required and desired fields. Click [Submit]. Access the 'Site Registration' form. Search for and select "Site A" in the 'Select Site' dialog. Validate the 'Site Registration' form is displayed with all previously filed data. Validate the form header is displayed containing the value filed in the 'Site Name' field with the Site ID#. Click the 'Hours Effective Date' column header. Validate column sorting happens as expected. Click [Close/Cancel]. Click [Discard] and [Yes]. Scenario 3: Claim Processing - Batch Display Specific Setup: Batch Creation has been used to create a batch. Note the batch name or number. Steps Open 'Claim Processing (CMS 1500)'. Enter the batch name or number and select the search result. When the form opens verify that the batch name and number display at the top of the form. Close the form. Repeat steps 1 - 4 for 'Claim Processing with Override (CMS 1500)'. Repeat steps 1 - 4 for 'Claim Processing (UB-04)'. Repeat steps 1 - 4 for 'Claim Processing with Override (UB-04)'.	Topics • Claims Processing • Site Registration
AV-92087 Summary \| Details Avatar NX - 'My Activity' hamburger menu Scenario 1: NX 'My Activity' hamburger menu - approving To-Do's Specific Setup: The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' form. A user is defined with an associated staff member (User A). "User A" must be designated as a co-signer for another defined staff member (User B). A client is enrolled in and existing episode (Client A). "User A" must over 1000 To Do's and be logged in. The 'My To Do's' widget must be configured at the end on the user's myDay view. Steps Login to NX and click on 'My Activity' hamburger menu. Select the 'To Dos' tab. Validate the total count of the To Do's displays as expected when the 'My To Do's' widget is not in the view. Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Click [Add New Problem]. Populate any required and desired fields. Click [Return to Plan] and [OK]. Click [Submit]. Access the 'User Menu'. Select "Preferences" from the 'User Menu'. Select "Normal" in the 'To Do's' field and click [Save]. Access the 'My Activity' hamburger menu. Select the 'To Dos' tab. Validate the total count of the To Do's displays as expected. Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected. Scroll through the To Do's and validate virtual scroll works smoothly and the To Do's display as expected. Click [Review To Do Item] for "Client A". Validate the form opens as expected. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit]. Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected. Close the 'My Activity' hamburger menu. Access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Click [Add New Problem]. Populate any required and desired fields. Click [Return to Plan] and [OK]. Click [Submit]. Access the 'User Menu'. Select "Preferences" from the 'User Menu'. Select "Slideout" in the 'To Do's' field and click [Save]. Access the 'My Activity' hamburger menu. Select the 'To Dos' tab. Validate the total count of the To Do's displays as expected. Validate hovering mouse on 'Create a New Note'/'Ellipses' display the tool tips as expected. Scroll the records to the bottom with the scroller and validate virtual scroll works smoothly and the records are displayed correctly and within frame. Click [Review To Do Item] for "Client A". Validate the form slides out as expected. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit]. Validate the 'To Do' for "Client A" is no longer present and the count refreshes as expected. Select "Create Note to Self" from the menu. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field. Click [OK]. Verify the icon is a check box. Mouse over the icon and validate the note displays. Click the 'Ellipsis' and select "Re-Assign To Do" from the menu. Validate 'Reassign To Do Item' form displays as expected. Validate 'Select User to Reassign To Do Item to' field is displayed as expected. In the 'Select User to Reassign To Do Item to' field, enter and select "User B". Click [Submit]. Close the form. Validate the To Do for "Client A" no longer displays. Close the 'My Activity' hamburger menu. Access the 'My To Dos' widget. Click [Change]. Validate a 'Select Staff' dialog. Select "User B" and click [OK]. Validate the To Do's display for "User B" and the To Do for "Client A" is present. Click 'Reset' Close the widget.	Topics • NX • ToDo's • Treatment Plan
