Avatar NX Update 2024.01.00 Acceptance Tests

AV-79848 Summary | Details

OE NX - Discharge/Admission Med Reconciliation - Completed Reconciliation

Scenario 1: OE NX - Admission Med Rec - Add to Scratchpad and Reconcile & Review.

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'.
Please log out of the application and log back in after completing the above configuration.
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 "KADIAN 20 MG CAPSULE, EXTENDED RELEASE ORAL" from the 'New Order' field.
Populate all required fields and click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the order for "KADIAN" is displayed in the 'Order grid'.
Select the 'Home Medications' tab.
Search for and select "Ritalin 20 MG Tablet Oral" from the 'New Order' field.
Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
Select the 'Admission Med Reconciliation' tab.
Validate an order for "Ritalin 20 MG Tablet Oral (Schedule II)" is displayed in the 'Home Medications (Pre-Admission)' order grid.
Validate an order for "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" is displayed in the 'Inpatient Medications Scratchpad'.
Select the "Ritalin" order and click [Add to Scratchpad].
Validate the "Ritalin" order appears in the 'Inpatient Medications Scratchpad' with a red flag and a warning icon in the 'Action' column.
Select the "Ritalin" order in the 'Inpatient Medications Scratchpad'.
Populate all required fields and click [Update Order].
Validate the 'New Order' field does not contain a value.
Select the "KADIAN" order in 'Inpatient Medications Scratchpad' and click [Modify]
Validate the 'New Order' field contains "KADIAN (MORPHINE SULFATE) 20 MG ORAL CAPSULE, EXTENDED RELEASE ORAL (Schedule II)".
Set the 'Dose' field to "2" and populate all required fields and click [Update Order].
Validate the warning icon is displayed in the 'Action' column of the 'Inpatient Medications Scratchpad' for both orders.
Click [Reconcile & 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" for both orders and click [Sign].
Validate the 'Admission Med Reconciliation tab displays in view-only mode.
Validate the warning icon is no longer displayed in the 'Action' column of the 'Inpatient Medications Scratchpad' for both orders.

Scenario 2: Order Entry Console - Discharge Med Reconciliation - eRX

Specific Setup:

The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form.
Please log out of and back into the application after this configuration has been done.
A client must be in an active inpatient episode. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Discharge Med Reconciliation' tab.
Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select "Furosemide 20 MG Tablet Oral" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Validate the warning icon is displayed in the 'Action' column for the "Furosemide" order.
Click [Review and Sign].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "eRX" in the 'Output' field for each order and click [Sign].
Validate the 'Discharge Med Reconciliation' tab displays in view-only mode.
Validate the warning icon is no longer displayed in the 'Action' column for the "Furosemide" order.

Topics

• NX • Order Entry Console

AV-82505 Summary | Details

OE NX - Order Entry Console - 'Taper/Titration' order with default Special/Addl Instructions

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

eMAR
Frequency Code Setup
Order Code Setup
Orders This Episode
Order Entry Console
Registry Settings (CWS)
Remove Completed Medication Reconciliation

Scenario 1: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes"

Specific Setup:

The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "Yes"
A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B)
A pharmacy-type order code must exist with 'Default Special/Additional Instructions' of "Please take with water and food". (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.
Create a 'Taper/Titrate' order with 2 steps for "Order Code A".
Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the 'Scratchpad'.
Select the first order in the scratchpad.
Validate the 'First Dose Date' field is equal to the current date
Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
Click [Cancel Update] and [Sign].
Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "(Step 1 of 2 steps) Please take with water and food" and the other with 'Addl Instructions' set to "(Step 2 of 2 steps) Please take with water and food".
Navigate to the 'eMAR' tab.
Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time.
Set the 'Administration Date' field to tomorrow's date and click [Refresh].
Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100".

Scenario 2: OE NX - Admission Med Reconciliation - Taper/Titration - Order Code with Default Special/Additional Instructions

Specific Setup:

A pharmacy-type order code must exist with 'Default Special/Additional Instructions' of "Please take with water and food". (Order Code A)
A client must have an active episode whose program or unit are configure in the 'External Pharmacy Setup' form with no active orders. (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 check off the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
Click the 'Admission Reconciliation' tab.
Create a Taper/Titrate order with 3 steps for "Order Code A".
Click [Add to Scratchpad].
Validate the first order appears as "Prednisone 5 MG Tablet Oral 3 Tablet, 3 TIMES A DAY Addl Instructions (1 of 3 steps) Please take with water and food" with a red flag in the 'Action' column.
Validate the second order appears as "Prednisone 5 MG Tablet Oral 2 Tablet, 3 TIMES A DAY Addl Instructions (2 of 3 steps) Please take with water and food" with a red flag in the 'Action' column.
Validate the third order appears as "Prednisone 5 MG Tablet Oral 1 Tablet, Daily - 12:00 PM Addl Instructions (3 of 3 steps) Please take with water and food" with a red flag in the 'Action' column.
Select the first order in the 'Scratchpad'.
Populate any required fields and click [Update Order].
Select the second order in the 'Scratchpad'.
Populate any required fields and click [Update Order].
Select the third order in the 'Scratchpad'.
Populate any required fields and click [Update Order] and [Reconcile and Review].
Validate an '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 for the first order in the list of orders and validate that the remaining 2 orders also have "None" selected and click [Sign].
Validate three orders are displayed in the 'Order grid' for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "(Step 1 of 2 steps) Please take with water and food", second with 'Addl Instructions' set to "(Step 2 of 2 steps) Please take with water and food", and third with "(Step 1 of 3 steps) Please take with water and food".

Topics

• Avatar eMAR • eMAR • NX • Order Entry Console

AV-84807 Summary | Details

Widgets - form launch

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

Update Client Data

Scenario 1: Validate user access permissions launching a form from a widget

Specific Setup:

Have a widget [TestWidget] created that contains a link to launch a form [TestForm]. (For example, a widget created in form "Widget Definition' using the 'Enhanced Widget View" functionality available in the form)
Have the following users set up, that have the following permissions set to access [TestForm]
[UserA] a user assigned with 'Full' Access to [TestForm]
[UserB] a user assigned with only 'Read' Access to [TestForm]
[UserC] a user assigned with 'No' Access to [TestForm]
A row of data has been submitted in [TestForm] for [TestClient]
All users have [TestWidget] on their home view
Log in as [UserA]

Steps

Select a desired client [TestClient]
At the Home View, click to refresh [TestWidget]
Navigate to the column in the widget that contains the link to launch [TestForm]
Click the link
Validate the form opens successfully for [TestClient] and fields are accessible for data entry
Populate the form
Submit the form
Validate the form files successfully
Log out as [UserA]
Log in as [UserB]
Select [TestClient]
At the Home View, click to refresh [TestWidget]
Navigate to the column in the widget that contains the link to launch [TestForm]
Validate the link is enabled as expected, as the user has read access
Click the link
Validate a message "Opening [TestForm] (Read Only) .... Please Wait", is displayed
Validate the form opens successfully and all fields are populated (if applicable) but are disabled, as expected
Log out as [UserB]
Log in as [UserC]
Select [TestClient]
At the Home View, click to refresh [TestWidget]
Navigate to the column in the widget that contains the link to launch [TestForm]
Validate the link is disabled as expected, as the user does not have permissions to access TestForm]

Topics

• User Definition • Widgets

AV-86079 Summary | Details

Avatar NX - Search Field

Scenario 1: Filing a Nursing Assessment

Specific Setup:

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

Steps

Select "Client A" and access the 'Nursing Assessment' form.
Enter the desired date in the 'Assessing Date' field.
Enter the desired staff in the 'Assessing Clinician' field.
Enter the desired time in the 'Assessment Time' field.
Enter the desired value in the 'Height' field.
Enter the desired value in the 'Weight' field.
Enter the desired value in the 'Blood Pressure' field.
Select the desired value in the 'Position' field.
Enter the desired value in the 'Pulse' field.
Select the desired value in the 'Position' field.
Enter the desired value in the 'Respiration' field.
Enter the desired value in the 'Temperature' field.
Enter the desired color in the 'Eye Color' field.
Enter the desired color in the 'Hair Color' field.
Enter the desired value in the 'Culture/Language Needs' field.
Navigate to the 'Medical History' section.
Populate any desired and required fields.
Navigate to the 'Health Habits' section.
Populate any desired and required fields.
Navigate to the 'A.D.L' section.
Populate any desired and required fields.
Select "Yes" in the 'Fall Risk' field.
Validate the 'Fall Risk(Selection)' field is required.
Enter the desired value in the 'Search' field.
Validate the 'Fall Risk(Selection)' field filters as expected.
Enter an invalid value in the 'Search' field (for example "aaa").
Validate the 'Fall Risk(Selection)' field displays "No Results Found".
Clear the 'Search' field and validate all the records display as expected.
Click the "All" link in the 'Fall Risk(Selection)' field.
Validate all the records display as selected.
Click the "Clear" link in the 'Fall Risk(Selection)' field.
Validate all the records are deselected.
Select the desired value in the 'Fall Risk(Selection)' field.
Navigate to the 'Summary' section.
Populate any desired and required fields.
Click [Submit].
Select "Client A" and access the 'Nursing Assessment' form.
Validate the data entered in the previous steps displays as expected.
Close the form.

Topics

• Nursing Assessment • NX

AV-87555 Summary | Details

OE NX - Order This Episode - Validating Dispense as Written (DAW) Check box

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 This Episode - Validating Dispense as Written (DAW) Check box

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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Check the 'DAW' checkbox and and populate all other required fields.
Click [Add to Scratchpad]
Select the order in the 'Scratchpad' and Validate the 'DAW' checkbox is checked.
Click [Update Order] and [Final Review].
Validate that the 'Final Review' dialog is displayed.
Validate that the 'Order Details' field contains "Dispense as Written".
Validate an order for "Order Code A" is displayed in the 'Order grid'.

Topics

• Order Entry Console

AV-88855 Summary | Details

OE NX - Home Medications - Create Additional Orders without Days Supply

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 - Create Additional Orders without Days Supply

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
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)
Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medication' tab.
Search for and select "Adderall 12.5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
Populate all other required fields, ensuring the 'Frequency' field contains "3 TIMES A DAY" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
Set the "Create Additional Orders" field to "2".
Click [Add to Scratchpad].
Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
Click [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 for each order and click [Sign].
Validate the 'Order grid' contains three order's for "Adderall".

Scenario 2: OE NX - Home Medications - Interval, PRN, One Time Only - Create Additional Orders without Days Supply

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
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)
Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Frequency code must exist for Interval, PRN, One Time Only.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medication' tab.
Search for and select "Adderall 5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
Populate all other required fields, ensuring the 'Frequency' field contains "AS NEEDED" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
Set the "Create Additional Orders" field to "2".
Click [Add to Scratchpad].
Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
Click [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 for each order and click [Sign].
Validate the 'Order grid' contains three orders for "Adderall 5 MG Tablet Oral (Schedule II)".
Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" in the 'New Order' field.
Populate all other required fields, ensuring the 'Frequency' field contains "Every 2 Hours" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
Set the "Create Additional Orders" field to "2".
Click [Add to Scratchpad].
Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
Click [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 for each order and click [Sign].
Validate the 'Order grid' contains three orders for "Adderall 10 MG Tablet Oral (Schedule II)".
Search for and select "Adderall 7.5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
Populate all other required fields, ensuring the 'Frequency' field contains "ONE TIME ONLY" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
Set the "Create Additional Orders" field as "2".
Click [Add to Scratchpad].
Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
Click [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 for each order and click [Sign].
Validate the 'Order grid' contains three orders for "Adderall 7.5 MG Tablet Oral (Schedule II)".

Topics

• NX • Order Entry Console

AV-89300 Summary | Details

Avatar NX - Scheduling Calendar

Scenario 1: Scheduling Calendar - Validate user access

Specific Setup:

A client must be defined with at least one active episode (Client A).
The 'Utilize Local Workstation Time Zone' registry setting must be enabled.
There must be 3 users:
A user with read and write permissions for the 'Scheduling Calendar' (User A).
A user with read permissions for the 'Scheduling Calendar' (User B).
"User B" must have a time zone configured that is different than the local workstation.
A user with neither read/write permissions for the 'Scheduling Calendar' (User C).

Steps

Login as "User A".
Access the 'Scheduling Calendar'.
Validate the timeline has a circle on the left-hand side.
Mouse over the circle and validate the current time displays.
Right click on an available time slot close to the current time.
Click [Add Appointment].
Validate the 'Scheduling Calendar - Appointment Details' form opens.
Enter "Client A" in the 'Client' field.
Populate the 'Service Code' field.
Click [Submit].
Validate the appointment for "Client A" displays and the timeline is behind it.
Drag and drop the appointment to any desired time.
Validate the appointment moves in five minute increments.
Mouse over the appointment to validate the time change.
Click to resize the appointment.
Mouse over the appointment to validate the time change.
Right click on the appointment for "Client A".
Validate the menu displays.
Right click on the appointment for "Client A" and drag the mouse outside of the appointment.
Validate the appointment stays at its scheduled time.
Click on an open time slot and drag the mouse down to the desired time.
Right click on the 'New Event'.
Validate the 'Scheduling Calendar - Appointment Details' form opens.
Enter "Client A" in the 'Client' field.
Validate a 'Warning - Same Day Existing Appointment(s)' dialog and click [OK].
Populate the 'Service Code' field.
Click [Submit].
Validate the appointment for "Client A" displays.
Click [Dismiss].
Log out.
Login as "User B".
Access the 'Scheduling Calendar' form.
Validate the 'Find New Appointment' link is not present.
Validate the timeline has a circle on the left-hand side.
Mouse over the circle and validate the current time displays.
Validate both appointments display for "Client A".
Try to drag and drop or resize an appointment.
Validate the user is unable to move or resize an appointment.
Right click on an appointment and validate no menu displays.
Click [Dismiss].
Log out.
Login as "User C".
Validate the 'Scheduling Calendar' button is not present in the menu.
Enter "Scheduling Calendar" in the 'What can I help you find' field.
Validate the 'Scheduling Calendar' form does not display.

Topics

• NX • Scheduling Calendar

AV-89607 Summary | Details

Avatar NX - 'Scheduling Widget - Client Based'

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

Specific Setup:

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

Steps

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

Scenario 2: 'Scheduling Widget - Client Based' - validate scheduling an appointment

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A practitioner must be defined (Practitioner A).
The 'Scheduling Widget - Client Based' widget must be configured to a view (View A).
An additional myDay view must be configured for the logged in user (View B).

Steps

Select "Client A" and navigate to the 'Scheduling Widget - Client Based' widget on "View A".
Click [Find New Appointment].
Validate the 'Find New Appointment' form launches.
Enter the desired future date in the 'Search Start Date' field.
Click [Find New Appointment].
Select the desired available appointment with "Practitioner A" and click [OK].
Validate the 'Appointment Details' form launches with the appointment data populated.
Select the desired episode from the 'Episode Number' field.
Enter the desired value in the 'Service Code' field.
Click [Submit].
Launch the 'Scheduling Calendar'.
Navigate to the date in the previous steps and validate the appointment displays as expected.
Click [Dismiss].
Refresh the 'Scheduling Widget - Client Based' widget.
Validate the appointment displays as expected.
Right click on the appointment in the widget.
Click [Details/Edit].
Validate the 'Appointment Details' form launches with the appointment data populated.
Edit the 'Appointment Start Time' field.
Click [Submit].
Navigate to "View B" and then back to "View A".
Validate the appointment displays as expected with the new time.
Right click on the appointment in the widget.
Click [Delete].
Validate a 'Delete Appointment' dialog stating: "Are you sure?"
Click [Yes].
Navigate to "View B" and then back to "View A".
Validate the appointment no longer displays.
Launch the 'Scheduling Calendar'.
Navigate to the date in the previous steps and validate the appointment does not display.
Click [Dismiss].

Topics

• NX • Scheduling Calendar • View Definition • Widgets

AV-89728 Summary | Details

Waiting Room - Place Client in Context

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

Update Client Data
Walk-in Clinic Registration/Waiting Room
Walk-in Clinic/Waiting Room

Scenario 1: Waiting Room - Place Client in Context

Specific Setup:

Please note: this is for Avatar NX systems only. Avatar Appointment Scheduling 2023 Update 34 and Avatar NX Release 2024.01.00 are required for full functionality.
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 existing episodes (Client A & Client B).

Steps

Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
Select "Site A" in the 'Waiting Room/Site' field.
Select "Client A" in the 'Add Client' field.
Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
Populate any other desired fields.
Click [Add To Waitlist].
Validate a message is displayed stating: Saved.
Click [OK].
Validate "Client A" is displayed in the Waiting Room.
Click on the name for "Client A".
Validate "Client A" is now in context and selected in the 'My Clients' list.
Access the 'Update Client Data' form.
Validate the form is displayed for "Client A".
Close the form and clear the client.
Select "Client B" in the 'Add Client' field.
Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
Populate any other desired fields.
Click [Add To Waitlist].
Validate a message is displayed stating: Saved.
Click [OK].
Validate "Client B" is now displayed in the Waiting Room.
Navigate to the Staff View 'Walk-in Clinic/Waiting Room' widget.
Validate "Client A" and "Client B" are displayed.
Click on the name for "Client B".
Validate "Client B" is now in context and selected in the 'My Clients' list.
Access the 'Update Client Data' form.
Validate the form is displayed for "Client B".
Close the form and clear the client.

Topics

• NX • Waiting Room

AV-90003 Summary | Details

Table column alignment

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

HomeView.Accounts Receivable Console
Site Registration

Scenario 1: Accounts Recivable Console - Validate Client search filter

Specific Setup:

The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients.
Identify three clients in the system, such as:
Client 1:
Has three separate claims in 'Client Ledger'.
Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
Client last name has a special character such as an apostrophe.
Note the ‘Client ID’.
Client 2:
Has three separate claims in 'Client Ledger'.
Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
One claim is paid in full. Claim Number, and 'Date Billed'.
Note the ‘Client ID’.
Client 3:
Has three separate claims in 'Client Ledger'.
Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'.
Note the ‘Client ID’.
The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment.

Steps

Enter the 'Client ID' for 'Client 1' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 2' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 3' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid.

Scenario 2: 'Site Registration' - Verification of 'Site Hours Of Operation' and 'Site Holidays' Information Entry/Filing

Steps

Open 'Site Registration' form (under 'Avatar PM / Appointment Scheduling / Site Management').
Enter/select Site Registration record for record entry/edit (or click 'New Site' button for new Site Registration entry).
Click 'Site Hours Of Operation' button; ensure that Site Hours of Operation Information Grid is opened for entry/edit.
Ensure existing Site Hours of Operation entries are present in Information Grid for display/edit.
Click 'New Row' button (or select existing row for edit).
Enter/select values in one or more Information Grid fields, ensuring that entered values are saved/present in grid.
Enter/edit/delete additional Site Hours of Operation Information Grid entries as desired, ensuring that all entered values are saved/present in grid.
Click 'Save' button to confirm Site Hours of Operation Information Grid entries.
Ensure user is presented with dialog noting 'Save Successful'; click 'OK' button to close dialog.
Click 'Site Holidays' button; ensure that Site Holidays Information Grid is opened for entry/edit.
Ensure existing Site Holidays entries are present in Information Grid for display/edit.
Click 'New Row' button (or select existing row for edit).
Enter/select values in one or more Information Grid fields, ensuring that entered values are saved/present in grid.
Enter/edit/delete additional Site Holidays Information Grid entries as desired, ensuring that all entered values are saved/present in grid.
Click 'Save' button to confirm Site Holidays Information Grid entries.
Ensure user is presented with dialog noting 'Save Successful'; click 'OK' button to close dialog.
Click 'Submit' button to file 'Site Registration' form/record.
On re-entry/opening of 'Site Registration' form for same Site, ensure all previously filed rows/values are present in Site Hours of Operation and Site Holidays Information Grid displays.

