Avatar NX Update 2024.04.00 Acceptance Tests

AV-78984 Summary | Details

OE NX - View Only Home Medications

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 - View only access to Home Medications

Specific Setup:

2 Users must be configured (User A, User B)
"User A" must have the 'Use Staff Member As Order Practitioner' field set to "No" in the 'Order Entry User Definition' form. "User A" must also have the 'Prevent Entry/Update in the OE Console (Home Medications section)' checkbox checked in the 'Order Entry User Definition' form.
"User B" must have the 'Use Staff Member As Order Practitioner' field set to "Yes" in the 'Order Entry User Definition' form.
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

Log into the application as "User A".
Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Validate 'No Known Medications' is read only mode.
Validate 'Medication history reviewed and completed for Episode #1' is read only mode.
Validate [Notify Attending Practitioner]is read only mode.
Verify the 'Program - Scratchpad' dropdown list does not exist.
Verify the 'Order Labs' link does not exist.
Verify the 'External RxHx' link does not exist.
Verify the ' Prescriber's Queue' link does not exist.
Verify the 'PDMP' link does not exist.
Click [Change].
Validate the 'Pharmacy Search' dialog is accessible and click [Close].
Click [Recent Vitals].
Validate the 'Recent Vital Signs' dialog is accessible and click [Close].
Click [View Lab Results].
Validate the 'Lab Results' dialog is accessible and click [Close].
Select any order and validate the [DC], [Reorder], [Modify], [Make RX], [Edit], [Validate], [Reject], [Compliance], [Reprint], [Void] action buttons are not displayed.
Click [View - History].
Validate the 'Home Medication History' dialog is accessible and click [Close].
Click [View - Last Compliance].
Validate the 'Compliance History' dialog is accessible and click [Close].
Verify the 'New Order' section is not displayed.
Verify the 'Scratchpad' section is not displayed.
Log out of the application and log back in as "User B".
Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab
Validate the 'Program - Scratchpad' dropdown list contains the practitioner associated to "User B".
Verify the 'Order Labs' link exists and is accessible.
Verify the 'External RxHx' link exists and is accessible.
Verify the ' Prescriber's Queue' link exists and is accessible.
Verify the 'PDMP' link exists and is accessible.
Click [Failed Orders].
Validate the 'Failed Orders' dialog is accessible and click [Close].
Click [Validate].
Validate the 'Validate' dialog is accessible and click [Close].

Topics

• Home Medications • NX

AV-81911 Summary | Details

OE NX - Orders This Episode - external pharmacy mode - Multiple Reasons enabled for Pharmacy-type order codes

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

Home Medications
Dictionary Update (CWS)
Orders This Episode

Scenario 1: OE NX - Home Medications - Schedule III (Xyrem) - New order

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Uncheck the 'Reported' checkbox.
Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is not required.
Validate the 'Reason Text' field is required.
Enter "TEST" in the 'Reason Text' field.
Validate the 'Note to Pharmacist' field is required and contains "TEST".
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Xyrem 500 MG/1 ML Solution Oral" with a 'Reason' ' and 'Note to Pharmacist' of "TEST".
Click [Final Review].
Validate the 'Final Review' dialog is displayed and contains the order for "Xyrem 500 MG/1 ML Solution (Schedule III)" with "Reason: TEST" and a note icon. Click the note icon and validate that it contains "TEST" and click [Close].
Select "None" in 'Output' and click [Sign].
Validate the 'Order grid' contains an order for "Xyrem" with a 'Reason' and 'Note To Pharmacist' of "TEST".

Scenario 2: OE NX - Orders This Episode - external pharmacy mode - Create, copy, modify, and reorder an order for “Xyrem” with multiple reasons enabled

Specific Setup:

The ‘(548) Enable Multiple Reasons at Order Entry' extended attribute must be set to “Yes” 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 pharmacy-type order code for "XYREM 500 MG/1 ML ORAL SOLUTION" must exist.
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 "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" in the 'New Order field.
Click [Reason-View], select multiple values, and click [Save].
Validate the 'Reason' field contains the selected reasons.
Validate the 'Note to Pharmacist' field contains the selected reasons.
Populate all required fields, click [Add to Scratchpad], and [Final Review].
Validate an ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit]
Validate the ‘Final Review’ dialog is displayed.
Click the 'Yellow Note' and validate the selected reasons are displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the 'Order grid' contains the new order.
Select the order and click [Copy].
Validate the 'Reason' field contains the selected reasons.
Validate the 'Note to Pharmacist' field contains the selected reasons.
Click [Add to Scratchpad] and [Final Review].
Validate an ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit]
Validate the ‘Final Review’ dialog is displayed.
Click the 'Yellow Note' and validate the selected reasons are displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the 'Order grid' contains two orders for "Xyrem".
Select the first order and click [Modify].
Validate the 'Reason' field contains the selected reasons.
Validate the 'Note to Pharmacist' field contains the selected reasons.
Set 'Duration' field to "25".
Set the 'Start Date' field to a date that is 25 days in the past
Click [Add to Scratchpad] and [Final Review].
Validate an ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit]
Validate the ‘Final Review’ dialog is displayed.
Click the 'Yellow Note' and validate the selected reasons are displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the 'Order grid' contains a new order.
Select the first order and click [Reorder].
Validate the 'Reason' field contains the selected reasons.
Validate the 'Note to Pharmacist' field contains the selected reasons.
Click [Add to Scratchpad] and [Final Review].
Validate an ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit]
Validate the ‘Final Review’ dialog is displayed.
Click the 'Yellow Note' and validate the selected reasons are displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the 'Order grid' contains an 3 orders for "Xyrem".

Topics

• NX • Order Entry Console

AV-82926 Summary | Details

OE NX - Home Medication - Variable dose

Scenario 1: OE NX - Home Medications - Creating a variable dose order when "All Episodes" is selected in the Client header.

Specific Setup:

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

Steps

Select Client A in the 'My Clients' widget
Select "All Episodes" in the 'Client Header - Episode' field.
Access the Order Entry Console.
Click the Home Medications tab
Search for and select "Adderall 30 MG Tablet Oral" in the 'New Order' field.
Check the 'Variable Dose' checkbox
Verify the 'Variable Dose' dialog is displayed.
Set the 1st 'Dose' field to "2".
Validate the 1st 'Dose Unit' field contains "Tablet".
Select "EVERY DAY" in the 1st 'Frequency' field.
Set the 2nd 'Dose' field to "1".
Validate the 2nd 'Dose Unit' field contains "Tablet".
Select "BEFORE MEALS & AT BEDTIME" in the 2nd 'Frequency' field.
Set the 3rd 'Dose' field to "2".
Validate the 3rd 'Dose Unit' field contains "Tablet".
Select "AS NEEDED" in the 3rd 'Frequency' field.
Click [Save].
Select any value in the 'Diagnosis' field.
Set the 'Days Supply' field to "28".
Validate the 'Dispense Qty' field contains "224".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Validate the 'Start Date' field contains the current date.
Validate the 'Stop Date' field contains a date that is 28 days from the 'Start Date'.
Validate the 'Directions' field contains "Take two (2) tablets by mouth every morning AND one (1) tablet at noon AND two (2) tablets at bedtime".
Click [Add to Scratchpad] and select the order in the Scratchpad.
Validate the 'Directions' field still contains "Take two (2) tablets by mouth daily AND one (1) tablet before meals and at bedtime AND two (2) tablets as needed. Additional testing data added.".
Add an additional text value as "Additional testing data added" in the 'Directions' field after the default text value of "Take two (2) tablets by mouth daily AND one (1) tablet before meals and at bedtime AND two (2) tablets as needed."
Click [Update Order] and [Final Review]
Verify the Final Review dialog is displayed.
Select "None" radio button.
Click [Sign].
Validate the Order grid contains the new order.

Topics

• NX • Order Entry Console

AV-85411 Summary | Details

OE NX - Orders This Episode - Ventilator and Wound orders

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

Dictionary Update (CWS)
Orders This Episode

Scenario 1: OE NX - Orders This Episode - Ventilator Order type and Wound Order Type Category with hidden 'Frequency' and 'Reason'

Specific Setup:

A wound-type order code must exist. (Wound)
A ventilator-type order code must exist. (Ventilator)
The ‘(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)’ extended attribute must have "Frequency" and "Reason" selected in the 'Extended Dictionary Value (Multiple Dictionary)' field in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Wound”.
The ‘(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)’ extended attribute must have "Frequency" and "Reason" selected in the 'Extended Dictionary Value (Multiple Dictionary)' field in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Ventilator”.
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.
Set the ‘New Order’ field to "Ventilator".
Validate 'Frequency' and 'Reason' fields are hidden.
Populate all required fields and Click [Add to Scratchpad].
Set the ‘New Order’ field to "Wound".
Validate 'Frequency' and 'Reason' fields are hidden.
Populate all required fields and Click [Add to Scratchpad].
Click [Sign].
Validate the 'Order grid' contains an order for "Ventilator" and "Wound".

Topics

• NX • Order Entry Console

AV-85550 Summary | Details

OE NX - My Favorites - Specimen Site

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

Order Code Setup
Order Entry Console

Scenario 1: OE NX - Lab Order - Specimen Site - Order Details

Specific Setup:

A 'Lab' type order code must be created with "Arm" as a default 'Specimen Type' (Order Code A)
In the 'Dictionary Update' form for Avatar CWS - "Order Entry Client Information" 'File', 'Data Element Number' "10245" must be configured to make the 'specimen Site' field "Required" for 'Lab' type order codes
Enable Specimen Site Selection Tree registry setting set to "N"
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

Access the 'Order Entry console' for Client A.
Set the 'New Order' field to "Order code A".
Validate the default value "Arm" in 'Specimen Type' field.
Click [My Favorites Star] and then click [My Favorites].
Select the row that was added and click [Add to Scratchpad].
Validate that a missing required field flag is displayed in the 'Action' column of the 'Scratchpad'.
Select the order from the 'Scratchpad'.
Click [Specimen Site].
Select a 'Specimen Site' and click [OK].
Populate any remaining required fields.
Click [Add to Scratchpad] and [Sign].
Validate the order is displayed in the 'Order grid' with the correct 'Specimen Site'.

Topics

• NX • Order Entry Console

AV-85717 Summary | Details

OE NX - Orders This Episode - Order Group

Scenario 1: OE NX - Orders This Episode - New Order - Maximum Duration - Days

Specific Setup:

A pharmacy-type order code must have the 'Maximum Duration (Days)' field set to "2". (Order Code A)
The ‘(525) Maximum Eventual Order Duration’ extended attribute must be set to “5” 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 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.
Populate all required fields.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and click [Cancel].
Validate the 'New Order' field is cleared as well as all details related to the order originally selected.
Search for and select "Order Code A" in the 'New Order' field.
Populate all required fields and set the 'Duration' field to "3" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate an error message is displayed containing "The order for "Order Code A" has the following issue: Duration cannot exceed 2 days. This maximum duration is the 'Maximum Duration' for this 'Order Code'."
Click [OK].
Set the 'Duration' field to "2" and click [Update Order] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Topics

• NX • Order Entry Console

AV-86760 Summary | Details

OE NX Server - Variable Dose

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

Orders This Episode

Scenario 1: Validate that 'Dispense Qty' is calculated at the completion of each 'Variable Dose' line.

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Variable Dose Support in the OE Console (Orders This Episode)' registry setting must be set to "Y".
Multiple frequency codes must exist.
A client must be admitted into a program that is set up in the 'External Pharmacy Setup' form and has a 'Default Days Supply' of "30". (Client A).

Steps

Select Client A and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field. (ex. RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 20 MG TABLET ORAL)
Set the 1st 'Dose' field to "2".
Validate the 1st 'Dose Unit' field contains "Tablet".
Select "TWICE A DAY" in the 1st 'Freq' field.
Validate the 'Days Supply' field contains "30".
Validate the 'Dispense Qty' field contains "120".
Set Dispense 'Rate Unit' as "Tablet".
Enter "30" in the 'Duration' field and click [Days].
Click [Add to Scratchpad].
Validate the order in scratchpad is created.
Select the order from the 'Scratchpad'.
Verify the Variable Dose Plus sign (+) button is displayed in front of the 'Dose' field.
Click the Variable Dose Plus sign (+).
Validate the 2nd 'Dose' and 2nd 'Freq' does not have any value and click [Update Order].
Validate the order in scratchpad is created with red flag for missing 'Dose' and 'Freq' fields.
Select the order from the 'Scratchpad'.
Click the Variable Dose Plus sign (+).
Set the 3rd 'Dose' field to "1".
Validate the 3rd 'Dose Unit' field contains "Tablet".
Select "After Lunch" in the 3rd 'Freq' field.
Validate the 'Dispense Qty' field contains "150" and click [Update Order].
Validate the order in the 'Scratchpad' is displayed with red flag for missing 'Dose' and 'Freq' fields.
Select the order from the 'Scratchpad'.
Click the Variable Dose Plus sign (+).
Validate the 4th 'Dose' and 4th 'Freq' does not contain any value.
Set the 2nd 'Dose' field to "1".
Validate the 2nd 'Dose Unit' field contains "Tablet".
Select "After Breakfast" in the 2nd 'Freq' field.
Validate the 'Dispense Qty' field contains "180" click [Update Order].
Validate the order in the 'Scratchpad' is displayed with red flag for missing 'Dose' and 'Freq' fields.
Select the order from the 'Scratchpad'.
Set the 4th 'Dose' field to "2".
Validate the 4th 'Dose Unit' field contains "Tablet".
Select "AS NEEDED" in the 4th 'Freq' field.
Validate the 'Dispense Qty' field contains "240"
Click [Update Order] and [Final Review].
If an interaction dialog is displayed, override each warning and click [Sign].
Validate the 'Order grid' contains the new variable dose order.

