Skip to main content

Avatar NX Update 2024.01.02 Acceptance Tests

  1. Last updated
  2. Save as PDF
AV-68081 Summary | Details
OE NX - Order Entry Console - "All Episodes" selected
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry User Definition
Scenario 1: OE NX - Access to the Orders This Episode and Admission Reconciliation sections when "All Episodes" is selected with and without the 'Deactivate User For Order Entry' checkbox being checked.
Specific Setup:
  • A client with an active inpatient episode must exist. (Client A)
Steps
  1. Search for and select “Order Entry User Definition”.
  2. Search for and select "User A" from ’Select Order Entry User’ field.
  3. Check “Deactivate” in ‘Deactivate User for Order Entry’ checkbox.
  4. Select [Submit] and close the form.
  5. Log out of the application and log back in.
  6. Search for and select "Client A".
  7. Select "All Episodes" in the 'Episode' field at the top of the application.
  8. Access the Order Entry Console and validate that a message is displayed stating "Please select a client episode to continue".
  9. Select an episode in the 'Episode' field at the top of the application.
  10. Validate that a message is displayed stating "Widget disabled due to your security settings".
  11. Select 'Admission Reconciliation' tab and validate that a message is displayed stating "Widget disabled due to your security settings".
  12. Select "All Episodes" in the 'Episode' field at the top of the application.
  13. Access the Order Entry Console and validate that a message is displayed stating "Please select a client episode to continue".
  14. Select an episode in the 'Episode' field at the top of the application.
  15. Validate that a message is displayed stating "Widget disabled due to your security settings".
  16. Search for and select “Order Entry User Definition”.
  17. Search for and select "User A" from ’Select Order Entry User’ field.
  18. Uncheck “Deactivate” in ‘Deactivate User for Order Entry’ checkbox.
  19. Select [Submit] and close the form.
  20. Log out of the application and log back in.
  21. Search for and select "Client A".
  22. Select "All Episodes" in the 'Episode' field at the top of the application.
  23. Access the Order Entry Console and validate that a message is displayed stating "Please select a client episode to continue".
  24. Select an episode in the 'Episode' field at the top of the application.
  25. Validate the 'Order Entry Console (Orders This Episode section)' is displayed with no warning.
  26. Select "All Episodes" in the 'Episode' field at the top of the application.
  27. Select 'Admission Reconciliation' tab and validate that a message is displayed stating "Please select a client episode to continue".
  28. Select an episode in the 'Episode' field at the top of the application.
  29. Validate the 'Order Entry Console (Admission Reconciliation section)' is displayed with no warning.
Topics
• NX • Order Entry Console
AV-72285 Summary | Details
OE NX - Order Entry Console - Advanced Directive orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Validating that ‘Reason Text’ is displayed when applicable
Specific Setup:
  • A client must have an inpatient episode (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • An advanced directive type order code must exist. (Do Not Resuscitate).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Do Not Resuscitate" in the 'New Order' field.
  3. Validate that the 'Start Date' field contains the current date.
  4. Validate that the 'Start Time' field contains the current time.
  5. Validate the 'Reason’ and ‘Reason Text’ fields are not displayed.
  6. Click [Add to Scratchpad] and [Sign].
  7. Validate that the 'Order grid' contains a new “Do Not Resuscitate” order.
  8. Search for and select any pharmacy-type order from the 'New Order' field.
  9. Validate the ‘Reason’ and ‘Reason Text’ fields are displayed.
  10. Populate all required fields and click [Add to Scratchpad] and [Sign].
  11. Validate both orders created are displayed in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-78380 Summary | Details
OE NX - Orders This Episode - NCPDP
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order this Episode
Scenario 1: OE NX - Orders This Episode - Enable NCPDP Billing set to "Y" - ensure the appropriate fields are displayed
Specific Setup:
  • The 'Avatar PM->Billing->Electronic Billing->NCPDP->->Enable NCPDP Billing' registry setting must be set to "Y".
  • Please log out and log back into the application after completing the above configuration.
  • 2 Clients must be configured (Client A, Client B).
  • 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 client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client B)
  • Client B must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select any pharmacy-type order in the 'New Order' field.
  3. Populate the required fields and validate the 'Dispense Qty Unit' field is not displayed.
  4. Click [Add to Scratchpad] and [Sign].
  5. Select “Client B” and access the Order Entry Console.
  6. Search for and select any pharmacy-type order in the 'New Order' field.
  7. Populate the required fields and validate the 'Dispense Qty Unit' field is displayed.
  8. Click [Add to Scratchpad], [Final Review], and [Sign].
  9. Access the 'Registry Settings' form.
  10. Set the registry setting 'Avatar PM->Billing->Electronic Billing->NCPDP->->Enable NCPDP Billing' to "N" and click [Submit].
  11. Please log out of the application and log back in.
  12. Select “Client A” and access the Order Entry Console.
  13. Search for and select any pharmacy-type order in the 'New Order' field.
  14. Populate the required fields and validate the 'Dispense Qty Unit' field is not displayed.
  15. Click [Add to Scratchpad] and [Sign].
  16. Select “Client B” and access the Order Entry Console.
  17. Search for and select any pharmacy-type order in the 'New Order' field.
  18. Populate the required fields and validate the 'Dispense Qty Unit' field is displayed.
  19. Click [Add to Scratchpad], [Final Review], and [Sign].
Topics
• NX • Order Entry Console
AV-81986 Summary | Details
OE NX - Order Entry Console - Refills on Schedule II Medication
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Remove Completed Medication Reconciliation
Scenario 1: OE NX - Order Entry Console - Ensure 'Refills' contains "0" for Schedule II medications
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any Schedule II medication in the 'New Order' field.
  3. Validate the 'Refills' field contains "0" by default.
  4. Populate all required field and click [Add to Scratchpad] and [Final Review].
  5. Validate an ‘Interactions’ dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the ‘Final Review’ dialog is displayed.
  8. Select “None” in the ‘Output’ field and click [Sign].
  9. Validate the 'Order grid' contains an order for the Schedule II medication created.
  10. Select the ‘Home Medications’ tab.
  11. Search for and select a Schedule II medication.
  12. Validate the 'Refills' field contains "0" by default.
  13. Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
  14. Validate the ‘Order grid’ contains a prescription for the Schedule II medication selected.
  15. Check the ‘Medication history reviewed and completed for Episode #1’ checkbox.
  16. Select the ‘Admission Reconciliation’ tab.
  17. Select the order in the ‘Home Medications (Pre-Admission)’ order grid and click [Add to Scratchpad].
  18. Select the order with an ‘Action’ of “ADD”.
  19. Validate the 'Refills' field contains "0" by default.
  20. Populate all required fields and click [Update Order].
  21. Click [Reconcile & Review].
  22. Validate the ‘Interactions’ dialog is displayed.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the ‘Final Review’ dialog is displayed.
