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Avatar NX Update 2023.12.00 Acceptance Tests

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AV-80636 Summary | Details
OE NX - Home Medications - Preferred Pharmacy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - Preferred Pharmacy - DEA Schedule associated with Order Code - Days Supply - Client Information on Final Review - 'Reason' and 'Disp. Qty' in 'Order Details' on 'Order grid'
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab and click 'Change'.
  3. Search for and select a valid existing pharmacy.
  4. Click [Select & Make Preferred].
  5. Validate the 'Preferred Pharmacy' is updated to reflect the newly selected pharmacy.
  6. Uncheck the 'Reported' checkbox.
  7. Search for and select "Xyrem 500 MG/1 ML Solution Oral" in the 'New Order' field.
  8. Populate all required fields.
  9. Click [Add to Scratchpad] and click [Final Review].
  10. Validate the 'Interactions' dialog is displayed.
  11. Override all interactions and click [Save Override and Exit].
  12. Validate the 'Final Review' dialog is displayed.
  13. Validate the 'Pharmacy' field contains "Preferred" and the details pertaining to the pharmacy that was selected.
  14. Validate the 'Pharmacy' column contains the details pertaining to the pharmacy that was selected.
  15. Click [Sign].
  16. Validate the 'Order grid' contains the order for "Xyrem 500 MG/1 ML Solution Oral".
Topics
• NX • Order Entry Console
AV-82724 Summary | Details
Avatar NX - TDE grids
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Tablet - Treatment Plan - Assigned Services
Specific Setup:
  • The client must be admitted to an active episode (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
  • Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled.
  • Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'.
  • The user must have a tablet device size 10.2 or larger for testing.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Populate the desired and required fields.
  3. Select "Draft" in the 'Treatment Plan Status' field.
  4. Click [Launch Plan].
  5. Validate the plan view displays as expected.
  6. Click [Add New Problem].
  7. Enter and select the desired value from the 'Problem Code' field.
  8. Enter the desired value in the 'Problem' field.
  9. Select the desired value from the 'Status (Problem List)' field.
  10. Select the desired value from the 'Status' field.
  11. Click [Add New Goal].
  12. Enter the desired value in the 'Goal' field.
  13. Select the desired value from the 'Status' field.
  14. Click [Add New Objective].
  15. Enter the desired value in the 'Objective' field.
  16. Select the desired value from the 'Status' field.
  17. Click [Add New Intervention].
  18. Enter the desired value in the 'Intervention' field.
  19. Select the desired value from the 'Status' field.
  20. Click [Return to Plan].
  21. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  22. Validate the newly added problem displays in the 'Problems' grid.
  23. Click [Submit].
  24. With "Client A" selected, access the 'Treatment Plan' form.
  25. Select the plan from the previous steps and click [Edit].
  26. Validate the plan displays as expected.
  27. Click [Launch Plan].
  28. Select the intervention from the tree.
  29. Click [Add Service] in the 'Assigned Services' field.
  30. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  31. Populate the 'Service Program' field.
  32. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  33. Select any service code.
  34. Validate that the service code field is populated as expected in the 'Service Code' field.
  35. Select any value in the 'Frequency' field.
  36. Select any value in the 'Duration' field.
  37. Enter any value in the 'Amount' field.
  38. Select any value in the 'Service Mode' field.
  39. Select any value in the 'Place of Service field.
  40. Enter any value in the 'Agency and Staff Responsible' field.
  41. Click [Add Service] in the 'Assigned Services' field.
  42. Populate all desired fields.
  43. Click [Return To Plan].
  44. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  45. Click [Submit].
  46. With "Client A" selected, access the 'Treatment Plan' form.
  47. Select the plan from the previous steps and click [Edit].
  48. Validate the plan displays as expected.
  49. Click [Launch Plan].
  50. Select the intervention from the tree.
  51. Validate the 'Assigned Services' grid display the data entered in the previous steps, as expected.
  52. Click [Return To Plan].
  53. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  54. Select "Final" in the 'Treatment Plan Status' field.
  55. Click [Submit].
  56. Validate the document routing preview displays the plan as expected.
  57. Click [Sign].
  58. Enter the password associated with the logged in user and press the 'Enter' key.
  59. Validate the plan closes.
Topics
• Android • iPad • NX • Treatment Plan
AV-83945 Summary | Details
OE NX - Home Medications - No Interactions when user discontinues (D/C) orders
Scenario 1: OE NX - Drug-Drug interactions on Home Medications
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default existing Home Meds to "Continue" in OE Console (Disch. Reconciliation)' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console and click the 'Home Medications' tab.
  2. Search for and select "Ondansetron 8 MG Tablet Oral" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "Amiodarone 200 MG Tablet Oral" in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Search for and select "Diflucan 150 MG Tablet Oral" in the 'New Order' field.
  7. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  8. Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed and click [Sign].
  11. Validate that the three new orders appear on the 'Order grid'.
  12. Click the 'Discharge Reconciliation' tab.
  13. Uncheck the 'No Prescription Required' checkbox.
  14. Search for and select "Aspirin 81 MG, Oral Tablet, Enteric Coated" in the 'New Order' field.
  15. Populate all required fields and click [Add to Scratchpad].
  16. Search for and select "Warfarin 10 MG Oral Tablet" in the 'New Order' field.
  17. Populate all required fields and click [Add to Scratchpad] and [Review and Sign].
  18. Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Discharge Reconciliation' tab is in view-only mode.
  22. Click the 'Home Medications' tab.
  23. Validate that the 'Order grid' contains 5 orders.
  24. Select all orders and click [DC], [Add to Scratchpad] and [Final Review].
  25. Validate the 'Final Review' dialog is displayed and click [Sign].
  26. Validate the 'Order grid' contains no active orders.
Topics
• Home Medications • NX
AV-84468 Summary | Details
eMAR NX - Support Future Functionality
Internal Test Only
Topics
n/a
AV-84726 Summary | Details
Avatar NX - Allergies and Hypersensitivities
Scenario 1: 'Allergies and Hypersensitivities' form - field validations
Specific Setup:
  • A client is enrolled in an existing episode and has two allergies on file (Client A).
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update].
  3. Validate the two allergies on file for "Client A" are displayed.
  4. Click on any column header to sort the data.
  5. Validate the data is sorted accordingly.
  6. Select the desired value in the 'Onset' field for both allergies.
  7. Click [Save].
  8. Validate the 'Allergies and Hypersensitivities' grid is dismissed.
  9. Click [Update].
  10. Validate the 'Onset' field contains the value selected in the previous steps.
  11. Click [Close/Cancel].
  12. Validate the 'Allergies and Hypersensitivities' grid is dismissed.
  13. Click [Update].
  14. Select the last record and click [Copy/Paste Row].
  15. Click [Save] repetitively until the 'Allergies and Hypersensitivities' grid closes as expected.
  16. Click [Update].
  17. Validate only 3 records exist on the 'Allergies and Hypersensitivities' grid.
  18. Click [Close/Cancel] and click [Submit].
  19. Open the "Allergies and Hypersensitivities" form.
  20. Add a medication allergy, such as "Codeine".
  21. Add another row for a food allergy such as "Peanuts".
  22. Validate "Known Medication Allergies" is selected.
  23. Validate "Known Food Allergies" is selected.
  24. Submit the form to file.
Topics
• Allergies and Hypersensitivities • NX
AV-86761 Summary | Details
Avatar NX - Form Definition
Scenario 1: Creating an event and selecting a form for 'Additional Form To Launch' in the 'Form Definition' form
Specific Setup:
  • Form A must exist and have defined sections and objects.
Steps
  1. Open the 'Form Definition' form.
  2. Search and select "Form A".
  3. Select the 'Section Def.' section.
  4. Validate a 'Confirm' message is displayed stating: "Any changes to the display of the section will be ignored in system codes where the section was updated using Form Designer".
  5. Click [OK].
  6. Select any value from the 'Section Definition' field.
  7. Click [Edit Selected Item].
  8. Select the 'Object Def.' section.
  9. Select any value from the 'Object Definition' field.
  10. Click [Edit Selected Item].
  11. Select the 'Event Def.' section.
  12. Select any value from the 'Event Definition' field.
  13. Click [Edit Selected Item].
  14. Select the desired form from the 'Additional Form To Launch' field.
  15. Enter the desired value in the 'Form Launch Message' field.
  16. Click [Submit].
  17. Open the 'Form Definition' form.
  18. Search and select "Form A".
  19. Select the 'Section Def.' section.
  20. Validate a 'Confirm' message is displayed stating: "Any changes to the display of the section will be ignored in system codes where the section was updated using Form Designer".