AV-92090 Summary \| Details Avatar NX - Advanced Client Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Client Lookup/Header Configuration Manager Registry Settings (PM) Scenario 1: 'Admission' form - Advanced Client Search Specific Setup: A client must be enrolled in an existing episode with a lengthy name (Client A). A client must be defined that has a 'Subscriber Policy #' on file. Steps Access the 'Client Lookup/Header Configuration Manager' form. Select "Yes" in the 'Allow stand-alone Last Name and First Name search' field. Select "Yes" in the 'Allow stand-alone Date of Birth Search' field. Select the "Alternate Lookups" section. Select "Assigned ID" in the 'First Alternative Lookup' field. Select "Yes" in the 'Is First Alternate Lookup a Stand-alone Search' field. Select "Claim Number" in the 'Second Alternate Lookup' field. Select "No" in the 'Is Second Alternate Lookup a Stand-alone Search' field. Select "Subscriber Policy #" in the 'Third Alternate Lookup' field. Select "Yes" in the 'Is Third Alternate Lookup a Stand-alone Search' field. Click [Submit]. Access the 'Admission' form. Validate the 'Advanced Client Search' dialog is displayed. Enter "T" in the 'Date Of Birth' field. Validate the [Search] button is enabled and click it. Validate there are no matches found. Click [Clear] and validate the previously populated values are removed. Enter the values associated with "Client A" in the 'Last Name' and First Name' fields. Validate the [Search] button is enabled and click it. Validate the search results display all the records as expected with no overlap. Click [Clear] and validate the previously populated values are removed. Enter an existing Client ID in the 'Assigned ID' field. Validate the [Search] button is enabled and click it. Validate the existing client is displayed. Click [Clear] and validate the previously populated values are removed. Enter any value in the 'Claim Number' field. Validate the [Search] button is disabled. Click [Clear] and validate the previously populated values are removed. Enter the policy # for an existing client in the 'Subscriber Policy #' field. Validate the [Search] button is enabled and click it. Validate the existing client is displayed. Click [Clear] and validate the previously populated values are removed. Enter an existing client in the 'Last Name' and First Name' fields. Validate the [Search] button is enabled and click it. Select the existing client and existing episode and click [Edit]. Validate the 'Admission' form is populated with the existing client's data. Click [Submit]. Scenario 2: 'Advanced Client Search' validations Specific Setup: A male client must be enrolled in an existing episode with a lengthy name (Client A). The logged in user must have access to the 'Registry Settings' form. Steps Access the 'Registry Settings' form. Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Enter "F&M" in the 'Registry Setting Value' field. Click [Submit], [OK] and [No]. Access the "Advanced Client Search" link. Click the 'Sex' field. Validate "Male" and "Female" display as expected. Click [Close]. Access the 'Registry Settings' form. Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Enter "F&M&U" in the 'Registry Setting Value' field. Click [Submit], [OK], and [No]. Access the "Advanced Client Search" link. Enter the values associated with "Client A" in the 'Last Name' and First Name' fields. Click the 'Sex' field. Validate "Male", "Female", and "Unknown" display as expected. Select "Male" from the 'Sex' field. Click [Search]. Validate the search results display all the records as expected. Click [Clear]. Click [Close].	Topics • Client Search • NX • Registry Settings
AV-92154 Summary \| Details Avatar NX - Scheduling Calendar Scenario 1: Scheduling Calendar - Notify Practitioner of Arrival Specific Setup: A client is enrolled in an existing episode (Client A). The logged in user has an associated practitioner (Practitioner A). "Client A" has an appointment scheduled for the current date with "Practitioner A". The computer volume must be on. Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointment for "Client A". Right click on the appointment for "Client A". Click [Check In]. Validate the 'Scheduling Calendar - Check In' window is displayed Select "Yes" in the 'Notify Practitioner Of Arrival' field. Click [Current Time] in the 'Time Of Arrival' field. Click [Submit]. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Validate a message is displayed stating: "Closing the Scheduling Calendar will close any forms that were opened from the Scheduling Calendar. Are you sure you want to close?" and click [OK]. Validate a message is displayed stating: "USER, your ##:## AM/PM appointment has arrived." Observe a sound notification along with the above message notifying the practitioner of "Client A's" arrival. Press the "Space bar" or "Enter" key. Validate the notification 'Confirm' dialog does not close. Click [OK]. Validate the notification 'Confirm' dialog closes as expected.	Topics • NX • Scheduling Calendar