Scenario 3: Diagnosis - Diagnosis Entry

Specific Setup:

A client must be enrolled in an active episode (Client A).

Steps

Select "Client A" and access the 'Diagnosis' form.
Click [Add].
Select "Admission" in the 'Type of Diagnosis' field.
Press the 'Tab' key on the 'Type of Diagnosis' field.
Validate the focus shifts to the 'Date of Diagnosis' field and the admission date is displayed as expected.
Press the 'Tab' key on the 'Date of Diagnosis' field.
Validate the focus shifts to the 'Time of Diagnosis' field.
Enter any value in the 'Time of Diagnosis' field.
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Verify the 'Add To Problem List' field is defaulted to 'Yes'.
Populate all required and desired fields.
Click [Submit] and [No].
Select "Client A" and access the ‘Diagnosis’ form.
Select the previously created diagnosis row to edit.
Click [Edit].
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Validate that the 'Diagnosis Search' returns the expected diagnoses.
Populate all required and desired fields.
Click [Submit] and [No].
Select "Client A" and access the 'Diagnosis' form.
Select the diagnosis row edited in the previous steps.
Click [Edit].
Validate that the newly added diagnosis row is displayed.
Close the form.

Topics

• Accounts Receivable Management • Diagnosis • NX

AV-90045 Summary | Details

OE NX - Orders This Episode - Lab Orders - Frequency Code

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

Orders This Episode

Scenario 1: OE NX - Orders This Episode - Lab Orders - Validate Frequency Code - New, Copy, Modify and Discontinue

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.
A Lab-type order code must exist (Order Code A).
Three frequency codes must exist. (3 TIMES A DAY with administration times of "09:00 AM", "01:00 PM", and "03:00 PM", As Needed, and Twice a day with administration times of "09:00 AM" and "09:00 PM").

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Set the 'Frequency' field to "3 TIMES A DAY" and populate all other required fields.
Click [Add to Scratchpad] and validate that the order for "Order Code A" is in the 'Scratchpad' with a 'Frequency' of "3 TIMES A DAY".
Select the order in the 'Scratchpad'.
Validate the 'Frequency' field contains "3 TIMES A DAY".
Click [Cancel Update] and [Sign].
Validate an order for "Order Code A" is displayed in the 'Order grid' with a 'Frequency' of "3 TIMES A DAY".
Select the order and click [Copy].
Set the 'Frequency' field to "As Needed".
Click [Add to Scratchpad] and validate the order for "Order Code A" is in the 'Scratchpad' with a 'Frequency' of "As Needed".
Select the order in the 'Scratchpad'.
Validate the 'Frequency' field contains "As Needed".
Click [Cancel Update] and [Sign].
Validate two order's for "Order Code A" are in the 'Order grid'. One with a 'Frequency' of "As Needed" and one with a 'Frequency' of "3 TIMES A DAY".
Select the first order and click [Modify].
Set the 'Frequency' field to "Twice a Day".
Click [Add to Scratchpad] and validate that the order for "Order Code A" is in the 'Scratchpad' with a 'Frequency' of "Twice a Day".
Select the order in the 'Scratchpad'.
Validate the 'Frequency' field contains "Twice a Day".
Click [Cancel Update] and [Sign].
Validate two order's for "Order Code A" are in the 'Order grid'. One with a 'Frequency' of "Twice a Day" and one with a 'Frequency' of "3 TIMES A DAY".

Topics

• NX • Order Entry Console

AV-90119 Summary | Details

OE NX - Default Duration - Order Group - External Pharmacy

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

App Dashboard
Dynamic Form - Order Group Description or #
Order Entry Console - Dosage Range
Order Entry Console - Multiple Reasons Checklist
Order Entry Console - Order Group
Order Entry User Definition
Order Group Setup
Orders This Episode

Scenario 1: OE NX - Creating orders from an 'Order Group' with no default duration

Specific Setup:

An Order Group must exist that contains a pharmacy order code. (Order Group A).
A value must exist for the 'Default Days Supply' In the 'External Pharmacy Setup' form.
A client must have an active 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.
Set the 'New Order' field to "Order Group A".
Check the 1st checkbox for the pharmacy-type order code listed in the 'Order Group' dialog.
Validate the 'Duration' field contains "28".
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Select "3 TIMES A DAY" in the 'Frequency' field.
Click [Add to Scratchpad].
Validate that the order in the 'Scratchpad' contains a red flag in the 'Action' column.
Select "Order Code A" order in the 'Scratchpad".
Validate the 'Duration' field contains "28".
Fill out all required fields and click [Update Order].
Click [Final Review].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' and click [Sign].
Validate the ‘Order grid’ contains an order for "Order Code A".

Topics

• NX

AV-90295 Summary | Details

Generic Forms

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

Dictionary Update (CWS)
Medication Inventory Management
Registry Settings (PM)
Service Codes
User Definition

Scenario 1: Medication Inventory Management - Medication Definition

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the "Medication Inventory Management" form.
Click [Template Definition].
Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
Click [Medication Definition].
Set "Medication Search" to a valid medication name.
Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
Populate the remaining required fields.
Click [Submit].
Click [Discard].
Click [Medication Definition].
Select the template in the "Select Template" dropdown.
Validate the "Template Details" table is populated from the information from the "Template Definition".
Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
Set the "Lot #".
Set the "NDC #".
Set the "Container Size".
Set the "Expiration Date"
Select the "Manufacturer" from the dropdown.
Click [Submit].
Click [Medication Definition].
Select the template in the "Select Template" dropdown.
Validate the "Template Details" table is populated from the information from the "Template Definition".
Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
Validate the data that is displayed.
Correct or validate the data.
Click [Submit].
Click [Discard].

Scenario 2: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget

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

Steps

Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
Validate a "Undock Widget" button is not displayed.
Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed.
Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours.
Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day.
Validate the 'Add To Waitlist' field label is displayed.
Validate the 'Add Client' field is displayed.
Validate the 'Select Episode' field is displayed.
Validate the 'Service Program' field is displayed.
Validate the 'Location' field is displayed.
Validate the 'Req. Pract. Type' field is displayed.
Validate the 'Req. Pract. Gender' field is displayed.
Validate the 'Req. Practitioner' field is displayed.
Validate the 'Phone-In/Expected' field is displayed.
Validate the 'Telehealth' field is displayed.
Validate the 'Reason For Visit' field is displayed.
Validate the 'Priority' field is displayed.
Validate the 'Add To Waitlist' field is displayed.
Validate the 'Order' column is displayed.
Validate the 'Type' column is displayed.
Validate the 'Name' column is displayed.
Validate the 'Time Slot' column is displayed.
Validate the 'Time Added' column is displayed.
Validate the 'Time Waiting' column is displayed.
Validate the 'Reason For Visit' column is displayed.
Validate the 'Req. Practitioner' column is displayed.
Validate the 'Pract. Gender' field is displayed.
Validate the 'Service Code' column is displayed.
Validate the 'Program' column is displayed.
Validate the 'Action' column is displayed.
Select "Site A" in the 'Waiting Room/Site' field.
Select "Time Slot A" in the 'Time Slot' field.
Select "Client A" in the 'Add Client' field.
Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
Select the desired value in the 'Location' field.
Select the desired value in the 'Req. Pract. Type' field.
Select the desired value in the 'Req. Pract. Gender' field.
Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36.
Select the desired value in the 'Select Service' field.
Enter the desired value in the 'Reason for Visit' field.
Select "Yes" in the 'Priority' field.
Click [Add To Waitlist].
Validate a message is displayed stating: Saved.
Click [OK].
Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients.
Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client.
Validate all other populated data displays as expected.

Topics

• Medication Inventory Management • NX • Waiting Room

AV-90296 Summary | Details

Generic Form Search

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

Ambulatory Progress Notes
QA and Coding
Routing Admin Dashboard
HomeView.Accounts Receivable Console
Medication Inventory Management

Scenario 1: Routing Admin Dashboard - View/Edit Form

Specific Setup:

A document must exist that has passed through the 'Coding QA' form

Steps

Open the 'Routing Admin Dashboard' form.
Select "Coding" from the 'Queue' field.
Click [Search].
Select any row from the 'Results' grid.
Click [View Summary].
Select a row.
Click [View/Edit Form].
Add a new row to the Diagnoses Table.
Add a new row to the Services table pointing to a valid Diagnoses Row ID.
Click [Save]
Select the same row from the "Results" Table.
Click [View Summary].
Select the desired row from the "Document Summary" table.
Click [View/Edit Form].
Validate the form displays as it was entered.
Click [Cancel].
Click [Close].
Click [Exit Form].

Scenario 2: Accounts Recivable Console - Validate Client search filter

Specific Setup:

The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients.
Identify three clients in the system, such as:
Client 1:
Has three separate claims in 'Client Ledger'.
Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
Client last name has a special character such as an apostrophe.
Note the ‘Client ID’.
Client 2:
Has three separate claims in 'Client Ledger'.
Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
One claim is paid in full. Claim Number, and 'Date Billed'.
Note the ‘Client ID’.
Client 3:
Has three separate claims in 'Client Ledger'.
Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'.
Note the ‘Client ID’.
The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment.

Steps

Enter the 'Client ID' for 'Client 1' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 2' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 3' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid.

Scenario 3: NX View Definition - Validate fields

Specific Setup:

Views must be created in "View Definition".

Steps

Open "NX View Definition" form.
Add a view definition for a user role, adding a 'myDay' view and a dashboard.
Add another view definition for a user, adding a 'myDay' view and a dashboard.
Navigate to the "NX View Definition Summary" section.
Click "Print Summary Report".
Validate the report includes all the roles and user definitions that were added.
Delete a definition for a user role and a user.
Attempt to edit the role and user that was just deleted.
Validate the 'myDay', Client Dashboard, Additional 'myDay' Views fields are all cleared since the record is deleted.
Navigate to the "View NX Definition Summary Report" section.
Click "Print Summary Report".
Validate that the role and user deleted are removed from the report.

Scenario 4: Medication Inventory Management - Adjust Inventory

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information, but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the "Medication Inventory Management" form.
Click [Adjust Inventory].
On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
Select a row of data in "Select Row" to either receive or remove quantities of inventory.
Event Date and Event Time are populated with the current date and time of day.
Select an event type in the "Event Type" field.
The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
Place a quantity in the "Quantity" field.
If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
Note that a row is added to the "Event Log" table.
Click "Discard".

Scenario 5: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget

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

Steps

Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
Validate a "Undock Widget" button is not displayed.
Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed.
Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours.
Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day.
Validate the 'Add To Waitlist' field label is displayed.
Validate the 'Add Client' field is displayed.
Validate the 'Select Episode' field is displayed.
Validate the 'Service Program' field is displayed.
Validate the 'Location' field is displayed.
Validate the 'Req. Pract. Type' field is displayed.
Validate the 'Req. Pract. Gender' field is displayed.
Validate the 'Req. Practitioner' field is displayed.
Validate the 'Phone-In/Expected' field is displayed.
Validate the 'Telehealth' field is displayed.
Validate the 'Reason For Visit' field is displayed.
Validate the 'Priority' field is displayed.
Validate the 'Add To Waitlist' field is displayed.
Validate the 'Order' column is displayed.
Validate the 'Type' column is displayed.
Validate the 'Name' column is displayed.
Validate the 'Time Slot' column is displayed.
Validate the 'Time Added' column is displayed.
Validate the 'Time Waiting' column is displayed.
Validate the 'Reason For Visit' column is displayed.
Validate the 'Req. Practitioner' column is displayed.
Validate the 'Pract. Gender' field is displayed.
Validate the 'Service Code' column is displayed.
Validate the 'Program' column is displayed.
Validate the 'Action' column is displayed.
Select "Site A" in the 'Waiting Room/Site' field.
Select "Time Slot A" in the 'Time Slot' field.
Select "Client A" in the 'Add Client' field.
Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
Select the desired value in the 'Location' field.
Select the desired value in the 'Req. Pract. Type' field.
Select the desired value in the 'Req. Pract. Gender' field.
Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36.
Select the desired value in the 'Select Service' field.
Enter the desired value in the 'Reason for Visit' field.
Select "Yes" in the 'Priority' field.
Click [Add To Waitlist].
Validate a message is displayed stating: Saved.
Click [OK].
Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients.
Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client.
Validate all other populated data displays as expected.

Topics

• Accounts Receivable Management • Medication Inventory Management • NX • Report Viewer • Rule Based Routing • Waiting Room

AV-90365 Summary | Details

Avatar NX - Tabbing

Scenario 1: Diagnosis - Diagnosis Entry

Specific Setup:

A client must be enrolled in an active episode (Client A).

Steps

Select "Client A" and access the 'Diagnosis' form.
Click [Add].
Select "Admission" in the 'Type of Diagnosis' field.
Press the 'Tab' key on the 'Type of Diagnosis' field.
Validate the focus shifts to the 'Date of Diagnosis' field and the admission date is displayed as expected.
Press the 'Tab' key on the 'Date of Diagnosis' field.
Validate the focus shifts to the 'Time of Diagnosis' field.
Enter any value in the 'Time of Diagnosis' field.
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Verify the 'Add To Problem List' field is defaulted to 'Yes'.
Populate all required and desired fields.
Click [Submit] and [No].
Select "Client A" and access the ‘Diagnosis’ form.
Select the previously created diagnosis row to edit.
Click [Edit].
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Validate that the 'Diagnosis Search' returns the expected diagnoses.
Populate all required and desired fields.
Click [Submit] and [No].
Select "Client A" and access the 'Diagnosis' form.
Select the diagnosis row edited in the previous steps.
Click [Edit].
Validate that the newly added diagnosis row is displayed.
Close the form.

Topics

• Diagnosis • NX

AV-90557 Summary | Details

Action column from slideout

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

Medication Inventory Management

Scenario 1: Medication Inventory Management - Overview

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the “Medication Inventory Management” form.
Validate all fields are getting displayed.
Validate all inventory items are getting displayed.
Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text.
Validate expiration date that are expired will be display in red text
Validate expiration dates that are due to expire will be display in orange text.
Select a row in the "Inventory Overview" table.
Select and verify "Launch Template Definition".
Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table.
Edit the data.
Click [Submit].
Click [Discard].
Select and verify "Launch Medication Definition".
Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table.
Edit the data.
Click [Submit].
Click [Discard].
Select and verify "Launch Event Definition".
Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table.
Select an "Event Type".
Enter a Quantity.
Click [Submit].
Note the change in the "Inventory Items" table.
Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table.
Remove the location from "Inventory Location".
Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display.
Remove medication name from "Medication Name".
Select a lot number from a row(s) in the table and enter the "Lot #".
Validate only the rows with that Lot # display in the "Inventory Overview" table.
Remove the lot # from "Lot #".
Select manufacturer from a row(s) in the table and enter the "Manufacturer".
Validate only the rows with that manufacturer display in the "Inventory Overview" table.
Remove the manufacturer from "Manufacturer".
Click "Yes" for "Include Inactive Lots" checkbox.
Validate that rows that have been marked as inactive display along with active rows in the table.

Scenario 2: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget

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

Steps

Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
Validate a "Undock Widget" button is not displayed.
Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed.
Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours.
Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day.
Validate the 'Add To Waitlist' field label is displayed.
Validate the 'Add Client' field is displayed.
Validate the 'Select Episode' field is displayed.
Validate the 'Service Program' field is displayed.
Validate the 'Location' field is displayed.
Validate the 'Req. Pract. Type' field is displayed.
Validate the 'Req. Pract. Gender' field is displayed.
Validate the 'Req. Practitioner' field is displayed.
Validate the 'Phone-In/Expected' field is displayed.
Validate the 'Telehealth' field is displayed.
Validate the 'Reason For Visit' field is displayed.
Validate the 'Priority' field is displayed.
Validate the 'Add To Waitlist' field is displayed.
Validate the 'Order' column is displayed.
Validate the 'Type' column is displayed.
Validate the 'Name' column is displayed.
Validate the 'Time Slot' column is displayed.
Validate the 'Time Added' column is displayed.
Validate the 'Time Waiting' column is displayed.
Validate the 'Reason For Visit' column is displayed.
Validate the 'Req. Practitioner' column is displayed.
Validate the 'Pract. Gender' field is displayed.
Validate the 'Service Code' column is displayed.
Validate the 'Program' column is displayed.
Validate the 'Action' column is displayed.
Select "Site A" in the 'Waiting Room/Site' field.
Select "Time Slot A" in the 'Time Slot' field.
Select "Client A" in the 'Add Client' field.
Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
Select the desired value in the 'Location' field.
Select the desired value in the 'Req. Pract. Type' field.
Select the desired value in the 'Req. Pract. Gender' field.
Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36.
Select the desired value in the 'Select Service' field.
Enter the desired value in the 'Reason for Visit' field.
Select "Yes" in the 'Priority' field.
Click [Add To Waitlist].
Validate a message is displayed stating: Saved.
Click [OK].
Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients.
Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client.
Validate all other populated data displays as expected.

Topics

• Medication Inventory Management • NX • Waiting Room

AV-90558 Summary | Details

Pop Up Dialog

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

Medication Inventory Management

Scenario 1: Medication Inventory Management - Adjust Inventory

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information, but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the "Medication Inventory Management" form.
Click [Adjust Inventory].
On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
Select a row of data in "Select Row" to either receive or remove quantities of inventory.
Event Date and Event Time are populated with the current date and time of day.
Select an event type in the "Event Type" field.
The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
Place a quantity in the "Quantity" field.
If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
Note that a row is added to the "Event Log" table.
Click "Discard".

Topics

• Medication Inventory Management • NX

AV-91033 Summary | Details

Bar Code Scanning

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

Client Charge Input
Client Ledger
Scheduling Calendar
Update Client Data
Ambulatory Progress Notes
Clinical Document Viewer
Document Routing Setup (PM)
Medication Inventory Management

Scenario 1: Validate "Client" search field functionality and results

Specific Setup:

Have access to any client based forms. For example: "Client Ledger" or a client based modeled form.
Have the "Client and Staff" widget on the homeview.
Have access to form "Entity Information Display".

Steps

In the "Search Clients" field on the homeview, enter a single letter in the "Search Clients" field without clicking the search button.
Validate a pop up list is displayed containing clients whose last name starts with that character.
in the "Search Clients" field enter a single letter in the "Search Clients" field and this time click the search button.
Validate a pop up list is displayed containing clients whose last name starts with that letter.
Repeat steps 1 thru 1c entering two or more letters.
Validate that a pop up list of clients is displayed whose last name begins with those two letters.
In the "Search Clients" field, enter a single number in the "Search Clients" field without clicking the search button.
Validate a pop up list is displayed containing clients whose PATID contains that number.
In the "Search Clients" field, enter a single number in the "Search Clients" field and this time click the search button.
Validate a pop up list is displayed containing clients whose PATID contains that number.
Repeat steps 3 thru 4 entering two or more numbers.
Validate that a pop list of clients is displayed containing PATID's with those numbers.
Open the client based form and in the "Select Client" field, enter a singe letter without clicking the search button.
Validate a pop up list is displayed containing clients whose last name starts with that letter.
In the "Select Client" field, enter a single letter in the "Select Clients" field and this time click the search button.
Validate a pop up list is displayed containing clients whose last name starts with that letter.
Repeat step 7 entering two or more letters.
Validate that a pop up list of clients are displayed, whose last names start with those letters.
In the "Select Client" field, enter a single number without clicking the search button.
Validate a pop up list is displayed containing clients whose PATID contains that number.
In the "Select Client" field, enter a single number without clicking the search button.
Validate a pop up list is displayed containing clients whose PATID contains that number.
Repeat steps 9 thru 10 entering two or more numbers.
Validate that a pop up list of clients are displayed whose PATID contains those numbers.
Open form "Entity Information Display".
Select "Client" in the "Entity Database" field.
Select a value in the "Number of Additional Columns to Display" field.
Populate the "Entity Name Header Text" field.
Populate the "Approximate Number of Characters to display for Entity name".
Select the data element from the "Entity Information Display Column 1" field drop down list.
Populate the "Entity Information Display Column 1 Header Name" field.
Populate the "Approximate Number of Characters to display for Entity Lookup Column1" field.
Repeat step 12 for any additional columns selected to display.
Click [Submit].
Repeat steps 1 thru 14.
Validate the popup list displays and with results populated in each column, as expected.