  21. Click [OK].
  22. Select the previously selected value from the 'Section Definition' field.
  23. Click [Edit Selected Item].
  24. Select the 'Object Def.' section.
  25. Select the previously selected value from the 'Object Definition' field.
  26. Click [Edit Selected Item].
  27. Select the 'Event Def.' section.
  28. Select the previously selected value from the 'Event Definition' field.
  29. Click [Edit Selected Item].
  30. Validate the 'Additional Form To Launch' field displays the previously captured data as expected.
  31. Validate the 'Form Launch Message' field displays the previously captured data as expected.
  32. Close the form.
Topics
• Form Definition • NX
AV-86987 Summary | Details
OE NX - Home Medications - Validate Order Actions - Pending in Order Status - New Order, Modify, Reorder, and DC
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - Validate Order Actions - New Order, Modify, Reorder, and DC
Specific Setup:
  • Avatar OE 2023 Update 43 and Avatar NX Release 2023.12.00 are required in order to utilize full functionality.
  • Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B)
  • A client must have an active inpatient episode.
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Click the 'Home Medications' tab.
  4. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  5. Search for and select any medication in the 'New Order' field
  6. Populate all required fields.
  7. Click [Add to Scratchpad] and [Final Review].
  8. Validate the 'Final Review' dialog is displayed.
  9. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  10. Select "Pending" in the 'Status' field.
  11. Validate the new order is displayed in the list of current orders with an 'Order Status' for "Pending (New Order)".
  12. Log out of the application and log back into the application as "User B".
  13. Select "Client A" and access the Order Entry Console.
  14. Click the 'Home Medications' tab and validate the pending order.
  15. Log out of the application and log back into the application as "User A".
  16. Select "Client A" and access the Order Entry Console.
  17. Click the 'Home Medications' tab.
  18. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  19. Select the medication in the list of current medications and click [Modify].
  20. Select a different value in the 'Frequency' field and click [Add to Scratchpad] and [Final Review].
  21. Validate the 'Final Review' dialog is displayed.
  22. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  23. Select "Pending" in the 'Status' field.
  24. Validate the new order is displayed in the list of current orders with an 'Order Status' of "Pending (Modify Order)".
  25. Log out of the application and log back into the application as "User B".
  26. Select "Client A" and access the Order Entry Console.
  27. Click the 'Home Medications' tab and validate the pending order.
  28. Log out of the application and log back into the application as "User A".
  29. Select "Client A" and access the Order Entry Console.
  30. Click the 'Home Medications' tab.
  31. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  32. Select the medication in the list of current medications and click [Reorder].
  33. Click [Add to Scratchpad] and [Final Review].
  34. Validate the 'Final Review' dialog is displayed.
  35. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  36. Select "Pending" in the 'Status' field.
  37. Validate the new order is displayed in the list of current medications with an 'Order Status' of "Pending (Reorder)".
  38. Log out of the application and log back into the application as "User B".
  39. Select "Client A" and access the Order Entry Console.
  40. Click the 'Home Medications' tab and validate the pending order.
  41. Log out of the application and log back into the application as "User A".
  42. Select "Client A" and access the Order Entry Console.
  43. Click the 'Home Medications' tab.
  44. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  45. Select the medication in the list of current medications and click [D/C].
  46. Validate the 'Discontinue Date' and 'Discontinue Time' fields are disabled and contain the current date and time.
  47. Select any value in the 'Discontinue Reason' field and click [Add to Scratchpad] and [Final Review].
  48. Validate the 'Final Review' dialog is displayed.
  49. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  50. Select "Pending" in the 'Status' field.
  51. Validate the new order is displayed in the list of current medications with an 'Order Status' of "Pending (Discontinue Order)".
  52. Log out of the application and log back into the application as "User B".
  53. Select "Client A" and access the Order Entry Console.
  54. Click the 'Home Medications' tab and validate the pending order.
Topics
• NX • Order Entry Console
AV-87184 Summary | Details
OE NX - Order This Episode - My Favorite - Preferred Frequency Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Orders This Episode
Scenario 1: OE NX - Order This Episode - My Favorite - Preferred Frequency Code
Specific Setup:
  • A pharmacy-type order code must exist that has "4 Times A Day" selected in the 'Standard/Preferred Frequency Codes' field on the 'Order Code Setup' form. (Order Code A)
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Validate the 'Freq' field contains "4 TIMES A DAY" in bold font at the top of the list.
  6. Select "4 TIMES A DAY" in the 'Freq' field and populate all required fields.
  7. Set the 'Duration' field to "10" and click [Days].
  8. Select "Tablet" in the 'Dispense Qty Unit' field.
  9. Click [My Favorites - Star] and click [Refresh].
  10. Click 'My Favorites' and select "Order Code A" that was just added and click [Add to Scratchpad].
  11. Validate that the order for "Order Code A" is displayed in the 'Scratchpad' with a red flag.
  12. Select the order in the 'Scratchpad'.
  13. Validate the 'Freq' field contains "4 TIMES A DAY".
  14. Select "Tablet" in the 'Dispense Qty Unit' field and click [Update Order] and [Final Review].
  15. Validate an 'Interactions' dialog is displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Final Review' dialog is displayed and click [Sign].
  18. Validate the 'Order grid' contains an order for "Order Code A".
Topics
• NX • Order Entry Console
AV-88147 Summary | Details
Avatar NX - 'External Documents' widget
Internal Test Only
Topics
n/a
AV-88754 Summary | Details
Orders This Episode - Start Date prompt received when copying an order in external pharmacy mode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Order Entry Console (Orders This Episode) - Copy and Modify - external pharmacy mode
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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a pharmacy-type order code that is a non-controlled substance.
  3. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  4. An 'Interactions' dialog may be displayed.
  5. Override all interactions and click [Save Override and Exit] and click [Sign].
  6. Validate the 'Order grid' contains the new order.
  7. Select the order and click [Modify].
  8. Set the 'Dose' field to a different value and click [Add to Scratchpad] and [Final Review].
  9. An 'Interactions' dialog may be displayed.
  10. Override all interactions and click [Save Override and Exit] and click [Sign].
  11. Validate the 'Order grid' contains the new order with the updated 'Dose'.
  12. Select the order and click [Copy].
  13. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)".
  14. Click [Yes]
  15. Validate the 'Start Date' field contains the 'Stop Date' of the original order.
  16. Click [Add to Scratchpad] and [Final Review].
  17. An 'Interactions' dialog may be displayed.
  18. Override all interactions and click [Save Override and Exit] and click [Sign].
  19. Validate the 'Order grid' contains two orders.
Topics
• NX • Order Entry Console
AV-89062 Summary | Details
Avatar NX - Undocked 'Console Widget Viewer'
Scenario 1: 'All Documents' Widget - Validate the undocked 'Console Widget Viewer' updates when switching clients
Specific Setup:
  • Two clients are enrolled into two existing episodes (Client A) & (Client B) with documents on file in the 'All Documents' Widget.
  • PDF, DOC and TIFF types of documents must be uploaded through 'Document Capture' for (Client A) & (Client B).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • The 'Default Value for Console View Episodes' registry setting must be set to "1".
Steps
  1. Login to NX.
  2. Validate the welcome banner displays as expected.
  3. Select "Client A" and navigate to the 'All Documents' view.
  4. Validate the 'Episode Header' field contains "All Episodes".
  5. Undock the 'Console Widget Viewer' from the 'All Documents' view.
  6. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
  7. Select another episode from the 'Episode Header' field.
  8. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
  9. Select any document from the 'All Documents' widget.
  10. Validate the document displays as expected in the undocked 'Console Widget Viewer'.
  11. Select "Client B".
  12. Validate the document for "Client A" no longer displays.
  13. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
  14. Select another episode from the 'Episode Header' field.
  15. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
  16. Select any document from the 'All Documents' widget.
  17. Validate the document displays as expected in the undocked 'Console Widget Viewer'.
  18. Select "Client A".
  19. Validate the previously selected document for "Client A" displays as expected in the undocked 'Console Widget Viewer'.