AV-92211 Summary \| Details OENX - Discharge Reconciliation - Ensure Start Date does not carry forward Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Home Medications Order Code Setup Order Entry Console Order Entry Console - Admission Med Reconciliation Order Entry Console - Warning Dialog - Age/Problem Registry Settings (PM) Remove Completed Medication Reconciliation Remove Completed Medication Reconciliation - Confirm Remove Completed Medication Reconciliation - Warning Scenario 1: OE NX - Discharge Med Reconciliation - Ensure Start Date does not carry forward Specific Setup: Two clients must exist. A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) A client who has an active inpatient episode. (Client B) “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A pharmacy-type order code must have a 'Default Duration (Days)' set to "30". (Atenolol). Steps Select "Client A" and access the Order Entry Console. Search for and select "ATENOLOL 50 MG TABLET ORAL " in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "TWICE A DAY" in the 'Freq' field. Validate the 'Duration' field contains "30" and that [Days] is selected. Validate the 'Start Date' field contains "Today's Date". Validate the 'Stop Date' field contains "30 days from Today's Date". Set 'Duration' field to "15". Set the 'Start Date' field to a date that is 3 days in the past of the current date. Select "Tablet" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid contains and order for "ATENOLOL" with a 'Start Date' that is 3 days in the past and a 'Stop Date' date that is 12 days in the future. Access the 'Discharge Reconciliation' tab. Validate the 'Inpatient Medications' grid contains the order for "ATENOLOL". Select the order and click [Add to Scratchpad As RX]. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the "ATENOLOL" order. Select the order. Validate the 'Start Date' field contains the current date. Validate the 'Stop Date' field contains a date that is 12 days in the future of the current date. Set the 'Dispense Qty' field to "10". Click [Update Order]. Set the 'Inhouse Pharmacy Dispense Days Supply' field to "10" and click [Review and Sign]. Validate the 'Final Review' dialog is displayed and click [Sign]. Select "Client B" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" in the 'Dose Unit' field. Select "TWICE A DAY" in the 'Freq' field. Set the 'Duration' field to "6" and click [Doses]. Validate the 'Start Date' field contains "Today's Date". Validate the 'Stop Date' field contains "3 days from Today's Date". Set the 'Start Date' field to a date that is two days in the past from the current date. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL" with a 'Start Date' that is two days in the past and a 'Stop Date' that is one day in the future. Access the 'Discharge Reconciliation' tab. Validate the 'Inpatient Medications' grid contains the order for "ADVIL 200 MG TABLET ORAL". Select the order and click [Add to Scratchpad As RX]. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the "ADVIL" order. Select the order. Validate the 'Start Date' field contains the current date. Validate the 'Stop Date' field contains a date that is one day in the future of the current date. Set the 'Dispense Qty' field to "10". Click [Update Order] and click [Review and Sign]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Discharge Reconciliation' tab is in view-only mode.	Topics • NX • Order Entry Console
AV-92693 Summary \| Details Task List - Future Functionality Scenario 1: Task List - Diet Administration - Reason / Comments Steps This prepares the system for future Task List functionality.	Topics • NX • Order Entry Console • Task List
AV-92852 Summary \| Details Avatar NX - Client Information Header Scenario 1: Validate form access in the Client Header Specific Setup: A client must be admitted into an active episode and have 100 allergies on file (Client A). A client must be admitted into an active episode (Client B). There must be two users: A user that is logged in and has full access to forms (User A). A user that does not have access to the 'Allergies and Hypersensitivities' form (User B). The users' myDay view must be configured to include the Client Information header (View A). The 'Default Value for Console View Episodes' registry setting must be set to "0". Please note: This is for Avatar NX systems only. Steps Select "Client A" and navigate to "View A". Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Click edit icon. Validate the 'Allergies and Hypersensitivities' form opens. Validate the 'Client Header' displays the expected data. Validate the edit icon no longer displays in the 'Client Header'. Discard the form. Select "Client A" and launch the 'Client Dashboard'. Validate the 'Client Dashboard' displays as expected. Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Click edit icon. Validate the 'Allergies and Hypersensitivities' form opens. Validate the 'Client Header' displays the expected data. Validate the edit icon no longer displays in the 'Client Header'. Discard the form. With "Client A" selected, access the 'Progress Notes (Group and Individual)' form. Clear the 'Select Client' field. Enter and select "Client B" in the 'Select Client' field. Click the edit icon. Validate the 'Allergies and Hypersensitivities' form displays for "Client B". Validate the 'Client Header' displays the expected data. Discard the forms. Log out. Log in as "User B". Select "Client A" and navigate to "View A". Select the desired episode from the 'Episode Header' Menu. Validate 'Client Header' banner displays as expected. Validate the edit icon does not display in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Launch the 'Client Dashboard'. Validate the edit icon does not display in the 'Client Header'. Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu.	Topics • Allergies and Hypersensitivities • NX • Progress Notes (Group And Individual)