Topics

• NX • Order Entry Console

AV-88275 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:

Review To Do Item (PM)
Send To Do Notification

Scenario 1: Avatar NX - Send To Do Notification - Functionality (Send & Review To Do sent to self)

Specific Setup:

Have a client enrolled in an existing episode (Client A).
"User A" has access to the 'Send To Do Notification' form.
"User A" must have the 'My To Do's' widget on their myDay view.
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.

Steps

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 A" in the 'Select User' field.
Click [Add User].
Validate the 'Send To' field contains "User A".
Select the checkbox next to "User A".
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].
Open the 'My To Do's' widget.
Validate there is a 'Send To Do Notification' for "Client A" in the 'Additional ToDos' field and in the 'Sent & Not Reviewed' field.
Validate there is a 'Send To Do Notification' To Do from "User A" for "Client A" in the 'Additional ToDos' field with a "Review To Do Item" button".
Validate the 'Sent & Not Reviewed' field displays a To Do for "Client A" with an "Escalate To Do Item" button.
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.
Enter the desired value in the 'Notes To Sender' field.
Click [Submit].
Validate the 'Sent & Not Reviewed' field displays a To Do for "Client A" at the top.
Validate there is a 'Review To Do Item' for "Client A" in the 'Additional ToDos' field with a "Review To Do Item" button.
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".
Click [Close].

Topics

• NX • ToDo's • Widgets

AV-90614 Summary | Details

Client header - Allergies - no known allergies

Scenario 1: OE NX - Validate client header when switching clients

Specific Setup:

Two clients must have active episodes.(Client A) and (Client B).
"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.
"Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, ‘Diagnosis’ form, ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form, and no information filed in the 'Allergies and Hypersensitivities' form.

Steps

Select “Client A” and access the Order Entry Console.
Validate the 'Client Information Header' displays as expected in the Order Entry Console.
Validate "Client A" displays as expected in the "Client Information Header".
Click [Collapse Header].
Validate the 'Client Information Header' collapses as expected.
Click [Expand Header].
Validate the 'Client Information Header' expands as expected.
Search and select "Client B" from the 'What can I help you find' field.
Validate the 'Client Information Header' refreshes and displays "Client B" as expected.
Click [Collapse Header].
Validate the 'Client Information Header' collapses as expected.
Click [Expand Header].
Validate the 'Client Information Header' expands as expected.
Validate that "Allergies (0)" does not contain a red warning icon.
Click the 'Edit Allergy' icon and select "No" in both the 'Known Medication Allergies' and 'Known Food Allergies' fields.
Click [Submit].
Validate the 'Client Information Header' contains "Allergies (0)" and does not contain a red warning icon.
Click the 'Edit Allergy icon' and click [Update].
Click [New Row] and populate values in all the fields.
Click [Save] and Click [Submit].
Validate the 'Client Information Banner' contains "Allergies (1)" with a red warning icon.

Topics

• NX • Order Entry Console

AV-90753 Summary | Details

Avatar NX - 'Review Results' form

Scenario 1: 'Review Results' form - data validations

Specific Setup:

A client is enrolled in an existing episode and has lab results with details on file (Client A).

Steps

Access the 'Review Results' form.
Select "Client A" in the 'Client ID' field.
Validate results that have not yet been reviewed display in bold/italics in the 'Select Results' field.
Select the desired result in the 'Select Results' field.
Validate the 'Results' field is populated accordingly.
Enter the desired value in the 'Comments' field.
Select the staff associated to the logged in user in the 'Send Results Notification To' field.
Click [Submit] and [Yes].
Select the result from the previous steps in the 'Select Results' field.
Validate the 'Review History' field contains the logged in user, the date/time the results were reviewed, and the 'Comments' filed in the previous steps.
Close the form.
Navigate to the 'My To Do's' widget.
Click [Results to Review].
Validate there is a To Do for "Client A".
Click [Review Results].
Check the [Client Reviewed] checkbox.
Click [Mark Reviewed].
Enter the desired value in the 'Note' field.
Click [Save] and [Close].
Access the 'Review Results' form.
Select "Client A" in the 'Client ID' field.
Select the result from the previous steps.
Validate the 'Review History' field contains a new row for the logged in user, the date/time the results were reviewed via To Do, and the 'Note' from the To Do.
Close the form.

Topics

• NX • Results Entry

AV-92580 Summary | Details

'Delete Service' form - Header Information

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

Client Ledger
Delete Service

Scenario 1: Delete Service - Validation

Specific Setup:

Select a test client and enter charges by using the "Client Charge Input" form.

Steps

Access the 'Delete Service' form.
Select the test client in the 'Client ID' field.
Enter the desired dates in the 'Start Date' and 'End Date' fields.
Click [Display Client].
Validate the 'Service Delete' dialog is displayed.
Validate the header information is aligned with the service information and does not overlap.
Select the desired service and click [OK].
Click [Delete].
Validate a message is displayed stating: The following services will be deleted.
Click [OK] and [Yes] to continue filing.
Validate a message is displayed stating: Deleted.
Click [OK] and close the form.
Access the 'Client Ledger' form.
Select the test client in the 'Client ID' field.
Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
Select "Simple" in the 'Ledger Type' field.
Select "Yes" in the 'Include Zero Charges' field.
Click [Process].
Validate the deleted service is not displayed in the Client Ledger.
Close the form.

Topics

• Client Charge Input • NX

AV-92793 Summary | Details

Observer NX - future functionality

Scenario 1: Observer NX - Validate voiding an Observation

Steps

Internal Testing Only.

Topics

• Observer NX

AV-92796 Summary | Details

Observer NX - future functionality

Scenario 1: Observer NX - Validate filtering client list

Steps

Internal Testing Only.

Topics

• NX • Observer NX

AV-93336 Summary | Details

Avatar NX - Modeled Forms

Scenario 1: Modeled Form - Validate required fields

Specific Setup:

A modeled form must be defined with multiple sections and required fields (Form A).
A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Form A".
Validate the required fields are enabled and required.
Switch between form sections.
Validate the required fields are enabled and required.
Navigate to the myDay view and back to "Form A".
Validate the required fields are enabled and required.
Click [Submit] with missing required fields.
Validate an error message is displayed stating required fields are missing.
Click [OK].
Populate all required and desired fields.
Click [Submit].
Select "Client A" and access "Form A".
Select the record filed in the previous steps and click [Edit].
Validate all previously populated data is displayed.
Close the form.

Topics

• Modeling • NX • ToDo's

AV-93823 Summary | Details

Treatment Plan - Search Filter

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

Treatment Plan

Scenario 1: Treatment Plan - Validate the 'Apply Search Results By' filter

Specific Setup:

Please note: this is for Avatar NX only.
A client is enrolled in an existing episode (Client A).
Must have Treatment Plan libraries configured with problems, goals, objectives, and interventions.
Document routing is enabled on the 'Treatment Plan' form.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Validate the Treatment Plan libraries are listed on the left-hand side.
Validate the 'Apply Search Results By' field is displayed and contains the following values:
Search All - this will be the existing search functionality that performs a search on all library items
Problem - this will return applicable problems and their child elements
Goal - this will return applicable goals and their child elements
Objective - this will return applicable objectives and their child elements
Intervention - this will return applicable interventions
Select "Search All" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable treatment plan library items are returned as expected.
Remove the value from the 'Search' field.
Select "Problem" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable problems are returned as expected.
Validate applicable child items for the problems display in a collapsed state, but can be expanded.
Drag the desired problem to the 'Treatment Plan' field.
Enter the desired value in the 'Problem Code' field.
Select the desired value in the 'Status (Problem List)' field.
Select the desired value in the 'Status' field.
Remove the value from the 'Search' field.
Select "Goal" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable goals are returned as expected.
Validate applicable child items for the goals display in a collapsed state, but can be expanded.
Drag the desired goal to the 'Treatment Plan' field.
Select the desired value in the 'Status' field.
Remove the value from the 'Search' field.
Select "Objective" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable objectives are returned as expected.
Validate applicable child items for the objectives display in a collapsed state, but can be expanded.
Drag the desired objective to the 'Treatment Plan' field.
Select the desired value in the 'Status' field.
Remove the value from the 'Search' field.
Select "Intervention" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable interventions are returned as expected.
Drag the desired intervention to the 'Treatment Plan' field.
Select the desired value in the 'Status' field.
Click [Return to Plan] and [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed with the treatment plan data.
Validate the problem, goal, objective, and intervention added in the previous steps are displayed.
Click [Accept].
Enter the password for the logged in user and click [Verify].
Verify successful submission.

Scenario 2: Treatment Plan Copy - Validate the 'Apply Search Results By' filter

Specific Setup:

Please note: this is for Avatar NX only.
A client is enrolled in an existing episode (Client A).
A copy of the 'Treatment Plan' form must be defined (Treatment Plan Copy).
Must have Treatment Plan libraries configured with problems, goals, objectives, and interventions.
Document routing is enabled on the 'Treatment Plan Copy' form.

Steps

Select "Client A" and access the 'Treatment Plan Copy' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Validate the Treatment Plan libraries are listed on the left-hand side.
Validate the 'Apply Search Results By' field is displayed and contains the following values:
Search All - this will be the existing search functionality that performs a search on all library items
Problem - this will return applicable problems and their child elements
Goal - this will return applicable goals and their child elements
Objective - this will return applicable objectives and their child elements
Intervention - this will return applicable interventions
Select "Search All" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable treatment plan library items are returned as expected.
Remove the value from the 'Search' field.
Select "Problem" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable problems are returned as expected.
Validate applicable child items for the problems display in a collapsed state, but can be expanded.
Drag the desired problem to the 'Treatment Plan' field.
Enter the desired value in the 'Problem Code' field.
Select the desired value in the 'Status (Problem List)' field.
Select the desired value in the 'Status' field.
Remove the value from the 'Search' field.
Select "Goal" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable goals are returned as expected.
Validate applicable child items for the goals display in a collapsed state, but can be expanded.
Drag the desired goal to the 'Treatment Plan' field.
Select the desired value in the 'Status' field.
Remove the value from the 'Search' field.
Select "Objective" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable objectives are returned as expected.
Validate applicable child items for the objectives display in a collapsed state, but can be expanded.
Drag the desired objective to the 'Treatment Plan' field.
Select the desired value in the 'Status' field.
Remove the value from the 'Search' field.
Select "Intervention" in the 'Apply Search Results By' field.
Enter the desired value in the 'Search' field.
Validate all applicable interventions are returned as expected.
Drag the desired intervention to the 'Treatment Plan' field.
Select the desired value in the 'Status' field.
Click [Return to Plan] and [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed with the treatment plan data.
Validate the problem, goal, objective, and intervention added in the previous steps are displayed.
Click [Accept].
Enter the password for the logged in user and click [Verify].
Verify successful submission.

Topics

• NX • Treatment Plan

AV-93943 Summary | Details

Observer NX - future functionality

Scenario 1: Observer NX - Validate filing an observation for 5 minute interval

Steps

Internal Testing Only.

Topics

• NX • Observer NX

AV-93967 Summary | Details

eMAR NX

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

eMAR
Orders This Episode
Registry Settings (PM)

Scenario 1: eMAR NX - Inventory

Steps

Internal Testing Only.

Topics

• eMAR • NX

AV-94012 Summary | Details

Observer NX - future functionality

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

Manage Observer Caseload
Order Entry Console
Orders This Episode

Scenario 1: Observer NX - Enable Multiple Reasons at Order Entry

Steps

Internal Testing Only.

Topics

• Observer NX • Order Entry Console

AV-94013 Summary | Details

Observer NX - future functionality

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

Manage Observer Caseload
Order Entry Console
Orders This Episode

Scenario 1: Observer NX - Enable Multiple Reasons at Order Entry

Steps

Internal Testing Only.

Scenario 2: Observer NX - Validate the order number in payload when filing an observation

Steps

Internal Testing Only.

Topics

• Observer NX • Order Entry Console

AV-94014 Summary | Details

Observer NX - future functionality

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

Registry Settings (PM)

Scenario 1: Observer NX - Filing a late observation

Steps

Internal Testing Only.

Scenario 2: Validate the 'Enable Observation Copy Forward Action' registry setting

Steps

Internal Testing Only.

Topics

• NX • Observer NX

AV-94413 Summary | Details

OE NX - Home Medications

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

Order Entry Console

Scenario 1: OE NX - Home Medications - Status filter

Steps

Internal Testing Only

Topics

• Home Medications • NX • Order Entry Console

AV-94948 Summary | Details

Observer NX - future functionality

Scenario 1: Observer NX - Validate filtering client list

Steps

Internal Testing Only.

Scenario 2: Observer NX - Validate filing an observation for 5 minute interval

Steps

Internal Testing Only.