  20. Select “Client B”.
  21. Validate the previously selected document for "Client B" displays as expected in the undocked 'Console Widget Viewer'.
  22. Close the undocked widget.
Topics
• All Documents Widget • NX • Widgets
AV-90235 Summary | Details
Avatar NX - Color Blind Settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • Allergies and Hypersensitivities
  • Individual Progress Note
Scenario 1: Patient Health Questonnaire-9 - Validate Color Blind Mode
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Color Blind mode must be enabled:
  • "Yes" must be selected in the 'Include 'User Is Colorblind' Prompt' field in the 'System Security Defaults' form.
  • A user must be defined that has "Yes" selected in the 'User is Colorblind' field in the 'User Definition' form (User A).
  • Logout and log back in to the application.
Steps
  1. Access the 'Patient Health Questionnaire-9' form.
  2. Search for and select "Client A" in the 'Select Client' field.
  3. Validate the required questions/fields are bold in the form.
  4. Select "Draft" in the 'Assessment Status' field.
  5. Select desired values for all the questions.
  6. Click [Submit]
  7. Access the 'Patient Health Questionnaire-9' form.
  8. Select the record for "Client A".
  9. Click [Edit].
  10. Validate the values filed in the previous steps are displayed.
  11. Close the form.
Scenario 2: Avatar NX - Validate Color Blind Mode
Specific Setup:
  • A user must be defined that has "Yes" selected in the 'User is Colorblind' field in the 'User Definition' form (User A).
  • A client must be enrolled in an existing episode and have no data filed for the 'Allergies and Hypersensitivities' form (Client A).
  • A recurring appointment must be scheduled (Appointment A).
Steps
  1. Login as "User A".
  2. Access the 'Individual Progress Note' form.
  3. Validate the required questions/fields are black and bold in the form.
  4. Search for and select "Client A" in the 'Select Client' field.
  5. Select the desired value from the 'Progress Note For' field.
  6. Select the desired value from the 'Note Type' field.
  7. Enter the desired value in the 'Notes' field.
  8. Click [Submit Note].
  9. Validate a message is displayed stating: "The following fields are missing: Draft/Final" and click [OK].
  10. Validate a black flag displays next to the 'Draft/Final' field.
  11. Select "Draft" from the 'Draft/Final' field.
  12. Click [Submit Note].
  13. Validate a 'Progress Notes' message is displayed stating: "Note Filed. Do you want to return to the Progress Notes form?"
  14. Click [No].
  15. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  16. Validate the 'Known Medication Allergies' and 'Known Food Allergies' fields are black and bold.
  17. Click [Update].
  18. Click [New Row].
  19. Validate the borders of the required fields are black.
  20. Enter the desired food allergy and populate the desired fields.
  21. Click [Save].
  22. Validate "Yes" is selected in the 'Known Food Allergies' field.
  23. Select "No" from the 'Known Medication Allergies' field.
  24. Click [Submit].
  25. Access the 'Scheduling Calendar'.
  26. Right click on "Appointment A" and select "Delete".
  27. Validate a 'Recurring Appointments' dialog displays.
  28. Select a date and press the 'Tab' key.
  29. Validate the date below displays highlighted with a black border.
  30. Select the desired date and click [OK].
  31. Validate a 'Delete Appointment' message displays stating: "Are you sure?" and click [Yes].
  32. Validate the selected appointment no longer displays.
  33. Close the calendar.
Topics
• Allergies and Hypersensitivities • NX • Progress Notes • Scheduling Calendar
AV-90945 Summary | Details
State of Illinois - ILSR File Response Authorizations Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Performing Provider Association - Error
  • State Of Illinois ILSR File Response Authorizations Setup
Scenario 1: State of Illinois ILSR File Response Authorization Setup - validate service codes display
Specific Setup:
  • A service code must be defined (Code A).
  • An Eligibility group dictionary update must be defined.
  • An Authorization ID dictionary update must be defined.
Steps
  1. Access the 'State of Illinois ILSR File Response Authorization' form.
  2. Click [Eligibility Group Definitions].
  3. Click [New Row].
  4. Double click the 'Service Code(s)' field.
  5. Validate no results display.
  6. Click [Cancel].
  7. Validate the 'Service Code(s)' field is cleared and highlighted.
  8. Enter "Code A" in the 'Service Code(s)' field and press the 'Enter' key.
  9. Validate the expected result displays and is selected.
  10. Click [Cancel].
  11. Validate the 'Service Code(s)' field is cleared and highlighted.
  12. Enter the desired value in the 'Service Code(s)' field and press the 'Enter' key.
  13. Select any value from the 'Service Code(s)' field.
  14. Click [OK].
  15. Validate the corresponding code displays in the 'Service Code(s)' field.
  16. Enter "Code A" in the 'Service Code(s)' field and press the 'Enter' key.
  17. Validate the expected result displays and is selected.
  18. Click [OK].
  19. Double click the 'Service Code(s)' field.
  20. De-select the value and click [OK].
  21. Validate the 'Service Code(s)' field is cleared and highlighted.
  22. Double click the 'Service Code(s)' field.
  23. Validate no results display.
  24. Close the form.
Topics
• NX • State Forms
AV-92480 Summary | Details
Spreadsheet Batch Remittance Posting - Amount totals
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
  • Registry Settings (PM)
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating payment, adjustment and transfer total - Allow Posting Of Zero Dollar Payment
Specific Setup:
  • Registry Setting:
  • Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = Yes.
  • Posting/Adjustment Codes Definition:
  • An existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client's id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified, or a new guarantor is created to assign to the client. Note the guarantor's code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select ‘Create Batch’ in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Select an episode for the selected client in the ‘Ep #’ field.
  12. Select a value in the ‘Payor’ field.
  13. Select a date in the ‘Begin Date/Svc Date’ field.
  14. Select a date in the ‘End Date/Svc Code’ field.
  15. Verify the ‘Total Charges’ field auto populated.
  16. Verify the ‘Liability’ field auto populated.
  17. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  18. Click [+] in the first column of the row.
  19. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the ‘Payment Amount’ field.
  21. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  22. Enter an amount in the ‘Adjust Amount’ field.
  23. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  24. Enter an amount in the ‘Transfer Amount’ field.
  25. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  26. Select a guarantor in the 'Transfer Guar' field.
  27. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  28. Verify the to row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  29. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  30. Click the ‘Accept’ button.
  31. Verify the following fields displays the values as selected.
  32. Click the ‘Submit’ button.
  33. Open The 'Client Ledger' form.
  34. Select a desired client.
  35. Select a desired episode for the client.
  36. Select desired ledger type.
  37. Click [Process].
  38. Verify the client ledger displays the transactions correctly for the client.
  39. Close the report.
  40. Close the form.
  41. Open the 'Registry Settings' form.
  42. Set the 'Allow Posting of Zero Dollar Payment' is set to 'No'.
  43. Open the 'Spreadsheet Batch Remittance Posting' form.
  44. Select ‘Create Batch’ in the 'Create, Edit Or Delete Remittance Batch' field.
  45. Enter a description in the 'Batch Description' field.
  46. Enter a date in the 'Posting Date' field.
  47. Enter a date in the 'Date Of Receipt' field.
  48. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  49. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  50. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  51. Click the ‘Launch Work Screen’ button.
  52. Enter an existing client ID in the ‘Client’ field.
  53. Select an episode for the selected client in the ‘Ep #’ field.
  54. Select a value in the ‘Payor’ field.
  55. Select a date in the ‘Begin Date/Svc Date’ field.
  56. Select a date in the ‘End Date/Svc Code’ field.
  57. Click [+] in the first column of the row.
  58. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  59. Enter an amount in the ‘Payment Amount’ field.
  60. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  61. Enter an amount in the ‘Adjust Amount’ field.
  62. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  63. Enter an amount in the ‘Transfer Amount’ field.
  64. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  65. Select a guarantor in the 'Transfer Guar' field.
  66. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  67. Verify the row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  68. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  69. Click the ‘Accept’ button.