Scenario 2: Progress Notes (Group and Individual) - Validate Approval Comment

Specific Setup:

Define multiple Avatar users to be as document approvers for the purposed of document routing.

Steps

Open "Document Routing Setup" form.
Select the "Progress Notes (Group and Individual)" form.
Set "Enable Document routing" field to "Yes".
Set "Allow Comments During Approval" to "Yes".
Click "Submit" to file the data.
Open the "Progress Notes (Group and Individual)" form.
File the form in draft mode.
Retrieve the drafted form.
Finalize the form by setting the "Draft/Final" field to "Final".
Submit the form.
Click "Accept".
Provide the password.
When prompted, provide the "Approval Comments".
Open the "Clinical Document Viewer" form.
Locate and view the document that was just filed.
Validate that the document includes the authors Approval Comments in the signature area of the document.
Open the "System Management Portal".
Using SQL, execute the following query: SELECT * from DocR.comments.
Validate that a row has been added to the table.
Open the "Progress Notes (Group and Individual)" form. File the form in draft mode.
Retrieve the drafted form.
Finalize the form by setting the "Draft/Final" field to "Final".
Submit the form.
Click "Accept and Route".
Provide the password.
Indicate who the approver(s) are.
To Do's are sent to the approver(s).
Log into Avatar using the User ID of an additional approver.
Select the To Do the "My To Do" widget.
Click "Accept" to approve the form.
Enter the "Approval Comments".
Log into Avatar using the User ID of an additional approver.
Select the To Do the "My To Do" widget.
Click "Accept" to approve the form.
Enter the "Approval Comments" for this approver.
Open the "Clinical Document Viewer" form.
Locate and view the document that was just filed.
Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
Open the "System Management Portal".
Using SQL, execute the following query: SELECT * from DocR.comments.
Validate that a row has been added for each "Approval Comment" entered.

Scenario 3: Medication Inventory Management - Receive Inventory

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information, but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the "Medication Inventory Management" form.
Click [Receive Inventory].
Select the location the inventory will be stored in the "Inventory Location" dropdown.
Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
Using a bar code scanner, scan in the bar code from the inventory item.
Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC|Expiration Date|Lot #|Serial #.
The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
Tab off of the field and the information from the field populates some fields on the form.
Select "Add New Item" in "Select Row".
Select an existing template definition in the "Select Template" dropdown.
If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item.
Validate the "Template Details" table is populated with the inventory item information.
Populate the "Container Size" and "Total Quantity Received" fields.
Click [Add/Update Row].
Validate the "Items Received" table is populated with the data that was just entered.
Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory.
Add several rows.
Click "Select Row" and select one of the rows in the "Items Received" table.
Click [Remove Row].
Validate the row was removed from the "Items Received" table.
Click [Submit].
Click [Discard].
Click "Cancel".

Topics

• Client Search • Medication Inventory Management • NX • Progress Notes (Group And Individual)

AV-91278 Summary | Details

Medication Inventory Management - support to center Search Results

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

Dictionary Update (CWS)
Medication Inventory Management
Registry Settings (PM)
Service Codes
User Definition

Scenario 1: Medication Inventory Management - Medication Definition

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the "Medication Inventory Management" form.
Click [Template Definition].
Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
Click [Medication Definition].
Set "Medication Search" to a valid medication name.
Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
Populate the remaining required fields.
Click [Submit].
Click [Discard].
Click [Medication Definition].
Select the template in the "Select Template" dropdown.
Validate the "Template Details" table is populated from the information from the "Template Definition".
Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
Set the "Lot #".
Set the "NDC #".
Set the "Container Size".
Set the "Expiration Date"
Select the "Manufacturer" from the dropdown.
Click [Submit].
Click [Medication Definition].
Select the template in the "Select Template" dropdown.
Validate the "Template Details" table is populated from the information from the "Template Definition".
Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
Validate the data that is displayed.
Correct or validate the data.
Click [Submit].
Click [Discard].

Topics

• Medication Inventory Management

AV-91368 Summary | Details

Avatar NX - Disclosure Management

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

Disclosure Management

Scenario 1: Avatar NX - Disclosure Management - validate download for large files

Specific Setup:

A client must be enrolled in an at least one or more existing episodes (Client A).
"Client A" must have many progress notes and treatment plans on file.

Steps

Select "Client A" and access the 'Disclosure Management' form.
Enter the current date in the 'Request Date' field.
Select the desired value from the 'Request Episode(s)' field.
Select a large date range in the 'Request Information Start Date' and 'Request Information End Date' fields.
Click [Apply Filters to Document Images].
Select the desired items from the 'Requested Chart Items' field.
Select the desired items from the 'Requested Document Images' field.
Populate the desired value for the 'Organization' field and corresponding address fields.
Navigate to the 'Authorization' section.
Select the same Episode and the Authorization Start and End Dates.
Select "Yes" in the 'Default All Chart Items to Yes' field.
Click [Update Chart Items Authorized For Disclosure].
Click [Save].
Click [Refresh Chart Items].
Select "Yes" in the 'Default All Document Items To Yes' field.
Click [Update Document Images Authorized for Disclosure].
Click [Save].
Click [Refresh Document Images].
Navigate to the 'Disclosure' section.
Populate the 'Disclosure Date' and 'Disclosure Time' fields.
Select all items in the 'Chart Disclosure Information' field.
Select all items in the 'Disclosure Images' field.
Select "Electronic" in the 'Disclosure Method' field.
Click [Process].
Select the desired entry and click [View].
Click [Disclose] (please note: this will take a while).
Validate a 'File Download' dialog stating: "The file is too large to display. Press OK to download."
Click [OK].
Validate the viewer displays "The PDF is being downloaded to the web browser's download folder."
Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will only be available to view and print items."
Click [OK].
Validate the form closes and the file has downloaded.

Topics

• Disclosure • NX

AV-91581 Summary | Details

Patient Calendar - Day Program Attendance Placeholders

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

Admission
Client Program Schedule Exceptions
Program Maintenance

Scenario 1: Patient Calendar - Validate Day Program Attendance placeholders

Specific Setup:

Please note: This is for Avatar NX only. Avatar PM 2023 Update 152, Avatar Appointment Scheduling 2023 Update 32, and Avatar NX Release 2024.01.00 are required for this functionality.

Steps

Access the 'Program Maintenance' form.
Select "Add" in the 'Add Or Edit Program' field.
Enter the desired value in the 'Program Code' field. Note: this will now be referred to as "Program A".
Enter the desired value in the 'Description' field.
Populate all other required fields.
Select “Both” in the ‘Usage Type’ field.
Select “Yes” in the ‘Is This A Day Program?’ field.
Select the desired value in the 'Day Program Missed Visit Service Code' field.
Navigate to the 'Day Program Services' section.
Select "Add" in the 'Add/Edit/Delete' field.
Select the desired value in the 'Service' field.
Enter "01/01/2024" in the 'Effective Date' field.
Click [Save].
Navigate to the 'Day Program Schedule' section.
Select "Add" in the 'Add/Edit/Delete' field.
Enter "01/01/2024" in the 'Hours Effective Date' field.
Enter "01/02/2025" in the 'Hours End Date' field.
Select "Monday" in the 'Day' field.
Enter "9:00 AM" in the 'Start Time' field.
Enter "12:00 PM" in the 'End Time' field.
Click [Save Schedule].
Repeat steps 1n-1t for the remaining week days.
Navigate to the "Day Program Schedule Exceptions' section.
Select "Add" in the 'Add/Edit/Delete' field.
Enter "01/10/2024" in the 'Exception Date' field.
Click [Save].
Navigate to the 'Program Maintenance' section.
Click [File Program] and close the form.
Access the 'Admission' form.
Admit a new client into "Program A". This will now be referred to as "Client A".
Populate all required and desired fields.
Click [Submit].
Access the 'Scheduling Calendar' form.
Select "Patient" in the calendar 'Filter' field.
Search for and select "Client A" in the 'Patient Search' field.
Validate the 'Recent' list now contains "Client A".
Select the current date.
Validate a "Program" placeholder is displayed on the calendar for the day program from 9:00 AM to 12:00 PM.
Select any date prior to "01/01/2024".
Validate a "Program" placeholder is not displayed on the calendar since this is prior to the 'Hours Effective Date' for the day program schedule.
Select any date after "01/01/2025".
Validate a "Program" placeholder is not displayed on the calendar since this is after the 'Hours End Date' for the day program schedule.
Select "01/10/2024" as the date.
Validate a "Program" placeholder is not displayed since there is an 'Exception' defined for the date.
Select the current date.
Validate the "Program" placeholder is displayed on the calendar for the day program from 9:00 AM to 12:00 PM.
Click [Dismiss] and [Yes].
Select "Client A" and access the 'Client Program Schedule Exceptions' form.
Select "Add" in the 'Add/Edit/Delete' field.
Select "Program A" in the 'Program' field.
Select "Specific Date" in the 'Exception Type' field.
Enter the current date in the 'Specific Date' field.
Enter the desired value in the 'Reason' field.
Click [Save] and [Submit].
Access the 'Scheduling Calendar' form.
Validate "Client A" is still selected in the 'Recent' list.
Select the current date.
Validate the "Program" placeholder is no longer displayed since a client exception was added for the current date.
Select any other date within the effective day program schedule.
Validate the "Program" placeholder is displayed on the calendar for the day program from 9:00 AM to 12:00 PM.
Click [Dismiss] and [Yes].

Topics

• Scheduling Calendar

AV-91609 Summary | Details

TDE on Generic Forms

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

Ambulatory Progress Notes
QA and Coding
Routing Admin Dashboard
HomeView.Accounts Receivable Console
Medication Inventory Management

Scenario 1: Routing Admin Dashboard - View/Edit Form

Specific Setup:

A document must exist that has passed through the 'Coding QA' form

Steps

Open the 'Routing Admin Dashboard' form.
Select "Coding" from the 'Queue' field.
Click [Search].
Select any row from the 'Results' grid.
Click [View Summary].
Select a row.
Click [View/Edit Form].
Add a new row to the Diagnoses Table.
Add a new row to the Services table pointing to a valid Diagnoses Row ID.
Click [Save]
Select the same row from the "Results" Table.
Click [View Summary].
Select the desired row from the "Document Summary" table.
Click [View/Edit Form].
Validate the form displays as it was entered.
Click [Cancel].
Click [Close].
Click [Exit Form].

Scenario 2: Accounts Recivable Console - Validate Client search filter

Specific Setup:

The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients.
Identify three clients in the system, such as:
Client 1:
Has three separate claims in 'Client Ledger'.
Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
Client last name has a special character such as an apostrophe.
Note the ‘Client ID’.
Client 2:
Has three separate claims in 'Client Ledger'.
Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
One claim is paid in full. Claim Number, and 'Date Billed'.
Note the ‘Client ID’.
Client 3:
Has three separate claims in 'Client Ledger'.
Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'.
Note the ‘Client ID’.
The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment.

Steps

Enter the 'Client ID' for 'Client 1' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 2' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 3' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid.

Scenario 3: 'Scheduling Widget - Client Based' - validate scheduling an appointment

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A practitioner must be defined (Practitioner A).
The 'Scheduling Widget - Client Based' widget must be configured to a view (View A).
An additional myDay view must be configured for the logged in user (View B).

Steps

Select "Client A" and navigate to the 'Scheduling Widget - Client Based' widget on "View A".
Click [Find New Appointment].
Validate the 'Find New Appointment' form launches.
Enter the desired future date in the 'Search Start Date' field.
Click [Find New Appointment].
Select the desired available appointment with "Practitioner A" and click [OK].
Validate the 'Appointment Details' form launches with the appointment data populated.
Select the desired episode from the 'Episode Number' field.
Enter the desired value in the 'Service Code' field.
Click [Submit].
Launch the 'Scheduling Calendar'.
Navigate to the date in the previous steps and validate the appointment displays as expected.
Click [Dismiss].
Refresh the 'Scheduling Widget - Client Based' widget.
Validate the appointment displays as expected.
Right click on the appointment in the widget.
Click [Details/Edit].
Validate the 'Appointment Details' form launches with the appointment data populated.
Edit the 'Appointment Start Time' field.
Click [Submit].
Navigate to "View B" and then back to "View A".
Validate the appointment displays as expected with the new time.
Right click on the appointment in the widget.
Click [Delete].
Validate a 'Delete Appointment' dialog stating: "Are you sure?"
Click [Yes].
Navigate to "View B" and then back to "View A".
Validate the appointment no longer displays.
Launch the 'Scheduling Calendar'.
Navigate to the date in the previous steps and validate the appointment does not display.
Click [Dismiss].

Scenario 4: Medication Inventory Management - Overview

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the “Medication Inventory Management” form.
Validate all fields are getting displayed.
Validate all inventory items are getting displayed.
Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text.
Validate expiration date that are expired will be display in red text
Validate expiration dates that are due to expire will be display in orange text.
Select a row in the "Inventory Overview" table.
Select and verify "Launch Template Definition".
Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table.
Edit the data.
Click [Submit].
Click [Discard].
Select and verify "Launch Medication Definition".
Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table.
Edit the data.
Click [Submit].
Click [Discard].
Select and verify "Launch Event Definition".
Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table.
Select an "Event Type".
Enter a Quantity.
Click [Submit].
Note the change in the "Inventory Items" table.
Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table.
Remove the location from "Inventory Location".
Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display.
Remove medication name from "Medication Name".
Select a lot number from a row(s) in the table and enter the "Lot #".
Validate only the rows with that Lot # display in the "Inventory Overview" table.
Remove the lot # from "Lot #".
Select manufacturer from a row(s) in the table and enter the "Manufacturer".
Validate only the rows with that manufacturer display in the "Inventory Overview" table.
Remove the manufacturer from "Manufacturer".
Click "Yes" for "Include Inactive Lots" checkbox.
Validate that rows that have been marked as inactive display along with active rows in the table.

Scenario 5: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget

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

Steps

Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
Validate a "Undock Widget" button is not displayed.
Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed.
Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours.
Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day.
Validate the 'Add To Waitlist' field label is displayed.
Validate the 'Add Client' field is displayed.
Validate the 'Select Episode' field is displayed.
Validate the 'Service Program' field is displayed.
Validate the 'Location' field is displayed.
Validate the 'Req. Pract. Type' field is displayed.
Validate the 'Req. Pract. Gender' field is displayed.
Validate the 'Req. Practitioner' field is displayed.
Validate the 'Phone-In/Expected' field is displayed.
Validate the 'Telehealth' field is displayed.
Validate the 'Reason For Visit' field is displayed.
Validate the 'Priority' field is displayed.
Validate the 'Add To Waitlist' field is displayed.
Validate the 'Order' column is displayed.
Validate the 'Type' column is displayed.
Validate the 'Name' column is displayed.
Validate the 'Time Slot' column is displayed.
Validate the 'Time Added' column is displayed.
Validate the 'Time Waiting' column is displayed.
Validate the 'Reason For Visit' column is displayed.
Validate the 'Req. Practitioner' column is displayed.
Validate the 'Pract. Gender' field is displayed.
Validate the 'Service Code' column is displayed.
Validate the 'Program' column is displayed.
Validate the 'Action' column is displayed.
Select "Site A" in the 'Waiting Room/Site' field.
Select "Time Slot A" in the 'Time Slot' field.
Select "Client A" in the 'Add Client' field.
Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
Select the desired value in the 'Location' field.
Select the desired value in the 'Req. Pract. Type' field.
Select the desired value in the 'Req. Pract. Gender' field.
Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36.
Select the desired value in the 'Select Service' field.
Enter the desired value in the 'Reason for Visit' field.
Select "Yes" in the 'Priority' field.
Click [Add To Waitlist].
Validate a message is displayed stating: Saved.
Click [OK].
Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients.
Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client.
Validate all other populated data displays as expected.

Topics

• Accounts Receivable Management • Medication Inventory Management • NX • Rule Based Routing • Scheduling Calendar • Waiting Room • Widgets

AV-91765 Summary | Details

Support for the "Size" property for the Generic Form Screen "Button Component Inset Property

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

HomeView.Accounts Receivable Console
Console Widget Viewer
External Documents
Medication Inventory Management

Scenario 1: Accounts Recivable Console - Validate Client search filter

Specific Setup:

The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients.
Identify three clients in the system, such as:
Client 1:
Has three separate claims in 'Client Ledger'.
Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
Client last name has a special character such as an apostrophe.
Note the ‘Client ID’.
Client 2:
Has three separate claims in 'Client Ledger'.
Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'.
One claim is paid in full. Claim Number, and 'Date Billed'.
Note the ‘Client ID’.
Client 3:
Has three separate claims in 'Client Ledger'.
Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'.
Note the ‘Client ID’.
The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment.

Steps

Enter the 'Client ID' for 'Client 1' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 2' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'.
Enter the 'Client ID' for 'Client 3' in 'Client'.
Select the search result for the client.
Click [Search].
Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid.

Scenario 2: 'External Documents' widget - validate switching between clients

Specific Setup:

A client must be enrolled in an existing episode and have external documents (Client A).
A client must have an apostrophe in their name and be enrolled in an existing episode (Client B).
A view containing the ‘External Documents’ widget and 'Console Widget Viewer' must be configured for the logged in user ('External Documents' view).

Steps

Navigate to the 'External Documents' view.
Search and select "Client A".
Validate the 'External Documents' widget displays records for the selected client.
Click [View].
Validate the selected record displays as expected in the 'Console Widget Viewer'.
Search and select "Client B".
Validate the 'External Documents' widget does not display records of the previously selected client.
Validate the 'External Documents' widgets updates and displays message stating "An error has occurred while retrieving data. Please try again." (Please note: This will not display after the associated Avatar PM update is installed.)
Click [Clear client].
Validate 'External Documents' widget refreshes and no longer displays any client records.

Scenario 3: Medication Inventory Management - Overview

Specific Setup:

Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
Using the "User Definition" form
Give the user access to the "Medication Inventory Management" form.
Refresh menus.
Using the "Service Codes" form
Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
"Is This Service a Procedure" must be set to "Yes".
"Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
There are some dictionaries that are needed for "Medication Inventory Management".
The dictionaries are installed with the update.
Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
The dictionary comes prepopulated with information but it can be modified, added to, etc.
Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
This dictionary is user defined.
Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
This dictionary is prepopulated but can be modified.

Steps

Open the “Medication Inventory Management” form.
Validate all fields are getting displayed.
Validate all inventory items are getting displayed.
Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text.
Validate expiration date that are expired will be display in red text
Validate expiration dates that are due to expire will be display in orange text.
Select a row in the "Inventory Overview" table.
Select and verify "Launch Template Definition".
Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table.
Edit the data.
Click [Submit].
Click [Discard].
Select and verify "Launch Medication Definition".
Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table.
Edit the data.
Click [Submit].
Click [Discard].
Select and verify "Launch Event Definition".
Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table.
Select an "Event Type".
Enter a Quantity.
Click [Submit].
Note the change in the "Inventory Items" table.
Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table.
Remove the location from "Inventory Location".
Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display.
Remove medication name from "Medication Name".
Select a lot number from a row(s) in the table and enter the "Lot #".
Validate only the rows with that Lot # display in the "Inventory Overview" table.
Remove the lot # from "Lot #".
Select manufacturer from a row(s) in the table and enter the "Manufacturer".
Validate only the rows with that manufacturer display in the "Inventory Overview" table.
Remove the manufacturer from "Manufacturer".
Click "Yes" for "Include Inactive Lots" checkbox.
Validate that rows that have been marked as inactive display along with active rows in the table.