Topics

• NX • Observer NX

AV-95087 Summary | Details

Future Functionality

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

Registry Settings (PM)
Remittance Processing Widget

Scenario 1: Validate button responses in widgets.

Steps

Internal testing only.

Topics

• Console Widget • NX • Remittance Processing Widget • Rule Based Routing • Waiting Room

AV-95215 Summary | Details

Avatar NX - Widget Buttons on Client Header

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

Client Lookup/Header Configuration Manager

Scenario 1: 'Client Lookup/Header Configuration Manager' - Adding widgets

Specific Setup:

Two program overrides must be configured in the 'Client Lookup/Header Configuration Manager' form:
Program A and Program B
Three clients must be defined:
A client must be enrolled in an existing episode (Client A).
A client must be enrolled in Program A (Client B).
A client must be enrolled in Program B (Client C).
Please note: this is for Avatar NX systems only.

Steps

Access the 'Client Lookup/Header Configuration Manager' form.
Validate the additional form sections: Client Header Widgets, Client Header Override, and Client Header Override Fields.
Navigate to the "Client Header Widgets" form section.
Select the desired widget from the 'Select Widget Button to Include (Max 5)' field.
Click [Add Widget to Header].
Validate the widget displays in the 'Included Widget Buttons' field.
Repeat steps 1c-1e four more times.
Click [Submit].
Access the 'Client Lookup/Header Configuration Manager' form.
Navigate to the "Client Header Override" form section.
Select "Program A" from the 'Client Header Override' field.
Click [Edit Selected Item].
Select the desired widget from the 'Select Widget Button to Include (Max 5)' field.
Click [Add Widget to Header].
Validate the widget displays in the 'Included Widget Buttons' field.
Navigate to the "Client Header Override Fields" form section.
Validate the previously submitted data for "Program A" displays as expected.
Click [Submit].
Select "Client A".
Validate the widget buttons configured in Step 1 display as expected.
Select "Client B".
Validate the widget buttons configured in Step 2 display as expected.
Select "Client C".
Validate no widget buttons display in the client header since none were configured for this program.
Access the 'Client Lookup/Header Configuration Manager' form.
Navigate to the "Client Header Widgets" form section.
Select the desired widget from the 'Select Widget to Remove' field.
Click [Remove Widget].
Validate the 'Included Widget Buttons' field updates and displays accordingly.
Click [Submit].
Select "Client A".
Validate the widget buttons display as expected.
Access the 'Client Lookup/Header Configuration Manager' form.
Navigate to the "Client Header Widgets" form section.
Select the desired widget from the 'Select Widget to Change Display Order' field.
Select the desired value from the 'Display Order' field.
Click [Update Order].
Validate the 'Included Widget Buttons' field updates and displays accordingly.
Click [Submit].
Select "Client A".
Validate the widget buttons display as expected.

Scenario 2: Avatar NX - Validate widget buttons in client header

Specific Setup:

The logged in user must have the 'Client Information header' configured to their 'myDay' view.
The logged in user must have additional view configured.
The 'Default Value for Console View Episodes' registry setting must be set to "0"
There must be 5 widgets assigned in the 'Client Lookup/Header Configuration Manager' form.
Two program overrides must be configured in the 'Client Lookup/Header Configuration Manager' form:
Program A and Program B
"Program B" must have a widget assigned.
Three clients must be defined:
A client must be enrolled in more than one existing episodes (Client A).
Episode 1 must be 'Program A' and the other can be any other program that's not an override.
A client must be enrolled in 'Program A' (Client B).
A client must be enrolled in 'Program B' (Client C).
Please note: this is for Avatar NX systems only.

Steps

Select "Client A" and access the 'Update Client Data' form.
Validate five widgets buttons display in the client header.
Undock one the widgets.
Validate the undocked widgets displays: "Client A | Episode: All" as well as the appropriate data.
Continue undocking widgets in the client header.
Validate the undocked widgets display the correct client information.
Navigate back to the 'myDay' view.
Validate all the undocked widgets close.
Navigate back to the 'Update Client Data' form.
Click [Discard] and [Yes].
With "Client A" selected, undocked the widgets from the client header.
Validate the undocked widgets display the correct client information.
Select a different episode from the 'Episode Selection' field in the top navigation
Validate the undocked widgets update accordingly.
Select "Client B".
Validate no widget buttons display in the client header since none are configured for "Program A".
Validate the undocked widgets update accordingly.
Close the undocked widgets.
Access the 'Progress Notes (Group and Individual)' form.
Validate no widget buttons display in the client header.
Clear the 'Select Episode' field.
Validate the five configured widget buttons display in the client header.
Select "Client C" from the 'Select Client' field.
Validate the widget button configured for "Program B" displays in the client header.
Undock this widget.
Validate the undocked widget displays the correct client information.
Select the desired value in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes' field.
Select "Draft" in the 'Draft/Final' field.
Click [File Note] and [No].
Validate the undocked widget closes.
Clear the client.

Topics

• Client Header • NX • Progress Notes (Group And Individual) • Update Client Data

AV-95220 Summary | Details

Avatar NX - 'Coming In Today' widget

Scenario 1: 'Coming in Today' widget - workflow

Specific Setup:

The 'Coming in Today' widget must be visible on the HomeView.
A client must be enrolled with an existing episode (Client A).

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired episode in the 'Episode Number' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the appointment for "Client A" is displayed.
Click [Not Present].
Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
Click [Yes].
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked in.
Click [Dismiss].
Access the 'Coming In Today' widget.
Click [Currently Checked In].
Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
Click [Yes].
Click [Currently in Treatment].
Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
Click [Yes].
Validate the 'Checked Out' button is disabled.
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked out.
Click [Dismiss].

Scenario 2: 'Coming In Today' widget - Validate the 'Staff Calendars' tab

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The logged in user must have an associated practitioner (Practitioner A).
"Practitioner A" must have hours defined for more than one site (Site A and Site B).
User must have the 'Coming In Today' and 'My Calendar' widgets configured to a view.

Steps

Access the 'Scheduling Calendar'.
Select "Site A" from the 'Site' field.
Select "Practitioner A" from the 'Staff members' field.
Right click on an open time slot.
Click [Add Appointment].
Validate the 'Scheduling Calendar - Appointment Details' form launches.
Select "Client A" in the 'Client' field.
Enter the desired value in the 'Service Code' field.
Click [Submit].
Validate the appointment for "Client A" displays.
Select "Site B" from the 'Site' field.
Select "Practitioner A" from the 'Staff members' field.
Right click on an open time slot.
Click [Add Appointment].
Validate the 'Scheduling Calendar - Appointment Details' form launches.
Enter a staff service code in the 'Service Code' field.
Select any value in the 'Location' field.
Select any value in the 'Program' field.
Click [Submit].
Validate the staff appointment displays.
Click [Dismiss] and [OK].
Navigate to the 'Coming In Today' widget.
Refresh the widget.
Click [Staff Calendars].
Click [Individual].
Select "Practitioner A".
Validate both of the appointments display.
Click through the different views and validate the appointments display as expected.
Click [Site].
Select "Site A".
Validate the client appointment from the previous steps displays.
Select "Site B".
Validate the staff appointment from the previous steps displays.
Access the 'Scheduling Calendar'.
Select "Site A" from the 'Site' field.
Select "Practitioner A" from the 'Staff members' field.
Right click on the appointment for "Client A" created in previous step.
Click [Check In].
Validate 'Scheduling Calendar - Check In' form opens as expected.
Click [Submit].
Validate the appointment for "Client A" displays with the "Checked In" icon as expected.
Click [Dismiss] and [OK].
Navigate to the 'Coming In Today' widget.
Refresh the widget.
Click [Day].
Validate the appointment for "Client A" displays with the "Checked In" icon as expected.
Access the 'Scheduling Calendar'.
Right click on the appointment for "Client A".
Click [Check Out].
Validate 'Scheduling Calendar - Check Out' form opens as expected.
Click [Submit].
Validate the appointment for "Client A" displays with the "Checked Out" icon as expected.
Click [Dismiss] and [OK].
Navigate to the 'Coming In Today' widget.
Refresh the widget.
Validate the appointment for "Client A" displays with the "Checked Out" icon as expected.
Navigate to the 'My Calendar' widget.
Refresh the widget.
Validate both appointments display as expected.

Topics

• 'Coming In Today' widget • Scheduling Calendar

AV-95432 Summary | Details

Order Entry Console - Home Medications

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: Avatar NX - Validate the 'Home Medications' tab displays by default when "All Episodes" is selected

Specific Setup:

The 'Default Value for Console View Episodes' registry setting must be set to "1".
Please log out of the application and log back in after completing the above configuration.
Two clients must have active episodes. (Client A) and (Client B).
"Client A" and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A”.
Validate the 'Header Episode' field displays "All Episodes" as expected.
Access the Order Entry Console.
Validate the 'Home Medications' tab displays as selected in the Order Entry Console.
Select "Client B".
Validate "All Episodes" remains selected in the 'Header Episode' field as expected.
Validate the 'Home Medications' tab remains selected in the Order Entry Console as expected.
Select the desired episode from the 'Header Episode' field and click [Orders This Episode].
Validate the 'Orders This Episode' tab displays as expected.
Select "All Episodes" from the 'Header Episode' field.
Validate the 'Orders This Episode' tab remains selected in the 'Order Entry Console' as expected.
Validate 'Orders This Episode' tab displays a message stating: "Please select a client episode to continue".
Select the desired episode from the 'Header Episode' field.
Search for and select any pharmacy-type order code in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the order created.

Topics

• Home Medications • NX • Order Entry Console

AV-95435 Summary | Details

OE NX - Order Entry Console - Online Help button

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

Order Entry Console
User Definition

Scenario 1: OE NX - Online Help button - Orders This Episode and Home Medications

Specific Setup:

The 'Include Supplemental Information within User Definition' field must be set to "Yes" in the 'System Security Defaults' form.
A client must have an active episode. (Client A)

Steps

Access the 'User Definition' form for the logged in user.
Select the 'Supplemental' section.
Populate the 'Organization Email Address' field and click [Submit].
Select "Client A" and access the Order Entry Console.
Click the 'Online Help' (?) button in the top right corner.
Validate the 'Wiki Help' page opens for 'Orders This Episode'.
Close the page.
Click the 'Home Medications' tab.
Click the 'Online Help' (?) button in the top right corner.
Validate the 'Wiki Help' page opens for 'Home Medications'.
Close the page.

Topics

• NX • Order Entry Console

AV-95440 Summary | Details

Avatar NX - Undocking the Order Entry Console

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

Order Entry Console

Scenario 1: Avatar NX - Order Entry Console - Validate undock/redock functionality

Specific Setup:

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

Steps

Select "Client A" and access the 'Order Entry Console'.
Validate the addition of an "undock" icon at the top right.
Click [Undock].
Validate the undocked 'Order Entry Console' displays as expected.
Switch to the docked 'Order Entry Console'.
Validate the widget displays a message stating: "The Order Entry Console is currently undocked. Please redock the widget to continue or press "Redock" button to close the undocked widget. Note: Redocking the OE Console will preserve any orders that were previously in the scratchpad".
Click [Redock].
Validate the undocked 'Order Entry Console' closes and resumes in the docked view.
Set the 'New Order' field to "ADVIL (19666) 200 MG TABLET ORAL".
Populate all the mandatory fields.
Click [Add to Scratchpad].
Click [Undock].
Validate the order displays as expected under the 'Scratchpad' in the undocked 'Order Entry Console' widget.
Set the 'New Order' field to "BROMELAIN (29577) 500 MG CAPSULE ORAL".
Populate all the mandatory fields.
Click [Add to Scratchpad].
Navigate back to the docked 'Order Entry Console'.
Click [Redock].
Validate the undocked 'Order Entry Console' closes and the 'Order Entry Console' view loads as expected.
Validate both the orders display as expected under the 'Scratchpad' in the 'Order Entry Console' view.
Click [Undock].
Select the desired record from the 'Scratchpad' and click [Remove from Scratchpad].
Validate the selected record is removed from the undocked 'Order Entry Console' widget.
Navigate back to the docked 'Order Entry Console' view.
Click [Redock].
Validate the previously removed order no longer displays in the 'Scratchpad' in the 'Order Entry Console' view.
Click [Undock].
Validate only one order is displayed in the 'Scratchpad' in the undocked 'Order Entry Console'.
Click [Sign].
Validate the order displays in the order grid as expected.
Navigate back to the docked 'Order Entry Console' view.
Click [Redock].
Validate the order displays in the order grid as expected.
Clear the client.

Topics

• NX • Order Entry Console

AV-95441 Summary | Details

Avatar NX - Order Entry Console

Scenario 1: OE NX - Validate client header when switching clients

Specific Setup:

Two clients must have active episodes.(Client A) and (Client B).
"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.
"Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, ‘Diagnosis’ form, ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form, and no information filed in the 'Allergies and Hypersensitivities' form.