  70. Verify the following fields displays the values as selected.
  71. Click the ‘Submit’ button.
  72. Open The 'Client Ledger' form.
  73. Select a desired client.
  74. Select a desired episode for the client.
  75. Select desired ledger type.
  76. Click [Process].
  77. Verify the client ledger displays the transactions correctly for the client.
  78. Close the report.
  79. Close the form.
Topics
• NX • Spreadsheet Batch Remittance Posting
AV-92681 Summary | Details
Modeled form - event logic
Scenario 1: Modeled Form - Validate defaulting fields values with event logic defined
Specific Setup:
  • Have a modeled form [TestForm] that has four fields for testing, that include a "Dictionary" and "Signature" type fields. For this test the form includes:
  • [FieldA] is a dictionary field
  • The dictionary field contains two dictionary values, [ValueA] and [ValueB]
  • [FieldB] is a signature field
  • [FieldC] is an integer field
  • [FieldD] is a scrolling text field
  • In the "Form Definition" edit [TestForm]
  • Navigate to the "Pre-Display" section
  • Set prompt "Default Information From Previous Table During Add" to "Yes"
  • Set prompt "Default in All or Selected Columns" to "Selected Columns"
  • Select [FieldB] the signature field and one of the other fields other than [FieldA]. For this test, [FieldC] is used.
  • Navigate to the "Object Def" section
  • Select [FieldA], the dictionary field or edit
  • Navigate to the "Event Def" section
  • Add an event set to "Clear" and "Disable" fields [FieldB] and [FieldC] when dictionary value [ValueA], is selected in [FieldA]
  • Submit the form
Steps
  1. Open [TestForm]
  2. Click to add a new row [RowB]
  3. Populate all the fields on the form
  4. Submit the form for new row [RowA]
  5. Validate the form files successfully
  6. Re-open [TestForm]
  7. Click to add a new row [RowB]
  8. Validate [FieldB] and [FieldC] are enabled and have defaulted in the values submitted in [RowA] from step 1, as expected
  9. Validate [FieldA] and [FieldD] have 'not' defaulted in the values submitted in those fields in step 1, as expected
  10. Populate [FieldD]
  11. Navigate to [FieldA]
  12. Select [ValueB]
  13. Validate fields [FieldB], [FieldC] and [FieldD] are still enabled contain their expected values
  14. Select [ValueA]
  15. Validate the signature value in [FieldB] has been cleared and the field is disabled, as expected
  16. Validate the value in [FieldC] has been cleared and the field is disabled, as expected
  17. Validate [FieldD] contains its expected value
  18. Populate the field with a new value
  19. Submit the form for new row [RowB]
  20. Validate the form files successfully
  21. Re-open [TestForm]
  22. Select [RowB] for edit
  23. Validate [FieldA] and [FieldD] are populated as expected
  24. Validate field [FieldB] and [FieldC] are blank and disabled as expected
  25. Close the form
  26. Re-open [TestForm]
  27. Click to add a new row [RowC]
  28. Validate [FieldA] and [FieldD] have 'not' defaulted in the values submitted in step 2 and are blank, as expected
  29. Validate [FieldB] and [FieldC] are enabled now and have defaulted in the blank values submitted in step 2, as expected
  30. Populate all fields on the form with new values
  31. Submit the form for new row [RowC]
  32. Validate the form submits successfully.
  33. Re-open [TestForm]
  34. Select [RowC] for edit
  35. Validate all fields are populated as expected
  36. Close the form
Topics
• Modeling
AV-92770 Summary | Details
'ProviderConnect File Attach' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProviderConnect File Attach
Scenario 1: 'ProviderConnect File Attach' - Verification of File Viewing
Specific Setup:
  • 'CSP Location' for Generic Document Retriever must be defined (via 'ProviderConnect File Attach Defaults' form)
  • One or more .pdf (Microsoft Edge Portable Document Format), .jpg/.png (image) and/or .txt (text) files for ProviderConnect File Attach upload/storage
Steps
  1. Open the 'ProviderConnect File Attach' form.
  2. Enter/select 'Member ID' and 'Provider' values for File Attach upload/viewing.
  3. Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable).
  4. Click 'Upload File' button to select local file for ProviderConnect File Attach upload.
  5. When file upload is completed, enter 'Comments' field value if desired and click 'Store File' button.
  6. Ensure user is presented with confirmation dialog noting 'File stored successfully'.
  7. Enter/select 'Member ID' and 'Provider' values for File Attach viewing.
  8. Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable).
  9. Select file attachment to be opened for viewing in the 'Existing Files' field.
  10. Click 'View File' button to open selected file attachment for view.
  11. Ensure that .pdf (Microsoft Edge Portable Document Format), .jpg/.png (image) and .txt (text) files are opened within myAvatar NX 'ProviderConnect File Attach' form for viewing (with 'Print' and 'Close' action buttons available).
Topics
• NX • Provider Connect
AV-92866 Summary | Details
Avatar NX - Console Widget Viewer
Internal Test Only
Topics
n/a
AV-92878 Summary | Details
Task List - Changing Filters
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Nursing Caseload
Scenario 1: Task List - Launching With No Clients In Caseload
Specific Setup:
  • Two units must exist; each of which, contain at least one client. (Unit A) (Unit B)
  • A client must have an active episode. (Client A)
Steps
  1. Search for and select the 'Manage Nursing Caseload' form.
  2. Set the 'Select User' field to the currently logged in user. (User A)
  3. Select "Remove" from the 'Add or Remove Client From Caseload' field.
  4. Click [All] from the 'Select Clients' field.
  5. Click [Update Caseload].
  6. Validate a message stating: "You are about to remove the selected client(s) from the caseload of "User A". Are you sure you want to continue?" appears and click [OK].
  7. Click [Discard], validate a message stating "Are you sure you want to Close without saving?" appears and click [Yes].
  8. Please log out of the application and log back in after completing the above.
  9. Access the 'Task List' widget.
  10. Validate that Task List launches and there are no clients in the grid.
  11. Set the 'View' filter to "By Unit".
  12. Select "Unit A" from the 'Unit' field.
  13. Validate all clients in "Unit A" are shown in the grid.
  14. Select "Unit B" from the 'Unit' field.
  15. Validate all clients in "Unit B" are shown in the grid.
  16. Search for and select "Client A" from the 'Search Patients' field.
  17. Validate only "Client A" is shown in the grid.
  18. Select "Day" from the 'Hr/Day' field.
  19. Validate grid displays as expected.
  20. Clear "Client A" from the 'Search Patients' field.
  21. Validate the 'View' filter is set to "My Caseload" and that the grid loads with no clients presented.
Topics
• NX • Task List
AV-93025 Summary | Details
Treatment Plan - Large number of edits to a row of problem data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Field Data Validations
Specific Setup:
  • Have a treatment plan with a 'disabled ' field, set up as the last field in the Problem, Goals, Objective or Interventions sections. For example, a disabled "Scrolling Free Text" field.
  • Have another field set up right before the disabled last field in each section, that requires a selection or input type entry. For example, a "Site Specific" dictionary or integer field.
  • Registry Setting "Enable Service Entry Restrictions by Client Treatment Plan "is set to "S".
  • Registry Setting "Activate Program/Service Code Filter" = "Y".
Steps
  1. Open the "Treatment Plan" form:
  2. Search and select a client in the 'Select Client' field.
  3. Enter a plan name in the "Plan Name" field.
  4. Enter the current date in the 'Plan Date' field.
  5. Select any value from the 'Plan Type' field.
  6. Select "Draft" from the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Enter any value in the 'Problem Code' field.
  10. Enter any value in the 'Problem' field.
  11. Enter the current date in the 'Date of Onset' field.
  12. Select "Active" from the 'Status (Problem List)' field.
  13. Populate any other desired fields, except for the last two fields in the section.
  14. Navigate to the next to last field, which should be the one located right before the disabled field, as outline in the setup section.
  15. Select or input a value in the next to last field in the section.
  16. Click the 'Tab' key.
  17. Click [Back to Plan Page].
  18. Validate all data enter on the main section is populated as expected.
  19. Click [Launch Plan].
  20. Select the "Problem" added in step 1g.
  21. Validate all the fields are populated in the section as expected, including the value populated in next to last field of the section.