Topics

• Accounts Receivable Management • Console Widget • Medication Inventory Management • NX

AV-93232 Summary | Details

Avatar NX - Progress Notes

Scenario 1: Progress Notes (Group and Individual) - File an independent note with document routing enabled

Specific Setup:

Document routing must be enabled on the 'Progress Notes (Group and Individual)' form.
A client must each be enrolled in an existing episode (Client A).
User must have the 'My To Do's' widget and 'All Documents' widget accessible on their myDay view.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select “Client A” in the ‘Select Client’ field.
Select an episode in the ‘Select Episode’ field.
Select "Independent Note" in the ‘Progress Note For’ field.
Select any value in the ‘Note Type’ field.
Enter any value in the ‘Notes Field’ field.
Select "Final" in the ‘Draft/Final’ field.
Click the "Submit Note" button repeatedly.
Validate a "Confirm Document" dialog is displayed with the progress note data.
Validate an "Error" dialog is displayed stating: "Screen is already open."
Click [OK] and [Sign and Route].
Select the practitioner associated to the logged in user in the 'Supervisor' field.
Click [Submit].
Enter the password associated to the logged in user and click [Verify].
Validate a message is displayed stating: "Note Filed. Do you want to return to the Progress Notes form?"
Click [No].
Navigate to the 'My To Do's' widget.
Click [Documents To Sign].
Validate a To-Do is displayed for the progress note filed in the previous steps.
Click [Review].
Validate the 'Document Preview' displays the progress note data.
Click [Accept] and [Sign].
Enter the password associated to the logged in user and click [Verify].
Validate the To-Do is no longer displayed.
Click [Close].
Select "Client A" and navigate to the 'All Documents' widget.
Click [Refresh].
Validate the progress note is displayed and select it.
Validate the 'Console Widget Viewer' displays the progress note data.
Click [Close All].

Topics

• Document Routing • NX • Progress Notes

AV-93466 Summary | Details

Avatar NX - My To Do's

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 access the 'My Activity' hamburger menu.
Select the 'To Dos' tab.
Validate the 'To Dos' tab displays "Loading" while the application is loading.
Close the 'My Activity' hamburger menu.
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' tab displays "Loading" while refreshing the records.
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.
Click [Discard].
Validate the 'To Do' tab displays "Loading" while refreshing the records.
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].
Validate the 'To Do' tab displays "Loading" while refreshing the records.
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-93555 Summary | Details

Avatar NX - Pre-Display

Scenario 1: User Modeled Form - Validate Pre-Display

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A user modeled form must be created with a pre-display (Form A).
"Form A" must have a checkbox field with two options (Field A):
An option that will not display in the pre-display (Option A).
An option that will display in the pre-display (Option B).

Steps

Select "Client A" and access "Form A".
Select "Option A" from 'Field A'.
Populate any required and desired fields.
Click [Submit].
Select "Client A" and access "Form A".
Validate the data entered in the previous steps displays a blank row in the pre-display.
Select this row and click [Edit].
Validate the data displays as expected.
Select "Option B" from 'Field A'.
Populate any required and desired fields.
Click [Submit].
Select "Client A" and access "Form A".
Validate the data enter in the previous steps displays as expected in the pre-display.
Select this row and click [Edit].
Validate the data displays as expected.
Close the form.

Topics

• Emergency Contact Information • Modeling • NX

AV-93773 Summary | Details

Avatar NX - Rule Based Routing

Scenario 1: Validate 'Rule Based Routing' document routing functionality

Specific Setup:

Multiple users must be created with access to all forms: USER A, USER B, USER C, and USER D.
A user modeled form must be imported that has 'Service Documentation' fields or a progress note form must be used.
Document routing must be enabled for this form.
The 'Rule Based Routing' widget must be added to the myDay view.
Must create four roles in the 'Routing Role Definition' form.
Must assign users with each of the roles created in the 'Routing Role Assignment' form.
Must create queues and assign a form to them in the 'Routing Queue Definition' form (Queue 1, Queue 2, and Queue 3).
Must create statuses associated with each queue in the 'Routing Status Definition' form.
Must configure each queue in the 'Routing Assignment Definition' form.
Must select a form in the 'Routing Configuration Definition' form (For example, Ambulatory Progress Notes).
A crystal report template must be associated for the 'Ambulatory Progress Notes' form using the 'Document Routing Setup' form.
Must configure header fields and worklist widget details for each queue in the 'Routing Views Definition' form.
Must have specific actions configured to route documents to subsequent queues in the 'Routing Action Definition' form.
Must be signed in as User A.

Steps

Select any desired client (Client A) and access the 'Ambulatory Progress Notes' form.
Select any value in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Populate all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit] and [Sign and Route/Notify].
Input password associated with "User A" and click [Verify].
Select the practitioner associated with "User A" in the 'Approver' field.
Click [Add] and [Submit].
Navigate to the 'My To-Do's' widget.
Validate the document filed is in the 'Documents to Sign' column.
Click [Review].
Validate the document opens.
Click [Accept] and [Sign].
Enter the password associated with "User A" and click [Verify].
Logout.
Login with "User B".
Navigate to the 'Rule Based Routing' widget.
Select "Queue 1" in the queue field.
Select the entry associated with "Client A".
Click [Launch Worklist Item].
Validate the document displays as expected.
Fill out the desired and required fields.
Click [Save for Later].
Validate the entry is now "In Process" in the 'Status' field.
Select the item again and click [Launch Worklist Item].
Click [Submit].
Refresh the 'Rule Based Routing' widget.
Validate the entry is no longer present.
Logout.
Login with "User C".
Navigate to the 'Rule Based Routing' widget.
Select "Queue 2" in the queue field.
Select the entry associated with "Client A".
Click [Launch Worklist Item].
Validate the document displays as expected.
Fill out the desired and required fields.
Click [Submit].
Refresh the 'Rule Based Routing' widget.
Validate the entry is no longer present.
Logout.
Login with "User D".
Navigate to the 'Rule Based Routing' widget.
Select "Queue 3" in the queue field.
Select the entry associated with "Client A".
Click [Launch Worklist Item].
Validate the document displays as expected.
Fill out the desired and required fields.
Click [Submit].
Refresh the 'Rule Based Routing' widget.
Validate the entry is now "Completed" in the 'Status' field.
Logout.

Topics

• NX • Progress Notes • Rule Based Routing • Widgets

AV-93847 Summary | Details

OE NX - Interaction Override Code and Override Text values

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

Client Profile / Physicians Orders
Orders This Episode

Scenario 1: OE NX - Client Profile / Physician Orders - Display Order List/Select Existing Orders for Detail Display report

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

Select "Client A" and access the Order Entry Console.
Create 2 pharmacy-type orders that will give an interaction warning (Advil and Warfarin).
Populate both the 'Override Code' and 'Override Text' fields within the 'Interaction' dialog.
Access the 'Client Profile / Physician Orders' form for "Client A".
Click [Display Order List / Select Existing Orders For Detail Display].
Select the "Advil" order created and click [OK].
Click the 'Alerts' link.
Validate both the 'Override Code' and 'Override Text' values display in the report.

Topics

• NX • Order Entry Console

AV-93968 Summary | Details

Avatar NX - 'My To Do's' widget

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

Escalate To Do Item
Review To Do Item (PM)
Send To Do Notification
My To Do's

Scenario 1: Avatar NX - Send To Do Notification - 'Escalate To Do Item' functionality

Specific Setup:

A client must be enrolled in an existing episode (Client A).
There must be three users (User A, User B, and User C).
All users must have the 'My To Do's' widget configured to the myDay view.
"User A" must have sent a 'To Do' for "Client A" to "User B" using the 'Send To Do Notification' form.
"User A" and "User C" are logged in.

Steps

As "User A", navigate to the 'My To Do's' widget.
Validate there is a 'Send To Do Notification' To Do for "Client A" with the action of "Escalate To Do Item" in the 'Sent & Not Reviewed' field.
Validate the To Do displays: "To: User B, From: User A".
Click [Escalate To Do Item].
Validate the 'Escalate To Do Item' form opens populated with the expected data in the 'To Do Information' field.
Enter and select "User C" in the 'Select User' field.
Click [Add User].
Validate the 'Send To' field contains "User C".
Select the checkbox next to "User C".
Enter the desired value in the 'Note' field.
Click [Submit].
Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK].
Close and reopen the 'My To Do's' widget.
Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the To Do displays "To: User C, From: User A" and the action for this one is "Escalate To Do Item".
Close the To Dos.
Switch to "User C", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate the escalated To Do from "User A" is in the 'Additional ToDo's' field.
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To Do for "Client A" no longer displays.
Close the To Dos.
Log in as "User B".
Navigate to the 'My To Do's' widget and open it.
Validate the original 'Send To Do Notification' for "Client A" is in the 'Additional ToDos' field.
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Enter the desired value in the 'Notes To Sender' field.
Click [Submit].
Validate the To Do for "Client A" no longer displays in the 'Additional ToDos'.
Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the action for this one is "Escalate To Do Item".
Close the To Dos.
Switch to "User A" validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate a 'Review To Do Item' for "Client A" is in the 'Additional ToDos' field.
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To Do for "Client A" no longer displays.
Close the To Dos.
Switch to "User B" Navigate to the 'My To Do's' widget and open it.
Validate the To Do for "Client A" no longer displays.
Close the To Dos.

Scenario 2: Avatar NX - Send To Do Notification - Functionality (Send & Review To Do sent to a "User")

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The data element "(20041) To Do Category" in the "User" file must be defined with one or more dictionary values in the 'Dictionary Update' form.
There must be two users (User A and User B).
"User A" must have access to the 'Send To Do Notification' form.
Both users must have the 'My To Do's' widget on their myDay view and be logged in.

Steps

As "User A", access the 'Send To Do Notification' form.
Select "Client A" in the 'Client' field.
Select the desired value in the 'Priority' field.
Select the desired value in the 'To Do Category' field.
Enter the desired date in the 'Due Date' field.
Enter the desired value in the 'To Do Message' field.
Enter the desired value in the 'Detailed Message' field.
Enter and select "User B" in the 'Select User' field.
Click [Add User].
Validate the 'Send To' field contains "User B".
Select the checkbox next to "User B".
Select "Yes" in the 'Notify Sender When To Do Item Is Reviewed?' field.
Click [File To Do].
Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate there is a 'Send To Do Notification' To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the To Do displays "To: User B, From: User A" and the action for this To Do is "Escalate To Do Item".
Close the To Dos.
Switch to "User B", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate there is a 'Send To Do Notification' To Do from "User A" for "Client A" in the 'Additional ToDos' field.
Validate the action for this To Do is "Review To Do Item".
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Enter the desired value in the 'Notes To Sender' field.
Click [Submit].
Validate the 'Additional ToDos' field does not contain a To Do for "Client A".
Validate there is a To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the action for this To Do is "Escalate To Do Item".
Close the To Dos.
Switch to "User A" and open the 'My To Do's' widget.
Validate there is a 'Review To Do Item' To Do for "Client A" in the 'Additional ToDos' field.
Validate the action for this To Do is "Review To Do Item".
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate there are no To Do's left for "Client A".
Switch to "User B" and open the 'My To Do's' widget.
Validate there are no To Do's left for "Client A".

Topics

• NX • ToDo's • Widgets

AV-94373 Summary | Details

Avatar NX - Console Widget Viewer

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

Provider File Attach
Provider File Attach Widget

Scenario 1: 'Provider File Attach' Widget - Verification of File Attachment Display in 'Console Widget Viewer'

Specific Setup:

The 'Enable Console Widgets/Views' registry setting must be enabled.
Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
Avatar MSO 'Provider File Attach' widget and 'Console Widget Viewer' must be assigned to a view for the logged in user.
A client must be enrolled in an existing episode (Client A).

Steps

Access the 'Provider File Attach' form.
Select "Client A" from the 'Member ID' field.
Select the desired provider from the 'Provider' field.
Select the desired file type from the 'File Type' field.
Select "PDF" from 'Document Type' field.
Click [Upload File].
Upload the desired "PDF" file and click [Store File].
Click [OK].
Select the desired file type from the 'File Type' field.
Select "TIFF" from 'Document Type' field.
Click [Upload File].
Upload the desired "TIFF" file and click [Store File].
Click [OK] and click [Discard].
Select "Client A" and navigate to the 'Provider File Attach' widget.
Validate the uploaded files are present.
Click [View] for the "PDF" file record.
Validate the "PDF" file opens and displays as expected in the 'Console Widget Viewer'.
Click [Print] and [Print Current].
Validate the "PDF" file opens in a new browser window.
Validate the "PDF" file displays as expected in the perceptive view.
Click [View] for the "TIFF" file record.
Validate the "TIFF" file opens and displays as expected in the 'Console Widget Viewer'.
Click [Print] and [Print All].
Validate the "PDF" & "TIFF" files open in a new browser print preview.
Scroll from top to bottom and validate the "PDF" & "TIFF" files display as expected in the new browser print preview.
Click [Cancel].

Topics

• NX • Widgets

AV-94417 Summary | Details

Widgets - form launch

Scenario 1: Validate data in Widgets enabled with "Enhanced Widget View" functionality

Specific Setup:

Have the following widgets created in either "Widget Definition" or "Widget Wizard" with prompt "Enhanced Widget View" set to "Yes"
[WidgetA] is a widget created for a "Client" entity based form [TestForm], for example the "Admission" form
[WidgetB] is a widget created for a "Staff" entity based form [TestForm], for example the "Practitioner Enrollment" form
[WidgetC] is a widget created for a "Family" entity based form [TestForm], for example a "Family" entity based modeled form
[WidgetD] is a widget created for a " Provider" entity based form [TestForm], for example a "Provider" entity based modeled form
[WidgetE] is a widget created for any entity based form [TestForm], for example a "Staff" entity based modeled form. Have the widget configured link to launch the form, but with the "RowID" and "Episode" parameters not specified, so that the form will be expected to launch as a new entry
A row of data [TestRow], has been submitted in each [TestForm] used in the prior steps

Steps

At the home view, select [TestClient]
Navigate to [WidgetA], "Client" entity based widget
Validate [WidgetA] is populated with the expected column data filed in [TestRow]
Click the column with highlighted data link
Validate [TestForm] is launched and contains the expected row data
Navigate to [WidgetB], the "Staff" entity based widget
Validate [WidgetB] is populated with the expected column data filed in [TestRow]
Click the column with highlighted data link
Validate [TestForm] is launched and contains the expected row data]
Submit or just close the form
Navigate to [WidgetC], the "Family" entity based widget
Validate [WidgetC] is populated with the expected column data filed in [TestRow]
Click the column with highlighted data link
Validate [TestForm] is launched and contains the expected row data
Submit or just close the form
Navigate to [WidgetD], the "Provider" entity based widget
Validate [WidgetD] is populated with the expected column data filed in [TestRow]
Click the column with highlighted data link
Validate [TestForm] is launched and contains the expected row data
Submit or just close the form
Navigate to [WidgetE], the "Provider" entity based widget
Validate [WidgetE] is populated with the expected column data filed in [TestRow]
Click the column with highlighted data link
Validate the user is presented with the "Select" entity screen for [TestForm]. For this test the "Select Staff" prompt is presented
Search and select an entity, for this example a "Staff" member, and click [OK]
Validate [TestForm] is launch successfully
Validate the client header section displays data for entity selected, as expected
Populate the desired fields on the form
Submit the form
Validate the form submits successfully

Topics

• Widgets

AV-94602 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
Order Code Setup
Orders This Episode

Scenario 1: eMAR NX - Administration Event - Follow-Up Reminder

Steps

Internal Testing Only

Topics

• eMAR NX • Follow Up • NX

AV-94706 Summary | Details

Avatar NX - Navigating Views

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

Specific Setup:

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

Steps

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

Topics

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

AV-94793 Summary | Details

'My To Do's' widget - Documents to Sign

Scenario 1: 'My To Do's' widget - Approving Documents

Specific Setup:

The logged in user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
Document routing is enabled for the 'Progress Notes (Group and Individual)' form.
A client must be enrolled in an existing episode (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Set the 'Notes Field' field to any large value to ensure the note will be more than one page.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog is displayed containing the note entered in the previous steps with the ability to scroll.
Click [Accept and Route].
Validate the 'Route Document To' dialog is displayed.
Select the "User A" as the 'Approver'.
Click [Submit].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
Click [OK].
Navigate to the 'My To Do's' widget.
Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
Validate hovering mouse on 'Information icon'/'Create a New Note'/'Ellipses' display the tool tips as expected.
Click [Review All] for the 'Documents to Sign'.
Validate the 'Documents to Review' opens with all the documents in the left-hand side.
Click the 'Document Preview' icon for "Client A".
Validate the To-Do for "Client A" is highlighted and displays in the 'Document Preview'.
Click [Accept] and [Cancel].
Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
Click [Review] and validate the document displays the expected data with the ability to scroll.
Click [Accept] and [Sign].
Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
Validate the To-Do is no longer displayed.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document for "Client A" displays in the document list.
Click to view the document.
Validate that the document displays the expected data.
Close the form.

Topics

• Document Routing • NX • Progress Notes

AV-94834 Summary | Details

Avatar NX - Form Bundles

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

Practitioner Enrollment
Staff Members Hours And Exceptions

Scenario 1: Form Bundler - Validate undocked sequential staff form bundle

Specific Setup:

A sequential staff form bundle must be created (Bundle A) containing the following:
The 'Practitioner Enrollment' form with a 'Action on 'Stop Entry'' of "Exit Back to Menu"
The 'Staff Members Hours and Exceptions' form
A practitioner must be defined (Practitioner A).

Steps

Access "Bundle A" undocked.
Validate the pre-display for the 'Practitioner Enrollment' form displays.
Enter and select "Practitioner A".
Validate the form displays as expected.
Click [Submit].
Validate the pre-display for the 'Staff Members Hours and Exceptions' form displays.
Enter and select "Practitioner A".
Validate the form displays as expected.
Make the desired edits.
Click [Submit].
Validate the form closes.