Steps

Select “Client A” and access the Order Entry Console.
Validate the 'Client Information Header' displays as expected in the Order Entry Console.
Validate "Client A" displays as expected in the "Client Information Header".
Click [Collapse Header].
Validate the 'Client Information Header' collapses as expected.
Click [Expand Header].
Validate the 'Client Information Header' expands as expected.
Search and select "Client B" from the 'What can I help you find' field.
Validate the 'Client Information Header' refreshes and displays "Client B" as expected.
Click [Collapse Header].
Validate the 'Client Information Header' collapses as expected.
Click [Expand Header].
Validate the 'Client Information Header' expands as expected.
Validate that "Allergies (0)" does not contain a red warning icon.
Click the 'Edit Allergy' icon and select "No" in both the 'Known Medication Allergies' and 'Known Food Allergies' fields.
Click [Submit].
Validate the 'Client Information Header' contains "Allergies (0)" and does not contain a red warning icon.
Click the 'Edit Allergy icon' and click [Update].
Click [New Row] and populate values in all the fields.
Click [Save] and Click [Submit].
Validate the 'Client Information Banner' contains "Allergies (1)" with a red warning icon.

Topics

• NX • Order Entry Console

AV-95518 Summary | Details

Avatar NX - 'Progress Notes' widget

Scenario 1: Avatar NX - Validate Progress Notes widget persist number of days

Specific Setup:

A client must be enrolled in an existing episode (Client A).
"Client A" must have many progress notes filed.
The logged in user must have the 'Progress Notes' widget configured to their myDay view and on additional associated views:
"View A" and "View B".

Steps

Validate the 'Progress Notes' widget is present and the 'Previous days' field contains "30".
Select "Client A".
Validate the 'Progress Notes' widget displays the notes as expected.
Navigate between "View A" and "View B" and validate the 'Progress Notes' widget displays the same notes as expected.
Navigate to the myDay view.
Enter the desired number of days in the 'Previous days' field and press the "Enter" key.
Validate the 'Progress Notes' widget refreshes and displays the notes as expected.
Navigate to "View A".
Validate the 'Progress Notes' widget displays the same notes and retains the same value in the 'Previous days' field entered in the previous steps.
Navigate to "View B".
Validate the 'Progress Notes' widget displays the same notes and retains the same value in the 'Previous days' field entered in the previous steps.
Navigate to the myDay view.
Undock the 'Progress Notes' widget.
Validate the 'Progress Notes' widget displays the same notes and retains the same value in the 'Previous days' field as expected.
In the undocked widget, enter the desired number of days in the 'Previous days' field and press the "Enter" key.
Switch back to the myDay view and validate the 'Previous days' field refreshes and displays the same number of days entered in the undocked 'Progress Notes' widget.
Close the undocked widget.
Clear the client.

Topics

• NX • Progress Notes

AV-95697 Summary | Details

Avatar NX - Navigating between forms

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

Diagnosis
Treatment Plan

Scenario 1: Avatar NX - Moving between open forms

Specific Setup:

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

Steps

Select "Client A" and access the 'Treatment Plan' form.
Scroll to the bottom of the form.
With "Client A" still selected, access the 'Diagnosis' form.
Scroll to the bottom of the form.
Navigate to the 'myDay' view.
Navigate back to the 'Treatment Plan' form.
Validate the scroll position is retained at the bottom of the form.
Close the form.
Navigate back to the 'Diagnosis' form.
Validate the scroll position is retained at the bottom of the form.
Close the form.

Topics

• Diagnosis • Treatment Plan

AV-95766 Summary | Details

Avatar NX - The 'Utilize Local Workstation Time Zone' registry setting

Scenario 1: Validate 'Time' fields when the 'Utilize Local Workstation Time Zone' registry setting is enabled

Specific Setup:

Have two users (User A & User B) each with their own workstation used to log into Avatar
"User A" has their workstation time zone set to the same time zone as the Avatar cache server.
"User B" has their workstation time zone set to a different time zone than the Avatar cache server.
"User A" and "User B" are staff members and have the "My To Do's" widget on their HomeView.
The 'Utilize Local Workstation Time Zone' registry setting is set to "Y".
Must have a form that is enabled for document routing that includes a 'Time' field (Form A).

Steps

Log in as "User A".
Access "Form A" for any client.
Navigate to the 'Time' field.
Click [Current Time].
Validate the 'Time' field contains the current time for the time zone of "User A", which matches that of the cache server. This will be referred to as "Time A".
Populate any other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Submit the form.
Validate a "Confirm Document" dialog is displayed with the document preview.
Validate the 'Time' field contains "Time A".
Click [Accept and Route] and route the document to "User A".
Navigate to the 'My To Do's' widget.
Validate a To Do is displayed for the document and click [Approve Document].
Validate the document is displayed with "Time A" as expected.
Accept the document.
Log out.
Log in as "User B".
Access "Form A" for any client.
Navigate to the 'Time' field.
Click [Current Time].
Validate the 'Time' field contains the current time for the time zone of "User B" and not the cache server time. This will be referred to as "Time B".
Populate any other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Submit the form.
Validate a "Confirm Document" dialog is displayed with the document preview.
Validate the 'Time' field contains "Time B".
Click [Accept and Route] and route the document to "User B".
Navigate to the 'My To Do's' widget.
Validate a To Do is displayed for the document and click [Approve Document].
Validate the document is displayed with "Time B" as expected.
Accept the document.
Log out.

Scenario 2: Validate 'Time' fields when the 'Utilize Local Workstation Time Zone' registry setting is disabled

Specific Setup:

Have two users (User A & User B) each with their own workstation used to log into Avatar
"User A" has their workstation time zone set to the same time zone as the Avatar cache server.
"User B" has their workstation time zone set to a different time zone than the Avatar cache server.
"User A" and "User B" are staff members and have the "My To Do's" widget on their HomeView.
The 'Utilize Local Workstation Time Zone' registry setting is set to "N".
Must have a form that is enabled for document routing that includes a 'Time' field (Form A).

Steps

Log in as "User A".
Access "Form A" for any client.
Navigate to the 'Time' field.
Click [Current Time].
Validate the 'Time' field contains the current time of the cache server. This will be referred to as "Time A".
Populate any other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Submit the form.
Validate a "Confirm Document" dialog is displayed with the document preview.
Validate the 'Time' field contains "Time A".
Click [Accept and Route] and route the document to "User A".
Navigate to the 'My To Do's' widget.
Validate a To Do is displayed for the document and click [Approve Document].
Validate the document is displayed with "Time A" as expected.
Accept the document.
Log out.
Log in as "User B".
Access "Form A" for any client.
Navigate to the 'Time' field.
Click [Current Time].
Validate the 'Time' field contains the current time of the cache server. This will be referred to as "Time B".
Although this user's workstation time is in a different time zone than the cache server time, this is correct since the 'Utilize Local Workstation Time' registry setting is disabled.
Populate any other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Submit the form.
Validate a "Confirm Document" dialog is displayed with the document preview.
Validate the 'Time' field contains "Time B".
Click [Accept and Route] and route the document to "User B".
Navigate to the 'My To Do's' widget.
Validate a To Do is displayed for the document and click [Approve Document].
Validate the document is displayed with "Time B" as expected.
Accept the document.
Log out.

Topics

• NX • Registry Settings

AV-96038 Summary | Details

Avatar NX - 'Client Name' field

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

Admission
Admission - Client search
Admission (Outpatient)

Scenario 1: Admission - Validations for the invalid characters entered in the client name fields

Specific Setup:

Registry setting :
Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields = 3.
Avatar PM->Client Information->Client Demographics->->->Allow Spaces in Client Name = N.
Avatar PM->Client Information->Client Demographics->->->Copy Client Name To Alias On Edit = Y.

Steps

Open the 'Admission' form.
Enter "123" in the 'Last Name' field and tab or click out.
Verify a 'Format Error' dialog opens stating 'Last Name must contain at least one letter (A-Z, a-z)'.
Enter anything or nothing in the 'Last Name' field and click or tab out.
Verify that no error dialog opens.
Enter "ONE " in the 'Last Name' field and tab or click out.
Verify that no error dialog opens.
The 'Last Name' field is populated with the "ONE ".
In the First Name field enter "123" and tab or click out.
Verify a 'Format Error' dialog opens stating "First Name must contain at least one letter (A-Z, a-z)".
Click [OK].
In the 'First Name' field enter "First Name ***" and tab or click out.
Verify a 'Format Error' dialog opens stating 'Invalid character in first name '*'; valid special characters are ' _ - '.
In the 'First Name' field, enter "First Name" and tab or click out.
Verify that no error dialog opens. Please note: Spaces are considered a valid special character for First Name.
In the 'First Name' field, enter "TRAILING " and tab or click out.
Verify that no error dialog opens.
Enter anything or nothing in the 'First Name' field, then click or tab out.
Verify that no error dialog opens.
Enter " Last" in the 'Last Name' field.
Tab or click out of the 'Last Name' field.
Validate the leading spaces are removed from the 'Last Name' field.
Enter " First" in the 'First Name' field.
Tab or click out of the 'First Name' field.
Validate the leading spaces are removed from the 'First Name' field.
Click [Search] and [New Client].
Populate all other required fields to process the new admission.
Verify the new admission process completes successfully and the client with desired client name is created in the system.

Scenario 2: Admission (Outpatient) - Validations for the invalid characters entered in the client name fields

Steps

Open the 'Admission (Outpatient)' form.
Enter "123" in the 'Last Name' field and tab or click out.
Verify a 'Format Error' dialog opens stating 'Last Name must contain at least one letter (A-Z,a-z)'.
Enter "Last_Name" in the 'Last Name' field and tab or click out.
Verify that no error dialog opens.
The 'Last Name' field is populated with the "Last_Name".
Enter anything or nothing in the 'Last Name' field and click or tab out.
Verify that no error dialog opens.
In the First Name field enter "123" and tab or click out.
Verify a 'Format Error' dialog opens stating "First Name must contain at least one letter (A-Z,a-z)".
Click [OK].
In the 'First Name' field enter "First Name ***" and tab or click out.
Verify a 'Format Error' dialog opens stating 'Invalid character in first name '*'; valid special characters are ' _ - '.
In the 'First Name' field, enter "First Name" and tab or click out.
Verify that no error dialog opens. Please note: Spaces are considered a valid special character for First Name.
Enter " Last" in the 'Last Name' field.
Tab or click out of the 'Last Name' field.
Validate the leading spaces are removed from the 'Last Name' field.
Enter " First" in the 'First Name' field.
Tab or click out of the 'First Name' field.
Validate the leading spaces are removed from the 'First Name' field.
Click [Search] and [New Client].
Populate all other required fields to process the new admission.
Verify the new admission process completes successfully and the client with desired client name is created in the system.

Topics

• Admission • Client Search • NX

AV-96120 Summary | Details

Remittance Processing Widget - Future Functionality

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

Remittance Processing Widget

Scenario 1: Remittance Processing Widget - 'Remittance details' section - Edit Service Start and End dates.

Steps

Internal testing for future functionality

Topics

• NX • Remittance Processing Widget

AV-96130 Summary | Details

Avatar NX - Unlocked Dictionaries

Internal Test Only

Topics

n/a

AV-96176 Summary | Details

Guarantors/Payors

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

Diagnosis
Guarantors/Payors
Registry Settings (PM)

Scenario 1: "Diagnosis" pre-display validation

Specific Setup:

Client has no 'Diagnosis' record (Client A). Note the date of admission.

Steps

Open the 'Diagnosis' form for 'Client A'.
Select "Admission" in the "Type of Diagnosis" field.
Validate that the 'Date of Diagnosis' contains the admission date.
Set the "Time of Diagnosis" to any value.
Click [New Row].
Enter search criteria in the "Diagnosis Search" field.
Select any diagnosis from the search results.
Verify that "Active" is selected in the "Status" field.
Verify that "Primary" is selected in the "Ranking" field.
Verify "Bill Order" defaults to "1".
Select any value in the "Classification" field.
Select any staff member in the "Diagnosing Practitioner" field.
Click [Submit]
Click [Yes] on the Pre-Display Confirmation pop up window: "Do you want to return to Pre-Display?"
Verify the client record displays on the Pre-Display with the following fields:
Date of Diagnosis
Type of Diagnosis
Time of Diagnosis
Primary Diagnosis: verify this field contains the diagnosis code in parentheses followed by the description: Example: '(A91.32) West Nile virus infection with other neurologic manifestation'.
If desired, edit the diagnosis record to include an additional diagnosis, setting it to the secondary diagnosis.
Verify the client record displays on the Pre-Display with the following fields, for the primary diagnosis:
Date of Diagnosis
Type of Diagnosis
Time of Diagnosis
Primary Diagnosis: verify this field contains the diagnosis code in parentheses followed by the description: Example: '(A91.32) West Nile virus infection with other neurologic manifestation'.
Close the form.

Scenario 2: iCarol Interface Configuration - Form Validation

Steps

Internal testing only.