  25. Select “None” in the ‘Output’ field and click [Sign].
  26. Validate the ‘Admission Reconciliation’ tab is in view-only mode.
  27. Select the ‘Discharge Reconciliation’ tab
  28. Select the first order in the ‘Inpatient Medications’ order grid and click [Add to Scratchpad As Rx].
  29. Select the order with an ‘Action’ of “ADD” in the ‘Home Medications Scratchpad (Post-Discharge)’.
  30. Validate the 'Refills' field contains "0" by default.
  31. Populate all required fields and click [Update Order].
  32. Select the second order in the ‘Inpatient Medications’ order grid and click [Add to Scratchpad No Rx].
  33. Select the first order in the ‘Home Medications Scratchpad (Post-Discharge)’ that does not have a value in the ‘Action’ field and click [Continue].
  34. Click [Continue].
  35. Set the ‘Inhouse Pharmacy – Dispense Days Supply’ field to “7” and click [Review and Sign].
  36. Validate the ‘Final Review’ dialog is displayed.
  37. Select “None” in the ‘Output’ field and click [Sign].
  38. Validate the ‘Discharge Reconciliation’ tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-82828 Summary | Details
Avatar NX - Quick Actions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Quick Actions Page
Scenario 1: Avatar NX - Tablets - 'Allergies / Hypersensitivities' quick action
Specific Setup:
  • A client must be enrolled in an existing episode "Client A".
  • The logged in user must have a device size 10.2 or larger for testing.
  • The 'Quick Actions' widget must be added to the 'Client Dashboard'.
  • The 'Allergies / Hypersensitivities' quick action must assigned using the 'NX View Definition' form.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Validate the 'Client Dashboard' displays as expected.
  3. Navigate to the 'Quick Actions' widget.
  4. Click [Allergies / Hypersensitivities - Add].
  5. Validate the 'Allergies / Hypersensitivities' dialog displays as expected.
  6. Enter any desired value in the 'Allergen/Reactant' field.
  7. Validate the search results display as expected.
  8. Select the desired value from the search results.
  9. Select the desired date from the 'Date Recognized' field.
  10. Select the desired value from the 'Status' field.
  11. Select the desired value from the 'Reactions' field.
  12. Select the desired value from the 'Reaction Severity' field.
  13. Click [Save].
  14. Validate the 'Allergies / Hypersensitivities' quick action updates as expected.
  15. Click [Close].
Topics
• Allergies and Hypersensitivities • NX • Quick Actions
AV-83757 Summary | Details
OE NX - Order Entry Console - Diagnosis Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Orders This Episode
  • Registry Settings (CWS)
  • Remove Completed Medication Reconciliation
Scenario 1: OE NX - Discharge Med Reconciliation - Diagnosis
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Req. Dx for Controlled Substance Rx in the OE Console (Home Meds/Disch Med Rec)' registry setting must be set to "II&III"
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Medication Reconciliation' tab.
  3. Search for and select a Schedule II medication in the 'New Order' field.
  4. Set the 'Diagnosis' field to "ANXIETY" and click on [Search].
  5. Validate the 'Diagnosis' results are displayed and select any value.
  6. Create 2 orders: one for a Schedule III, and one for a Schedule IV medication.
  7. Validate the 'Diagnosis' field is required for both the Schedule II and Schedule III medications.
  8. Validate the 'Diagnosis' field is not required for the Schedule IV medication.
Scenario 2: OE NX - Orders This Episode and Admission Reconciliation – Searching for a diagnosis when the 'Remove References to ICD-9/DSM-IV Codesets' registry setting set to “1” or "2".
Specific Setup:
  • The 'Avatar PM->Client Information->Diagnosis->->->Remove References to ICD-9/DSM-IV Codesets' registry setting must be set "1".
  • Please log out of and back into the application after this configuration has been done
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Populate all required fields.
  4. Set the 'Diagnosis' field to "ANXIETY" and click [Search].
  5. Validate the 'Diagnosis' dialog is displayed and contains values.
  6. Select any value and click [Add to Scratchpad] and [Final Review].
  7. Validate the ‘Interactions’ dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Final Review' dialog is displayed.
  10. Select "None" in the 'Output' field and click [Sign].
  11. Validate the 'Order grid' contains a new order.
  12. Click the 'Home Medications' tab.
  13. Check the 'No Known Medications' checkbox.
  14. Check the 'Medication history reviewed and completed for Episode #1' checkbox
  15. Click the 'Admission Reconciliation' tab.
  16. Search for and select any pharmacy-type order code in the 'New Order' field.
  17. Populate all required fields.
  18. Set the 'Diagnosis' field to "ANXIETY" and click [Search].
  19. Validate the 'Diagnosis' dialog is displayed and contains values.
  20. Select any value and click [Add to Scratchpad] and [Final Review].
  21. Validate the ‘Interactions’ dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Final Review' dialog is displayed.
  24. Select "None" in the 'Output' field and click [Sign].
  25. Validate the 'Admission Reconciliation' tab is in view-only mode.
Scenario 3: OE NX - Home Medications - Diagnosis search
Specific Setup:
  • The 'Avatar PM->Client Information->Diagnosis->->->Remove References to ICD-9/DSM-IV Codesets' registry setting must be set "1".
  • Please log out of and back into the application after this configuration has been done
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'No Known Medications' checkbox.
  4. Uncheck the 'Medication history reviewed and completed for Episode #1' checkbox
  5. Uncheck the 'Client Reported' checkbox.
  6. Search for and select any medication in the 'New Order' field.
  7. Populate all required fields and set the 'Diagnosis' field to "ANXIETY".
  8. Click on [Search] and validate the 'Diagnosis' dialog is displayed and contains values.
  9. Select any value and click [Add to Scratchpad] and [Final Review].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field for the order and click [Sign].
  12. Validate the 'Order grid' contains a new order.
  13. Select the order in 'order detail - Row 1' cell and click [Modify].
  14. Select "C 21 hydroxylase deficiency" in the 'Diagnosis Search' field.
  15. Click [Add to Scratchpad] and [Final Review].
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field for the order and click [Sign].
  18. Validate the 'Order grid' contains a new order.
Topics
• Home Medications • NX • Order Entry Console
AV-85375 Summary | Details
OE NX - Orders This Episode/Admission Reconciliation - First Dose/Start Time Validation - One-Time-Only
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: For testing purposes the current time is after "08:00 AM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate 'Skip First Dose' [Yes] is disabled.
  5. Validate the 'First Dose Date' field contains tomorrow's date.
  6. Validate the 'First Dose Time' field contains "08:00 AM".
  7. Validate the 'Start Date' field contains tomorrow's date.
  8. Validate the 'Start Time' field contains "08:00 AM".
  9. Click 'Give Initial Dose Now' [Yes].
  10. Validate the 'First Dose Date' field contains the current date.
  11. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour.
  12. Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
  13. Validate that 'Give Initial Dose Now' [Yes] is not selected.
  14. Click 'Give Initial Dose Now' [Yes].
  15. Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
  16. Validate the order displays in the 'Order grid'.
Scenario 2: OE NX - Order Group - First Dose/Start Time Validation - One-Time-Only
Specific Setup:
  • 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' = "No".
  • 'Hours of Administration' = "08:00 AM".
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "No".
  • 'Times/24 Hours' = "2".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Hours of Administration' = "09:00 AM", "09:00 PM".
  • 2 pharmacy-type order codes must exist. (Order Code A) (Order Code B)
  • An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
  • "Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked.
  • "Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and that "Order Code A" and "Order Code B" are selected by default.