Topics

• Form Bundles • NX

AV-79848 Summary \| Details OE NX - Discharge/Admission Med Reconciliation - Completed Reconciliation Scenario 1: OE NX - Admission Med Rec - Add to Scratchpad and Reconcile & Review. 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'. Please log out of the application and log back in after completing the above configuration. 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 "KADIAN 20 MG CAPSULE, EXTENDED RELEASE ORAL" from the 'New Order' field. Populate all required fields and click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the order for "KADIAN" is displayed in the 'Order grid'. Select the 'Home Medications' tab. Search for and select "Ritalin 20 MG Tablet Oral" from the 'New Order' field. Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign]. Select the 'Admission Med Reconciliation' tab. Validate an order for "Ritalin 20 MG Tablet Oral (Schedule II)" is displayed in the 'Home Medications (Pre-Admission)' order grid. Validate an order for "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" is displayed in the 'Inpatient Medications Scratchpad'. Select the "Ritalin" order and click [Add to Scratchpad]. Validate the "Ritalin" order appears in the 'Inpatient Medications Scratchpad' with a red flag and a warning icon in the 'Action' column. Select the "Ritalin" order in the 'Inpatient Medications Scratchpad'. Populate all required fields and click [Update Order]. Validate the 'New Order' field does not contain a value. Select the "KADIAN" order in 'Inpatient Medications Scratchpad' and click [Modify] Validate the 'New Order' field contains "KADIAN (MORPHINE SULFATE) 20 MG ORAL CAPSULE, EXTENDED RELEASE ORAL (Schedule II)". Set the 'Dose' field to "2" and populate all required fields and click [Update Order]. Validate the warning icon is displayed in the 'Action' column of the 'Inpatient Medications Scratchpad' for both orders. Click [Reconcile & 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" for both orders and click [Sign]. Validate the 'Admission Med Reconciliation tab displays in view-only mode. Validate the warning icon is no longer displayed in the 'Action' column of the 'Inpatient Medications Scratchpad' for both orders. Scenario 2: Order Entry Console - Discharge Med Reconciliation - eRX Specific Setup: The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form. Please log out of and back into the application after this configuration has been done. A client must be in an active inpatient episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Discharge Med Reconciliation' tab. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Search for and select "Furosemide 20 MG Tablet Oral" in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Validate the warning icon is displayed in the 'Action' column for the "Furosemide" order. Click [Review and Sign]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "eRX" in the 'Output' field for each order and click [Sign]. Validate the 'Discharge Med Reconciliation' tab displays in view-only mode. Validate the warning icon is no longer displayed in the 'Action' column for the "Furosemide" order.	Topics • NX • Order Entry Console
AV-82505 Summary \| Details OE NX - Order Entry Console - 'Taper/Titration' order with default Special/Addl Instructions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Frequency Code Setup Order Code Setup Orders This Episode Order Entry Console Registry Settings (CWS) Remove Completed Medication Reconciliation Scenario 1: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes" Specific Setup: The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "Yes" A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B) A pharmacy-type order code must exist with 'Default Special/Additional Instructions' of "Please take with water and food". (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. Create a 'Taper/Titrate' order with 2 steps for "Order Code A". Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields. Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields. Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the 'Scratchpad'. Select the first order in the scratchpad. Validate the 'First Dose Date' field is equal to the current date Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled. Click [Cancel Update] and [Sign]. Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "(Step 1 of 2 steps) Please take with water and food" and the other with 'Addl Instructions' set to "(Step 2 of 2 steps) Please take with water and food". Navigate to the 'eMAR' tab. Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time. Set the 'Administration Date' field to tomorrow's date and click [Refresh]. Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100". Scenario 2: OE NX - Admission Med Reconciliation - Taper/Titration - Order Code with Default Special/Additional Instructions Specific Setup: A pharmacy-type order code must exist with 'Default Special/Additional Instructions' of "Please take with water and food". (Order Code A) A client must have an active episode whose program or unit are configure in the 'External Pharmacy Setup' form with no active orders. (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 check off the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes. Click the 'Admission Reconciliation' tab. Create a Taper/Titrate order with 3 steps for "Order Code A". Click [Add to Scratchpad]. Validate the first order appears as "Prednisone 5 MG Tablet Oral 3 Tablet, 3 TIMES A DAY Addl Instructions (1 of 3 steps) Please take with water and food" with a red flag in the 'Action' column. Validate the second order appears as "Prednisone 5 MG Tablet Oral 2 Tablet, 3 TIMES A DAY Addl Instructions (2 of 3 steps) Please take with water and food" with a red flag in the 'Action' column. Validate the third order appears as "Prednisone 5 MG Tablet Oral 1 Tablet, Daily - 12:00 PM Addl Instructions (3 of 3 steps) Please take with water and food" with a red flag in the 'Action' column. Select the first order in the 'Scratchpad'. Populate any required fields and click [Update Order]. Select the second order in the 'Scratchpad'. Populate any required fields and click [Update Order]. Select the third order in the 'Scratchpad'. Populate any required fields and click [Update Order] and [Reconcile and Review]. Validate an '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 for the first order in the list of orders and validate that the remaining 2 orders also have "None" selected and click [Sign]. Validate three orders are displayed in the 'Order grid' for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "(Step 1 of 2 steps) Please take with water and food", second with 'Addl Instructions' set to "(Step 2 of 2 steps) Please take with water and food", and third with "(Step 1 of 3 steps) Please take with water and food".	Topics • Avatar eMAR • eMAR • NX • Order Entry Console
AV-84807 Summary \| Details Widgets - form launch Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Scenario 1: Validate user access permissions launching a form from a widget Specific Setup: Have a widget [TestWidget] created that contains a link to launch a form [TestForm]. (For example, a widget created in form "Widget Definition' using the 'Enhanced Widget View" functionality available in the form) Have the following users set up, that have the following permissions set to access [TestForm] [UserA] a user assigned with 'Full' Access to [TestForm] [UserB] a user assigned with only 'Read' Access to [TestForm] [UserC] a user assigned with 'No' Access to [TestForm] A row of data has been submitted in [TestForm] for [TestClient] All users have [TestWidget] on their home view Log in as [UserA] Steps Select a desired client [TestClient] At the Home View, click to refresh [TestWidget] Navigate to the column in the widget that contains the link to launch [TestForm] Click the link Validate the form opens successfully for [TestClient] and fields are accessible for data entry Populate the form Submit the form Validate the form files successfully Log out as [UserA] Log in as [UserB] Select [TestClient] At the Home View, click to refresh [TestWidget] Navigate to the column in the widget that contains the link to launch [TestForm] Validate the link is enabled as expected, as the user has read access Click the link Validate a message "Opening [TestForm] (Read Only) .... Please Wait", is displayed Validate the form opens successfully and all fields are populated (if applicable) but are disabled, as expected Log out as [UserB] Log in as [UserC] Select [TestClient] At the Home View, click to refresh [TestWidget] Navigate to the column in the widget that contains the link to launch [TestForm] Validate the link is disabled as expected, as the user does not have permissions to access TestForm]	Topics • User Definition • Widgets
AV-86079 Summary \| Details Avatar NX - Search Field Scenario 1: Filing a Nursing Assessment Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Nursing Assessment' form. Enter the desired date in the 'Assessing Date' field. Enter the desired staff in the 'Assessing Clinician' field. Enter the desired time in the 'Assessment Time' field. Enter the desired value in the 'Height' field. Enter the desired value in the 'Weight' field. Enter the desired value in the 'Blood Pressure' field. Select the desired value in the 'Position' field. Enter the desired value in the 'Pulse' field. Select the desired value in the 'Position' field. Enter the desired value in the 'Respiration' field. Enter the desired value in the 'Temperature' field. Enter the desired color in the 'Eye Color' field. Enter the desired color in the 'Hair Color' field. Enter the desired value in the 'Culture/Language Needs' field. Navigate to the 'Medical History' section. Populate any desired and required fields. Navigate to the 'Health Habits' section. Populate any desired and required fields. Navigate to the 'A.D.L' section. Populate any desired and required fields. Select "Yes" in the 'Fall Risk' field. Validate the 'Fall Risk(Selection)' field is required. Enter the desired value in the 'Search' field. Validate the 'Fall Risk(Selection)' field filters as expected. Enter an invalid value in the 'Search' field (for example "aaa"). Validate the 'Fall Risk(Selection)' field displays "No Results Found". Clear the 'Search' field and validate all the records display as expected. Click the "All" link in the 'Fall Risk(Selection)' field. Validate all the records display as selected. Click the "Clear" link in the 'Fall Risk(Selection)' field. Validate all the records are deselected. Select the desired value in the 'Fall Risk(Selection)' field. Navigate to the 'Summary' section. Populate any desired and required fields. Click [Submit]. Select "Client A" and access the 'Nursing Assessment' form. Validate the data entered in the previous steps displays as expected. Close the form.	Topics • Nursing Assessment • NX
AV-87555 Summary \| Details OE NX - Order This Episode - Validating Dispense as Written (DAW) Check box 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 This Episode - Validating Dispense as Written (DAW) Check box 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Check the 'DAW' checkbox and and populate all other required fields. Click [Add to Scratchpad] Select the order in the 'Scratchpad' and Validate the 'DAW' checkbox is checked. Click [Update Order] and [Final Review]. Validate that the 'Final Review' dialog is displayed. Validate that the 'Order Details' field contains "Dispense as Written". Validate an order for "Order Code A" is displayed in the 'Order grid'.	Topics • Order Entry Console
AV-88855 Summary \| Details OE NX - Home Medications - Create Additional Orders without Days Supply 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 - Create Additional Orders without Days Supply Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM". 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) Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medication' tab. Search for and select "Adderall 12.5 MG Tablet Oral (Schedule II)" in the 'New Order' field. Populate all other required fields, ensuring the 'Frequency' field contains "3 TIMES A DAY" and the 'Stop Date' field contains a date that is 5 days in the future of the current date. Set the "Create Additional Orders" field to "2". Click [Add to Scratchpad]. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'. Click [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 for each order and click [Sign]. Validate the 'Order grid' contains three order's for "Adderall". Scenario 2: OE NX - Home Medications - Interval, PRN, One Time Only - Create Additional Orders without Days Supply Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM". 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) Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form. Frequency code must exist for Interval, PRN, One Time Only. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medication' tab. Search for and select "Adderall 5 MG Tablet Oral (Schedule II)" in the 'New Order' field. Populate all other required fields, ensuring the 'Frequency' field contains "AS NEEDED" and the 'Stop Date' field contains a date that is 5 days in the future of the current date. Set the "Create Additional Orders" field to "2". Click [Add to Scratchpad]. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'. Click [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 for each order and click [Sign]. Validate the 'Order grid' contains three orders for "Adderall 5 MG Tablet Oral (Schedule II)". Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" in the 'New Order' field. Populate all other required fields, ensuring the 'Frequency' field contains "Every 2 Hours" and the 'Stop Date' field contains a date that is 5 days in the future of the current date. Set the "Create Additional Orders" field to "2". Click [Add to Scratchpad]. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'. Click [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 for each order and click [Sign]. Validate the 'Order grid' contains three orders for "Adderall 10 MG Tablet Oral (Schedule II)". Search for and select "Adderall 7.5 MG Tablet Oral (Schedule II)" in the 'New Order' field. Populate all other required fields, ensuring the 'Frequency' field contains "ONE TIME ONLY" and the 'Stop Date' field contains a date that is 5 days in the future of the current date. Set the "Create Additional Orders" field as "2". Click [Add to Scratchpad]. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'. Click [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 for each order and click [Sign]. Validate the 'Order grid' contains three orders for "Adderall 7.5 MG Tablet Oral (Schedule II)".	Topics • NX • Order Entry Console
AV-89300 Summary \| Details Avatar NX - Scheduling Calendar Scenario 1: Scheduling Calendar - Validate user access Specific Setup: A client must be defined with at least one active episode (Client A). The 'Utilize Local Workstation Time Zone' registry setting must be enabled. There must be 3 users: A user with read and write permissions for the 'Scheduling Calendar' (User A). A user with read permissions for the 'Scheduling Calendar' (User B). "User B" must have a time zone configured that is different than the local workstation. A user with neither read/write permissions for the 'Scheduling Calendar' (User C). Steps Login as "User A". Access the 'Scheduling Calendar'. Validate the timeline has a circle on the left-hand side. Mouse over the circle and validate the current time displays. Right click on an available time slot close to the current time. Click [Add Appointment]. Validate the 'Scheduling Calendar - Appointment Details' form opens. Enter "Client A" in the 'Client' field. Populate the 'Service Code' field. Click [Submit]. Validate the appointment for "Client A" displays and the timeline is behind it. Drag and drop the appointment to any desired time. Validate the appointment moves in five minute increments. Mouse over the appointment to validate the time change. Click to resize the appointment. Mouse over the appointment to validate the time change. Right click on the appointment for "Client A". Validate the menu displays. Right click on the appointment for "Client A" and drag the mouse outside of the appointment. Validate the appointment stays at its scheduled time. Click on an open time slot and drag the mouse down to the desired time. Right click on the 'New Event'. Validate the 'Scheduling Calendar - Appointment Details' form opens. Enter "Client A" in the 'Client' field. Validate a 'Warning - Same Day Existing Appointment(s)' dialog and click [OK]. Populate the 'Service Code' field. Click [Submit]. Validate the appointment for "Client A" displays. Click [Dismiss]. Log out. Login as "User B". Access the 'Scheduling Calendar' form. Validate the 'Find New Appointment' link is not present. Validate the timeline has a circle on the left-hand side. Mouse over the circle and validate the current time displays. Validate both appointments display for "Client A". Try to drag and drop or resize an appointment. Validate the user is unable to move or resize an appointment. Right click on an appointment and validate no menu displays. Click [Dismiss]. Log out. Login as "User C". Validate the 'Scheduling Calendar' button is not present in the menu. Enter "Scheduling Calendar" in the 'What can I help you find' field. Validate the 'Scheduling Calendar' form does not display.	Topics • NX • Scheduling Calendar
AV-89607 Summary \| Details Avatar NX - 'Scheduling Widget - Client Based' Scenario 1: Avatar NX - "View Definition" functionality validations Specific Setup: Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B). "View B" must have customization disabled through the 'View Definition' form. A user must be defined and have both "View A" and "View B" configured (User A). "User A" must have access to the 'View Definition' form. Must be logged in as "User A". Steps Access the 'View Definition' form. Click [Select View]. Select "View A" in the 'Select Views' field. Click [Launch View Designer]. Validate the widgets display as expected. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns. Validate widgets are moved as expected. Drag and drop the "Scheduling Widget - Client Based" from the 'Assigned Widgets' and the widget layout view area. Validate the widget is moved successfully. Click [Include Client Information header in view]. Click [Submit] and submit the form. From the 'myDay' view, navigate to "View B" and click back to "View A". Validate the 'Client Information' header is aligned with the widgets. Close the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Open the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'My Activity' menu. Select the 'Customize Toggle' button so that it is enabled. Validate the view resizes and the 'Client Information' header aligns with the widgets. Validate the fields inside the widgets are disabled and cannot be interacted with. Select the 'View/Add Widgets' tab and click [Reload View] and [Yes]. Validate layout reflects changes done in the 'View Definition' form. While in 'Customize View', remove the "Scheduling Widget - Client Based" from the view. From the right side panel, drag-and-drop the widget back to the layout. Validate the widget is returned to the layout as expected. Select the 'Customize Toggle' button so that it is disabled. Validate the 'Scheduling Widget - Client Based' displays as expected. Select "View B" and validate the 'Customize Toggle' is disabled. Select the 'Customize Toggle' button to ensure it is still disabled. Verify the 'Reload Menu' button exists. Close the menu. Validate the view resizes and the 'Client Information' header aligns with the widgets. Scenario 2: 'Scheduling Widget - Client Based' - validate scheduling an appointment Specific Setup: A client must be enrolled in an existing episode (Client A). A practitioner must be defined (Practitioner A). The 'Scheduling Widget - Client Based' widget must be configured to a view (View A). An additional myDay view must be configured for the logged in user (View B). Steps Select "Client A" and navigate to the 'Scheduling Widget - Client Based' widget on "View A". Click [Find New Appointment]. Validate the 'Find New Appointment' form launches. Enter the desired future date in the 'Search Start Date' field. Click [Find New Appointment]. Select the desired available appointment with "Practitioner A" and click [OK]. Validate the 'Appointment Details' form launches with the appointment data populated. Select the desired episode from the 'Episode Number' field. Enter the desired value in the 'Service Code' field. Click [Submit]. Launch the 'Scheduling Calendar'. Navigate to the date in the previous steps and validate the appointment displays as expected. Click [Dismiss]. Refresh the 'Scheduling Widget - Client Based' widget. Validate the appointment displays as expected. Right click on the appointment in the widget. Click [Details/Edit]. Validate the 'Appointment Details' form launches with the appointment data populated. Edit the 'Appointment Start Time' field. Click [Submit]. Navigate to "View B" and then back to "View A". Validate the appointment displays as expected with the new time. Right click on the appointment in the widget. Click [Delete]. Validate a 'Delete Appointment' dialog stating: "Are you sure?" Click [Yes]. Navigate to "View B" and then back to "View A". Validate the appointment no longer displays. Launch the 'Scheduling Calendar'. Navigate to the date in the previous steps and validate the appointment does not display. Click [Dismiss].	Topics • NX • Scheduling Calendar • View Definition • Widgets
AV-89728 Summary \| Details Waiting Room - Place Client in Context Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Walk-in Clinic Registration/Waiting Room Walk-in Clinic/Waiting Room Scenario 1: Waiting Room - Place Client in Context Specific Setup: Please note: this is for Avatar NX systems only. Avatar Appointment Scheduling 2023 Update 34 and Avatar NX Release 2024.01.00 are required for full functionality. 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 existing episodes (Client A & Client B). Steps Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget. Select "Site A" in the 'Waiting Room/Site' field. Select "Client A" in the 'Add Client' field. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information. Populate any other desired fields. Click [Add To Waitlist]. Validate a message is displayed stating: Saved. Click [OK]. Validate "Client A" is displayed in the Waiting Room. Click on the name for "Client A". Validate "Client A" is now in context and selected in the 'My Clients' list. Access the 'Update Client Data' form. Validate the form is displayed for "Client A". Close the form and clear the client. Select "Client B" in the 'Add Client' field. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information. Populate any other desired fields. Click [Add To Waitlist]. Validate a message is displayed stating: Saved. Click [OK]. Validate "Client B" is now displayed in the Waiting Room. Navigate to the Staff View 'Walk-in Clinic/Waiting Room' widget. Validate "Client A" and "Client B" are displayed. Click on the name for "Client B". Validate "Client B" is now in context and selected in the 'My Clients' list. Access the 'Update Client Data' form. Validate the form is displayed for "Client B". Close the form and clear the client.	Topics • NX • Waiting Room