Scenario 3: Cal-PM - Guarantors/Payors - Pregnancy Indicator

Specific Setup:

Registry Settings: Avatar PM->Billing->Electronic Billing->837 Professional->->Enable Pregnancy Indicator / Date Of Last Menstrual Period = Y.
Guarantors/Payors:
Guarantor 1: Contains a minimum of two rows of data in the 'Pregnancy Indicator' section: Note how many rows of data exist and the data in the rows,
Guarantor 2: Contains no data in the 'Pregnancy Indicator' section:

Steps

Open 'Guarantors/Payors'.
Select 'Edit' in 'Add New or Edit Existing Guarantor'.
Select 'Guarantor 1'.
Select the 'Pregnancy Indicator' section.
Validate that the previous rows exist, and that the data is correct.
Click [Discard].
Open 'Guarantors/Payors'.
Select 'Edit' in 'Add New or Edit Existing Guarantor'.
Select 'Guarantor 1'.
Select the 'Pregnancy Indicator' section.
Validate that the previous rows exist, and that the data is correct.
Add a new row of data to the grid.
Select the 'Guarantors/Payors' section
Click [File].
Click [Discard].
Open 'Guarantors/Payors'.
Select 'Edit' in 'Add New or Edit Existing Guarantor'.
Select 'Guarantor 1'.
Select the 'Pregnancy Indicator' section.
Validate that the previous rows of data and the new row of data exist and that the data is correct.
Click [Discard].
Open 'Guarantors/Payors'.
Select 'Edit' in 'Add New or Edit Existing Guarantor'.
Select 'Guarantor 2'.
Select the 'Pregnancy Indicator' section.
Add data to the 'Postpartum Period (Number of Days)' and 'Aid Code' fields to add a row of data to the form.
Add additional desired rows.
Select the 'Guarantors/Payors' section.
Click [File].
Click [Discard].
Open 'Guarantors/Payors'.
Select 'Edit' in 'Add New or Edit Existing Guarantor'.
Select 'Guarantor 1'.
Select the 'Pregnancy Indicator' section.
Validate that the previous rows of data exist, and the data is correct.
Click [Discard].
Verify the form close successfully.

Topics

• Diagnosis • Guarantor • NX

AV-96245 Summary | Details

Avatar NX - Block Client Chart

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

Block Client Chart

Scenario 1: Avatar NX - Validate clients blocked in the Scheduling Calendar

Specific Setup:

A client must be enrolled in an existing episode (Client A).
"Client A" must have an appointment scheduled for the current day (Appointment A).
There must be two users defined (User A) and (User B):
"User A" must have access to the 'Block Client Chart' form.
"User B" must have access to the 'Scheduling Calendar' and have visibility to "Appointment A".
Both users must be logged into different sessions.

Steps

As "User A", access the 'Block Client Chart' form.
Select the 'Blocked Clients' tab.
Click [Add New Item].
Search and select "Client A" from the 'Select Client' field.
Select the desired value in the 'Reason for Blocking' field.
Select "No" in the 'Block User Roles'.
Select "Yes - Selected" in the 'Block Users' field.
Select "User B" from the 'Selected Users' field.
Validate the 'Blocked Clients' table displays the newly created record as expected.
Click [Submit].
Switch to "User B", and access the 'Scheduling Calendar'.
Validate "Appointment A" displays as expected in the 'Scheduling Calendar'.
Right click "Appointment A" and select "Status Update".
Validate a 'Blocked Client' message displays as expected.
Click [OK].
Click [Dismiss] and [OK].
Switch to "User A" and access the 'Block Client Chart' form.
Select the 'Blocked Clients' tab.
Select "Client A" from the 'Blocked Clients' field.
Click [Delete Selected Item].
Validate an "Are you sure?" message.
Click [Yes] and [Submit].
Switch to "User B", and access the 'Scheduling Calendar'.
Validate "Appointment A" displays as expected in the 'Scheduling Calendar'.
Right click "Appointment A" and select "Status Update".
Validate the 'Scheduling Calendar - Status Update' form opens and displays as expected.
Close the form.
Click [Dismiss] and [OK].
Logout out from both the sessions.

Topics

• NX • Scheduling Calendar

AV-96349 Summary | Details

Avatar NX - 'Console Widget Viewer'

Internal Test Only

Topics

n/a

AV-96394 Summary | Details

OE NX – Order Entry Console – Order Guidelines

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

Order Entry Console
eMAR
Orders This Episode

Scenario 1: OE NX - Orders This Episode - Order Guidelines - New, Copy, Modify, Hold, Resume and Discontinue

Specific Setup:

Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
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.
A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select “Order Code A” in the ‘New Order’ field.
Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
Populate all required fields.
Click [Add to Scratchpad].
Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
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 the order and click [Sign].
Validate the ‘Order grid’ contains the new order for “Order Code A” with a ‘G’ icon in the ‘Order Details’ column. Hover over the ‘G’ icon and the order guidelines will be displayed.

Scenario 2: OE NX - Admission Reconciliation - Order Guidelines

Specific Setup:

Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
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.
A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).

Steps

Select “Client A” and access the Order Entry Console.
Click the 'Home Medications' tab.
Check the 'No Known Medications' checkbox.
Check the 'Medication history reviewed and completed for Episode #1' checkbox
Click the 'Admission Reconciliation' tab.
Search for and select "Order Code A" in the 'New Order' field.
Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
Populate all required fields.
Click [Add to Scratchpad].
Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
Click [Reconcile and Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Admission Reconciliation' tab is in view-only mode.

Scenario 3: OE NX - Discharge Med Reconciliation - Order Guidelines

Specific Setup:

Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).

Steps

Select “Client A” and access the Order Entry Console.
Click the 'Orders This Episode' tab.
Search for and select "Order Code A" in the 'New Order' field.
Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
Populate all required fields.
Click [Add to Scratchpad].
Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
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 and click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Click the 'Discharge Reconciliation' tab.
Validate the 'Inpatient Medications' order grid contains an order for "Order Code A" with a 'G' icon.
Click [Do Not Add Remaining]
Set the 'Inhouse Pharmacy-Dispense Days Supply' to any value and click [Update Order] and [Review and Sign].
Validate the 'Discharge Reconciliation' tab is in view-only mode.

Scenario 4: OE NX - Orders This Episode - Order Guidelines with validation in eMAR

Specific Setup:

Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE&EMAR".
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.
A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
Populate all required fields.
Click [Add to Scratchpad].
Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
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 and click [Sign].
Validate the ‘Order grid’ contains the new order for “Order Code A” with a ‘G’ icon in the ‘Order Details’ column. Hover over the ‘G’ icon and the order guidelines will be displayed.
Access the 'eMAR' widget.
Validate the order for "Order Code A" is displayed and contains a 'G' icon in with the 'Order Description' information.
Hover over the ‘G’ icon and the order guidelines will be displayed.

Topics

• NX • Order Entry Console

AV-96519 Summary | Details

Treatment Plan - Multi-Select Dictionary fields

Scenario 1: 'All Documents' widget - Validate 'Treatment Plan' records

Specific Setup:

A client must be enrolled in an existing episode (Client A).
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 'Mutli-Select Dictionary' field is added to the 'Goals' section the 'Treatment Plan' form. This can be done via 'Site Specific Section Modeling'.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Add any problem.
Populate all desired fields.
Add New Goal.
Populate all desired fields.
Select the desired values in the 'Multi-Select dictionary' field.
Click [Return To Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully."
Click [OK].
Submit the form.
Navigate to the 'All Documents' view.
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Verify the record is present and displays "Draft" in the 'Workflow Status' field and select it.
Validate the 'Console Widget Viewer' displays the plan in the previous steps.
Click [Open Record].
Validate the 'Treatment Plan' form opens with the draft from the previous steps.
Make and desired changes.
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit]
Validate a 'Confirm Document' dialog containing the treatment plan.
Click [Sign].
Enter the password associated with the logged in user and click [Verify].
Navigate to the 'All Documents' view.
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Verify the record is present and displays "Final" in the 'Workflow Status' field and select it.
Validate the 'Console Widget Viewer' displays the finalized plan from the previous steps.
Validate the treatment plan data displays as expected.
Validate the value(s) selected in the 'Multi-Select Dictionary' field are not duplicated.
Click [Close All].

Topics

• NX • Treatment Plan

AV-96660 Summary | Details

myAvatar AM NX - Inventory & Pump Management

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

Inventory and Pump Management - Dispensing Screen

Scenario 1: myAvatarAM NX: Validate All Containers Display in Open Inventory List for Active Inventory with Over 400 Rows

Specific Setup:

Inventory must be available in the System Code used (Inventory A)
User must have access to the 'Receive Inventory' form
User must have access to the 'Inventory and Pump Management' form

Steps

In System Code A, access the 'Receive Inventory' form
Search for and select "Inventory A" from the 'Inventory Type' field
Enter a container number "1" in the 'Starting Label Number' field
Enter "405" in the 'Number of Units' field
Search for and select the System Code of logged in User in the 'Clinic Receiving Inventory' field
Manually enter a note "Note" in the 'Note' field
Validate the 'Receive Inventory' form has all required fields entered
Click [Submit]
Validate the 'Receive Inventory' message displays the newly created container as expected
Click [Yes]
Access the 'Inventory and Pump Management' form
Click [Inventory and Pump Management]
Click 'Unit #1' and select 'Open Inventory'
Validate container numbers 1-405 are showing in the 'Open Inventory' list

Topics

• Inventory & Pump Management • NX • Receive Inventory

AV-96661 Summary | Details

myAvatar AM NX- Multi-Clinic Inventory

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

Receive Inventory

Scenario 1: myAvatarAM NX: Validate Received Inventory Not Showing Across System Codes

Specific Setup:

Two system codes must be set up for the environment (System Code A and System Code B)
Inventory must be available in the system (Inventory A)
User must have access to the 'Receive Inventory' form
User must have access to the 'Inventory and Pump Management' form

Steps

In System Code A, access the 'Receive Inventory' form
Search for and select "Inventory A" from the 'Inventory Type' field
Manually enter a container number "A123" in the 'Starting Label Number' field
Search for and select "System Code A" in the 'Clinic Receiving Inventory' field
Manually enter a note "Note" in the 'Note' field
Validate the 'Receive Inventory' form has all required fields entered
Click [Submit]
Validate the 'Receive Inventory' message displays the newly created container as expected
Click [Yes]
Access the 'Inventory and Pump Management' form
Click [Inventory and Pump Management]
Click 'Unit #1' and select 'Open Inventory'
Validate container number "A123" is showing in the 'Open Inventory' list
Select container number "A123"
Click [Open]
Validate the 'Open Inventory-Verify Balance' message displays the correct balance for container number "A123"
Click [Yes]
Validate container number "A123" is displayed in the 'Open Inventory' confirmation message
Click [OK]
Validate container number "A123" displays in Unit #2
Log out of "System Code A"
In System Code B, access the 'Inventory and Pump Management' form
Click [Inventory and Pump Management]
Click 'Unit #1' and select 'Open Inventory'
Validate container number "A123" does NOT show in the 'Open Inventory' list
In System Code B, access the 'Receive Inventory' form
Search for and select "Inventory A" from the 'Inventory Type' field
Manually enter a container number "B123" in the 'Starting Label Number' field
Search for and select "System Code B" in the 'Clinic Receiving Inventory' field
Manually enter a note "Note" in the 'Note' field
Validate the 'Receive Inventory' form has all required fields entered
Click [Submit]
Validate the 'Receive Inventory' message displays the newly created container as expected
Click [Yes]
Access the 'Inventory and Pump Management' form
Click [Inventory and Pump Management]
Click 'Unit #1' and select 'Open Inventory'
Validate container number "B123" is showing in the 'Open Inventory' list
Select container number "B123"
Click [Open]
Validate the 'Open Inventory-Verify Balance' message displays the correct balance for container number "B123"
Click [Yes]
Validate container number "B123" is displayed in the 'Open Inventory' confirmation message
[Click OK]
Validate container number "B123" displays in Unit #1
Log out of "System Code A"
In System Code A, access the 'Inventory and Pump Management' form
Click [Inventory and Pump Management]
Click 'Unit #1' and select 'Open Inventory'
Validate container number "B123" does NOT show in the 'Open Inventory' list

Topics

• Inventory & Pump Management • NX • Receive Inventory

AV-96931 Summary | Details

eMAR NX - Client Notes

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

eMAR

Scenario 1: eMAR NX - Client Note

Specific Setup:

A client must have an active episode. (Client A)

Steps

Select "Client A" and access eMAR NX.
Click [Client Notes].
Create multiple notes with a large number of characters.
Click [Clear Client] and go back "myDay".
Reselect "Client A" and access eMAR NX.
Validate eMAR NX loads correctly and validate a yellow icon is displayed in the [Client Note].
Click [Client Note] and validate the note information entered above is displayed.

Topics

• eMAR NX • NX

AV-96934 Summary | Details

Tasklist - PRN Tasks

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

Orders This Episode
Task List

Scenario 1: Task List - Lab - PRN

Specific Setup:

A client must have an active episode. (Client A).
A lab-type order code must exist. (Order Code A)
A prn frequency code must exist. (As Needed)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Select "As Needed" in the 'Frequency' field.
Populate all remaining required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the order for "Order Code A".
Access 'Task List'.
Search for and select "Client A" in the 'Search Client's field.
Validate the 'Unscheduled' column contains "Lab Order Acknowledgement" and "Lab Order Education".
Validate the 'Client Card' displays "(1) PRN Tasks".
Hover over the "(1) PRN Tasks" and validate the lab order created is displayed.
Click '(1) PRN Tasks'.
Click to expand the information regarding the order created for "Order Code A" and click 'Collect'.
Validate the 'Order Acknowledgement' dialog is displayed and click [Acknowledge].
Validate the 'Education' dialog is displayed and click [Educate].
Validate the 'Specimen Collection' dialog is displayed.
Populate all required fields and click [Sign].
Click [Refresh Tasks].
Validate the 'Unscheduled' column contains no values.