  22. Click [Add New Goal].
  23. Populate all the required and desired fields in the section, except for the last two fields in the section.
  24. Repeat steps 1m -1q.
  25. Validate the results are as expected.
  26. Click [Add New Objective].
  27. Populate all the required and desired fields in the section, except for the last two fields in the section.
  28. Repeat steps 1m-1q.
  29. Validate the results are as expected.
  30. Click [Add New Intervention].
  31. Populate all the required and desired fields in the section, except for the last two fields in the section.
  32. Repeat steps 1m-1q.
  33. Validate the results are as expected.
  34. Click [Back to Plan Page].
  35. Click [Submit].
  36. Open the "Treatment Plan" form:
  37. Search and select the same client used in the prior step, in the 'Select Client' field.
  38. Select the treatment plan just filed.
  39. Validate all data enter on the main section is populated as expected.
  40. Click to the view data field in "Problems", "Goals", "Objectives" and "Interventions" sections.
  41. Validate all data filed is present, as expected.
  42. Open the "Treatment Plan" form:
  43. Create another treatment plan for the client.
  44. Fill out the Problem and Intervention sections.
  45. In the Intervention, add some "Assigned Services".
  46. Delete the services that were just entered.
  47. Validate all the service rows were deleted.
  48. Click "Back to Plan Page".
  49. At this point, you can either finalize the form or you can Click "Close Form".
Scenario 2: Problem List - Add / Edit / Void a problem
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have an "Active" and "Void" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values.
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Select the desired problem in the 'Problem' field.
  4. Select "Active" in the 'Status' field.
  5. Populate all other desired fields.
  6. Click [Save], [Yes], and [Submit].
  7. Select "Client A" and access the 'Problem List' form.
  8. Click [View/Enter Problems].
  9. Validate the problem filed in the previous steps is displayed.
  10. Select "Void" in the 'Status' field.
  11. Click [Save], [Yes], and [Submit].
  12. Select "Client A" and access the 'Problem List' form.
  13. Click [View/Enter Problems].
  14. Validate the problem is no longer displayed since it has been voided.
  15. Close the form.
Scenario 3: Treatment Plan - Verify 'Problem List'
Specific Setup:
  • A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A)
  • "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select "Plan A" and click [Edit].
  3. Right-click on the 'Plan Type' field.
  4. Validate a 'Plan Type' dialog stating: "Update Dictionary?"
  5. Click [Yes].
  6. Click [New Row].
  7. Enter any value in the 'Dictionary Code' field.
  8. Enter any value in the 'Dictionary Value' field.
  9. Select "Yes" in the 'Active' field.
  10. Click [Save].
  11. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
  12. Validate the new value is present in the 'Plan Type' field.
  13. Click on any problem in the 'Problem List' grid.
  14. Navigate to the 'DSM/ICD Code' column.
  15. Click [View].
  16. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
  17. Validate the ICD10 Description item is equal to "ICD10 description".
  18. Click [System Notes] - View button.
  19. Validate the 'Action' column is equal to "Action related to the problem".
  20. Validate the 'Date' column is equal to "Action date".
  21. Validate the 'Status' column is equal to "Status of problem".
  22. Validate the 'User' column is equal to "User logged in at time of action".
  23. Validate the 'From' column is equal to "From or option from which the action was created".
  24. Close the form.
  25. Select "Client A" and access the 'Treatment Plan' form.
  26. Create a new Treatment Plan for the 'Client A'.
  27. Click the "New Row" button for the 'Problems' field.
  28. Click the 'Problem' field and enter the desired problem and press the 'Enter' key.
  29. Validate the 'Problem search results' appears and works as expected.
  30. Select the desired value in the 'Status' field.
  31. Select all three problems to 'Include in this plan?'.
  32. Select "Draft" from the 'Treatment Plan Status' field.
  33. Click [Launch Plan].
  34. Select a problem to delete.
  35. Click [Delete Selected Item].
  36. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
  37. Complete the plan by adding the desired goals, objectives, and interventions.
  38. Click [Return To Plan].
  39. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  40. Select "Final" from the 'Treatment Plan Status' field.
  41. Click [Submit].
Topics
• Problem List • Treatment Plan
AV-93167 Summary | Details
Avatar NX - Client Names
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update Client Data
Scenario 1: NX - Validate display of client names
Specific Setup:
  • The logged in user must have the following clients in their caseload:
  • A client with a name that does not include a "Suffix", "Prefix" and "Middle Initial" (Client A).
  • A client with a name on the system that includes a "Suffix" (Client B).
  • A client with a name on the system that includes a "Prefix" (Client C).
  • Have a client outside of their caseload with a name on the system that does not include a "Suffix", "Prefix" and "Middle Initial" (Client D).
  • The logged in user must have the 'Client Information' header configured on their myDay view.
  • The 'Display Name As Last, First' registry setting must be disabled.
Steps
  1. Search and select "Client A".
  2. Validate the first and last name are displayed as expected.
  3. Access the 'Update Client Data' form.
  4. Set the 'Client Middle Name' field to the desired value.
  5. Select the desired value from the 'Client Prefix' field.
  6. Select the desired value from the 'Client Suffix' field.
  7. Click [Submit].
  8. Validate the "Prefix", "Middle Name" and "Suffix" display as expected in the header for "Client A".
  9. Validate the name displays as expected in the 'Condensed Header' for "Client A".
  10. Validate the name displays as expected in context in the 'My Clients' list for "Client A".
  11. Search and select "Client B".
  12. Validate "Client B" displays as expected in the header, condensed header and above the caseload.
  13. Search and select "Client C".
  14. Validate "Client C" displays as expected in the header, condensed header and above the caseload.
  15. Search and select "Client D".
  16. Validate "Client D" displays under 'Recent Clients' as expected.
  17. Access the 'Update Client Data' form.
  18. Set the 'Client Middle Name' field to the desired value.
  19. Select the desired value from the 'Client Prefix' field.
  20. Select the desired value from the 'Client Suffix' field.
  21. Click [Submit].
  22. Validate the "Prefix", "Middle Name" and "Suffix" display as expected in the header for "Client D".
  23. Validate the name displays as expected in the 'Condensed Header' for "Client D".
  24. Validate the name displays as expected in context in the 'Recent Clients' list for "Client D".
  25. Clear the client.
Topics
• Client Header • Client Information • Diagnosis • NX
AV-93262 Summary | Details
JAWS Application support improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • User Definition
Scenario 1: JAWS Application – Validate dynamic form functionality and message verbalization
Specific Setup:
  • Have the JAWS Application installed and launched
  • Have access to the "Progress Note (Group and Individual)" form and the "Basic Troubleshooting" form
Steps
  1. At Home View, tab to the "What can I help you find" search field
  2. Enter "Progress Note (Group and Individual)" and tab to select the form
  3. In the "Progress Note (Group and Individual)" form
  4. Tab to the "Select Client" field and enter a desired client
  5. Tab to the "Select Episode" field and select a desired episode
  6. Tab to each required field any desired fields and populate the field
  7. Tab to the "File Note" field and press the space bar to select it
  8. Validate the "Progress Notes" submission dialog
  9. Validate "Note Filed. Do you want to return to the Progress Notes form?" is displayed and the text is verbalized by JAWS
  10. Press Tab to navigate the [No] button and press enter
  11. Validate the form is closed and the user is returned to Home View
  12. At Home View, tab to the "What can I help you find" search field
  13. Enter "Basic Troubleshooting "and tab to select the form
  14. In the "Basic Troubleshooting" form
  15. Tab to the "Test Dynamic Form" button
  16. Press enter
  17. Validate the "Dynamic Form Test" dialog is displayed and verbalized by JAWS
  18. Validate the text "Test Successful" is displayed and verbalized by JAWS
  19. Tab to the [OK] button and press 'Enter'
  20. Press 'Alt +T', to discard the form
Scenario 2: JAWS Application – Validate Tab navigation and functionality on forms with “Client Picture” Images
Specific Setup:
  • Have the JAWS Application installed and launched
  • Have a form [TestForm], for example a modeled form with two sections
  • Section one contain one or more desired fields other than a client picture field
  • Section two contains just a "Client Picture" field
  • Have a client picture image file on the server available for import
Steps
  1. At Home View, tab to the "What can I help you find" search field
  2. Enter the name of [TestForm] and tab to select the form
  3. In the [TestForm]
  4. Tab to the first section of the form
  5. Tab to each field on the section other than the last field, and populate the fields if desired
  6. Now tab to the last field, populate the field if desired and the tab out of the field
  7. Validate after tabbing that cursor lands on the "Acquire Image" button on the second section of the form and the button is enabled
  8. Press "Enter"
  9. Validate the "Import Image" dialog is displayed and
  10. Now tab to the client picture field
  11. Validate the cursor is positioned on the [Acquire Image] button
  12. Press the button
  13. Validate the "Import Image" dialog is displayed and verbalized by JAWS
  14. Validate the file explorer dialog is present
  15. Navigate to the location of the image file and select it
  16. Validate the image is displayed in the "Client Picture" field
  17. Press 'Alt +S' to submit the form
  18. Validate the form files successfully
  19. Return to the form
  20. Tab to the first section of the form
  21. Tab to each field
  22. Validate fields are populated as expected
  23. Tab to the second section of the form
  24. Validate the client picture field is populated as expected
Scenario 3: JAWS Application - "User Definition" form "Select Forms for User Access"
Specific Setup:
  • Have the JAWS Application installed and launched
  • Have an existing user [TestUser] defined in form "User Definition"
  • Have access to form "User Definition"

\

Steps
  1. At Home View, tab to the "What can I help you find" search field
  2. Enter "User Definition" in the search, tab to select the form from the results and press "Enter"
  3. Tab to "User ID" field and enter the user ID for [TestUser]
  4. Tab thru the fields till you get to the "Forms and Tables" section
  5. Tab to the "Select Forms for Access" button and press "Enter"
  6. In the form's selection tree:
  7. Tab to a folder that is not selected yet, for example "Avatar PM"
  8. At the arrow, click the hot key "Alt + right arrow", to open the folder
  9. Click hot key, "Caps lock + Space bar", to select the folder
  10. Validate all forms under that folder are selected
  11. Tab to the [OK] button at the bottom of the screen
  12. Press enter to save the changes
  13. Press "Alt +S" for form submission
  14. Validate the form submit successfully
  15. Repeat the steps in step 1 to get to the "Select Forms for Access" button and press "Enter"
  16. Validate the folder selection made in step 1 is checked
  17. Validate all forms in the section are selected, as expected
  18. Press hot key "ALT + T" to close the form
Topics
• NX • User Definition
AV-93418 Summary | Details
Avatar AM NX - Support Future Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Fast Dose Dispensing
Scenario 1: Avatar AM NX - Display detailed message when crystal runtime engine not installed on 'Dispense label'
Specific Setup:
  • Crystal Reports runtime engine should be removed or not existing.