AV-90003 Summary \| Details Table column alignment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView.Accounts Receivable Console Site Registration Scenario 1: Accounts Recivable Console - Validate Client search filter Specific Setup: The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients. Identify three clients in the system, such as: Client 1: Has three separate claims in 'Client Ledger'. Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. Client last name has a special character such as an apostrophe. Note the ‘Client ID’. Client 2: Has three separate claims in 'Client Ledger'. Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. One claim is paid in full. Claim Number, and 'Date Billed'. Note the ‘Client ID’. Client 3: Has three separate claims in 'Client Ledger'. Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'. Note the ‘Client ID’. The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment. Steps Enter the 'Client ID' for 'Client 1' in 'Client'. Select the search result for the client. Click [Search]. Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 2' in 'Client'. Select the search result for the client. Click [Search]. Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 3' in 'Client'. Select the search result for the client. Click [Search]. Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid. Scenario 2: 'Site Registration' - Verification of 'Site Hours Of Operation' and 'Site Holidays' Information Entry/Filing Steps Open 'Site Registration' form (under 'Avatar PM / Appointment Scheduling / Site Management'). Enter/select Site Registration record for record entry/edit (or click 'New Site' button for new Site Registration entry). Click 'Site Hours Of Operation' button; ensure that Site Hours of Operation Information Grid is opened for entry/edit. Ensure existing Site Hours of Operation entries are present in Information Grid for display/edit. Click 'New Row' button (or select existing row for edit). Enter/select values in one or more Information Grid fields, ensuring that entered values are saved/present in grid. Enter/edit/delete additional Site Hours of Operation Information Grid entries as desired, ensuring that all entered values are saved/present in grid. Click 'Save' button to confirm Site Hours of Operation Information Grid entries. Ensure user is presented with dialog noting 'Save Successful'; click 'OK' button to close dialog. Click 'Site Holidays' button; ensure that Site Holidays Information Grid is opened for entry/edit. Ensure existing Site Holidays entries are present in Information Grid for display/edit. Click 'New Row' button (or select existing row for edit). Enter/select values in one or more Information Grid fields, ensuring that entered values are saved/present in grid. Enter/edit/delete additional Site Holidays Information Grid entries as desired, ensuring that all entered values are saved/present in grid. Click 'Save' button to confirm Site Holidays Information Grid entries. Ensure user is presented with dialog noting 'Save Successful'; click 'OK' button to close dialog. Click 'Submit' button to file 'Site Registration' form/record. On re-entry/opening of 'Site Registration' form for same Site, ensure all previously filed rows/values are present in Site Hours of Operation and Site Holidays Information Grid displays. Scenario 3: Diagnosis - Diagnosis Entry Specific Setup: A client must be enrolled in an active episode (Client A). Steps Select "Client A" and access the 'Diagnosis' form. Click [Add]. Select "Admission" in the 'Type of Diagnosis' field. Press the 'Tab' key on the 'Type of Diagnosis' field. Validate the focus shifts to the 'Date of Diagnosis' field and the admission date is displayed as expected. Press the 'Tab' key on the 'Date of Diagnosis' field. Validate the focus shifts to the 'Time of Diagnosis' field. Enter any value in the 'Time of Diagnosis' field. Click [New Row]. Search for and select the desired value in the 'Diagnosis Search' field. Verify the 'Add To Problem List' field is defaulted to 'Yes'. Populate all required and desired fields. Click [Submit] and [No]. Select "Client A" and access the ‘Diagnosis’ form. Select the previously created diagnosis row to edit. Click [Edit]. Click [New Row]. Search for and select the desired value in the 'Diagnosis Search' field. Validate that the 'Diagnosis Search' returns the expected diagnoses. Populate all required and desired fields. Click [Submit] and [No]. Select "Client A" and access the 'Diagnosis' form. Select the diagnosis row edited in the previous steps. Click [Edit]. Validate that the newly added diagnosis row is displayed. Close the form.	Topics • Accounts Receivable Management • Diagnosis • NX
AV-90045 Summary \| Details OE NX - Orders This Episode - Lab Orders - Frequency Code Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Orders This Episode - Lab Orders - Validate Frequency Code - New, Copy, Modify and Discontinue 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. A Lab-type order code must exist (Order Code A). Three frequency codes must exist. (3 TIMES A DAY with administration times of "09:00 AM", "01:00 PM", and "03:00 PM", As Needed, and Twice a day with administration times of "09:00 AM" and "09:00 PM"). Steps Select “Client A” and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Set the 'Frequency' field to "3 TIMES A DAY" and populate all other required fields. Click [Add to Scratchpad] and validate that the order for "Order Code A" is in the 'Scratchpad' with a 'Frequency' of "3 TIMES A DAY". Select the order in the 'Scratchpad'. Validate the 'Frequency' field contains "3 TIMES A DAY". Click [Cancel Update] and [Sign]. Validate an order for "Order Code A" is displayed in the 'Order grid' with a 'Frequency' of "3 TIMES A DAY". Select the order and click [Copy]. Set the 'Frequency' field to "As Needed". Click [Add to Scratchpad] and validate the order for "Order Code A" is in the 'Scratchpad' with a 'Frequency' of "As Needed". Select the order in the 'Scratchpad'. Validate the 'Frequency' field contains "As Needed". Click [Cancel Update] and [Sign]. Validate two order's for "Order Code A" are in the 'Order grid'. One with a 'Frequency' of "As Needed" and one with a 'Frequency' of "3 TIMES A DAY". Select the first order and click [Modify]. Set the 'Frequency' field to "Twice a Day". Click [Add to Scratchpad] and validate that the order for "Order Code A" is in the 'Scratchpad' with a 'Frequency' of "Twice a Day". Select the order in the 'Scratchpad'. Validate the 'Frequency' field contains "Twice a Day". Click [Cancel Update] and [Sign]. Validate two order's for "Order Code A" are in the 'Order grid'. One with a 'Frequency' of "Twice a Day" and one with a 'Frequency' of "3 TIMES A DAY".	Topics • NX • Order Entry Console
AV-90119 Summary \| Details OE NX - Default Duration - Order Group - External Pharmacy Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Dynamic Form - Order Group Description or # Order Entry Console - Dosage Range Order Entry Console - Multiple Reasons Checklist Order Entry Console - Order Group Order Entry User Definition Order Group Setup Orders This Episode Scenario 1: OE NX - Creating orders from an 'Order Group' with no default duration Specific Setup: An Order Group must exist that contains a pharmacy order code. (Order Group A). A value must exist for the 'Default Days Supply' In the 'External Pharmacy Setup' form. A client must have an active 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. Set the 'New Order' field to "Order Group A". Check the 1st checkbox for the pharmacy-type order code listed in the 'Order Group' dialog. Validate the 'Duration' field contains "28". Set the 'Dose' field to "1". Select "Tablet" in the 'Dose Unit' field. Select "3 TIMES A DAY" in the 'Frequency' field. Click [Add to Scratchpad]. Validate that the order in the 'Scratchpad' contains a red flag in the 'Action' column. Select "Order Code A" order in the 'Scratchpad". Validate the 'Duration' field contains "28". Fill out all required fields and click [Update Order]. Click [Final Review]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' and click [Sign]. Validate the ‘Order grid’ contains an order for "Order Code A".	Topics • NX
AV-90295 Summary \| Details Generic Forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Medication Inventory Management Registry Settings (PM) Service Codes User Definition Scenario 1: Medication Inventory Management - Medication Definition Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" = "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the "Medication Inventory Management" form. Click [Template Definition]. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown. Click [Medication Definition]. Set "Medication Search" to a valid medication name. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition", Populate the remaining required fields. Click [Submit]. Click [Discard]. Click [Medication Definition]. Select the template in the "Select Template" dropdown. Validate the "Template Details" table is populated from the information from the "Template Definition". Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition". Set the "Lot #". Set the "NDC #". Set the "Container Size". Set the "Expiration Date" Select the "Manufacturer" from the dropdown. Click [Submit]. Click [Medication Definition]. Select the template in the "Select Template" dropdown. Validate the "Template Details" table is populated from the information from the "Template Definition". Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition". Validate the data that is displayed. Correct or validate the data. Click [Submit]. Click [Discard]. Scenario 2: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget 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). A client is enrolled in an existing episode (Client A). Steps Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget. Validate a "Undock Widget" button is not displayed. Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed. Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours. Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day. Validate the 'Add To Waitlist' field label is displayed. Validate the 'Add Client' field is displayed. Validate the 'Select Episode' field is displayed. Validate the 'Service Program' field is displayed. Validate the 'Location' field is displayed. Validate the 'Req. Pract. Type' field is displayed. Validate the 'Req. Pract. Gender' field is displayed. Validate the 'Req. Practitioner' field is displayed. Validate the 'Phone-In/Expected' field is displayed. Validate the 'Telehealth' field is displayed. Validate the 'Reason For Visit' field is displayed. Validate the 'Priority' field is displayed. Validate the 'Add To Waitlist' field is displayed. Validate the 'Order' column is displayed. Validate the 'Type' column is displayed. Validate the 'Name' column is displayed. Validate the 'Time Slot' column is displayed. Validate the 'Time Added' column is displayed. Validate the 'Time Waiting' column is displayed. Validate the 'Reason For Visit' column is displayed. Validate the 'Req. Practitioner' column is displayed. Validate the 'Pract. Gender' field is displayed. Validate the 'Service Code' column is displayed. Validate the 'Program' column is displayed. Validate the 'Action' column is displayed. Select "Site A" in the 'Waiting Room/Site' field. Select "Time Slot A" in the 'Time Slot' field. Select "Client A" in the 'Add Client' field. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information. Select the desired value in the 'Location' field. Select the desired value in the 'Req. Pract. Type' field. Select the desired value in the 'Req. Pract. Gender' field. Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36. Select the desired value in the 'Select Service' field. Enter the desired value in the 'Reason for Visit' field. Select "Yes" in the 'Priority' field. Click [Add To Waitlist]. Validate a message is displayed stating: Saved. Click [OK]. Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients. Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client. Validate all other populated data displays as expected.	Topics • Medication Inventory Management • NX • Waiting Room
AV-90296 Summary \| Details Generic Form Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Ambulatory Progress Notes QA and Coding Routing Admin Dashboard HomeView.Accounts Receivable Console Medication Inventory Management Scenario 1: Routing Admin Dashboard - View/Edit Form Specific Setup: A document must exist that has passed through the 'Coding QA' form Steps Open the 'Routing Admin Dashboard' form. Select "Coding" from the 'Queue' field. Click [Search]. Select any row from the 'Results' grid. Click [View Summary]. Select a row. Click [View/Edit Form]. Add a new row to the Diagnoses Table. Add a new row to the Services table pointing to a valid Diagnoses Row ID. Click [Save] Select the same row from the "Results" Table. Click [View Summary]. Select the desired row from the "Document Summary" table. Click [View/Edit Form]. Validate the form displays as it was entered. Click [Cancel]. Click [Close]. Click [Exit Form]. Scenario 2: Accounts Recivable Console - Validate Client search filter Specific Setup: The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients. Identify three clients in the system, such as: Client 1: Has three separate claims in 'Client Ledger'. Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. Client last name has a special character such as an apostrophe. Note the ‘Client ID’. Client 2: Has three separate claims in 'Client Ledger'. Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. One claim is paid in full. Claim Number, and 'Date Billed'. Note the ‘Client ID’. Client 3: Has three separate claims in 'Client Ledger'. Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'. Note the ‘Client ID’. The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment. Steps Enter the 'Client ID' for 'Client 1' in 'Client'. Select the search result for the client. Click [Search]. Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 2' in 'Client'. Select the search result for the client. Click [Search]. Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 3' in 'Client'. Select the search result for the client. Click [Search]. Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid. Scenario 3: NX View Definition - Validate fields Specific Setup: Views must be created in "View Definition". Steps Open "NX View Definition" form. Add a view definition for a user role, adding a 'myDay' view and a dashboard. Add another view definition for a user, adding a 'myDay' view and a dashboard. Navigate to the "NX View Definition Summary" section. Click "Print Summary Report". Validate the report includes all the roles and user definitions that were added. Delete a definition for a user role and a user. Attempt to edit the role and user that was just deleted. Validate the 'myDay', Client Dashboard, Additional 'myDay' Views fields are all cleared since the record is deleted. Navigate to the "View NX Definition Summary Report" section. Click "Print Summary Report". Validate that the role and user deleted are removed from the report. Scenario 4: Medication Inventory Management - Adjust Inventory Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information, but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the "Medication Inventory Management" form. Click [Adjust Inventory]. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items. Select a row of data in "Select Row" to either receive or remove quantities of inventory. Event Date and Event Time are populated with the current date and time of day. Select an event type in the "Event Type" field. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact". Place a quantity in the "Quantity" field. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required. Note that a row is added to the "Event Log" table. Click "Discard". Scenario 5: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget 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). A client is enrolled in an existing episode (Client A). Steps Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget. Validate a "Undock Widget" button is not displayed. Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed. Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours. Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day. Validate the 'Add To Waitlist' field label is displayed. Validate the 'Add Client' field is displayed. Validate the 'Select Episode' field is displayed. Validate the 'Service Program' field is displayed. Validate the 'Location' field is displayed. Validate the 'Req. Pract. Type' field is displayed. Validate the 'Req. Pract. Gender' field is displayed. Validate the 'Req. Practitioner' field is displayed. Validate the 'Phone-In/Expected' field is displayed. Validate the 'Telehealth' field is displayed. Validate the 'Reason For Visit' field is displayed. Validate the 'Priority' field is displayed. Validate the 'Add To Waitlist' field is displayed. Validate the 'Order' column is displayed. Validate the 'Type' column is displayed. Validate the 'Name' column is displayed. Validate the 'Time Slot' column is displayed. Validate the 'Time Added' column is displayed. Validate the 'Time Waiting' column is displayed. Validate the 'Reason For Visit' column is displayed. Validate the 'Req. Practitioner' column is displayed. Validate the 'Pract. Gender' field is displayed. Validate the 'Service Code' column is displayed. Validate the 'Program' column is displayed. Validate the 'Action' column is displayed. Select "Site A" in the 'Waiting Room/Site' field. Select "Time Slot A" in the 'Time Slot' field. Select "Client A" in the 'Add Client' field. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information. Select the desired value in the 'Location' field. Select the desired value in the 'Req. Pract. Type' field. Select the desired value in the 'Req. Pract. Gender' field. Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36. Select the desired value in the 'Select Service' field. Enter the desired value in the 'Reason for Visit' field. Select "Yes" in the 'Priority' field. Click [Add To Waitlist]. Validate a message is displayed stating: Saved. Click [OK]. Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients. Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client. Validate all other populated data displays as expected.	Topics • Accounts Receivable Management • Medication Inventory Management • NX • Report Viewer • Rule Based Routing • Waiting Room
AV-90365 Summary \| Details Avatar NX - Tabbing Scenario 1: Diagnosis - Diagnosis Entry Specific Setup: A client must be enrolled in an active episode (Client A). Steps Select "Client A" and access the 'Diagnosis' form. Click [Add]. Select "Admission" in the 'Type of Diagnosis' field. Press the 'Tab' key on the 'Type of Diagnosis' field. Validate the focus shifts to the 'Date of Diagnosis' field and the admission date is displayed as expected. Press the 'Tab' key on the 'Date of Diagnosis' field. Validate the focus shifts to the 'Time of Diagnosis' field. Enter any value in the 'Time of Diagnosis' field. Click [New Row]. Search for and select the desired value in the 'Diagnosis Search' field. Verify the 'Add To Problem List' field is defaulted to 'Yes'. Populate all required and desired fields. Click [Submit] and [No]. Select "Client A" and access the ‘Diagnosis’ form. Select the previously created diagnosis row to edit. Click [Edit]. Click [New Row]. Search for and select the desired value in the 'Diagnosis Search' field. Validate that the 'Diagnosis Search' returns the expected diagnoses. Populate all required and desired fields. Click [Submit] and [No]. Select "Client A" and access the 'Diagnosis' form. Select the diagnosis row edited in the previous steps. Click [Edit]. Validate that the newly added diagnosis row is displayed. Close the form.	Topics • Diagnosis • NX
AV-90557 Summary \| Details Action column from slideout Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Medication Inventory Management Scenario 1: Medication Inventory Management - Overview Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the “Medication Inventory Management” form. Validate all fields are getting displayed. Validate all inventory items are getting displayed. Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text. Validate expiration date that are expired will be display in red text Validate expiration dates that are due to expire will be display in orange text. Select a row in the "Inventory Overview" table. Select and verify "Launch Template Definition". Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table. Edit the data. Click [Submit]. Click [Discard]. Select and verify "Launch Medication Definition". Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table. Edit the data. Click [Submit]. Click [Discard]. Select and verify "Launch Event Definition". Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table. Select an "Event Type". Enter a Quantity. Click [Submit]. Note the change in the "Inventory Items" table. Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table. Remove the location from "Inventory Location". Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display. Remove medication name from "Medication Name". Select a lot number from a row(s) in the table and enter the "Lot #". Validate only the rows with that Lot # display in the "Inventory Overview" table. Remove the lot # from "Lot #". Select manufacturer from a row(s) in the table and enter the "Manufacturer". Validate only the rows with that manufacturer display in the "Inventory Overview" table. Remove the manufacturer from "Manufacturer". Click "Yes" for "Include Inactive Lots" checkbox. Validate that rows that have been marked as inactive display along with active rows in the table. Scenario 2: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget 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). A client is enrolled in an existing episode (Client A). Steps Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget. Validate a "Undock Widget" button is not displayed. Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed. Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours. Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day. Validate the 'Add To Waitlist' field label is displayed. Validate the 'Add Client' field is displayed. Validate the 'Select Episode' field is displayed. Validate the 'Service Program' field is displayed. Validate the 'Location' field is displayed. Validate the 'Req. Pract. Type' field is displayed. Validate the 'Req. Pract. Gender' field is displayed. Validate the 'Req. Practitioner' field is displayed. Validate the 'Phone-In/Expected' field is displayed. Validate the 'Telehealth' field is displayed. Validate the 'Reason For Visit' field is displayed. Validate the 'Priority' field is displayed. Validate the 'Add To Waitlist' field is displayed. Validate the 'Order' column is displayed. Validate the 'Type' column is displayed. Validate the 'Name' column is displayed. Validate the 'Time Slot' column is displayed. Validate the 'Time Added' column is displayed. Validate the 'Time Waiting' column is displayed. Validate the 'Reason For Visit' column is displayed. Validate the 'Req. Practitioner' column is displayed. Validate the 'Pract. Gender' field is displayed. Validate the 'Service Code' column is displayed. Validate the 'Program' column is displayed. Validate the 'Action' column is displayed. Select "Site A" in the 'Waiting Room/Site' field. Select "Time Slot A" in the 'Time Slot' field. Select "Client A" in the 'Add Client' field. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information. Select the desired value in the 'Location' field. Select the desired value in the 'Req. Pract. Type' field. Select the desired value in the 'Req. Pract. Gender' field. Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36. Select the desired value in the 'Select Service' field. Enter the desired value in the 'Reason for Visit' field. Select "Yes" in the 'Priority' field. Click [Add To Waitlist]. Validate a message is displayed stating: Saved. Click [OK]. Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients. Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client. Validate all other populated data displays as expected.	Topics • Medication Inventory Management • NX • Waiting Room
AV-90558 Summary \| Details Pop Up Dialog Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Medication Inventory Management Scenario 1: Medication Inventory Management - Adjust Inventory Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information, but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the "Medication Inventory Management" form. Click [Adjust Inventory]. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items. Select a row of data in "Select Row" to either receive or remove quantities of inventory. Event Date and Event Time are populated with the current date and time of day. Select an event type in the "Event Type" field. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact". Place a quantity in the "Quantity" field. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required. Note that a row is added to the "Event Log" table. Click "Discard".	Topics • Medication Inventory Management • NX