AV-92854 Summary \| Details eMAR NX Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Scenario 1: eMAR NX - Document Additional Dose - Scheduled Routine Administration Steps This prepares the system for future eMAR NX functionality.	Topics • eMAR NX • NX
AV-92873 Summary \| Details Avatar NX - Quick Actions Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment Specific Setup: The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form. A client must be enrolled in an existing episode. (Client A) This is for Avatar NX systems only. Steps Select "Client A" and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Validate "Draft" is selected in the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time. Scenario 2: 'Quick Actions' widget - Validate "Final" 'Patient Health Questionnaire-9' assessment Specific Setup: A client must be enrolled in an existing episode (Client A). The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'. This is for Avatar NX systems only. Steps Select "Client A" and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Validate "Draft" is selected in the 'Assessment Status' field. Select the desired episode in the 'Episode' field. Validate the 'Assessment Date' field contains the current date. Validate the 'Assessment Practitioner' field is populated. Select "Final" from the 'Assessment Status' field. Validate an 'Error' dialog stating which fields need to be populated and click [OK]. Validate "Draft" is selected in the 'Assessment Status' field. Select the desired value from the 'Reason For Not Administering' field. Validate the questions become disabled. Clear the 'Reason For Not Administering' field. Validate the questions are required. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Select "Final" from the 'Assessment Status' field. Validate a 'Confirm' dialog is displayed stating: "Once set to "Final", the data will be view only." and click [OK]. Validate the 'Reason For Not Administering' field is disabled. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time. With "Client A" selected, access the 'Patient Health Questionnaire-9' form. Select the entry from the previous steps and click [Edit]. Validate a dialog stating "This record is marked as "Final". Data can be viewed only." Click [OK]. Validate the data filed in the previous steps displays as expected and the form is disabled. Close the form.	Topics • myAvatar NX Only • Patient Health Questionnaire - 9 • Quick Actions
AV-92935 Summary \| Details Avatar NX - Undocked Forms 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: Undocked Forms - Validate the "Close All Open Forms" functionality Steps Access the undocked 'Progress Notes (Group and Individual)' form. Validate the undocked 'Progress Notes (Group and Individual)' form is displayed. Navigate back to the myDay view. Click [Close All Open Forms] in the 'Control Panel'. Validate a message is displayed stating: "Are you sure you want to close all open forms?" Click [No]. Validate the undocked 'Progress Notes (Group and Individual)' form remains open. Click [Close All Open Forms] in the 'Control Panel'. Validate a message is displayed stating: "Are you sure you want to close all open forms?" Click [Yes]. Validate the undocked 'Progress Notes (Group and Individual)' form closes, as expected.	Topics • Forms • NX
AV-92961 Summary \| Details Task List - Future Functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Nutrition Orders Order Code Setup Orders This Episode Task List Scenario 1: Task List - Dietary - AOE Questions Steps This prepares the system for future Task List functionality.	Topics • NX • Task List
AV-92972 Summary \| Details eMAR NX - Future Functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Frequency Code Setup Orders This Episode Scenario 1: eMAR NX - Wristband Scan - Click Ellipses on administered cell - Edit Administration Event, Record Additional Attempt, Administration after refusal, Void Administration Event Steps This prepares the system for future eMAR NX functionality.	Topics • eMAR NX • NX