Topics

• NX • Task List

AV-96962 Summary | Details

OE NX - Order This Episode - Days Supply

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

Orders This Episode
NCPDP System Defaults
Order Group Setup
User Definition

Scenario 1: OE NX - Order Group - Default Durations - external pharmacy mode

Specific Setup:

An Order Group must exist that contains four pharmacy-type order codes (Order Group A)
"Order Code A" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Doses)' of "6".
"Order Code B" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "One time only" with administration times at "09:00 PM" and has a 'Duration(Days)' of "1".
"Order Code C" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Days)' of "28"
"Order Code D" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Duration(Days)' of "30"
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.

Note: This test is performed assuming the 'Default Days Supply' field in the 'External Pharmacy Setup' form is set to "28".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A", "Order Code B", "Order code C", and "Order Code D".
Check the "Select All" checkbox.
Validate information for all orders is displayed correctly.
Click [Add to Scratchpad].
Validate the ‘Scratchpad’ contains all orders and that a red flag is displayed in the ‘Action’ column for “Order Code A”.
Select "Order Code A" in the 'Scratchpad'.
Validate the ‘Duration’ contains no value, that [Doses] does not exist, and that the ‘Days Supply’ field contains “0”.
Click [Remove from Scratchpad].
Select "Order Code B" in the 'Scratchpad'.
Validate the 'Duration' field displays "1" and that [Days] is selected.
Validate the 'Days Supply' field displays "1".
Click [Cancel Update].
Select "Order Code C" in the 'Scratchpad'.
Validate the 'Duration' field displays "28" and that [Days] is selected.
Validate the 'Days Supply' field displays "28".
Click [Cancel Update].
Select "Order Code D" in the 'Scratchpad'.
Validate the 'Duration' field displays "30" and that [Days] is selected.
Validate the 'Days Supply' field displays "30".
Click [Cancel Update].
Click [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Select “None” in the ‘Output’ field for all orders and click [Sign].
Validate the ‘Order grid’ contains an order for “Order Code A”, “Order Code B”, and “Order Code C”.

Scenario 2: OENX - Orders This Episode - My Favorites - external pharmacy mode - Default Duration

Specific Setup:

A pharmacy-type order code must have 'Default Duration (Days)' set to "1" in the 'Order Code Setup' form. (Order Code A)
A pharmacy-type order code must have 'Default Duration (Days)'' set to "28" in the 'Order Code Setup' form. (Order Code B)
A pharmacy-type order code must have 'Default Duration (Days)'' set to "30" in the 'Order Code Setup' form. (Order Code C)
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click 'My Favorites'.
Search for and select "Order Code A" in the 'New Order' field.
Click [Add to Favorites].
Search for and select "Order Code B" in the 'New Order' field.
Click [Add to Favorites].
Search for and select "Order Code C" in the 'New Order' field.
Click [Add to Favorites].
Select "Order Code A", "Order Code B", and "Order Code C" and click [Add to Scratchpad].
Validate the 'Scratchpad' contains orders for "Order Code A", "Order Code B", and "Order Code C" with a red flag in the 'Action' column for each order.
Select "Order Code A" in the 'Scratchpad'.
Validate the 'Days Supply' field displays "1".
Validate the 'Duration' field displays "1"
Populate all required fields and click [Update Order].
Select "Order Code B" in the 'Scratchpad'.
Validate the 'Days Supply' field displays "28".
Validate the 'Duration' field displays "28"
Populate all required fields and click [Update Order].
Select "Order Code C" in the 'Scratchpad'.
Validate the 'Days Supply' field displays "30".
Validate the 'Duration' field displays "30"
Populate all required fields and click [Update Order].
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 all orders and click [Sign].
Validate the 'Order grid' contains an order for "Order Code A", "Order Code B", and "Order Code C".

Scenario 3: OE NX - Order group - Non external pharmacy - Days Supply with NCPDP Enabled

Specific Setup:

The 'Enable NCPDP Billing' registry setting must be set to "Y".
The user who is logged into the application must have access to the 'NCPDP System Defaults' form. (User A)
Please log out of the application and log back in after completing the above configuration.
An Order Group must exist that contains four pharmacy-type order codes (Order Group A)
"Order Code A" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Doses)' of "6".
"Order Code B" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "One time only" with administration times at "09:00 PM" and has a 'Duration(Days)' of "1".
"Order Code C" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Days)' of "28"
"Order Code D" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Duration(Days)' of "30"
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: This test is performed assuming the 'Default Days Supply' field in the 'NCPDP System Defaults' form is set to "28".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A", "Order Code B", "Order Code C", and "Order Code D".
Check the "Select All" checkbox.
Validate information for all orders is displayed correctly.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains all orders.
Select "Order Code A" in the 'Scratchpad'.
Validate the ‘Duration’ contains "6", that [Doses] is selected,
Validate the ‘Days Supply’ field contains “28”.
Click [Cancel Update].
Select "Order Code B" in the 'Scratchpad'.
Validate the 'Duration' field displays "1" and that [Days] is selected.
Validate the 'Days Supply' field displays "1".
Click [Cancel Update].
Select "Order Code C" in the 'Scratchpad'.
Validate the 'Duration' field displays "28" and that [Days] is selected.
Validate the 'Days Supply' field displays "28".
Click [Cancel Update].
Select "Order Code D" in the 'Scratchpad'.
Validate the 'Duration' field displays "30" and that [Days] is selected.
Validate the 'Days Supply' field displays "28".
Click [Cancel Update] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains orders for "Order Code A", "Order Code B", "Order Code C", and "Order Code D".

Scenario 4: OE NX - OTE - My Favorites - Non External Pharmacy

Specific Setup:

The 'Enable NCPDP Billing' registry setting must be set to "Y".
The user who is logged into the application must have access to the 'NCPDP System Defaults' form. (User A)
Please log out of the application and log back in after completing the above configuration.
An Order Group must exist that contains four pharmacy-type order codes (Order Group A)
A pharmacy-type order code must have 'Default Duration (Days)' set to "1" in the 'Order Code Setup' form. (Order Code A)
A pharmacy-type order code must have 'Default Duration (Days)' set to "28" in the 'Order Code Setup' form. (Order Code B)
A pharmacy-type order code must have 'Default Duration (Days)' set to "30" in the 'Order Code Setup' form. (Order Code C)
"Order Code A", "Order Code B", and "Order Code C" must exist in 'My Favorites'.
A client must have an inpatient episode whose program or unit are not configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click 'My Favorites'.
Select "Order Code A", "Order Code B", and "Order Code C" and click [Add to Scratchpad].
Validate the 'Scratchpad' contains orders for "Order Code A", "Order Code B", and "Order Code C" with a red flag in the 'Action' column for all orders.
Select "Order Code A" in the 'Scratchpad'.
Validate the 'Days Supply' field displays "1".
Validate the 'Duration' field displays "1".
Populate all required fields and click [Update Order].
Select "Order Code B" in the 'Scratchpad'.
Validate the 'Days Supply' field displays "28".
Validate the 'Duration' field displays "28".
Populate all required fields and click [Update Order].
Select "Order Code C" in the 'Scratchpad'.
Validate the 'Days Supply' field displays "28".
Validate the 'Duration' field displays "30".
Populate all required fields and click [Update Order] and [Sign].
Validate 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "Order Code A", "Order Code B", and "Order Code C".

Topics

• NX • Order Entry Console

AV-97000 Summary | Details

Payment Acknowledgement - 835 Health Care Claim Payment/Advice

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

835 Health Care Claim Payment/Advice (PM)
Claim Adjustment Group/Reason Code Definition
Client Ledger
Payment Acknowledgement
Registry Settings (PM)

Scenario 1: 835 Health Care Claim Payment/Advice - Three checks per file - Posting Acknowledged, Unacknowledged and Zero dollar payments

Specific Setup:

Registry Setting:
The 'Enable Payment Acknowledgement' registry setting is enabled.
The 'Prevent Posting Payments Unless Payment has been Acknowledged' registry setting includes value '1'.
The 'Check Number' registry setting is set to '1'.
The 'Posting Date for Automated 835s' registry setting is set to '1'.
Claim Adjustment Group/ reason code Definition:
A group code is selected for the credit adjustment code and debit adjustment reversal code. Note the adjustment codes and group code setup.
Admission:
Admit a client into an outpatient episode. Note the Client id/name, Admission date/program.
Guarantor/Payors:
Two existing guarantors are identified who have a Financial Class that has the Extended Data Element for (1500) System Financial Class set to Self Pay.
Financial Eligibility:
The desired guarantors identified above are assigned to the client. Note the primary and secondary guarantor.
Client Charge Input:
A service is rendered to the client.
Client Ledger:
Make sure the service is distributed to one of the guarantors assigned to the client.
Close charges.
Electronic Billing:
Claim the service using the 837 Professional bill for the guarantor.
Create an 835 file based on the claim information found in the 837 professional bill.

Steps

Open the '835 Health Care Claim Payment/Advice' form.
Load and compile the 835 file created that includes the claim for the defined guarantor in the setup.
Verify the 835 file loads/compiles successfully.
Select 'Post File' option.
Select the compiled file.
Populate all the required fields with desired value.
Verify the Check/EFT# is populated correctly with the status of acknowledged or unacknowledged in the 'Check/EFT#' checkbox.
Select the Check/EFT# that is unacknowledged.
Click [Process File].
Verify the message: 'Selecting Unacknowledged Check/EFT numbers is not permitted.'
Click [OK].
Close the form.
Open the ‘Payment Acknowledgment’ form.
Enter desired value in ‘Batch Number’.
Select desired ‘Posting Code’.
Enter desired value in ‘Check/EFT Number’ from the TRN*02 segment of the 835 file created in the setup.
Enter desired value in ‘Amount’ that matches the amount entered in the CLP*04 segment of the 835 file.
Select desired ‘Guarantor’ set up in the setup section. Note: If a ‘Self-Pay guarantor is selected, the ‘Client’ field will be enabled.
Enter desired value in ‘Name/Source’.
Enter desired value in ‘Client’, if enabled.
Enter desired value in ‘Check/EFT Date’ that matches the date entered in the BPR*16 segment of the 835 file.
Enter desired value in ‘Receipt Date’.
Enter desired value in ‘Deposit Date’.
Select desired ‘Treatment Service’.
Select desired ‘Category’.
Enter desired value in ‘Bank Ref #’.
Enter desired value in ‘Comments’.
Click [File].
Verify that the ‘Payment Acknowledgment’ message is received and states the following: Filed successfully. The Transaction Number is [number] Do you need to continue to Post Payment Accounting Entry? Note: The Transaction Number’ increments by one number with each filing.
Click [No].
Close the form.
Open the '835 Health Care Claim Payment/Advice' form.
Select 'Post File' option.
Select the compiled file.
Populate all the required fields with desired value.
Verify the Check/EFT# is populated correctly with the status of acknowledged or unacknowledged in the 'Check/EFT#' checkbox.
Select the Check/EFT# that was acknowledged in above steps.
Click [Process File].
Verify the file posts successfully.
Open the 'Client Ledger' for the client.
Verify the payments are posted correctly on the ledger.
Open the 'Crystal Report' or any other SQL Data viewer.
Create a query to retrieve data from the SYSTEM.billing_pay_adj_history table.
Validate the check number field contains check number from the TRN-02 segment of the 835 file.
Validate the 'pay_acknowledge_trans_num' column contains the transaction number from the 'Payment Acknowledgement' form for the Check/EFT.

Topics

• 835 Health Care Claim Payment/Advice • NX

AV-97594 Summary | Details

FoRSE Mapping - Launch button from a table grid

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

Admission
FoRSE Configuration
FoRSE Mapping

Scenario 1: FoRSE Mapping

Specific Setup:

FoRSE must be configured and enabled.

Steps

Open the "FoRSE Mapping" form.
Add a new mapping.
Select the desired survey to map to in the "Type of Survey" drop down,
Check the "EHR Facility IDs" to submit for this particular survey.
For each Question in the survey, select an Avatar form and field to map to.
Click "View" under the "Field Translation" column.
Left as is, the system will use the default dictionary values and codes.
If you wish to change the default dictionary values, you can use the "Field Translation".
Click "Submit" to file the form.
Open the "FoRSE Mapping" form.
Edit an existing mapping.
Select an existing mapping in the "Mapping" drop down
Validate mapping is enabled.
Validate the "EHR Facility IDs" are the ones selected previously.
Validate the "Field Mapping" is as what was previously entered.
File the "Admission" form either for a new client or an existing client.
Open the "FoRSE Configuration" form.
Go to the "FoRSE Monitor" section.
Set the start and end dates.
Select the client.
Click "Launch Report".
Click "Click To View Record".
Validate payload indicates success.

Scenario 2: FoRSE Surveys

Specific Setup:

Validate FoRSE is configured and enabled.
Validate the survey is mapped to an Avatar form.

Steps

Open a form that is mapped to a survey.
File the form.
Open the "FoRSE Configuration" form.
Go to the "FoRSE Monitor" section.
Set the start and end dates.
Select the client.
Click "Launch Report".
Click "Click To View Record".
Validate payload indicates a success.