  4. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
  5. For "Order Code A":
  6. Set the 'Dose' field to "1".
  7. Set the 'Dose Unit' field to "Tablet".
  8. Validate the 'First Dose Date' field is equal to "Tomorrow's date".
  9. Validate The 'First Dose Time' field is equal to "08:00 AM".
  10. Set the 'Start Time' Field to "12:00 PM".
  11. Change the 'First Dose Time' field as "1155" and press Tab.
  12. Validate an "Administration times must be on the hour or half-hour" message is displayed and click [OK].
  13. Uncheck the 2nd checkbox to deselect "Order Code B".
  14. Validate the 'First Dose Time' field is still "12:00 PM" for the "Order Code A".
  15. Click [Add to Scratchpad] and then select "Order Code A".
  16. For "Order Code A":
  17. Validate the 'Dose' field is equal "1".
  18. Validate the 'Dose Unit' field is equal to "Tablet".
  19. Validate the 'First Dose Date' field is equal to "Tomorrow's date".
  20. Validate The 'First Dose Time' field is equal to "12:00 PM".
  21. Validate the 'Start Date' field is disabled and equal to the 'First Dose Date' field.
  22. Validate the 'Start Time' field is disabled and equal to the 'First Dose Time' field.
  23. Click [Sign].
  24. Navigate to the 'eMAR' tab and then set the 'Administration Date' field to "T+1".
  25. Validate an order for "Prilosec" is shown in the 'Order grid' with an administration time of "1200" under tomorrow's date.
Scenario 3: OE NX - Admission Reconcilliation - First Dose/Start Time Validation - One-Time-Only
Specific Setup:
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Admission Reconciliation' tab.
  3. Search for and select any pharmacy-type order code.
  4. Populate the required fields selecting "One Time Only" from the 'Frequency' field.
  5. Validate the 'First Dose Date' field contains current date.
  6. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour/hour.
  7. Change the 'First Dose Time' field as "12:15 PM" and press Tab.
  8. Validate an "Administration times must be on the hour or half-hour" message is displayed and click [OK].
  9. Validate the 'First Dose Time' field contains "12:30 PM".
  10. Click [Add to Scratchpad] and [Reconcile & Review].
  11. Validate the ‘Interactions’ dialog is displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "None" in the 'Output' field and click [Sign].
  15. Validate the 'Admission Reconciliation' tab is view-only mode.
Topics
• NX • Order Entry Console
AV-87017 Summary | Details
OE NX - Order Entry Console - Diagnosis search results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Remove Completed Medication Reconciliation
Scenario 1: OE NX - Orders This Episode and Admission Reconciliation – Searching for a diagnosis when the 'Remove References to ICD-9/DSM-IV Codesets' registry setting set to “1” or "2".
Specific Setup:
  • The 'Avatar PM->Client Information->Diagnosis->->->Remove References to ICD-9/DSM-IV Codesets' registry setting must be set "1".
  • Please log out of and back into the application after this configuration has been done
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Populate all required fields.
  4. Set the 'Diagnosis' field to "ANXIETY" and click [Search].
  5. Validate the 'Diagnosis' dialog is displayed and contains values.
  6. Select any value and click [Add to Scratchpad] and [Final Review].
  7. Validate the ‘Interactions’ dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Final Review' dialog is displayed.
  10. Select "None" in the 'Output' field and click [Sign].
  11. Validate the 'Order grid' contains a new order.
  12. Click the 'Home Medications' tab.
  13. Check the 'No Known Medications' checkbox.
  14. Check the 'Medication history reviewed and completed for Episode #1' checkbox
  15. Click the 'Admission Reconciliation' tab.
  16. Search for and select any pharmacy-type order code in the 'New Order' field.
  17. Populate all required fields.
  18. Set the 'Diagnosis' field to "ANXIETY" and click [Search].
  19. Validate the 'Diagnosis' dialog is displayed and contains values.
  20. Select any value and click [Add to Scratchpad] and [Final Review].
  21. Validate the ‘Interactions’ dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Final Review' dialog is displayed.
  24. Select "None" in the 'Output' field and click [Sign].
  25. Validate the 'Admission Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Home Medications - Diagnosis search
Specific Setup:
  • The 'Avatar PM->Client Information->Diagnosis->->->Remove References to ICD-9/DSM-IV Codesets' registry setting must be set "1".
  • Please log out of and back into the application after this configuration has been done
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'No Known Medications' checkbox.
  4. Uncheck the 'Medication history reviewed and completed for Episode #1' checkbox
  5. Uncheck the 'Client Reported' checkbox.
  6. Search for and select any medication in the 'New Order' field.
  7. Populate all required fields and set the 'Diagnosis' field to "ANXIETY".
  8. Click on [Search] and validate the 'Diagnosis' dialog is displayed and contains values.
  9. Select any value and click [Add to Scratchpad] and [Final Review].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field for the order and click [Sign].
  12. Validate the 'Order grid' contains a new order.
  13. Select the order in 'order detail - Row 1' cell and click [Modify].
  14. Select "C 21 hydroxylase deficiency" in the 'Diagnosis Search' field.
  15. Click [Add to Scratchpad] and [Final Review].
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field for the order and click [Sign].
  18. Validate the 'Order grid' contains a new order.
Topics
• NX • Order Entry Console
AV-90047 Summary | Details
Avatar NX - Checklist Boxes
Scenario 1: 'Update Client Data' form - Verification of 'Client Demographics' form fields
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Client Demographics - Additional Fields' registry setting must be set to "10&7".
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Validate the 'Other Race(s)' field is present on the form.
  3. Select any 2 desired values from the 'Other Race(s)' field.
  4. Click the "Clear All" link.
  5. Validate the previously selected values no longer display as selected in the 'Other Race(s)' field.
  6. Click [Submit].
  7. Select "Client A" and access the 'Update Client Data' form.
  8. Validate the 'Other Race(s)' field displays as expected.
  9. Close the form.
  10. Access Crystal Reports or other SQL reporting tool.
  11. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  12. Navigate to the row for "Client A".
  13. Validate the 'other_race_value_long' field is present and displays blank.
  14. Validate the 'other_race_value_short' field is present and displays blank.
  15. Close the report.
  16. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  17. Navigate to the row for "Client A".
  18. Validate the 'other_race_value_long' field is present and displays blank.
  19. Validate the 'other_race_value_short' field is present and displays blank.
  20. Close the report.
Topics
• myAvatar NX Only • NX • Update Client Data
AV-90433 Summary | Details
Treatment Plan - Plan View
Scenario 1: Treatment Plan (Tree view) - Problems, Goals, Objectives, Interventions validations
Specific Setup:
  • Have a client enrolled in an active episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Populate all required fields.