AV-93003 Summary \| Details CFMS - Batch Transaction Posting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Account Registration Admission Avatar NX Report Viewer Batch Transaction Posting Report of Transactions Posted Scenario 1: Frequency Code Setup - Editing a frequency code Specific Setup: A frequency code must exist in the application (Frequency Code A). Steps Access the 'Frequency Code Setup' form. Select "Edit Existing Code" in the 'Add/Edit Frequency Code' field. Search for and select "Frequency Code A" in the 'Existing Frequency Code' field. Select "Yes" in the 'Interval Frequency' field. Enter any value in the 'Every Nth Hour' field and press the 'Tab' key. Validate the 'Every Nth Minute' field is disabled. Validate the 'Times/24 Hours' field contains the appropriate value. Clear the 'Every Nth Hour' field and press the 'Tab' key. Validate the 'Every Nth Minute' field is enabled. Validate the 'Times/24 Hours' field is cleared. Make any desired changes. Click [Submit]. Validate that a 'Form Return' dialog stating: "Submitting has completed. Do you wish to return to form?" Click [No]. Scenario 2: CFMS - Batch Transaction Posting Workflow Specific Setup: Account Registration: Identify two clients that have been registered and the account types. Steps Open 'Batch Transaction Posting'. Select the 'Transactions To Post' section. Click [Add New Item]. Enter the data to create a record for one client. Click [Add New Item]. Enter the data to create a record for the other client. Select the 'Batch Transaction Posting' section. Add data to required and optional fields as desired. Click [Print Transaction Information] and verify the report detail. Close the report. Click [Submit]. If desired, open 'Report Of Transactions Posted' and enter the data to process the report. Click [Process]. Validate that the report contains the correction information. Close the report. Close the form.	Topics • CFMS • NX • Task Frequency • Task List
AV-93024 Summary \| Details Task List - Future Functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities App Dashboard Manage Nursing Caseload Scenario 1: Task List - Allergies Shown in Client Card Steps Internal Testing Only	Topics • NX • Task List
AV-93043 Summary \| Details Avatar NX - F5 Functionality Scenario 1: Docked/Undocked Diagnosis form - Validate Add Multiple Search Specific Setup: Client must be enrolled in an active episode (Client A). The 'Enable Multiple Diagnosis Search' registry setting must be set to "Yes". Steps Select "Client A" and access to the 'Diagnosis' form undocked. Select "Admission" from the 'Type of Diagnosis' field. Press the 'F5' key and validate that "Admission" is no longer shown in selection. Select "Admission" from the 'Type of Diagnosis' field. Validate the 'Date Of Diagnosis' field is auto-filled with the admission date. Enter the desired time in the 'Time of Diagnosis' field. Click [New Row]. Enter the desired value in the 'Diagnosis Search' field. Validate that the multiple diagnosis search screen displays as expected. Select a diagnosis from the search list. Validate that 'Status' is "Active". Validate that 'Ranking' is "Primary". Validate that 'Bill Order' is "1". Validate that 'Present On Admission Indicator' is "Yes". Select any value from the 'Classification' field. Select any practitioner from the 'Diagnosing Practitioner' field. Click [Submit]. Select 'Client A' from the 'My Clients' list and access to the 'Diagnosis' form (docked). Click [Edit] Select the previously filed Diagnosis record. Validate that the diagnosis data appears as expected. Navigate to another view or open a form. Navigate back to the 'Diagnosis' form and validate that all data appears as expected in the Diagnosis grid. Click [Discard]. Scenario 2: Validate undocked 'Progress Notes (Group and Individual)' Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the undocked 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select the desired value in the 'Progress Note For' field. Leave the undocked window open. Access the 'Current Database Locks' form. Validate the 'Current Database Locks' field contains a lock for the progress note opened. Leave the form open. Navigate back to the undocked 'Progress Notes (Group and Individual)' form. Click [X] in the upper right corner. Validate the undocked window is closed. Navigate back to the 'Current Database Locks' form. Click [Update Display]. Validate the 'Current Database Locks' field no longer contains a lock for the progress note. Click [Discard]. Access the undocked 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select the desired value from the 'Progress Note For' field. Press the 'F5' key and validate that the previously selected value is no longer selected. Select the desired value from the 'Progress Note For' field. Populate all other required and desired fields. Scroll to the 'Progress Note For' field and click on the selected value. Press the 'F5' key and validate that the previously selected value is no longer selected. Select "Final" from the 'Draft/Final' field. Validate a dialog is displayed stating: "The following field is missing: Progress Note For". Scroll to the 'Progress Note For' field and select the desired value. Select "Final" from the 'Draft/Final' field. Press the 'F5' key and validate that "Final" is no longer shown in selection. Select "Draft" from the 'Draft/Final' field. Click [Submit Note] and [No].	Topics • Forms • NX • Progress Notes