Topics

• FoRSE

AV-78984 Summary \| Details OE NX - View Only Home Medications 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 - View only access to Home Medications Specific Setup: 2 Users must be configured (User A, User B) "User A" must have the 'Use Staff Member As Order Practitioner' field set to "No" in the 'Order Entry User Definition' form. "User A" must also have the 'Prevent Entry/Update in the OE Console (Home Medications section)' checkbox checked in the 'Order Entry User Definition' form. "User B" must have the 'Use Staff Member As Order Practitioner' field set to "Yes" in the 'Order Entry User Definition' form. 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 Log into the application as "User A". Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Validate 'No Known Medications' is read only mode. Validate 'Medication history reviewed and completed for Episode #1' is read only mode. Validate [Notify Attending Practitioner]is read only mode. Verify the 'Program - Scratchpad' dropdown list does not exist. Verify the 'Order Labs' link does not exist. Verify the 'External RxHx' link does not exist. Verify the ' Prescriber's Queue' link does not exist. Verify the 'PDMP' link does not exist. Click [Change]. Validate the 'Pharmacy Search' dialog is accessible and click [Close]. Click [Recent Vitals]. Validate the 'Recent Vital Signs' dialog is accessible and click [Close]. Click [View Lab Results]. Validate the 'Lab Results' dialog is accessible and click [Close]. Select any order and validate the [DC], [Reorder], [Modify], [Make RX], [Edit], [Validate], [Reject], [Compliance], [Reprint], [Void] action buttons are not displayed. Click [View - History]. Validate the 'Home Medication History' dialog is accessible and click [Close]. Click [View - Last Compliance]. Validate the 'Compliance History' dialog is accessible and click [Close]. Verify the 'New Order' section is not displayed. Verify the 'Scratchpad' section is not displayed. Log out of the application and log back in as "User B". Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab Validate the 'Program - Scratchpad' dropdown list contains the practitioner associated to "User B". Verify the 'Order Labs' link exists and is accessible. Verify the 'External RxHx' link exists and is accessible. Verify the ' Prescriber's Queue' link exists and is accessible. Verify the 'PDMP' link exists and is accessible. Click [Failed Orders]. Validate the 'Failed Orders' dialog is accessible and click [Close]. Click [Validate]. Validate the 'Validate' dialog is accessible and click [Close].	Topics • Home Medications • NX
AV-81911 Summary \| Details OE NX - Orders This Episode - external pharmacy mode - Multiple Reasons enabled for Pharmacy-type order codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Dictionary Update (CWS) Orders This Episode Scenario 1: OE NX - Home Medications - Schedule III (Xyrem) - New order Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Uncheck the 'Reported' checkbox. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is not required. Validate the 'Reason Text' field is required. Enter "TEST" in the 'Reason Text' field. Validate the 'Note to Pharmacist' field is required and contains "TEST". Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Xyrem 500 MG/1 ML Solution Oral" with a 'Reason' ' and 'Note to Pharmacist' of "TEST". Click [Final Review]. Validate the 'Final Review' dialog is displayed and contains the order for "Xyrem 500 MG/1 ML Solution (Schedule III)" with "Reason: TEST" and a note icon. Click the note icon and validate that it contains "TEST" and click [Close]. Select "None" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "Xyrem" with a 'Reason' and 'Note To Pharmacist' of "TEST". Scenario 2: OE NX - Orders This Episode - external pharmacy mode - Create, copy, modify, and reorder an order for “Xyrem” with multiple reasons enabled Specific Setup: The ‘(548) Enable Multiple Reasons at Order Entry' extended attribute must be set to “Yes” 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 pharmacy-type order code for "XYREM 500 MG/1 ML ORAL SOLUTION" must exist. 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 "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" in the 'New Order field. Click [Reason-View], select multiple values, and click [Save]. Validate the 'Reason' field contains the selected reasons. Validate the 'Note to Pharmacist' field contains the selected reasons. Populate all required fields, click [Add to Scratchpad], and [Final Review]. Validate an ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit] Validate the ‘Final Review’ dialog is displayed. Click the 'Yellow Note' and validate the selected reasons are displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the 'Order grid' contains the new order. Select the order and click [Copy]. Validate the 'Reason' field contains the selected reasons. Validate the 'Note to Pharmacist' field contains the selected reasons. Click [Add to Scratchpad] and [Final Review]. Validate an ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit] Validate the ‘Final Review’ dialog is displayed. Click the 'Yellow Note' and validate the selected reasons are displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the 'Order grid' contains two orders for "Xyrem". Select the first order and click [Modify]. Validate the 'Reason' field contains the selected reasons. Validate the 'Note to Pharmacist' field contains the selected reasons. Set 'Duration' field to "25". Set the 'Start Date' field to a date that is 25 days in the past Click [Add to Scratchpad] and [Final Review]. Validate an ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit] Validate the ‘Final Review’ dialog is displayed. Click the 'Yellow Note' and validate the selected reasons are displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the 'Order grid' contains a new order. Select the first order and click [Reorder]. Validate the 'Reason' field contains the selected reasons. Validate the 'Note to Pharmacist' field contains the selected reasons. Click [Add to Scratchpad] and [Final Review]. Validate an ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit] Validate the ‘Final Review’ dialog is displayed. Click the 'Yellow Note' and validate the selected reasons are displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the 'Order grid' contains an 3 orders for "Xyrem".	Topics • NX • Order Entry Console
AV-82926 Summary \| Details OE NX - Home Medication - Variable dose Scenario 1: OE NX - Home Medications - Creating a variable dose order when "All Episodes" is selected in the Client header. Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select Client A in the 'My Clients' widget Select "All Episodes" in the 'Client Header - Episode' field. Access the Order Entry Console. Click the Home Medications tab Search for and select "Adderall 30 MG Tablet Oral" in the 'New Order' field. Check the 'Variable Dose' checkbox Verify the 'Variable Dose' dialog is displayed. Set the 1st 'Dose' field to "2". Validate the 1st 'Dose Unit' field contains "Tablet". Select "EVERY DAY" in the 1st 'Frequency' field. Set the 2nd 'Dose' field to "1". Validate the 2nd 'Dose Unit' field contains "Tablet". Select "BEFORE MEALS & AT BEDTIME" in the 2nd 'Frequency' field. Set the 3rd 'Dose' field to "2". Validate the 3rd 'Dose Unit' field contains "Tablet". Select "AS NEEDED" in the 3rd 'Frequency' field. Click [Save]. Select any value in the 'Diagnosis' field. Set the 'Days Supply' field to "28". Validate the 'Dispense Qty' field contains "224". Validate the 'Dispense Qty Unit' field contains "Tablet". Validate the 'Start Date' field contains the current date. Validate the 'Stop Date' field contains a date that is 28 days from the 'Start Date'. Validate the 'Directions' field contains "Take two (2) tablets by mouth every morning AND one (1) tablet at noon AND two (2) tablets at bedtime". Click [Add to Scratchpad] and select the order in the Scratchpad. Validate the 'Directions' field still contains "Take two (2) tablets by mouth daily AND one (1) tablet before meals and at bedtime AND two (2) tablets as needed. Additional testing data added.". Add an additional text value as "Additional testing data added" in the 'Directions' field after the default text value of "Take two (2) tablets by mouth daily AND one (1) tablet before meals and at bedtime AND two (2) tablets as needed." Click [Update Order] and [Final Review] Verify the Final Review dialog is displayed. Select "None" radio button. Click [Sign]. Validate the Order grid contains the new order.	Topics • NX • Order Entry Console
AV-85411 Summary \| Details OE NX - Orders This Episode - Ventilator and Wound orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Orders This Episode Scenario 1: OE NX - Orders This Episode - Ventilator Order type and Wound Order Type Category with hidden 'Frequency' and 'Reason' Specific Setup: A wound-type order code must exist. (Wound) A ventilator-type order code must exist. (Ventilator) The ‘(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)’ extended attribute must have "Frequency" and "Reason" selected in the 'Extended Dictionary Value (Multiple Dictionary)' field in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Wound”. The ‘(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)’ extended attribute must have "Frequency" and "Reason" selected in the 'Extended Dictionary Value (Multiple Dictionary)' field in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Ventilator”. 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. Set the ‘New Order’ field to "Ventilator". Validate 'Frequency' and 'Reason' fields are hidden. Populate all required fields and Click [Add to Scratchpad]. Set the ‘New Order’ field to "Wound". Validate 'Frequency' and 'Reason' fields are hidden. Populate all required fields and Click [Add to Scratchpad]. Click [Sign]. Validate the 'Order grid' contains an order for "Ventilator" and "Wound".	Topics • NX • Order Entry Console
AV-85550 Summary \| Details OE NX - My Favorites - Specimen Site Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Entry Console Scenario 1: OE NX - Lab Order - Specimen Site - Order Details Specific Setup: A 'Lab' type order code must be created with "Arm" as a default 'Specimen Type' (Order Code A) In the 'Dictionary Update' form for Avatar CWS - "Order Entry Client Information" 'File', 'Data Element Number' "10245" must be configured to make the 'specimen Site' field "Required" for 'Lab' type order codes Enable Specimen Site Selection Tree registry setting set to "N" 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 Access the 'Order Entry console' for Client A. Set the 'New Order' field to "Order code A". Validate the default value "Arm" in 'Specimen Type' field. Click [My Favorites Star] and then click [My Favorites]. Select the row that was added and click [Add to Scratchpad]. Validate that a missing required field flag is displayed in the 'Action' column of the 'Scratchpad'. Select the order from the 'Scratchpad'. Click [Specimen Site]. Select a 'Specimen Site' and click [OK]. Populate any remaining required fields. Click [Add to Scratchpad] and [Sign]. Validate the order is displayed in the 'Order grid' with the correct 'Specimen Site'.	Topics • NX • Order Entry Console
AV-85717 Summary \| Details OE NX - Orders This Episode - Order Group Scenario 1: OE NX - Orders This Episode - New Order - Maximum Duration - Days Specific Setup: A pharmacy-type order code must have the 'Maximum Duration (Days)' field set to "2". (Order Code A) The ‘(525) Maximum Eventual Order Duration’ extended attribute must be set to “5” 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 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. Populate all required fields. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and click [Cancel]. Validate the 'New Order' field is cleared as well as all details related to the order originally selected. Search for and select "Order Code A" in the 'New Order' field. Populate all required fields and set the 'Duration' field to "3" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate an error message is displayed containing "The order for "Order Code A" has the following issue: Duration cannot exceed 2 days. This maximum duration is the 'Maximum Duration' for this 'Order Code'." Click [OK]. Set the 'Duration' field to "2" and click [Update Order] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A".	Topics • NX • Order Entry Console
AV-86760 Summary \| Details OE NX Server - Variable Dose Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: Validate that 'Dispense Qty' is calculated at the completion of each 'Variable Dose' line. Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Variable Dose Support in the OE Console (Orders This Episode)' registry setting must be set to "Y". Multiple frequency codes must exist. A client must be admitted into a program that is set up in the 'External Pharmacy Setup' form and has a 'Default Days Supply' of "30". (Client A). Steps Select Client A and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. (ex. RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 20 MG TABLET ORAL) Set the 1st 'Dose' field to "2". Validate the 1st 'Dose Unit' field contains "Tablet". Select "TWICE A DAY" in the 1st 'Freq' field. Validate the 'Days Supply' field contains "30". Validate the 'Dispense Qty' field contains "120". Set Dispense 'Rate Unit' as "Tablet". Enter "30" in the 'Duration' field and click [Days]. Click [Add to Scratchpad]. Validate the order in scratchpad is created. Select the order from the 'Scratchpad'. Verify the Variable Dose Plus sign (+) button is displayed in front of the 'Dose' field. Click the Variable Dose Plus sign (+). Validate the 2nd 'Dose' and 2nd 'Freq' does not have any value and click [Update Order]. Validate the order in scratchpad is created with red flag for missing 'Dose' and 'Freq' fields. Select the order from the 'Scratchpad'. Click the Variable Dose Plus sign (+). Set the 3rd 'Dose' field to "1". Validate the 3rd 'Dose Unit' field contains "Tablet". Select "After Lunch" in the 3rd 'Freq' field. Validate the 'Dispense Qty' field contains "150" and click [Update Order]. Validate the order in the 'Scratchpad' is displayed with red flag for missing 'Dose' and 'Freq' fields. Select the order from the 'Scratchpad'. Click the Variable Dose Plus sign (+). Validate the 4th 'Dose' and 4th 'Freq' does not contain any value. Set the 2nd 'Dose' field to "1". Validate the 2nd 'Dose Unit' field contains "Tablet". Select "After Breakfast" in the 2nd 'Freq' field. Validate the 'Dispense Qty' field contains "180" click [Update Order]. Validate the order in the 'Scratchpad' is displayed with red flag for missing 'Dose' and 'Freq' fields. Select the order from the 'Scratchpad'. Set the 4th 'Dose' field to "2". Validate the 4th 'Dose Unit' field contains "Tablet". Select "AS NEEDED" in the 4th 'Freq' field. Validate the 'Dispense Qty' field contains "240" Click [Update Order] and [Final Review]. If an interaction dialog is displayed, override each warning and click [Sign]. Validate the 'Order grid' contains the new variable dose order.	Topics • NX • Order Entry Console
AV-88275 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: Review To Do Item (PM) Send To Do Notification Scenario 1: Avatar NX - Send To Do Notification - Functionality (Send & Review To Do sent to self) Specific Setup: Have a client enrolled in an existing episode (Client A). "User A" has access to the 'Send To Do Notification' form. "User A" must have the 'My To Do's' widget on their myDay view. 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. Steps 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 A" in the 'Select User' field. Click [Add User]. Validate the 'Send To' field contains "User A". Select the checkbox next to "User A". 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]. Open the 'My To Do's' widget. Validate there is a 'Send To Do Notification' for "Client A" in the 'Additional ToDos' field and in the 'Sent & Not Reviewed' field. Validate there is a 'Send To Do Notification' To Do from "User A" for "Client A" in the 'Additional ToDos' field with a "Review To Do Item" button". Validate the 'Sent & Not Reviewed' field displays a To Do for "Client A" with an "Escalate To Do Item" button. 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. Enter the desired value in the 'Notes To Sender' field. Click [Submit]. Validate the 'Sent & Not Reviewed' field displays a To Do for "Client A" at the top. Validate there is a 'Review To Do Item' for "Client A" in the 'Additional ToDos' field with a "Review To Do Item" button. 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". Click [Close].	Topics • NX • ToDo's • Widgets