  3. Click [Launch Plan].
  4. Click [Add New Problem].
  5. Select any value in the 'Problem Code' field.
  6. Select “Active” in the ‘Status (Problem List)’ field.
  7. Enter the desired value in the 'Problem' field.
  8. Select "Monitoring" in the 'Status' field.
  9. Click the "X" button in the 'Status' field.
  10. Validate "Select a value" displays in the 'Status' field.
  11. Select "Active" in the 'Status' field.
  12. Enter the desired date in the 'Date Of Onset' field.
  13. Validate clicking in the whitespace next to the date field does not update the date.
  14. Use the arrows to update the date in the 'Date Of Onset' field and validate the date updates accordingly.
  15. Enter the desired date in the 'Date Opened' field.
  16. Validate clicking in the whitespace next to the date field does not update the date.
  17. Use the arrows to update the date in the 'Date Opened' field and validate the date updates accordingly.
  18. Enter the desired date in the 'Date Due' field.
  19. Validate clicking in the whitespace next to the date field does not update the date.
  20. Use the arrows to update the date in the 'Date Due' field and validate the date updates accordingly.
  21. Enter the desired date in the 'Date Closed' field.
  22. Validate clicking in the whitespace next to the date field does not update the date.
  23. Use the arrows to update the date in the 'Date Closed' field and validate the date updates accordingly.
  24. Click [Add New goal].
  25. Populate all mandatory fields and repeat steps 3e-3t.
  26. Click [Add New Objective].
  27. Populate all mandatory fields and repeat steps 3e-3t.
  28. Click [Add New Intervention].
  29. Populate all mandatory fields and repeat steps 3e-3t.
  30. Select "Yes" in the 'Is this an education?' field.
  31. Press the "F5" key from the keyboard. Please note: some laptops may require "Fn" + "F5"
  32. Validate "Yes" is no longer selected.
  33. Select "No" in the 'Is this an education?' field.
  34. Press the "F5" key from the keyboard.
  35. Validate "No" is no longer selected.
  36. Select "Yes" in the 'Is this an education?' field.
  37. Click the [Return to Plan].
  38. Select "Final" in the 'Draft/Final' field.
  39. Click [Submit].
  40. Select "Client A" and access the 'Treatment Plan' form.
  41. Select the treatment plan filed in the previous steps and click [Edit].
  42. Validate all previously filed data is displayed.
  43. Close the form.
Topics
• NX • Treatment Plan
AV-90449 Summary | Details
Cross Episode Financial Eligibility - Guarantor Order
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Cross Episode Financial Eligibility
Scenario 1: 'Cross Episode Financial Eligibility' - Form Verification
Specific Setup:
  • Client record eligible for Cross Episode Financial Eligibility entry.
Steps
  1. Open 'Cross Episode Financial Eligibility' form.
  2. Select client for Cross Episode Financial Eligibility view/entry/update.
  3. Navigate to the 'Guarantor Selection' section of the 'Cross Episode Financial Eligibility' form.
  4. Click 'Add New Item' to add/enter new Guarantor information (or select the existing Guarantor information row and click the 'Edit Selected Item' button to view/update).
  5. Enter/select the 'Guarantor #' value.
  6. Enter/select values for all other 'Cross Episode Financial Eligibility' form fields as required/desired.
  7. Navigate to the 'Cross Episode Financial Eligibility' main/first form section; select Guarantor order for entry.
  8. Click 'Submit'.
  9. Re-open the 'Cross Episode Financial Eligibility' form for the same/previously filed client.
  10. Validate that the previously submitted values are shown in the respective fields.
  11. Navigate to the 'Guarantor Selection' section of the 'Cross Episode Financial Eligibility' form.
  12. Click 'Add New Item'.
  13. Enter/select the 'Guarantor #' value.
  14. Enter/select values for all other 'Cross Episode Financial Eligibility' form fields as required/desired.
  15. Navigate to the 'Cross Episode Financial Eligibility' main/first form section.
  16. Validate that the "Guarantor Order" fields display and the previous guarantor order that was configured are now cleared.
  17. Select the 'myDay' view.
  18. Open 'Cross Episode Financial Eligibility' form.
  19. Validate that the "Guarantor Order" fields are still cleared appropriately and not displaying the values that were configured previously.
  20. Select Guarantors from the Guarantor order fields.
  21. Click 'Submit'.
  22. Re-open the 'Cross Episode Financial Eligibility' form for the same/previously filed client.
  23. Validate that the previous values saved are shown in the respective fields.
  24. Select the 'myDay' view.
  25. Validate that we navigated successfully to the "myDay" view.
  26. Open 'Cross Episode Financial Eligibility' form.
  27. Validate that the "Guarantor Order" dropdown fields are still displayed appropriately with the correct values.
  28. Click 'Discard'.
Topics
• Financial Eligibility
AV-90616 Summary | Details
Avatar NX - Form Bundler
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Bundler (PM)
Scenario 1: Avatar NX - Form Bundler
Specific Setup:
  • An existing form bundle must be defined (Bundle A).
Steps
  1. Access the 'Form Bundler' form.
  2. Validate a 'Form Bundler' dialog stating: "Edit Existing Form Bundle or Create New Form Bundle"
  3. Click [Edit Existing].
  4. Select "Bundle A" from the 'Existing Form Bundles' field.
  5. Click [OK].
  6. Validate the 'Form Bundle Description' and 'Type of Bundle' fields are the only fields that display.
  7. Close the form.
Topics
• Form Bundles • NX
AV-90619 Summary | Details
Avatar NX - User Modeled Forms
Scenario 1: User modeled form - validate fields when changing browser zoom level
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A modeled form (Form A) is defined with the following fields:
  • A label containing over 500 characters (Label A).
  • A single response locked dictionary field (Field A).
  • A Draft/Final field.
Steps
  1. Select "Client A" and access "Form A".
  2. Scroll through the form and validate the fields display as expected.
  3. Increase the browser zoom to 150%.
  4. Scroll through the form and validate "Field A" does not overlap "Label A".
  5. Select the desired value for "Field A".
  6. Increase the browser zoom to 200%.
  7. Scroll through the form and validate "Field A" does not overlap "Label A".
  8. Select the desired value for "Field A".
  9. Decrease the browser zoom to 80%.
  10. Scroll through the form and validate "Field A" does not overlap "Label A".
  11. Select the desired value for "Field A".
  12. Select "Draft" in the "Draft/Final" field.
  13. Click [Submit].
  14. Select "Client A" and access "Form A".
  15. Select the entry from the previous steps and click [Edit].
  16. Validate the data displays as expected.
  17. Close the form.
Topics
• Modeling • NX
AV-90688 Summary | Details
Avatar NX - Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Widget Definition (PM)
Scenario 1: 'Client Appointments' widget - validate switching between clients
Specific Setup:
  • There must be a user defined widget configured for past, present and future appointments that is marked as an enhanced widget view on the myDay view ('Client Appointments' widget).
  • An additional view must be configured (View A).
  • There must be two clients with past, present and future appointments defined (Client A and Client B).
Steps
  1. Login as "User A".
  2. Observe the 'Client Appointments' widget is an enhanced widget view.
  3. Select "Client A".
  4. Validate the 'Client Appointments' widget loads and displays as expected.
  5. Filter by the desired column.
  6. Navigate to "View A" and back to the myDay view.
  7. Validate the 'Client Appointments' widget loads and displays filtered as expected.
  8. Select "Client B".
  9. Validate the filter from step 4 is cleared and the widget displays as expected.
Topics
• NX • Widgets
AV-91078 Summary | Details
Avatar NX - Current Database Locks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Current Database Locks
  • Diagnosis
  • Scheduling Calendar
Scenario 1: Scheduling Calendar - Current Database Locks
Specific Setup:
  • Two clients must be enrolled in an existing episode and have an appointment scheduled (Client A and Client B).