  • A Dispensed order within last 2 weeks.
Steps
  1. Open 'Fast dose Dispensing' form.
  2. Select the test patient.
  3. Click [Load Labels].
  4. Select Dispensing record.
  5. Click [Print Dispense label].
  6. Validate an error message popup is displayed indicating the missing framework and url to navigate to.
Topics
• Dispensing • NX
AV-93520 Summary | Details
Avatar NX - 'Rule Based Routing' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Routing Worklist Item
  • Rule Based Routing
  • Scheduling Widget - Client Based
Scenario 1: Avatar NX - Validate widget buttons
Specific Setup:
  • The logged in user must have the following widgets configured to a view:
  • 'Rule Based Routing' widget
  • 'Scheduling Widget - Client Based'
  • 'External Documents'
  • 'Console Widget Viewer'
Steps
  1. Navigate to the 'Rule Based Routing' widget.
  2. Select the desired value from 'Queue' field.
  3. Refresh the widget.
  4. Select a record and click [Launch Worklist Item].
  5. Validate the 'Routing Worklist Item' page displays as expected.
  6. Validate the associated document is displayed in a new window as expected.
  7. Click [Cancel].
  8. Validate the 'Routing Worklist Item' page and the document viewer window close as expected.
  9. Validate the selected client is displayed in context as expected.
  10. Navigate to the 'Scheduling Widget - Client Based' widget.
  11. Refresh the 'Scheduling Widget - Client Based' widget.
  12. Validate the 'Scheduling Widget - Client Based' widget displays records for the selected client in context.
  13. Click [Find New Appointment].
  14. Validate the 'Scheduling Calendar - Find New Appointment' form opens and displays as expected.
  15. Click [Discard].
  16. Navigate to the 'External Documents' widget.
  17. Refresh the 'External Documents' widget.
  18. Validate the 'External Documents' widget displays the records for the selected client in context.
  19. Select any desired record and click [View].
  20. Validate the selected record displays as expected in the 'Console Widget Viewer' widget.
  21. Click [Print] and [Print].
  22. Validate the 'Print Preview' displays as expected.
  23. Click [Cancel] and [Close All].
  24. Validate 'Console Widget Viewer' no longer displays any open records.
  25. Clear the client.
Topics
• NX • Rule Based Routing • Widgets
AV-93736 Summary | Details
Avatar NX - 'Rule Based Routing' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Routing Worklist Item
  • Rule Based Routing
  • Scheduling Widget - Client Based
Scenario 1: Avatar NX - Validate widget buttons
Specific Setup:
  • The logged in user must have the following widgets configured to a view:
  • 'Rule Based Routing' widget
  • 'Scheduling Widget - Client Based'
  • 'External Documents'
  • 'Console Widget Viewer'
Steps
  1. Navigate to the 'Rule Based Routing' widget.
  2. Select the desired value from 'Queue' field.
  3. Refresh the widget.
  4. Select a record and click [Launch Worklist Item].
  5. Validate the 'Routing Worklist Item' page displays as expected.
  6. Validate the associated document is displayed in a new window as expected.
  7. Click [Cancel].
  8. Validate the 'Routing Worklist Item' page and the document viewer window close as expected.
  9. Validate the selected client is displayed in context as expected.
  10. Navigate to the 'Scheduling Widget - Client Based' widget.
  11. Refresh the 'Scheduling Widget - Client Based' widget.
  12. Validate the 'Scheduling Widget - Client Based' widget displays records for the selected client in context.
  13. Click [Find New Appointment].
  14. Validate the 'Scheduling Calendar - Find New Appointment' form opens and displays as expected.
  15. Click [Discard].
  16. Navigate to the 'External Documents' widget.
  17. Refresh the 'External Documents' widget.
  18. Validate the 'External Documents' widget displays the records for the selected client in context.
  19. Select any desired record and click [View].
  20. Validate the selected record displays as expected in the 'Console Widget Viewer' widget.
  21. Click [Print] and [Print].
  22. Validate the 'Print Preview' displays as expected.
  23. Click [Cancel] and [Close All].
  24. Validate 'Console Widget Viewer' no longer displays any open records.
  25. Clear the client.
Topics
• NX • Rule Based Routing • Widgets
AV-93843 Summary | Details
Avatar NX - Waiting Room
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Walk-in Clinic Registration/Waiting Room
  • Walk-in Clinic/Waiting Room
Scenario 1: Waiting Room - Validate the 'In Treatment' action
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • The 'Enable Clinic Scheduling' registry setting must be set to "Y".
  • The 'Walk-in Clinic Registration/Waiting Room' widget must be accessible on the user's myDay view.
  • A site is defined with time slots for clinic hours in 'Site Registration' (Site A), (Time Slot A).
  • Two clients are enrolled in an existing episode (Client A & Client B).
Steps
  1. Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
  2. Select "Site A" in the 'Waiting Room Site' field.
  3. Select "Client A" in the 'Add Client' field.
  4. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
  5. Select the desired value in the 'Location' field.
  6. Click [Add to Waitlist] and [OK].
  7. Validate the client is added to the Waitlist.
  8. Validate the 'Action' field contains "In Treatment". This will remove the client from the Waitlist and not require the creation of an appointment.
  9. Select "In Treatment" in the 'Action' field.
  10. Validate a message is displayed stating: You are changing the status to In Treatment. Please confirm.
  11. Click [Yes].
  12. Validate the client is no longer displayed on the Waitlist.
  13. Access Crystal Reports or other SQL Reporting Tool.
  14. Create a report using the 'SYSTEM.AppointmentWaitingRoom' SQL table.
  15. Navigate to the row for "Client A".
  16. Validate the 'status_code' field contains "03".
  17. Validate the 'status_value' field contains "In Treatment".
  18. Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
  19. Select "Site A" in the 'Waiting Room Site' field.
  20. Select "Client B" in the 'Add Client' field.
  21. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
  22. Select the desired value in the 'Location' field.
  23. Click [Add to Waitlist] and [OK].
  24. Validate the client is added to the Waitlist.
  25. Navigate to the 'Walk-in Clinic/Waiting Room' widget.
  26. Select "Site A" in the 'Waiting Room/Site' field.
  27. Validate "Client B" is displayed on the Waitlist.
  28. Validate the 'Action' field contains "In Treatment". This gives the practitioner the ability to remove the client from the Waitlist for treatment and not require the creation of an appointment.