AV-91033 Summary \| Details Bar Code Scanning Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Charge Input Client Ledger Scheduling Calendar Update Client Data Ambulatory Progress Notes Clinical Document Viewer Document Routing Setup (PM) Medication Inventory Management Scenario 1: Validate "Client" search field functionality and results Specific Setup: Have access to any client based forms. For example: "Client Ledger" or a client based modeled form. Have the "Client and Staff" widget on the homeview. Have access to form "Entity Information Display". Steps In the "Search Clients" field on the homeview, enter a single letter in the "Search Clients" field without clicking the search button. Validate a pop up list is displayed containing clients whose last name starts with that character. in the "Search Clients" field enter a single letter in the "Search Clients" field and this time click the search button. Validate a pop up list is displayed containing clients whose last name starts with that letter. Repeat steps 1 thru 1c entering two or more letters. Validate that a pop up list of clients is displayed whose last name begins with those two letters. In the "Search Clients" field, enter a single number in the "Search Clients" field without clicking the search button. Validate a pop up list is displayed containing clients whose PATID contains that number. In the "Search Clients" field, enter a single number in the "Search Clients" field and this time click the search button. Validate a pop up list is displayed containing clients whose PATID contains that number. Repeat steps 3 thru 4 entering two or more numbers. Validate that a pop list of clients is displayed containing PATID's with those numbers. Open the client based form and in the "Select Client" field, enter a singe letter without clicking the search button. Validate a pop up list is displayed containing clients whose last name starts with that letter. In the "Select Client" field, enter a single letter in the "Select Clients" field and this time click the search button. Validate a pop up list is displayed containing clients whose last name starts with that letter. Repeat step 7 entering two or more letters. Validate that a pop up list of clients are displayed, whose last names start with those letters. In the "Select Client" field, enter a single number without clicking the search button. Validate a pop up list is displayed containing clients whose PATID contains that number. In the "Select Client" field, enter a single number without clicking the search button. Validate a pop up list is displayed containing clients whose PATID contains that number. Repeat steps 9 thru 10 entering two or more numbers. Validate that a pop up list of clients are displayed whose PATID contains those numbers. Open form "Entity Information Display". Select "Client" in the "Entity Database" field. Select a value in the "Number of Additional Columns to Display" field. Populate the "Entity Name Header Text" field. Populate the "Approximate Number of Characters to display for Entity name". Select the data element from the "Entity Information Display Column 1" field drop down list. Populate the "Entity Information Display Column 1 Header Name" field. Populate the "Approximate Number of Characters to display for Entity Lookup Column1" field. Repeat step 12 for any additional columns selected to display. Click [Submit]. Repeat steps 1 thru 14. Validate the popup list displays and with results populated in each column, as expected. Scenario 2: Progress Notes (Group and Individual) - Validate Approval Comment Specific Setup: Define multiple Avatar users to be as document approvers for the purposed of document routing. Steps Open "Document Routing Setup" form. Select the "Progress Notes (Group and Individual)" form. Set "Enable Document routing" field to "Yes". Set "Allow Comments During Approval" to "Yes". Click "Submit" to file the data. Open the "Progress Notes (Group and Individual)" form. File the form in draft mode. Retrieve the drafted form. Finalize the form by setting the "Draft/Final" field to "Final". Submit the form. Click "Accept". Provide the password. When prompted, provide the "Approval Comments". Open the "Clinical Document Viewer" form. Locate and view the document that was just filed. Validate that the document includes the authors Approval Comments in the signature area of the document. Open the "System Management Portal". Using SQL, execute the following query: SELECT * from DocR.comments. Validate that a row has been added to the table. Open the "Progress Notes (Group and Individual)" form. File the form in draft mode. Retrieve the drafted form. Finalize the form by setting the "Draft/Final" field to "Final". Submit the form. Click "Accept and Route". Provide the password. Indicate who the approver(s) are. To Do's are sent to the approver(s). Log into Avatar using the User ID of an additional approver. Select the To Do the "My To Do" widget. Click "Accept" to approve the form. Enter the "Approval Comments". Log into Avatar using the User ID of an additional approver. Select the To Do the "My To Do" widget. Click "Accept" to approve the form. Enter the "Approval Comments" for this approver. Open the "Clinical Document Viewer" form. Locate and view the document that was just filed. Validate that the document includes the approver(s) Approval Comments in the signature area of the document. Open the "System Management Portal". Using SQL, execute the following query: SELECT * from DocR.comments. Validate that a row has been added for each "Approval Comment" entered. Scenario 3: Medication Inventory Management - Receive Inventory Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information, but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the "Medication Inventory Management" form. Click [Receive Inventory]. Select the location the inventory will be stored in the "Inventory Location" dropdown. Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field. Using a bar code scanner, scan in the bar code from the inventory item. Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC\|Expiration Date\|Lot #\|Serial #. The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field. Tab off of the field and the information from the field populates some fields on the form. Select "Add New Item" in "Select Row". Select an existing template definition in the "Select Template" dropdown. If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item. Validate the "Template Details" table is populated with the inventory item information. Populate the "Container Size" and "Total Quantity Received" fields. Click [Add/Update Row]. Validate the "Items Received" table is populated with the data that was just entered. Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory. Add several rows. Click "Select Row" and select one of the rows in the "Items Received" table. Click [Remove Row]. Validate the row was removed from the "Items Received" table. Click [Submit]. Click [Discard]. Click "Cancel".	Topics • Client Search • Medication Inventory Management • NX • Progress Notes (Group And Individual)
AV-91278 Summary \| Details Medication Inventory Management - support to center Search Results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Medication Inventory Management Registry Settings (PM) Service Codes User Definition Scenario 1: Medication Inventory Management - Medication Definition Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" = "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the "Medication Inventory Management" form. Click [Template Definition]. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown. Click [Medication Definition]. Set "Medication Search" to a valid medication name. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition", Populate the remaining required fields. Click [Submit]. Click [Discard]. Click [Medication Definition]. Select the template in the "Select Template" dropdown. Validate the "Template Details" table is populated from the information from the "Template Definition". Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition". Set the "Lot #". Set the "NDC #". Set the "Container Size". Set the "Expiration Date" Select the "Manufacturer" from the dropdown. Click [Submit]. Click [Medication Definition]. Select the template in the "Select Template" dropdown. Validate the "Template Details" table is populated from the information from the "Template Definition". Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition". Validate the data that is displayed. Correct or validate the data. Click [Submit]. Click [Discard].	Topics • Medication Inventory Management
AV-91368 Summary \| Details Avatar NX - Disclosure Management Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Disclosure Management Scenario 1: Avatar NX - Disclosure Management - validate download for large files Specific Setup: A client must be enrolled in an at least one or more existing episodes (Client A). "Client A" must have many progress notes and treatment plans on file. Steps Select "Client A" and access the 'Disclosure Management' form. Enter the current date in the 'Request Date' field. Select the desired value from the 'Request Episode(s)' field. Select a large date range in the 'Request Information Start Date' and 'Request Information End Date' fields. Click [Apply Filters to Document Images]. Select the desired items from the 'Requested Chart Items' field. Select the desired items from the 'Requested Document Images' field. Populate the desired value for the 'Organization' field and corresponding address fields. Navigate to the 'Authorization' section. Select the same Episode and the Authorization Start and End Dates. Select "Yes" in the 'Default All Chart Items to Yes' field. Click [Update Chart Items Authorized For Disclosure]. Click [Save]. Click [Refresh Chart Items]. Select "Yes" in the 'Default All Document Items To Yes' field. Click [Update Document Images Authorized for Disclosure]. Click [Save]. Click [Refresh Document Images]. Navigate to the 'Disclosure' section. Populate the 'Disclosure Date' and 'Disclosure Time' fields. Select all items in the 'Chart Disclosure Information' field. Select all items in the 'Disclosure Images' field. Select "Electronic" in the 'Disclosure Method' field. Click [Process]. Select the desired entry and click [View]. Click [Disclose] (please note: this will take a while). Validate a 'File Download' dialog stating: "The file is too large to display. Press OK to download." Click [OK]. Validate the viewer displays "The PDF is being downloaded to the web browser's download folder." Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will only be available to view and print items." Click [OK]. Validate the form closes and the file has downloaded.	Topics • Disclosure • NX
AV-91581 Summary \| Details Patient Calendar - Day Program Attendance Placeholders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Client Program Schedule Exceptions Program Maintenance Scenario 1: Patient Calendar - Validate Day Program Attendance placeholders Specific Setup: Please note: This is for Avatar NX only. Avatar PM 2023 Update 152, Avatar Appointment Scheduling 2023 Update 32, and Avatar NX Release 2024.01.00 are required for this functionality. Steps Access the 'Program Maintenance' form. Select "Add" in the 'Add Or Edit Program' field. Enter the desired value in the 'Program Code' field. Note: this will now be referred to as "Program A". Enter the desired value in the 'Description' field. Populate all other required fields. Select “Both” in the ‘Usage Type’ field. Select “Yes” in the ‘Is This A Day Program?’ field. Select the desired value in the 'Day Program Missed Visit Service Code' field. Navigate to the 'Day Program Services' section. Select "Add" in the 'Add/Edit/Delete' field. Select the desired value in the 'Service' field. Enter "01/01/2024" in the 'Effective Date' field. Click [Save]. Navigate to the 'Day Program Schedule' section. Select "Add" in the 'Add/Edit/Delete' field. Enter "01/01/2024" in the 'Hours Effective Date' field. Enter "01/02/2025" in the 'Hours End Date' field. Select "Monday" in the 'Day' field. Enter "9:00 AM" in the 'Start Time' field. Enter "12:00 PM" in the 'End Time' field. Click [Save Schedule]. Repeat steps 1n-1t for the remaining week days. Navigate to the "Day Program Schedule Exceptions' section. Select "Add" in the 'Add/Edit/Delete' field. Enter "01/10/2024" in the 'Exception Date' field. Click [Save]. Navigate to the 'Program Maintenance' section. Click [File Program] and close the form. Access the 'Admission' form. Admit a new client into "Program A". This will now be referred to as "Client A". Populate all required and desired fields. Click [Submit]. Access the 'Scheduling Calendar' form. Select "Patient" in the calendar 'Filter' field. Search for and select "Client A" in the 'Patient Search' field. Validate the 'Recent' list now contains "Client A". Select the current date. Validate a "Program" placeholder is displayed on the calendar for the day program from 9:00 AM to 12:00 PM. Select any date prior to "01/01/2024". Validate a "Program" placeholder is not displayed on the calendar since this is prior to the 'Hours Effective Date' for the day program schedule. Select any date after "01/01/2025". Validate a "Program" placeholder is not displayed on the calendar since this is after the 'Hours End Date' for the day program schedule. Select "01/10/2024" as the date. Validate a "Program" placeholder is not displayed since there is an 'Exception' defined for the date. Select the current date. Validate the "Program" placeholder is displayed on the calendar for the day program from 9:00 AM to 12:00 PM. Click [Dismiss] and [Yes]. Select "Client A" and access the 'Client Program Schedule Exceptions' form. Select "Add" in the 'Add/Edit/Delete' field. Select "Program A" in the 'Program' field. Select "Specific Date" in the 'Exception Type' field. Enter the current date in the 'Specific Date' field. Enter the desired value in the 'Reason' field. Click [Save] and [Submit]. Access the 'Scheduling Calendar' form. Validate "Client A" is still selected in the 'Recent' list. Select the current date. Validate the "Program" placeholder is no longer displayed since a client exception was added for the current date. Select any other date within the effective day program schedule. Validate the "Program" placeholder is displayed on the calendar for the day program from 9:00 AM to 12:00 PM. Click [Dismiss] and [Yes].	Topics • Scheduling Calendar
AV-91609 Summary \| Details TDE on Generic Forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Ambulatory Progress Notes QA and Coding Routing Admin Dashboard HomeView.Accounts Receivable Console Medication Inventory Management Scenario 1: Routing Admin Dashboard - View/Edit Form Specific Setup: A document must exist that has passed through the 'Coding QA' form Steps Open the 'Routing Admin Dashboard' form. Select "Coding" from the 'Queue' field. Click [Search]. Select any row from the 'Results' grid. Click [View Summary]. Select a row. Click [View/Edit Form]. Add a new row to the Diagnoses Table. Add a new row to the Services table pointing to a valid Diagnoses Row ID. Click [Save] Select the same row from the "Results" Table. Click [View Summary]. Select the desired row from the "Document Summary" table. Click [View/Edit Form]. Validate the form displays as it was entered. Click [Cancel]. Click [Close]. Click [Exit Form]. Scenario 2: Accounts Recivable Console - Validate Client search filter Specific Setup: The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients. Identify three clients in the system, such as: Client 1: Has three separate claims in 'Client Ledger'. Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. Client last name has a special character such as an apostrophe. Note the ‘Client ID’. Client 2: Has three separate claims in 'Client Ledger'. Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. One claim is paid in full. Claim Number, and 'Date Billed'. Note the ‘Client ID’. Client 3: Has three separate claims in 'Client Ledger'. Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'. Note the ‘Client ID’. The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment. Steps Enter the 'Client ID' for 'Client 1' in 'Client'. Select the search result for the client. Click [Search]. Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 2' in 'Client'. Select the search result for the client. Click [Search]. Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 3' in 'Client'. Select the search result for the client. Click [Search]. Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid. Scenario 3: 'Scheduling Widget - Client Based' - validate scheduling an appointment Specific Setup: A client must be enrolled in an existing episode (Client A). A practitioner must be defined (Practitioner A). The 'Scheduling Widget - Client Based' widget must be configured to a view (View A). An additional myDay view must be configured for the logged in user (View B). Steps Select "Client A" and navigate to the 'Scheduling Widget - Client Based' widget on "View A". Click [Find New Appointment]. Validate the 'Find New Appointment' form launches. Enter the desired future date in the 'Search Start Date' field. Click [Find New Appointment]. Select the desired available appointment with "Practitioner A" and click [OK]. Validate the 'Appointment Details' form launches with the appointment data populated. Select the desired episode from the 'Episode Number' field. Enter the desired value in the 'Service Code' field. Click [Submit]. Launch the 'Scheduling Calendar'. Navigate to the date in the previous steps and validate the appointment displays as expected. Click [Dismiss]. Refresh the 'Scheduling Widget - Client Based' widget. Validate the appointment displays as expected. Right click on the appointment in the widget. Click [Details/Edit]. Validate the 'Appointment Details' form launches with the appointment data populated. Edit the 'Appointment Start Time' field. Click [Submit]. Navigate to "View B" and then back to "View A". Validate the appointment displays as expected with the new time. Right click on the appointment in the widget. Click [Delete]. Validate a 'Delete Appointment' dialog stating: "Are you sure?" Click [Yes]. Navigate to "View B" and then back to "View A". Validate the appointment no longer displays. Launch the 'Scheduling Calendar'. Navigate to the date in the previous steps and validate the appointment does not display. Click [Dismiss]. Scenario 4: Medication Inventory Management - Overview Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the “Medication Inventory Management” form. Validate all fields are getting displayed. Validate all inventory items are getting displayed. Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text. Validate expiration date that are expired will be display in red text Validate expiration dates that are due to expire will be display in orange text. Select a row in the "Inventory Overview" table. Select and verify "Launch Template Definition". Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table. Edit the data. Click [Submit]. Click [Discard]. Select and verify "Launch Medication Definition". Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table. Edit the data. Click [Submit]. Click [Discard]. Select and verify "Launch Event Definition". Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table. Select an "Event Type". Enter a Quantity. Click [Submit]. Note the change in the "Inventory Items" table. Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table. Remove the location from "Inventory Location". Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display. Remove medication name from "Medication Name". Select a lot number from a row(s) in the table and enter the "Lot #". Validate only the rows with that Lot # display in the "Inventory Overview" table. Remove the lot # from "Lot #". Select manufacturer from a row(s) in the table and enter the "Manufacturer". Validate only the rows with that manufacturer display in the "Inventory Overview" table. Remove the manufacturer from "Manufacturer". Click "Yes" for "Include Inactive Lots" checkbox. Validate that rows that have been marked as inactive display along with active rows in the table. Scenario 5: Waiting Room - Validate the 'Walk-In Clinic Registration/Waiting Room' widget 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). A client is enrolled in an existing episode (Client A). Steps Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget. Validate a "Undock Widget" button is not displayed. Validate the 'Select Waiting Room/Site and Time Slot' field label is displayed. Validate the 'Waiting Room/Site' field is displayed. This field will contain all sites configured with time slots for clinic hours. Validate the 'Time Slot' field is displayed. This field will contain all time slots defined for the selected site on the given day. Validate the 'Add To Waitlist' field label is displayed. Validate the 'Add Client' field is displayed. Validate the 'Select Episode' field is displayed. Validate the 'Service Program' field is displayed. Validate the 'Location' field is displayed. Validate the 'Req. Pract. Type' field is displayed. Validate the 'Req. Pract. Gender' field is displayed. Validate the 'Req. Practitioner' field is displayed. Validate the 'Phone-In/Expected' field is displayed. Validate the 'Telehealth' field is displayed. Validate the 'Reason For Visit' field is displayed. Validate the 'Priority' field is displayed. Validate the 'Add To Waitlist' field is displayed. Validate the 'Order' column is displayed. Validate the 'Type' column is displayed. Validate the 'Name' column is displayed. Validate the 'Time Slot' column is displayed. Validate the 'Time Added' column is displayed. Validate the 'Time Waiting' column is displayed. Validate the 'Reason For Visit' column is displayed. Validate the 'Req. Practitioner' column is displayed. Validate the 'Pract. Gender' field is displayed. Validate the 'Service Code' column is displayed. Validate the 'Program' column is displayed. Validate the 'Action' column is displayed. Select "Site A" in the 'Waiting Room/Site' field. Select "Time Slot A" in the 'Time Slot' field. Select "Client A" in the 'Add Client' field. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information. Select the desired value in the 'Location' field. Select the desired value in the 'Req. Pract. Type' field. Select the desired value in the 'Req. Pract. Gender' field. Select the desired practitioner in the 'Req. Practitioner' field. Please note: the practitioners available for selection will be filtered based on the values selected in steps 35 & 36. Select the desired value in the 'Select Service' field. Enter the desired value in the 'Reason for Visit' field. Select "Yes" in the 'Priority' field. Click [Add To Waitlist]. Validate a message is displayed stating: Saved. Click [OK]. Validate "Client A" is now displayed on the Waitlist and has moved to the top since they were marked as a priority. Note: if no other clients are marked as a priority, this client will be moved first. If there are other clients who were marked priority previously, this client will come after the existing priority clients. Validate the 'Type' field contains a red exclamation mark icon indicating this is a priority client. Validate all other populated data displays as expected.	Topics • Accounts Receivable Management • Medication Inventory Management • NX • Rule Based Routing • Scheduling Calendar • Waiting Room • Widgets
AV-91765 Summary \| Details Support for the "Size" property for the Generic Form Screen "Button Component Inset Property Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView.Accounts Receivable Console Console Widget Viewer External Documents Medication Inventory Management Scenario 1: Accounts Recivable Console - Validate Client search filter Specific Setup: The tester has the 'Accounts Receivable Console' on their home view, with access to the three test clients. Identify three clients in the system, such as: Client 1: Has three separate claims in 'Client Ledger'. Each claim has an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. Client last name has a special character such as an apostrophe. Note the ‘Client ID’. Client 2: Has three separate claims in 'Client Ledger'. Two claims have an outstanding balance. Note the 'Claim Numbers' and 'Date Billed'. One claim is paid in full. Claim Number, and 'Date Billed'. Note the ‘Client ID’. Client 3: Has three separate claims in 'Client Ledger'. Each claim has been paid in full. Note the 'Claim Numbers' and 'Date Billed'. Note the ‘Client ID’. The 'System Task Scheduler', 'Auto AR Batch Update' schedule has been processed after claim creation & payment. Steps Enter the 'Client ID' for 'Client 1' in 'Client'. Select the search result for the client. Click [Search]. Verify that the three claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 2' in 'Client'. Select the search result for the client. Click [Search]. Verify that only two claim numbers are displayed in the 'Claims with Outstanding Receivables' grid. Verify that the 'Bill Date' matches the 'Date Billed'. Enter the 'Client ID' for 'Client 3' in 'Client'. Select the search result for the client. Click [Search]. Verify that no claims numbers are displayed in the 'Claims with Outstanding Receivables' grid. Scenario 2: 'External Documents' widget - validate switching between clients Specific Setup: A client must be enrolled in an existing episode and have external documents (Client A). A client must have an apostrophe in their name and be enrolled in an existing episode (Client B). A view containing the ‘External Documents’ widget and 'Console Widget Viewer' must be configured for the logged in user ('External Documents' view). Steps Navigate to the 'External Documents' view. Search and select "Client A". Validate the 'External Documents' widget displays records for the selected client. Click [View]. Validate the selected record displays as expected in the 'Console Widget Viewer'. Search and select "Client B". Validate the 'External Documents' widget does not display records of the previously selected client. Validate the 'External Documents' widgets updates and displays message stating "An error has occurred while retrieving data. Please try again." (Please note: This will not display after the associated Avatar PM update is installed.) Click [Clear client]. Validate 'External Documents' widget refreshes and no longer displays any client records. Scenario 3: Medication Inventory Management - Overview Specific Setup: Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes". Using the "User Definition" form Give the user access to the "Medication Inventory Management" form. Refresh menus. Using the "Service Codes" form Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration". "Is This Service a Procedure" must be set to "Yes". "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration". There are some dictionaries that are needed for "Medication Inventory Management". The dictionaries are installed with the update. Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action. This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note". The dictionary comes prepopulated with information but it can be modified, added to, etc. Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location". This dictionary is user defined. Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer". This dictionary is prepopulated but can be modified. Steps Open the “Medication Inventory Management” form. Validate all fields are getting displayed. Validate all inventory items are getting displayed. Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text. Validate expiration date that are expired will be display in red text Validate expiration dates that are due to expire will be display in orange text. Select a row in the "Inventory Overview" table. Select and verify "Launch Template Definition". Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table. Edit the data. Click [Submit]. Click [Discard]. Select and verify "Launch Medication Definition". Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table. Edit the data. Click [Submit]. Click [Discard]. Select and verify "Launch Event Definition". Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table. Select an "Event Type". Enter a Quantity. Click [Submit]. Note the change in the "Inventory Items" table. Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table. Remove the location from "Inventory Location". Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display. Remove medication name from "Medication Name". Select a lot number from a row(s) in the table and enter the "Lot #". Validate only the rows with that Lot # display in the "Inventory Overview" table. Remove the lot # from "Lot #". Select manufacturer from a row(s) in the table and enter the "Manufacturer". Validate only the rows with that manufacturer display in the "Inventory Overview" table. Remove the manufacturer from "Manufacturer". Click "Yes" for "Include Inactive Lots" checkbox. Validate that rows that have been marked as inactive display along with active rows in the table.	Topics • Accounts Receivable Management • Console Widget • Medication Inventory Management • NX