  • A service code must be defined (Service Code A).
  • The user must have two browsers open:
  • A browser to test Avatar NX (Browser A).
  • Another browser to follow test steps.
Steps
  1. Access the 'Current Database Locks' form undocked.
  2. Validate no locks display.
  3. Access the 'Scheduling Calendar' form.
  4. Validate the calendar displays the appointment for "Client A".
  5. Right click on the appointment and select "Check In".
  6. Validate the 'Check In' form displays as expected.
  7. Switch to the undocked 'Current Database Locks' form.
  8. Click [Update Display].
  9. Validate a lock displays for "Client A".
  10. Switch to the 'Check In' form.
  11. Click [Discard].
  12. Switch to the undocked 'Current Database Locks' form.
  13. Click [Update Display].
  14. Validate the lock no longer displays.
  15. Switch to the 'Scheduling Calendar' form.
  16. Validate the calendar displays the appointment for "Client A".
  17. Right click on the appointment and select "Check In".
  18. Validate the 'Check In' form displays as expected.
  19. Switch to the undocked 'Current Database Locks' form.
  20. Click [Update Display].
  21. Validate a lock displays for "Client A".
  22. Switch to the 'Check In' form.
  23. Close the browser tab.
  24. Switch to the undocked 'Current Database Locks' form.
  25. Click [Update Display].
  26. Validate the lock no longer displays.
  27. Switch to the 'Scheduling Calendar' form.
  28. Validate the calendar displays the appointment for "Client A".
  29. Right click on the appointment and select "Details/Edit".
  30. Validate the 'Appointment Details' form displays as expected.
  31. Enter and select "Service Code A" in the 'Service Code' field.
  32. Switch to the undocked 'Current Database Locks' form.
  33. Click [Update Display].
  34. Validate a lock displays for "Client A".
  35. Switch to the 'Scheduling Calendar' form.
  36. Click [Dismiss].
  37. Validate the Scheduling Calendar and 'Appointment Details' form close.
  38. Switch to the undocked 'Current Database Locks' form.
  39. Click [Update Display].
  40. Validate the lock no longer displays.
  41. Access the 'Scheduling Calendar' form.
  42. Validate the calendar displays the appointment for "Client A".
  43. Right click on the appointment and select "Check In".
  44. Validate the 'Check In' form displays as expected.
  45. Right click the icon for "Browser A" and select "Close window".
  46. Validate all windows close.
  47. Open a new NX instance using the same browser and login.
  48. Access the 'Current Database Locks' form undocked.
  49. Validate the lock from "Client A" is still present.
  50. Access the 'Scheduling Calendar' form.
  51. Validate the calendar displays the appointment for "Client B".
  52. Right click on the appointment and select "Check In".
  53. Validate the 'Check In' form displays as expected.
  54. Switch to the undocked 'Current Database Locks' form.
  55. Click [Update Display].
  56. Validate a lock displays for "Client A" and "Client B".
  57. Access the Task Manager, and end the task for "Browser A".
  58. Validate all windows close.
  59. Open a new NX instance using the same browser and login.
  60. Access the 'Current Database Locks' form.
  61. Set a timer for 10 minutes.
  62. Click [Update Display].
  63. Validate both locks are cleared after this time.
  64. Close the form.
Scenario 2: Avatar NX - Validate locks when closing the browser
Specific Setup:
  • The logged in user must have two browser sessions open for testing (Session A and Session B)
  • "Session A" must be logged in to the 'Current Database Locks' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual) form'.
  2. Validate the form opens as expected.
  3. Populate any desired fields.
  4. Switch to "Session A" and click [Update Display].
  5. Validate the lock is present.
  6. Switch back to the main session.
  7. Click the "X" to close the browser.
  8. Validate a browser confirmation dialog appears.
  9. Click [Cancel].
  10. Validate the browser remains open and the session is still active.
  11. Click the "X" to close the browser.
  12. Validate a browser confirmation dialog appears.
  13. Click [Leave].
  14. Validate the browser closes as expected.
  15. Switch to "Session A" and click [Update Display].
  16. Validate the lock is cleared.
  17. Login to NX.
  18. Select "Client A" and access the 'Diagnosis' form.
  19. Select the desired episode and click [OK].
  20. Switch to "Session A" and click [Update Display].
  21. Validate the lock is present.
  22. Switch back to the main session.
  23. Click the "X" to close the browser.
  24. Validate a browser confirmation dialog appears.
  25. Click [Cancel].
  26. Validate the browser and the 'Diagnosis' form remains open as expected.
  27. Select a record and click [Edit].
  28. Click the "X" to close the browser.
  29. Validate a browser confirmation dialog appears as expected.
  30. Click [Leave].
  31. Validate the browser closes as expected.
  32. Switch to "Session A" and click [Update Display].
  33. Validate the lock is cleared.
Topics
• Diagnosis • NX • Progress Notes (Group And Individual) • RADplus Utilities • Scheduling Calendar • Treatment Plan
AV-91171 Summary | Details
OE NX - Orders This Episode - Renew - Validate the 'Current Stop Date/Time' are displayed.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Renew - Validate Current Stop Date
Specific Setup:
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field (Order A).
  3. Set the 'Duration' field to "3 Days" and populate the remaining required fields.
  4. Click [Add to Scratchpad] and [Final Review].
  5. Validate the ‘Interactions’ dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the 'Final Review' dialog is displayed.
  8. Select "None" in the 'Output' field and click [Sign].
  9. Validate the 'Order grid' contains a new order.
  10. Select the order and click [Renew].
  11. Validate the 'Effective Renew Date' is enabled and contains the current date.
  12. Validate the 'Effective Renew Time' is enabled and contains the current time.
  13. Set the 'Renew' field to "2" and validate [Days] remains selected.
  14. Validate that the 'Current Stop Date' field is required and contains the order's original 'Stop Date', which is three days in the future of the current date.
  15. Validate that the 'New Stop Date' field is required and contains a date that is two days in the future of the current date.
  16. Click [Add to Scratchpad].
  17. Validate the order appears in the ‘Scratchpad’ with a ‘Start Date’ of the current date and a ‘Stop Date’ that contains the original orders ‘Stop Date’, which is three days in the future of the current date.
  18. Select the order in the 'Scratchpad'.
  19. Validate the 'Current Stop Date' field is required and contains the 'Stop Date' of the original order, which is three days in the future of the current date.
  20. Validate that the 'New Stop Date' field is required and contains a date that is two days in the future of the current date.
  21. Click [Update order] and [Sign].
  22. Validate the ‘Interactions’ dialog is displayed.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the 'Order grid' contains the order with a 'Stop Date' that is two days in the future of the current date.
Topics
• NX • Order Entry Console
AV-91288 Summary | Details
Avatar NX - Time Fields
Scenario 1: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A practitioner must be defined (Practitioner A).
  • The 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting must be set to "Y".
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired value in the 'Date of Diagnosis' field.