  29. Select "In Treatment" in the 'Action' field.
  30. Validate a message is displayed stating: You are changing the status to In Treatment. Please confirm.
  31. Click [Yes].
  32. Validate the client is no longer displayed on the Waitlist.
  33. Access Crystal Reports or other SQL Reporting Tool.
  34. Create a report using the 'SYSTEM.AppointmentWaitingRoom' SQL table.
  35. Navigate to the row for "Client B".
  36. Validate the 'status_code' field contains "03".
  37. Validate the 'status_value' field contains "In Treatment".
  38. Close the report.
Topics
• NX • Waiting Room
AV-93852 Summary | Details
Avatar NX - Client Header
Scenario 1: Avatar NX - Validate form layout for tablet users
Specific Setup:
  • A user must be defined (User A).
  • "User A" must have a device size 10.2 or larger for testing.
  • A client must be enrolled in an existing episode (Client A).
  • The 'Individual Progress Note' must have various quick links assigned using 'Form Designer' (Form A and Form B).
  • The 'User Definition' form must have an 'Online Documentation' link configured.
Steps
  1. Access the 'User Definition' form.
  2. Validate the left side menu closes while the form opens.
  3. Validate the form sections are now in a dropdown.
  4. Select "Forms and Tables" from the 'Form Navigation' field.
  5. Validate the section loads and displays as expected.
  6. Select "User Definition" from the 'Form Navigation' field.
  7. Validate the section loads and displays as expected.
  8. Select "Online Documentation" from the 'Form Navigation' field.
  9. Validate a browser alert that it is a pop up and allow it.
  10. Validate the 'Online Documentation' opens as expected in a new browser tab.
  11. Switch back to the 'User Definition' form.
  12. Close the form.
  13. Access the 'Individual Progress Note' form.
  14. Validate the left side menu closes while the form opens.
  15. Validate the client header is collapsed.
  16. Select "Client A" from the 'Select Client' field.
  17. Select "Form A" from the 'Form Navigation' field.
  18. Validate "Form A" opens and displays as expected.
  19. Select the 'Individual Progress Note' form tab.
  20. Select "Form B" from the 'Form Navigation' field.
  21. Validate "Form B" opens and displays as expected.
  22. Navigate to myDay.
  23. Expand the left side menu.
  24. Click [Close all Open Forms].
  25. Validate a 'Confirm' dialog stating: "Are you sure you want to close all open forms?" and click [Yes].
  26. Validate the forms close as expected.
Topics
• iPad • NX • Progress Notes • User Definition
AV-93952 Summary | Details
Avatar NX - Welcome Banner
Scenario 1: 'All Documents' Widget - Validate the undocked 'Console Widget Viewer' updates when switching clients
Specific Setup:
  • Two clients are enrolled into two existing episodes (Client A) & (Client B) with documents on file in the 'All Documents' Widget.
  • PDF, DOC and TIFF types of documents must be uploaded through 'Document Capture' for (Client A) & (Client B).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • The 'Default Value for Console View Episodes' registry setting must be set to "1".
Steps
  1. Login to NX.
  2. Validate the welcome banner displays as expected.
  3. Select "Client A" and navigate to the 'All Documents' view.
  4. Validate the 'Episode Header' field contains "All Episodes".
  5. Undock the 'Console Widget Viewer' from the 'All Documents' view.
  6. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
  7. Select another episode from the 'Episode Header' field.
  8. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
  9. Select any document from the 'All Documents' widget.
  10. Validate the document displays as expected in the undocked 'Console Widget Viewer'.
  11. Select "Client B".
  12. Validate the document for "Client A" no longer displays.
  13. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
  14. Select another episode from the 'Episode Header' field.
  15. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
  16. Select any document from the 'All Documents' widget.
  17. Validate the document displays as expected in the undocked 'Console Widget Viewer'.
  18. Select "Client A".
  19. Validate the previously selected document for "Client A" displays as expected in the undocked 'Console Widget Viewer'.
  20. Select “Client B”.
  21. Validate the previously selected document for "Client B" displays as expected in the undocked 'Console Widget Viewer'.
  22. Close the undocked widget.
Topics
• All Documents Widget • NX • Widgets
AV-93955 Summary | Details
Avatar NX - 'Wiki Documentation'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
Scenario 1: Validate Wiki Integration
Specific Setup:
  • User must have access to 'User' Menu.
Steps
  1. Click the 'User Menu' option.
  2. Validate the 'Wiki Documentation' menu displays as expected.
  3. Open the 'Wiki Documentation' menu.
  4. Validate a list of Wiki links are displayed.
  5. Click any desired Wiki link.
  6. Validate the link opens in a new browser window and displays as expected.
  7. Close the Wiki.
  8. Select any client and access the 'Diagnosis' form.
  9. Click [Online Documentation] on the left-hand side.
  10. Validate the Netsmart Wiki for 'Diagnosis' is displayed.
  11. Close the Wiki and the form.
  12. Select any client and access the 'Treatment Plan' form.
  13. Click [Online Documentation] on the left-hand side.
  14. Validate the Netsmart Wiki for 'Treatment Plan' is displayed.
  15. Close the Wiki and the form.
Topics
• Diagnosis • NX
AV-94133 Summary | Details
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Registry Settings (PM)
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Processing' form - Registry setting - Include Service Start and End Dates - Validating work screen
Specific Setup:
  • Registry Settings:
  • The 'Include Service Start and End Dates' registry setting is set to 'N'.
  • Admission:
  • An existing client is identified, or a new client is created.
  • Financial Eligibility:
  • Two guarantors are assigned to the client and coverage effective date is populated. Note the guarantor's code/name for all guarantors.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client and distributed to the primary guarantor. The service dates are covered in the coverage effective range.
  • Create Interim Billing Batch:
  • An Interim Billing Batch is created for the client that includes services distributed to the guarantor. Note the batch number/name.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the description in the 'Batch Description' field.
  4. Select the interim billing batch created in setup section in the Interim Batch Number field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Click [Launch Work Screen].
  8. Verify the 'Client' field is auto populated with the client included in the interim billing batch selected.
  9. Hover over the 'Transfer Guar' field for any row.
  10. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
  11. Verify the 'Begin Date/Svc Date' and the 'End Date/Svc Code' are populated correctly with the start and end date of the services rendered to the selected client.
  12. Click '+' icon.
  13. Verify the correct services/claims displays for the client for the listed begin/end date.
  14. Update the end date from the parent/claim row.
  15. Verify the services or claims are displayed correctly after updating the end date.
Topics
• NX • Spreadsheet Batch Remittance Posting
AV-94134 Summary | Details
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Registry Settings (PM)
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Processing' form - Registry setting - Include Service Start and End Dates - Validating work screen
Specific Setup:
  • Registry Settings:
  • The 'Include Service Start and End Dates' registry setting is set to 'N'.
  • Admission:
  • An existing client is identified, or a new client is created.
  • Financial Eligibility:
  • Two guarantors are assigned to the client and coverage effective date is populated. Note the guarantor's code/name for all guarantors.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client and distributed to the primary guarantor. The service dates are covered in the coverage effective range.
  • Create Interim Billing Batch:
  • An Interim Billing Batch is created for the client that includes services distributed to the guarantor. Note the batch number/name.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the description in the 'Batch Description' field.
  4. Select the interim billing batch created in setup section in the Interim Batch Number field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Click [Launch Work Screen].
  8. Verify the 'Client' field is auto populated with the client included in the interim billing batch selected.
  9. Hover over the 'Transfer Guar' field for any row.
  10. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
  11. Verify the 'Begin Date/Svc Date' and the 'End Date/Svc Code' are populated correctly with the start and end date of the services rendered to the selected client.