AV-93130 Summary \| Details 'My To Do's' Widget - Review Results Scenario 1: 'Review Results' To Do's - validate client data Specific Setup: Must be three clients enrolled in existing episodes and have lab orders entered (Client A, Client B, and Client C). User has the 'My To Do's' widget on their home view (Staff A). Result documents must be uploaded for the lab orders for (Client A and Client B) through the 'Result Document Upload' form. Result documents must be one of the following file extensions: ".PDF", ".TIF", ".TXT" or ".XML" Results have been entered via form 'Results Entry' for "Client C" and then reviewed with notification To Do's sent to "Staff A" via the 'Review Results' form. Steps Log in as "Staff A". Navigate to the 'My To Do's' widget. In the 'Results To Review' column, validate that the "Results" To Do's generated in the preconditions for "Client A", "Client B" and "Client C", are present. Click [Review Results] for "Client A". Validate the values displayed in each column in the 'Results to Review' screen, are as expected for "Client A". Click "View Document" and validate the document displays as expected. Close the "View Document" slider. Click [Cancel]. Click [Review Results] for "Client B". Validate the values displayed in each column in the 'Results to Review' screen, are as expected for "Client B". Click "View Document" and validate the document displays as expected. Close the "View Document" slider. Click [Cancel]. Click [Review Results] for "Client C". Validate the values displayed in each column in the 'Results to Review' screen, are as expected for "Client C". Click [Cancel].	Topics • NX • Results Entry • To-Do's
AV-93179 Summary \| Details Avatar NX - "My Calendar" widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dynamic Form - Scheduling Calendar Microsoft Outlook Calendar Scenario 1: Avatar NX - 'Outlook 365 Integration" - User set up and "My Calendar" widget validations Specific Setup: The "Microsoft Azure" cloud computing platform or similar platform, has been setup by the client's system administrators to integrate with "Microsoft 365" to provide the "Microsoft Outlook" application to users Registry setting '"Enable Outlook 365 Integration" has been set to "Y" to enable support for "Outlook 365" integration. [Note: this registry setting is introduced with "RADplus 2023 Update 112"] In form "System Security Defaults", in the "Outlook 365 Integration Configuration" section, the "Client ID", "Client Secret" and "Tenant ID" field values needed for integration provided by the Admin team, have been populated and the form has been submitted successfully [TestUser] has "Microsoft Outlook" installed on their desktop and has a "Microsoft Outlook" email account assigned to them [TestEmail] [TestUser] has an appointment or meeting [TestApptA], scheduled in their "Microsoft Outlook" on [TestDateA] [TestUser] is also a staff member and has a client appointment [TestApptB], already scheduled on [TestDateB], via form "Scheduling Calendar" in myAvatar [TestUser] has the "My Calendar" widget on their home view Log in as [TestUser] Steps At the home view, select the "User Menu" icon in the top right corner Click "Preferences" Click the "Calendar" tab and then click "Add Source" and From the "Select Source Type" drop down list, select "Microsoft Outlook" Click [Add] At the "Microsoft Sign In", dialog enter the email address [TestEmail] for the logged in user Click [Next] At the "Enter Password" prompt, enter the email login password Click [Sign in] Validate message "Successfully linked Microsoft Outlook account to email [TestUser]" Click [OK] Validate "Microsoft Outlook" is added in the source list box Validate the check box next to the source is checked Click [Save] Click 'Preferences' to return to the form Validate "Microsoft Outlook" is added in the source list box Validate the check box next to the source is checked Close the form At the home view, navigate to the "My Calendar" widget Click the "Refresh" button on the widget On the calendar, navigate to [TestDateA] Validate [TestApptA] scheduled in "Microsoft Outlook" is displayed on the calendar for that day On the calendar, navigate to [TestDateB] Validate [TestApptB], the appointment scheduled in form "Scheduling Calendar', is displayed on the calendar for that day In "Microsoft Outlook" Open the calendar and delete [TestApptA] In Avatar Open form "Scheduling Calendar" and delete [TestAppB] Refresh the "My Calendar" widget Validate [TestApptA] and [TestApptB] have been removed from the calendar In "Microsoft Outlook" Schedule a new meeting [TestMeeting] on a desired date [TestDateC] In Avatar Schedule a new appointment [TestApptD] on a desired date [TestDateD] At the home view, navigate to the "My Calendar" widget Click the "Refresh" button on the widget On the calendar, navigate to [TestDateC] Validate [TestMeeting] scheduled in "Microsoft Outlook" is displayed on the calendar for that day On the calendar, navigate to [TestDateD] Validate [TestApptD], the appointment scheduled in form "Scheduling Calendar', is displayed on the calendar for that day	Topics • My Calendar • NX
AV-93252 Summary \| Details Avatar NX - On-Screen Keyboard Internal Test Only	Topics n/a