  5. Enter "AA:BB" in the 'Time of Diagnosis' field.
  6. Press the "Tab" key on 'Time of Diagnosis' field.
  7. Validate the 'Time of Diagnosis' field displays a validation stating: "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)"
  8. Enter "12:45" in the 'Time of Diagnosis' field.
  9. Press the "Tab" key on 'Time of Diagnosis' field.
  10. Validate the 'Time of Diagnosis' field displays a validation stating: "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)"
  11. Enter "11:15 A" in the 'Time of Diagnosis' field.
  12. Press the "Tab" key on 'Time of Diagnosis' field.
  13. Validate the 'Time of Diagnosis' field updates and displays the time in the expected format.
  14. Click [New Row].
  15. Validate a new row display.
  16. Validate the Tooltip works for the Bill Order column values.
  17. Enter and select the desired value in the 'Diagnosis Search' field.
  18. Select "Practitioner A" in the 'Diagnosing Practitioner' field.
  19. Populate any desired and required fields.
  20. Validate "Yes" is selected in the 'Add to Problem List' field.
  21. Validate the Tooltip works for the Bill Order column values.
  22. Submit the form.
  23. Click [Yes] and open the previously filled diagnosis.
  24. Enter any invalid data in the 'Time of Diagnosis' field.
  25. Press the "Tab" key on 'Time of Diagnosis' field.
  26. Validate the 'Time of Diagnosis' field resets to previously set time and displays a validation stating: "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)"
  27. Click [Submit] and click [No].
  28. Select "Client A" and access the 'Problem List' form.
  29. Click [Enter Problems].
  30. Validate the new active diagnosis is included and the IMO code does not display.
  31. Click [View - DSM/IDC Code].
  32. Validate a dialog that opens with the DSM/IDC code data for the problem.
  33. Close out of the dialog.
  34. Click [View - System Notes].
  35. Validate the dialog displays the user information for the problem.
  36. Close out of the dialog.
  37. Click [Close/Cancel].
  38. Close the form.
Topics
• Diagnosis • NX
AV-92114 Summary | Details
OE NX - Order Entry Console - Ordering Practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Change the label from 'Ordering Physician' to 'Ordering Practitioner' (to match below the Scratchpad) in Orders This Episode and Home Medication in the list of order table
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console
  2. Validate that the 'Order grid' contains an 'Ordering Practitioner' column.
  3. Search for and select a pharmacy-type order code.
  4. Populate all required fields and click [Add to Scratchpad].
  5. Validate the 'Ordering Practitioner' field under the 'Scratchpad' contains the staff member associated with the user who is logged into the application.
  6. Click [Sign].
  7. Validate an 'Interactions' dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Order grid' contains a new order with the 'Ordering Practitioner' column populated with the staff member associated with the user who is logged into the application.
  10. Select the 'Home Medication' tab and validate that the 'Order grid' contains an 'Ordering Practitioner' column.
  11. Validate there is an 'Ordering Practitioner' field under the 'Scratchpad'.
  12. Select the 'Discharge Reconciliation' tab.
  13. Hover over the order in the 'Inpatient Medications' order grid and validate it contains 'Ordering Practitioner'.
Topics
• NX • Order Entry Console
AV-93124 Summary | Details
Avatar NX - Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
Scenario 1: Diagnosis - Void Diagnosis
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A practitioner must be defined (Practitioner A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select 'Admission' in the 'Type of Diagnosis' field.
  4. Enter any value in the 'Time of Diagnosis' field.
  5. Click [New Row].
  6. Enter any value in the 'Diagnosis Search' field.
  7. Select "Practitioner A" in the 'Diagnosing Practitioner' field.
  8. Click [New Row].
  9. Enter any value in the 'Diagnosis Search' field.
  10. Select "Primary" in the 'Ranking' field.
  11. Validate a dialog stating: "'Primary' Ranking is already defined for row:1."
  12. Click [OK].
  13. Select "Secondary" in the 'Ranking' field.
  14. Click [New Row].
  15. Enter any value in the 'Diagnosis Search' field.
  16. Select "Tertiary" in the 'Ranking' field.
  17. Click [Submit].
  18. Validate a dialog stating: "Do you want to return to the Pre-Display?".
  19. Click [No].
  20. Select "Client A" and access the 'Diagnosis' form.
  21. Select the entry from the previous steps and click [Edit].
  22. Validate the data is displayed as expected in the 'Diagnosis' grid.
  23. Validate the 'Bill Order' column displays the entries in the correct sequence in the 'Diagnosis' grid.
  24. Select the 'Primary' record from the 'Diagnosis' grid.
  25. Select "Void" from the 'Status' field.
  26. Validate the row selected updates the 'Status' column to "Void".
  27. Validate the record with 'Secondary' status is updated with 'Primary' status.
  28. Click [Submit].
Scenario 2: Diagnosis - Validate sorting functionality
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add].
  3. Select 'Update' in the 'Type of Diagnosis' field.
  4. Enter any value in the 'Date of Diagnosis' field.
  5. Enter any value in the 'Time of Diagnosis' field.
  6. Click [New Row].
  7. Enter any value in the 'Diagnosis Search' field.
  8. Select any value in the 'Diagnosing Practitioner' field.
  9. Select any value in the 'Classification' field.
  10. Click [New Row].
  11. Validate the first entry displays with dark grey text.
  12. Enter any value in the 'Diagnosis Search' field.
  13. Select "Primary" in the 'Ranking' field.
  14. Validate a dialog stating: "'Primary' Ranking is already define for row:1".
  15. Click [OK].
  16. Select "Secondary" in the 'Ranking' field.
  17. Select any value in the 'Classification' field.
  18. Click [New Row].
  19. Validate the second entry displays with dark grey text.
  20. Enter any value in the 'Diagnosis Search' field.
  21. Select "Tertiary" in the 'Ranking' field.
  22. Select any value in the 'Classification' field.
  23. Hover over the rows with the mouse and validate the cursor displays as expected.
  24. Select a column header in the 'Diagnosis' grid and validate the entries are sorted.
  25. Select a diagnosis entry and verify the 'Code Crossmapping' field displays the correct data.
  26. Edit the 'Status' field for the diagnosis entry and verify the changes are saved in the grid.
  27. Click [Submit].
  28. Validate a dialog stating: "Do you want to return to the Pre-Display?".
  29. Click [No].
Topics
• Diagnosis • NX
AV-93628 Summary | Details
Avatar NX - Text Editor
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Client A must have a Treatment Plan filed with values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
  4. Click [Yes].
  5. Select "Plan A" in the 'Default From Previous' field.
  6. Click [OK].
  7. Enter the desired date in the 'Please Enter Plan Date' field.
  8. Click [OK].
  9. Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
  10. Click [Yes].
  11. Enter the current date in the 'Plan Date' field.
  12. Select any value in the 'Plan Type' field.
  13. Select 'Draft' in the 'Treatment Plan Status' field.
  14. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  15. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  16. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  17. Click [Launch Plan].
  18. Add a new problem, goal, objective, and intervention.
  19. Set the 'SS Treatment Plan Scrolling Free Text' fields to any value for each problem, goal, objective, and intervention.
  20. Select any value in the 'Staff Responsible' field for each problem, goal, objective, and intervention.
  21. Select any value in the 'Staff Assigning' field for each problem, goal, objective, and intervention.
  22. Click [Return to Plan].
  23. Validate the 'Strengths' field contains the information defaulted in from "Plan A".
  24. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  25. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  26. Click [Launch Plan].