AV-93232 Summary \| Details Avatar NX - Progress Notes Scenario 1: Progress Notes (Group and Individual) - File an independent note with document routing enabled Specific Setup: Document routing must be enabled on the 'Progress Notes (Group and Individual)' form. A client must each be enrolled in an existing episode (Client A). User must have the 'My To Do's' widget and 'All Documents' widget accessible on their myDay view. Steps Access the 'Progress Notes (Group and Individual)' form. Select “Client A” in the ‘Select Client’ field. Select an episode in the ‘Select Episode’ field. Select "Independent Note" in the ‘Progress Note For’ field. Select any value in the ‘Note Type’ field. Enter any value in the ‘Notes Field’ field. Select "Final" in the ‘Draft/Final’ field. Click the "Submit Note" button repeatedly. Validate a "Confirm Document" dialog is displayed with the progress note data. Validate an "Error" dialog is displayed stating: "Screen is already open." Click [OK] and [Sign and Route]. Select the practitioner associated to the logged in user in the 'Supervisor' field. Click [Submit]. Enter the password associated to the logged in user and click [Verify]. Validate a message is displayed stating: "Note Filed. Do you want to return to the Progress Notes form?" Click [No]. Navigate to the 'My To Do's' widget. Click [Documents To Sign]. Validate a To-Do is displayed for the progress note filed in the previous steps. Click [Review]. Validate the 'Document Preview' displays the progress note data. Click [Accept] and [Sign]. Enter the password associated to the logged in user and click [Verify]. Validate the To-Do is no longer displayed. Click [Close]. Select "Client A" and navigate to the 'All Documents' widget. Click [Refresh]. Validate the progress note is displayed and select it. Validate the 'Console Widget Viewer' displays the progress note data. Click [Close All].	Topics • Document Routing • NX • Progress Notes
AV-93466 Summary \| Details Avatar NX - My To Do's 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 access the 'My Activity' hamburger menu. Select the 'To Dos' tab. Validate the 'To Dos' tab displays "Loading" while the application is loading. Close the 'My Activity' hamburger menu. 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' tab displays "Loading" while refreshing the records. 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. Click [Discard]. Validate the 'To Do' tab displays "Loading" while refreshing the records. 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]. Validate the 'To Do' tab displays "Loading" while refreshing the records. 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-93555 Summary \| Details Avatar NX - Pre-Display Scenario 1: User Modeled Form - Validate Pre-Display Specific Setup: A client must be enrolled in an existing episode (Client A). A user modeled form must be created with a pre-display (Form A). "Form A" must have a checkbox field with two options (Field A): An option that will not display in the pre-display (Option A). An option that will display in the pre-display (Option B). Steps Select "Client A" and access "Form A". Select "Option A" from 'Field A'. Populate any required and desired fields. Click [Submit]. Select "Client A" and access "Form A". Validate the data entered in the previous steps displays a blank row in the pre-display. Select this row and click [Edit]. Validate the data displays as expected. Select "Option B" from 'Field A'. Populate any required and desired fields. Click [Submit]. Select "Client A" and access "Form A". Validate the data enter in the previous steps displays as expected in the pre-display. Select this row and click [Edit]. Validate the data displays as expected. Close the form.	Topics • Emergency Contact Information • Modeling • NX
AV-93773 Summary \| Details Avatar NX - Rule Based Routing Scenario 1: Validate 'Rule Based Routing' document routing functionality Specific Setup: Multiple users must be created with access to all forms: USER A, USER B, USER C, and USER D. A user modeled form must be imported that has 'Service Documentation' fields or a progress note form must be used. Document routing must be enabled for this form. The 'Rule Based Routing' widget must be added to the myDay view. Must create four roles in the 'Routing Role Definition' form. Must assign users with each of the roles created in the 'Routing Role Assignment' form. Must create queues and assign a form to them in the 'Routing Queue Definition' form (Queue 1, Queue 2, and Queue 3). Must create statuses associated with each queue in the 'Routing Status Definition' form. Must configure each queue in the 'Routing Assignment Definition' form. Must select a form in the 'Routing Configuration Definition' form (For example, Ambulatory Progress Notes). A crystal report template must be associated for the 'Ambulatory Progress Notes' form using the 'Document Routing Setup' form. Must configure header fields and worklist widget details for each queue in the 'Routing Views Definition' form. Must have specific actions configured to route documents to subsequent queues in the 'Routing Action Definition' form. Must be signed in as User A. Steps Select any desired client (Client A) and access the 'Ambulatory Progress Notes' form. Select any value in the 'Progress Note For' field. Select any value in the 'Note Type' field. Populate all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit] and [Sign and Route/Notify]. Input password associated with "User A" and click [Verify]. Select the practitioner associated with "User A" in the 'Approver' field. Click [Add] and [Submit]. Navigate to the 'My To-Do's' widget. Validate the document filed is in the 'Documents to Sign' column. Click [Review]. Validate the document opens. Click [Accept] and [Sign]. Enter the password associated with "User A" and click [Verify]. Logout. Login with "User B". Navigate to the 'Rule Based Routing' widget. Select "Queue 1" in the queue field. Select the entry associated with "Client A". Click [Launch Worklist Item]. Validate the document displays as expected. Fill out the desired and required fields. Click [Save for Later]. Validate the entry is now "In Process" in the 'Status' field. Select the item again and click [Launch Worklist Item]. Click [Submit]. Refresh the 'Rule Based Routing' widget. Validate the entry is no longer present. Logout. Login with "User C". Navigate to the 'Rule Based Routing' widget. Select "Queue 2" in the queue field. Select the entry associated with "Client A". Click [Launch Worklist Item]. Validate the document displays as expected. Fill out the desired and required fields. Click [Submit]. Refresh the 'Rule Based Routing' widget. Validate the entry is no longer present. Logout. Login with "User D". Navigate to the 'Rule Based Routing' widget. Select "Queue 3" in the queue field. Select the entry associated with "Client A". Click [Launch Worklist Item]. Validate the document displays as expected. Fill out the desired and required fields. Click [Submit]. Refresh the 'Rule Based Routing' widget. Validate the entry is now "Completed" in the 'Status' field. Logout.	Topics • NX • Progress Notes • Rule Based Routing • Widgets
AV-93847 Summary \| Details OE NX - Interaction Override Code and Override Text values Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Profile / Physicians Orders Orders This Episode Scenario 1: OE NX - Client Profile / Physician Orders - Display Order List/Select Existing Orders for Detail Display report 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 Select "Client A" and access the Order Entry Console. Create 2 pharmacy-type orders that will give an interaction warning (Advil and Warfarin). Populate both the 'Override Code' and 'Override Text' fields within the 'Interaction' dialog. Access the 'Client Profile / Physician Orders' form for "Client A". Click [Display Order List / Select Existing Orders For Detail Display]. Select the "Advil" order created and click [OK]. Click the 'Alerts' link. Validate both the 'Override Code' and 'Override Text' values display in the report.	Topics • NX • Order Entry Console
AV-93968 Summary \| Details Avatar NX - 'My To Do's' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Escalate To Do Item Review To Do Item (PM) Send To Do Notification My To Do's Scenario 1: Avatar NX - Send To Do Notification - 'Escalate To Do Item' functionality Specific Setup: A client must be enrolled in an existing episode (Client A). There must be three users (User A, User B, and User C). All users must have the 'My To Do's' widget configured to the myDay view. "User A" must have sent a 'To Do' for "Client A" to "User B" using the 'Send To Do Notification' form. "User A" and "User C" are logged in. Steps As "User A", navigate to the 'My To Do's' widget. Validate there is a 'Send To Do Notification' To Do for "Client A" with the action of "Escalate To Do Item" in the 'Sent & Not Reviewed' field. Validate the To Do displays: "To: User B, From: User A". Click [Escalate To Do Item]. Validate the 'Escalate To Do Item' form opens populated with the expected data in the 'To Do Information' field. Enter and select "User C" in the 'Select User' field. Click [Add User]. Validate the 'Send To' field contains "User C". Select the checkbox next to "User C". Enter the desired value in the 'Note' field. Click [Submit]. Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK]. Close and reopen the 'My To Do's' widget. Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the To Do displays "To: User C, From: User A" and the action for this one is "Escalate To Do Item". Close the To Dos. Switch to "User C", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate the escalated To Do from "User A" is in the 'Additional ToDo's' field. Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the To Do for "Client A" no longer displays. Close the To Dos. Log in as "User B". Navigate to the 'My To Do's' widget and open it. Validate the original 'Send To Do Notification' for "Client A" is in the 'Additional ToDos' field. Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Enter the desired value in the 'Notes To Sender' field. Click [Submit]. Validate the To Do for "Client A" no longer displays in the 'Additional ToDos'. Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the action for this one is "Escalate To Do Item". Close the To Dos. Switch to "User A" validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate a 'Review To Do Item' for "Client A" is in the 'Additional ToDos' field. Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the To Do for "Client A" no longer displays. Close the To Dos. Switch to "User B" Navigate to the 'My To Do's' widget and open it. Validate the To Do for "Client A" no longer displays. Close the To Dos. Scenario 2: Avatar NX - Send To Do Notification - Functionality (Send & Review To Do sent to a "User") Specific Setup: A client must be enrolled in an existing episode (Client A). The data element "(20041) To Do Category" in the "User" file must be defined with one or more dictionary values in the 'Dictionary Update' form. There must be two users (User A and User B). "User A" must have access to the 'Send To Do Notification' form. Both users must have the 'My To Do's' widget on their myDay view and be logged in. Steps As "User A", access the 'Send To Do Notification' form. Select "Client A" in the 'Client' field. Select the desired value in the 'Priority' field. Select the desired value in the 'To Do Category' field. Enter the desired date in the 'Due Date' field. Enter the desired value in the 'To Do Message' field. Enter the desired value in the 'Detailed Message' field. Enter and select "User B" in the 'Select User' field. Click [Add User]. Validate the 'Send To' field contains "User B". Select the checkbox next to "User B". Select "Yes" in the 'Notify Sender When To Do Item Is Reviewed?' field. Click [File To Do]. Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate there is a 'Send To Do Notification' To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the To Do displays "To: User B, From: User A" and the action for this To Do is "Escalate To Do Item". Close the To Dos. Switch to "User B", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate there is a 'Send To Do Notification' To Do from "User A" for "Client A" in the 'Additional ToDos' field. Validate the action for this To Do is "Review To Do Item". Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Enter the desired value in the 'Notes To Sender' field. Click [Submit]. Validate the 'Additional ToDos' field does not contain a To Do for "Client A". Validate there is a To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the action for this To Do is "Escalate To Do Item". Close the To Dos. Switch to "User A" and open the 'My To Do's' widget. Validate there is a 'Review To Do Item' To Do for "Client A" in the 'Additional ToDos' field. Validate the action for this To Do is "Review To Do Item". Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate there are no To Do's left for "Client A". Switch to "User B" and open the 'My To Do's' widget. Validate there are no To Do's left for "Client A".	Topics • NX • ToDo's • Widgets
AV-94373 Summary \| Details Avatar NX - Console Widget Viewer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Provider File Attach Provider File Attach Widget Scenario 1: 'Provider File Attach' Widget - Verification of File Attachment Display in 'Console Widget Viewer' Specific Setup: The 'Enable Console Widgets/Views' registry setting must be enabled. Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form) Avatar MSO 'Provider File Attach' widget and 'Console Widget Viewer' must be assigned to a view for the logged in user. A client must be enrolled in an existing episode (Client A). Steps Access the 'Provider File Attach' form. Select "Client A" from the 'Member ID' field. Select the desired provider from the 'Provider' field. Select the desired file type from the 'File Type' field. Select "PDF" from 'Document Type' field. Click [Upload File]. Upload the desired "PDF" file and click [Store File]. Click [OK]. Select the desired file type from the 'File Type' field. Select "TIFF" from 'Document Type' field. Click [Upload File]. Upload the desired "TIFF" file and click [Store File]. Click [OK] and click [Discard]. Select "Client A" and navigate to the 'Provider File Attach' widget. Validate the uploaded files are present. Click [View] for the "PDF" file record. Validate the "PDF" file opens and displays as expected in the 'Console Widget Viewer'. Click [Print] and [Print Current]. Validate the "PDF" file opens in a new browser window. Validate the "PDF" file displays as expected in the perceptive view. Click [View] for the "TIFF" file record. Validate the "TIFF" file opens and displays as expected in the 'Console Widget Viewer'. Click [Print] and [Print All]. Validate the "PDF" & "TIFF" files open in a new browser print preview. Scroll from top to bottom and validate the "PDF" & "TIFF" files display as expected in the new browser print preview. Click [Cancel].	Topics • NX • Widgets
AV-94417 Summary \| Details Widgets - form launch Scenario 1: Validate data in Widgets enabled with "Enhanced Widget View" functionality Specific Setup: Have the following widgets created in either "Widget Definition" or "Widget Wizard" with prompt "Enhanced Widget View" set to "Yes" [WidgetA] is a widget created for a "Client" entity based form [TestForm], for example the "Admission" form [WidgetB] is a widget created for a "Staff" entity based form [TestForm], for example the "Practitioner Enrollment" form [WidgetC] is a widget created for a "Family" entity based form [TestForm], for example a "Family" entity based modeled form [WidgetD] is a widget created for a " Provider" entity based form [TestForm], for example a "Provider" entity based modeled form [WidgetE] is a widget created for any entity based form [TestForm], for example a "Staff" entity based modeled form. Have the widget configured link to launch the form, but with the "RowID" and "Episode" parameters not specified, so that the form will be expected to launch as a new entry A row of data [TestRow], has been submitted in each [TestForm] used in the prior steps Steps At the home view, select [TestClient] Navigate to [WidgetA], "Client" entity based widget Validate [WidgetA] is populated with the expected column data filed in [TestRow] Click the column with highlighted data link Validate [TestForm] is launched and contains the expected row data Navigate to [WidgetB], the "Staff" entity based widget Validate [WidgetB] is populated with the expected column data filed in [TestRow] Click the column with highlighted data link Validate [TestForm] is launched and contains the expected row data] Submit or just close the form Navigate to [WidgetC], the "Family" entity based widget Validate [WidgetC] is populated with the expected column data filed in [TestRow] Click the column with highlighted data link Validate [TestForm] is launched and contains the expected row data Submit or just close the form Navigate to [WidgetD], the "Provider" entity based widget Validate [WidgetD] is populated with the expected column data filed in [TestRow] Click the column with highlighted data link Validate [TestForm] is launched and contains the expected row data Submit or just close the form Navigate to [WidgetE], the "Provider" entity based widget Validate [WidgetE] is populated with the expected column data filed in [TestRow] Click the column with highlighted data link Validate the user is presented with the "Select" entity screen for [TestForm]. For this test the "Select Staff" prompt is presented Search and select an entity, for this example a "Staff" member, and click [OK] Validate [TestForm] is launch successfully Validate the client header section displays data for entity selected, as expected Populate the desired fields on the form Submit the form Validate the form submits successfully	Topics • Widgets
AV-94602 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 Order Code Setup Orders This Episode Scenario 1: eMAR NX - Administration Event - Follow-Up Reminder Steps Internal Testing Only	Topics • eMAR NX • Follow Up • NX
AV-94706 Summary \| Details Avatar NX - Navigating Views Scenario 1: Avatar NX - Validate lazy load behavior for widgets Specific Setup: Two clients must be enrolled in one or more existing episodes (Client A) & (Client B). Staff members must be defined (Staff A) & (Staff B). A progress note form must have the following widgets configured in 'Form Designer' (Form A): A widget that is client and episode specific (Widget A). A widget that is not client specific (Widget B). Both clients must have data filed corresponding to "Widget A". A staff based form must have following widgets configured in 'Form Designer' (Form B): A widget that is staff specific (Staff Widget A). A widget that is not staff specific (Staff Widget B). The logged in user's myDay view must be configured with the following additional widgets: Widget A Widget B Note To Self Staff Widget A Staff Widget B The logged in user must have an additional view configured with few widgets (View A). Steps On the 'myDay' view, scroll the page to the bottom and to the top. Validate that each widget on the page starts loading once it is in the view. Validate widgets which are not client and episode specific load and display data as expected. Validate widgets which are client specific load and display blank. Select "Client A" and scroll to "Widget A". Validate "Widget A" loads and displays as expected. Scroll to the 'Note To Self' widget and validate it loads and displays as expected. Scroll to "Widget B" validate it loads and displays as expected. Select an episode from the header. Validate "Widget A" loads and displays as expected. Scroll to the 'Note To Self' widget and validate it remains unchanged. Scroll to "Widget B" and validate it remains unchanged. Navigate to "View A" and scroll the page to the bottom and to the top. Validate that each widget on the page starts loading on scroll ones it is in the view. Validate widgets which are not client and episode specific load and display data as expected. Validate widgets which are client specific load and display as expected. Navigate back to the 'myDay' view. Validate the widgets load and display data as expected. Select "Client B". Validate "Widget A" loads and displays as expected. Scroll to the 'Note To Self' widget validate it remains unchanged. Scroll to "Widget B" and validate it remains unchanged. Clear the client. Select "Staff A". Validate "Staff Widget A" widget loads and displays as expected for the selected staff. Select "Staff B". Validate "Staff Widget A" widget loads and displays as expected for the newly selected staff. Uncheck selected staff. Access "Form A". Validate "Widget A" loads and display blank. Validate "Widget B" loads and displays as expected. Select "Client A" from the 'Select Client' field. Validate "Widget A" loads and displays data for the selected client. Validate "Widget B" remains unchanged. Select "Client B" from the 'Select Client' field. Validate "Widget A" loads and displays as expected for the newly selected client. Validate "Widget B" remains unchanged. Click [Discard]. Access "Form B". Validate "Staff Widget A" loads and display as expected for the selected staff. Validate "Staff Widget B" loads and displays as expected. Click [Discard].	Topics • myDay • NX • Progress Notes (Group And Individual) • Staff Member Hours and Exceptions
AV-94793 Summary \| Details 'My To Do's' widget - Documents to Sign Scenario 1: 'My To Do's' widget - Approving Documents Specific Setup: The logged in user is a staff member and has the 'My To Do's' widget on their myDay view (User A). Document routing is enabled for the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an existing episode (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Set the 'Notes Field' field to any large value to ensure the note will be more than one page. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog is displayed containing the note entered in the previous steps with the ability to scroll. Click [Accept and Route]. Validate the 'Route Document To' dialog is displayed. Select the "User A" as the 'Approver'. Click [Submit]. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed." Click [OK]. Navigate to the 'My To Do's' widget. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A". Validate hovering mouse on 'Information icon'/'Create a New Note'/'Ellipses' display the tool tips as expected. Click [Review All] for the 'Documents to Sign'. Validate the 'Documents to Review' opens with all the documents in the left-hand side. Click the 'Document Preview' icon for "Client A". Validate the To-Do for "Client A" is highlighted and displays in the 'Document Preview'. Click [Accept] and [Cancel]. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK]. Click [Review] and validate the document displays the expected data with the ability to scroll. Click [Accept] and [Sign]. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify]. Validate the To-Do is no longer displayed. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document for "Client A" displays in the document list. Click to view the document. Validate that the document displays the expected data. Close the form.	Topics • Document Routing • NX • Progress Notes
AV-94834 Summary \| Details Avatar NX - Form Bundles Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Staff Members Hours And Exceptions Scenario 1: Form Bundler - Validate undocked sequential staff form bundle Specific Setup: A sequential staff form bundle must be created (Bundle A) containing the following: The 'Practitioner Enrollment' form with a 'Action on 'Stop Entry'' of "Exit Back to Menu" The 'Staff Members Hours and Exceptions' form A practitioner must be defined (Practitioner A). Steps Access "Bundle A" undocked. Validate the pre-display for the 'Practitioner Enrollment' form displays. Enter and select "Practitioner A". Validate the form displays as expected. Click [Submit]. Validate the pre-display for the 'Staff Members Hours and Exceptions' form displays. Enter and select "Practitioner A". Validate the form displays as expected. Make the desired edits. Click [Submit]. Validate the form closes.	Topics • Form Bundles • NX