  12. Click '+' icon.
  13. Verify the correct services/claims displays for the client for the listed begin/end date.
  14. Update the end date from the parent/claim row.
  15. Verify the services or claims are displayed correctly after updating the end date.
Topics
• NX • Spreadsheet Batch Remittance Posting
AV-94212 Summary | Details
NX - Usability
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
  1. Select "Client A" and access the Order Entry Console.
  2. Validate no orders are displayed.
  3. Click 'Medical Note'.
  4. Validate that 'Medical Note' is displayed and contains information for "Client A".
  5. Select "Client B".
  6. 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-94299 Summary | Details
OE NX - Order Entry Console - All Tabs Displayed
Internal Test Only
Topics
n/a
AV-94321 Summary | Details
OE NX - Home Medications and Discharge Med Reconciliation - Interaction checking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Warning Dialog - Age/Problem
  • Remove Completed Medication Reconciliation
  • Remove Completed Medication Reconciliation - Confirm
  • Remove Completed Medication Reconciliation - Warning
Scenario 1: OE NX - Home Medications and Discharge Reconciliation - Interaction Checking
Specific Setup:
  • Two clients must have active inpatient episodes with no active orders. (Client A and Client B)
  • "Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Check the 'Reported' checkbox.
  4. Search for and select "Warfarin 10 MG Tablet Oral" in the 'New Order' field.
  5. Populate the 'Dose' and 'Frequency' field and click [Save].
  6. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  7. Validate a warning indicator and "At least one warning has been found with this order code" is displayed under the 'New Order' field.
  8. Populate the 'Dose' and 'Frequency' field and click [Save].
  9. Validate that both orders appear in the 'Order grid' with an 'Action' of "Reported".
  10. Select both rows in the 'Order grid' and click [Make RX].
  11. Validate the "Advil 200 MG Tablet Oral" appears in the 'Scratchpad' with an 'Action' of "MAKE RX" and that contains a missing required field flag and a warning indicator.
  12. Validate the "Warfarin 10 MG Tablet Oral" appears in the 'Scratchpad' with an 'Action' of "MAKE RX" and that contains a missing required field flag and a warning indicator.
  13. Click the warning indicator for the "Advil" order.
  14. Validate the 'Interactions' dialog is displayed and contains "Drug-drug interaction - Concurrent use of ANTICOAGULANTS and NSAIDS may result in an increased risk of bleeding. Severity Level: MAJOR" and click [Close].
  15. Click the warning indicator for the "Warfarin" order.
  16. Validate the 'Interactions' dialog is displayed and contains "Drug-drug interaction - Concurrent use of ANTICOAGULANTS and NSAIDS may result in an increased risk of bleeding. Severity Level: MAJOR" and click [Close].
  17. Remove both orders from the 'Scratchpad'.
  18. Select both rows in the 'Order grid' and click [Void].
  19. Populate any required fields and click [Confirm Void].
  20. Uncheck the 'Reported' checkbox.
  21. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  22. Populate all required fields and click [Add to Scratchpad].
  23. Search for and select "Warfarin 10 MG Tablet Oral" in the 'New Order' field.
  24. Validate a warning indicator and "At least one warning has been found with this order code" is displayed under the 'New Order' field.
  25. Populate all required fields and click [Add to Scratchpad].
  26. Validate that both orders are displayed in the 'Scratchpad' and that the "Warfarin" order has a warning indicator in the 'Action' column.
  27. Select the "Advil" order and set the 'Dose' to a different value and click [Update Order].
  28. Validate that both orders are displayed in the 'Scratchpad' and that the "Warfarin" order has a warning indicator in the 'Action' column.
  29. Click [Final Review].
  30. Validate an 'Interactions' dialog is displayed stating "Drug-drug interaction - Concurrent use of ANTICOAGULANTS and NSAIDS may result in an increased risk of bleeding. Severity Level: MAJOR".
  31. Override the interaction and click [Save Override and Exit].
  32. Validate the 'Final Review' dialog is displayed.
  33. Select "None" in the 'Output' column for both orders and click [Sign].
  34. Validate the 'Order grid' contains both orders.
  35. Select both orders in the 'Order grid' and click [Reorder].
  36. Validate that both orders are added to the 'Scratchpad' with "REORDER" and a warning indicator in the 'Action' column.
  37. Select both orders in the 'Scratchpad' and click [Remove from Scratchpad].
  38. Select both orders in the 'Order grid' and click [Modify].
  39. Validate that both orders are added to the 'Scratchpad' with "MODIFY" and a warning indicator in the 'Action' column.
  40. Click 'Final Review'.
  41. Validate the 'Interactions' dialog is displayed with "Drug-drug interaction - Concurrent use of ANTICOAGULANTS and NSAIDS may result in an increased risk of bleeding. Severity Level: MAJOR" for both orders.
  42. Override the interactions and click [Save Override and Exit].
  43. Validate the 'Final Review' dialog is displayed.
  44. Select "None" in the 'Output' field for both orders and click [Sign].
  45. Validate the 'Order grid' contains both orders.
  46. Select both orders and discontinue them.
  47. Select "Client B" and access the 'Orders This Episode' tab.
  48. Create an order for "Advil" and an order for "Warfarin".
  49. Access the 'Discharge Reconciliation' tab.
  50. Select the "Advil" order and then the "Warfarin" order in the 'Inpatient Medications' order grid and click [Add to Scratchpad As RX].
  51. Validate that both orders appear in the 'Home Medications Scratchpad (Post-Discharge)' with "ADD" and a red flag for missing required fields in the 'Action' column.
  52. Validate 'Warfarin" order has a warning indicator in the 'Action' column as well.
  53. Select each order and populate the required fields and click [Update Order].
  54. Click the warning indicator for the "Advil" order.
  55. Validate the 'Interactions' dialog is displayed and contains "Drug-drug interaction - Concurrent use of ANTICOAGULANTS and NSAIDS may result in an increased risk of bleeding. Severity Level: MAJOR".
  56. Override the interaction and click [Save Override and Exit].
  57. Click [Hold in Pending Status] and [Activate & Reconcile].
  58. Validate the 'Final Review' dialog is displayed.
  59. Select "None" in the 'Output' field for both orders and click [Sign].
  60. Validate the 'Discharge Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-94325 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:
  • Scheduling Calendar - Find Existing Appointment
Scenario 1: Patient Calendar - Find Existing Appointment - Search by Client
Specific Setup:
  • A client must have an existing appointment scheduled (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Click [Find Existing Appointments].
  4. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  5. Enter the current date in the 'Search Start Date' field.
  6. Select "Client A" in the 'Client' field.
  7. Click [Find Appointment].
  8. Verify the 'Find Existing Appointment' window is displayed.
  9. Select any existing appointment in the 'Find Existing Appointment' table.
  10. Click [OK].
  11. Validate the 'Recent' list now contains "Client A".
  12. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps for "Client A" is highlighted.
  13. Click [Dismiss].
Scenario 2: Patient Calendar - Find Existing Appointment - Search by Practitioner
Specific Setup:
  • A practitioner must have existing appointments scheduled (Practitioner A).
  • A client must have an existing appointment scheduled with "Practitioner A".
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Click [Find Existing Appointments].
  4. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  5. Enter "Practitioner A" in the 'Practitioner' field.
  6. Enter the current date in the 'Search Start Date' and 'Search End Date' fields.
  7. Click [Find Appointment].
  8. Verify the 'Find Existing Appointment' table is displayed with appointments for the current date for "Practitioner A".
  9. Select the existing appointment for "Client A" in the 'Find Existing Appointment' table.
  10. Click [OK].
  11. Validate the 'Recent' list now contains "Client A".
  12. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps for "Client A" with "Practitioner A" is highlighted.
  13. Click [Dismiss].
Scenario 3: Patient Calendar - Find Existing Appointment - Search by Group
Specific Setup:
  • A group must be defined with an existing appointment scheduled (Group A).
Steps
  1. Access the 'Scheduling Calendar'.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Click [Find Existing Appointments].
  4. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  5. Enter the current date in the 'Search Start Date' field.
  6. Select "Group A" in the 'Client' field.
  7. Click [Find Appointment].
  8. Verify the 'Find Existing Appointment' window is displayed.
  9. Select any existing appointment in the 'Find Existing Appointment' table.
  10. Click [OK].
  11. Validate the 'Scheduling Calendar - Appointment Details' form is displayed with the appointment details for the existing appointment for "Group A".
  12. Click [Discard] and [Dismiss].
Topics
• NX • Scheduling Calendar

Avatar_NX_Update_2023.12.00_Details.csv