  27. Validate the new problem, goal, objective, and intervention are displayed.
  28. Validate the 'SS Treatment Plan Scrolling Free Text ' fields contain the value entered in the previous steps.
  29. Validate the 'Staff Responsible' fields contains the value entered in the previous steps.
  30. Validate the 'Staff Assigning' fields contains the value entered in the previous steps.
  31. Click [Return to Plan].
  32. Select the 'Text Editor' icon next to the 'Strengths' field.
  33. Delete all the text in the 'Text Editor' field and click [Save].
  34. Click [Submit].
  35. Select "Client A" and access the 'Treatment Plan' form.
  36. Select the record from the previous steps and click [Edit].
  37. Validate the 'Strengths' field is cleared as expected.
  38. Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
  39. Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
  40. Click [Launch Plan].
  41. Validate all the data displays as expected.
  42. Click [Return to Plan] and [Submit].
Topics
• NX • Treatment Plan
AV-94382 Summary | Details
Scheduling Calendar - CarePathways color coding
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Pathway Enrollment
Scenario 1: Service Codes - Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Use Site or Service Based Appointment Color Coding".
  3. Set the registry setting value to "2".
  4. Submit the form.
  5. Open the "Service Codes" form.
  6. Add a new service code for the "Client/Staff Appointment Color".
  7. Fill out all required fields.
  8. Set the "Client/Staff Appointment Color" to the desired background/text color combination.
  9. Click "File Service Code".
  10. Add a new service code for the "Staff-Only Appointment Color".
  11. Fill out all required fields.
  12. Set the "Staff-Only Appointment Color" to the desired background/text color combination.
  13. Click "File Service Code".
  14. Add a new service code for the "Group Appointment Color".
  15. Fill out all required fields.
  16. Set the "Group Appointment Color" to the desired background/text color combination.
  17. Click "File Service Code".
  18. Open the "Service Codes" form.
  19. Validate all 3 new service codes just entered display as previously stored.
  20. Open the "Scheduling Calendar".
  21. Create a staff/client appointment using the service code added for Client/Staff Appointment.
  22. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  23. Validate the appointment type edge indicator is appropriate for this type of appointment.
  24. Create a staff only appointment using the service code added for Staff Only Appointment.
  25. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  26. Validate the appointment type edge indicator is appropriate for this type of appointment.
  27. Create a group appointment using the service code added for group appointment.
  28. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  29. Validate the appointment type edge indicator is appropriate for this type of appointment.
Scenario 2: Site Registration - Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Site Registration" form:
  2. Add a new site.
  3. Populate all required fields.
  4. Click "Add Site Hours of Operation".
  5. Enter hours of operation for each day.
  6. Click "Site Holidays".
  7. Enter days the site isn't open for appointments.
  8. Validate the "Client/Staff Appointment Color" dropdown exists on the form.
  9. Validate the "Staff-Only Appointment Color" dropdown exists on the form.
  10. Validate the "Group Appointment Color" dropdown exists on the form.
  11. Select a background/text color combination in the "Client/Staff Appointment Color" dropdown.
  12. Select a background/text color combination in the "Staff-Only Appointment Color" dropdown.
  13. Select a background/text color combination in the "Group Appointment Color" dropdown.
  14. Submit the form.
  15. Open the "Site Registration" form:
  16. Edit the site that was just added.
  17. Validate the background/text color combination in the "Client/Staff Appointment Color" dropdown reflects what was entered.
  18. Validate background/text color combination in the "Staff-Only Appointment Color" dropdown reflects what was entered.
  19. Open the "Scheduling Calendar".
  20. Schedule a client/staff appointment.
  21. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  22. Validate the appointment type edge indicator is appropriate for this type of appointment.
  23. Schedule a staff only appointment.
  24. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  25. Validate the appointment type edge indicator is appropriate for this type of appointment.
  26. Schedule a group appointment.
  27. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  28. Validate the appointment type edge indicator is appropriate for this type of appointment.
Scenario 3: Scheduling Calendar - Carepathways color coding
Specific Setup:
  • Select or admit a test client who must be enrolled in CarePathways.
  • Select or admit a test client who isn't enrolled in CarePathways.
Steps
  1. Open the "Scheduling Calendar" form.
  2. From the Staff calendar, schedule an appointment for the client enrolled in pathways.
  3. Complete the appointment.
  4. Locate the appointment on the scheduling calendar.
  5. Click "Show Name" check mark.
  6. Click "Show MR#" check mark.
  7. Validate both the name and MR are highlighted on the appointment card.
  8. Click "Show MR#" to uncheck it.
  9. Validate the highlighted name is only listed on the appointment card.
  10. Click "Show Name" to uncheck it.
  11. Validate that neither the name nor the MR# is listed on the appointment card.
  12. Click "Show MR#" to check mark it.
  13. Validate the highlighted MR# is included on the appointment card.
  14. Repeat the above test scenario from the Client calendar.
  15. Close the form.
  16. Open the "Scheduling Calendar" form.
  17. From the Staff calendar, schedule an appointment for the client not enrolled in pathways.
  18. Complete the appointment.
  19. Locate the appointment on the scheduling calendar.
  20. Click "Show Name" check mark.
  21. Click "Show MR#" check mark.
  22. Validate both the name and MR are not highlighted on the appointment card.
  23. Click "Show MR#" to uncheck it.
  24. Validate the name is only listed on the appointment card.
  25. Click "Show Name" to uncheck it.
  26. Validate that neither the name nor the MR# is listed on the appointment card.
  27. Click "Show MR#" to check mark it.
  28. Validate the MR# is included on the appointment card.
  29. Repeat the process from the Client calendar.
  30. Close the form.
Topics
• NX • Scheduling Calendar • Service Codes • Site Registration
AV-94813 Summary | Details
OE NX - Home Medications - PDMP Hyperlink
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - HM - PDMP
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Click the 'PDMP' link.
  4. Validate the information displays correctly.
Topics
• NX • Order Entry Console
AV-95287 Summary | Details
OE NX - Orders This Episode - Priority Filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Interactions
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Priority Filter - Non-External Pharmacy Mode
Specific Setup:
  1. A client must have an active episode. (Client A)
  2. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab.
  2. Create an order whose priority is "PRN". (Order A)
  3. Create an order whose priority is "STAT". (Order B)
  4. Create an order whose priority is "Routine". (Order C)
  5. Create an order whose priority is "Other". (Order D)
  6. Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", and "Order D" are present in the 'Order grid' field.
  7. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
  8. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
  9. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
  10. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
  11. Set the new 'Priority' filter to "Unknown" and validate no orders are present in the 'Order grid' field.
Scenario 2: OE NX - Orders This Episode - Priority Filter - External Pharmacy
Specific Setup:
  1. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  2. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps
  1. Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab.
  2. Create an order whose priority is "PRN". (Order A)
  3. Create an order whose priority is "Routine". (Order B)
  4. Create an order whose priority is "STAT". (Order C)
  5. Set the 'Priority' filter to "All" and validate "Order A", "Order B", and "Order C" are present in the 'Order grid' field.
  6. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
  7. Set the new 'Priority' filter to "STAT" and validate only "Order C" is present in the 'Order grid' field.
  8. Set the new 'Priority' filter to "Routine" and validate only "Order B" is present in the 'Order grid' field.
  9. Set the new 'Priority' filter to "Other" and validate no order is present in the 'Order grid' field.
Topics
• NX • Order Entry Console
AV-95516 Summary | Details
Waiting Room - Client Information Flyover
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Diagnosis
  • Financial Eligibility
  • Walk-in Clinic Registration/Waiting Room
  • Walk-in Clinic/Waiting Room
Scenario 1: Waiting Room - Validate Client Information Flyover
Specific Setup:
  • Please note: this is for Avatar NX systems only. Avatar Appointment Scheduling 2023 Update 34, RADplus 2024 Update 17, Avatar NX Release 2024.01.00, and Avatar NX Release 2024.02.00 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).
  • A client is enrolled in an existing episode and has the following on file (Client A):
  • Date Of Birth
  • Primary Diagnosis
  • Primary Guarantor
Steps
  1. Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
  2. Select "Site A" in the 'Waiting Room Site' field.
  3. Select the desired value in the 'Time Slot' field.
  4. Select "Client A" in the 'Add Client' field.
  5. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
  6. Click [Add to Waitlist] and [OK].
  7. Validate the client is added to the Waitlist.
  8. Hover over "Client A".
  9. Validate a client information flyover is displayed with the following:
  10. Name
  11. Date Of Birth
  12. Age
  13. Primary Diagnosis
  14. Primary Guarantor
  15. Click on "Client A".
  16. Validate the client information flyover is now locked into place.
  17. Click [X] to close the flyover.
  18. Select "Add to Calendar" in the 'Action' field for "Client A".
  19. Click [Yes].
  20. Validate the 'Scheduling Calendar - Appointment Details' form is displayed.
  21. Populate all required and desired fields for the appointment.
  22. Click [Submit].
  23. Validate the 'Walk-in Clinic Registration/Waiting Room' widget is displayed.
  24. Hover over "Client A".
  25. Validate a client information flyover is displayed with the following:
  26. Name
  27. Date Of Birth
  28. Age
  29. Primary Diagnosis
  30. Primary Guarantor
  31. Appointment Details
  32. Click on "Client A".
  33. Validate the client information flyover is now locked into place.
  34. Click [X] to close the flyover.
  35. Navigate to the Staff 'Walk-in Clinic/Waiting Room' widget.
  36. Validate "Client A" is displayed in the Waitlist.
  37. Hover over "Client A".
  38. Validate a client information flyover is displayed with the following:
  39. Name
  40. Date Of Birth
  41. Age
  42. Primary Diagnosis
  43. Primary Guarantor
  44. Appointment Details
  45. Click on "Client A".
  46. Validate the client information flyover is now locked into place.
  47. Click [X] to close the flyover.
Topics
• Waiting Room
AV-95601 Summary | Details
Avatar NX - ProviderConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Individual Progress Note
Scenario 1: Progress Notes (Group and Individual) - File an independent note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A practitioner must be associated with the logged in user (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Validate the required fields display red as expected.
  3. Select "Client A".
  4. Select the desired episode in the 'Select Episode' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Enter any value in the 'Notes' field.
  8. Populate any other required or desired fields.
  9. Select "Final" in the 'Draft/Final' field.
  10. Validate the 'Notes' field contains the previously entered value.
  11. Click [Submit Note].
  12. Validate a 'Confirm Document' dialog is displayed.
  13. Click [Accept].
  14. Enter the password associated with the logged in user and click [Verify].
  15. Validate a 'Progress Notes' dialog stating: "Note Filed. Do you want to return to the Progress Notes form?" and click [No].
  16. Select "Client A" and navigate to the 'All Documents' view.
  17. Select 'All Forms'.
  18. Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
  19. Validate the note from the previous steps is present and select it.
  20. Validate the progress note displays as expected in the 'Console Widget Viewer'.
Scenario 2: Validate the 'Admission' form with quick links for an existing client
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Admission' form has a quick link for the 'Update Client Data' form.
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Click [Add].
  3. Validate the required fields display red as expected.
  4. Enter the desired date in the 'Preadmit/Admission Date' field.
  5. Enter the desired time in the 'Preadmit/Admission Time' field.
  6. Select the desired program in the 'Program' field.
  7. Validate a message is displayed stating: Client is Active in Other Episodes.
  8. Click [OK].
  9. Select the desired value in the 'Type of Admission' field.
  10. Select the desired practitioner in the 'Admitting Practitioner' field.
  11. Click the [Update Client Data] quick link.
  12. Validate the 'Update Client Data' form is displayed.
  13. Populate any desired fields.
  14. Click [Submit] and verify successful submission.
  15. Navigate back to the 'Admission' form.
  16. Populate any other desired fields.
  17. Click [Submit] and verify successful submission.
Scenario 3: Avatar NX - Validate Color Blind Mode
Specific Setup:
  • 'Include 'User Is Colorblind' Prompt' must be "Yes" in the 'System Security Defaults' form.
  • A user must be defined that has "Yes" selected in the 'User is Colorblind' field in the 'User Definition' form (User A).
  • A client must be enrolled in an existing episode and have no data filed for the 'Allergies and Hypersensitivities' form (Client A).
  • A recurring appointment must be scheduled (Appointment A).
Steps
  1. Login as "User A".
  2. Access the 'Individual Progress Note' form.
  3. Validate the required questions/fields are black and bold in the form.
  4. Search for and select "Client A" in the 'Select Client' field.
  5. Select the desired value from the 'Progress Note For' field.
  6. Select the desired value from the 'Note Type' field.
  7. Enter the desired value in the 'Notes' field.
  8. Click [Submit Note].
  9. Validate a message is displayed stating: "The following fields are missing: Draft/Final" and click [OK].
  10. Validate a black flag displays next to the 'Draft/Final' field.
  11. Select "Draft" from the 'Draft/Final' field.
  12. Click [Submit Note].
  13. Validate a 'Progress Notes' message is displayed stating: "Note Filed. Do you want to return to the Progress Notes form?"
  14. Click [No].
  15. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  16. Validate the 'Known Medication Allergies' and 'Known Food Allergies' fields are black and bold.
  17. Click [Update].
  18. Click [New Row].
  19. Validate the borders of the required fields are black.
  20. Enter the desired food allergy and populate the desired fields.
  21. Click [Save].
  22. Validate "Yes" is selected in the 'Known Food Allergies' field.
  23. Select "No" from the 'Known Medication Allergies' field.
  24. Click [Submit].
  25. Access the 'Scheduling Calendar'.
  26. Right click on "Appointment A" and select "Delete".
  27. Validate a 'Recurring Appointments' dialog displays.
  28. Select a date and press the 'Tab' key.
  29. Validate the date below displays highlighted with a black border.
  30. Select the desired date and click [OK].
  31. Validate a 'Delete Appointment' message displays stating: "Are you sure?" and click [Yes].
  32. Validate the selected appointment no longer displays.
  33. Close the calendar.
Topics
• Admission • Allergies and Hypersensitivities • NX • Progress Notes • Progress Notes (Group And Individual) • Scheduling Calendar

Avatar_NX_Update_2024.01.02_Details.csv


 

  1. Back to top
  • Was this article helpful?

Recommended articles

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