AV-90614 Summary \| Details Client header - Allergies - no known allergies Scenario 1: OE NX - Validate client header when switching clients Specific Setup: Two clients must have active episodes.(Client A) and (Client B). "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. "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, ‘Diagnosis’ form, ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form, and no information filed in the 'Allergies and Hypersensitivities' form. Steps Select “Client A” and access the Order Entry Console. Validate the 'Client Information Header' displays as expected in the Order Entry Console. Validate "Client A" displays as expected in the "Client Information Header". Click [Collapse Header]. Validate the 'Client Information Header' collapses as expected. Click [Expand Header]. Validate the 'Client Information Header' expands as expected. Search and select "Client B" from the 'What can I help you find' field. Validate the 'Client Information Header' refreshes and displays "Client B" as expected. Click [Collapse Header]. Validate the 'Client Information Header' collapses as expected. Click [Expand Header]. Validate the 'Client Information Header' expands as expected. Validate that "Allergies (0)" does not contain a red warning icon. Click the 'Edit Allergy' icon and select "No" in both the 'Known Medication Allergies' and 'Known Food Allergies' fields. Click [Submit]. Validate the 'Client Information Header' contains "Allergies (0)" and does not contain a red warning icon. Click the 'Edit Allergy icon' and click [Update]. Click [New Row] and populate values in all the fields. Click [Save] and Click [Submit]. Validate the 'Client Information Banner' contains "Allergies (1)" with a red warning icon.	Topics • NX • Order Entry Console
AV-90753 Summary \| Details Avatar NX - 'Review Results' form Scenario 1: 'Review Results' form - data validations Specific Setup: A client is enrolled in an existing episode and has lab results with details on file (Client A). Steps Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Validate results that have not yet been reviewed display in bold/italics in the 'Select Results' field. Select the desired result in the 'Select Results' field. Validate the 'Results' field is populated accordingly. Enter the desired value in the 'Comments' field. Select the staff associated to the logged in user in the 'Send Results Notification To' field. Click [Submit] and [Yes]. Select the result from the previous steps in the 'Select Results' field. Validate the 'Review History' field contains the logged in user, the date/time the results were reviewed, and the 'Comments' filed in the previous steps. Close the form. Navigate to the 'My To Do's' widget. Click [Results to Review]. Validate there is a To Do for "Client A". Click [Review Results]. Check the [Client Reviewed] checkbox. Click [Mark Reviewed]. Enter the desired value in the 'Note' field. Click [Save] and [Close]. Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Select the result from the previous steps. Validate the 'Review History' field contains a new row for the logged in user, the date/time the results were reviewed via To Do, and the 'Note' from the To Do. Close the form.	Topics • NX • Results Entry
AV-92580 Summary \| Details 'Delete Service' form - Header Information Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Ledger Delete Service Scenario 1: Delete Service - Validation Specific Setup: Select a test client and enter charges by using the "Client Charge Input" form. Steps Access the 'Delete Service' form. Select the test client in the 'Client ID' field. Enter the desired dates in the 'Start Date' and 'End Date' fields. Click [Display Client]. Validate the 'Service Delete' dialog is displayed. Validate the header information is aligned with the service information and does not overlap. Select the desired service and click [OK]. Click [Delete]. Validate a message is displayed stating: The following services will be deleted. Click [OK] and [Yes] to continue filing. Validate a message is displayed stating: Deleted. Click [OK] and close the form. Access the 'Client Ledger' form. Select the test client in the 'Client ID' field. Select "All Episodes" in the 'Claim/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the deleted service is not displayed in the Client Ledger. Close the form.	Topics • Client Charge Input • NX
AV-92793 Summary \| Details Observer NX - future functionality Scenario 1: Observer NX - Validate voiding an Observation Steps Internal Testing Only.	Topics • Observer NX
AV-92796 Summary \| Details Observer NX - future functionality Scenario 1: Observer NX - Validate filtering client list Steps Internal Testing Only.	Topics • NX • Observer NX
AV-93336 Summary \| Details Avatar NX - Modeled Forms Scenario 1: Modeled Form - Validate required fields Specific Setup: A modeled form must be defined with multiple sections and required fields (Form A). A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access "Form A". Validate the required fields are enabled and required. Switch between form sections. Validate the required fields are enabled and required. Navigate to the myDay view and back to "Form A". Validate the required fields are enabled and required. Click [Submit] with missing required fields. Validate an error message is displayed stating required fields are missing. Click [OK]. Populate all required and desired fields. Click [Submit]. Select "Client A" and access "Form A". Select the record filed in the previous steps and click [Edit]. Validate all previously populated data is displayed. Close the form.	Topics • Modeling • NX • ToDo's
AV-93823 Summary \| Details Treatment Plan - Search Filter Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - Validate the 'Apply Search Results By' filter Specific Setup: Please note: this is for Avatar NX only. A client is enrolled in an existing episode (Client A). Must have Treatment Plan libraries configured with problems, goals, objectives, and interventions. Document routing is enabled on the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Validate the Treatment Plan libraries are listed on the left-hand side. Validate the 'Apply Search Results By' field is displayed and contains the following values: Search All - this will be the existing search functionality that performs a search on all library items Problem - this will return applicable problems and their child elements Goal - this will return applicable goals and their child elements Objective - this will return applicable objectives and their child elements Intervention - this will return applicable interventions Select "Search All" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable treatment plan library items are returned as expected. Remove the value from the 'Search' field. Select "Problem" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable problems are returned as expected. Validate applicable child items for the problems display in a collapsed state, but can be expanded. Drag the desired problem to the 'Treatment Plan' field. Enter the desired value in the 'Problem Code' field. Select the desired value in the 'Status (Problem List)' field. Select the desired value in the 'Status' field. Remove the value from the 'Search' field. Select "Goal" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable goals are returned as expected. Validate applicable child items for the goals display in a collapsed state, but can be expanded. Drag the desired goal to the 'Treatment Plan' field. Select the desired value in the 'Status' field. Remove the value from the 'Search' field. Select "Objective" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable objectives are returned as expected. Validate applicable child items for the objectives display in a collapsed state, but can be expanded. Drag the desired objective to the 'Treatment Plan' field. Select the desired value in the 'Status' field. Remove the value from the 'Search' field. Select "Intervention" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable interventions are returned as expected. Drag the desired intervention to the 'Treatment Plan' field. Select the desired value in the 'Status' field. Click [Return to Plan] and [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed with the treatment plan data. Validate the problem, goal, objective, and intervention added in the previous steps are displayed. Click [Accept]. Enter the password for the logged in user and click [Verify]. Verify successful submission. Scenario 2: Treatment Plan Copy - Validate the 'Apply Search Results By' filter Specific Setup: Please note: this is for Avatar NX only. A client is enrolled in an existing episode (Client A). A copy of the 'Treatment Plan' form must be defined (Treatment Plan Copy). Must have Treatment Plan libraries configured with problems, goals, objectives, and interventions. Document routing is enabled on the 'Treatment Plan Copy' form. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Validate the Treatment Plan libraries are listed on the left-hand side. Validate the 'Apply Search Results By' field is displayed and contains the following values: Search All - this will be the existing search functionality that performs a search on all library items Problem - this will return applicable problems and their child elements Goal - this will return applicable goals and their child elements Objective - this will return applicable objectives and their child elements Intervention - this will return applicable interventions Select "Search All" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable treatment plan library items are returned as expected. Remove the value from the 'Search' field. Select "Problem" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable problems are returned as expected. Validate applicable child items for the problems display in a collapsed state, but can be expanded. Drag the desired problem to the 'Treatment Plan' field. Enter the desired value in the 'Problem Code' field. Select the desired value in the 'Status (Problem List)' field. Select the desired value in the 'Status' field. Remove the value from the 'Search' field. Select "Goal" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable goals are returned as expected. Validate applicable child items for the goals display in a collapsed state, but can be expanded. Drag the desired goal to the 'Treatment Plan' field. Select the desired value in the 'Status' field. Remove the value from the 'Search' field. Select "Objective" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable objectives are returned as expected. Validate applicable child items for the objectives display in a collapsed state, but can be expanded. Drag the desired objective to the 'Treatment Plan' field. Select the desired value in the 'Status' field. Remove the value from the 'Search' field. Select "Intervention" in the 'Apply Search Results By' field. Enter the desired value in the 'Search' field. Validate all applicable interventions are returned as expected. Drag the desired intervention to the 'Treatment Plan' field. Select the desired value in the 'Status' field. Click [Return to Plan] and [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed with the treatment plan data. Validate the problem, goal, objective, and intervention added in the previous steps are displayed. Click [Accept]. Enter the password for the logged in user and click [Verify]. Verify successful submission.	Topics • NX • Treatment Plan
AV-93943 Summary \| Details Observer NX - future functionality Scenario 1: Observer NX - Validate filing an observation for 5 minute interval Steps Internal Testing Only.	Topics • NX • Observer NX
AV-93967 Summary \| Details eMAR NX Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Registry Settings (PM) Scenario 1: eMAR NX - Inventory Steps Internal Testing Only.	Topics • eMAR • NX
AV-94012 Summary \| Details Observer NX - future functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Manage Observer Caseload Order Entry Console Orders This Episode Scenario 1: Observer NX - Enable Multiple Reasons at Order Entry Steps Internal Testing Only.	Topics • Observer NX • Order Entry Console
AV-94013 Summary \| Details Observer NX - future functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Manage Observer Caseload Order Entry Console Orders This Episode Scenario 1: Observer NX - Enable Multiple Reasons at Order Entry Steps Internal Testing Only. Scenario 2: Observer NX - Validate the order number in payload when filing an observation Steps Internal Testing Only.	Topics • Observer NX • Order Entry Console
AV-94014 Summary \| Details Observer NX - future functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings (PM) Scenario 1: Observer NX - Filing a late observation Steps Internal Testing Only. Scenario 2: Validate the 'Enable Observation Copy Forward Action' registry setting Steps Internal Testing Only.	Topics • NX • Observer NX
AV-94413 Summary \| Details OE NX - Home Medications Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - Home Medications - Status filter Steps Internal Testing Only	Topics • Home Medications • NX • Order Entry Console
AV-94948 Summary \| Details Observer NX - future functionality Scenario 1: Observer NX - Validate filtering client list Steps Internal Testing Only. Scenario 2: Observer NX - Validate filing an observation for 5 minute interval Steps Internal Testing Only.	Topics • NX • Observer NX
AV-95087 Summary \| Details Future Functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings (PM) Remittance Processing Widget Scenario 1: Validate button responses in widgets. Steps Internal testing only.	Topics • Console Widget • NX • Remittance Processing Widget • Rule Based Routing • Waiting Room
AV-95215 Summary \| Details Avatar NX - Widget Buttons on Client Header Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Lookup/Header Configuration Manager Scenario 1: 'Client Lookup/Header Configuration Manager' - Adding widgets Specific Setup: Two program overrides must be configured in the 'Client Lookup/Header Configuration Manager' form: Program A and Program B Three clients must be defined: A client must be enrolled in an existing episode (Client A). A client must be enrolled in Program A (Client B). A client must be enrolled in Program B (Client C). Please note: this is for Avatar NX systems only. Steps Access the 'Client Lookup/Header Configuration Manager' form. Validate the additional form sections: Client Header Widgets, Client Header Override, and Client Header Override Fields. Navigate to the "Client Header Widgets" form section. Select the desired widget from the 'Select Widget Button to Include (Max 5)' field. Click [Add Widget to Header]. Validate the widget displays in the 'Included Widget Buttons' field. Repeat steps 1c-1e four more times. Click [Submit]. Access the 'Client Lookup/Header Configuration Manager' form. Navigate to the "Client Header Override" form section. Select "Program A" from the 'Client Header Override' field. Click [Edit Selected Item]. Select the desired widget from the 'Select Widget Button to Include (Max 5)' field. Click [Add Widget to Header]. Validate the widget displays in the 'Included Widget Buttons' field. Navigate to the "Client Header Override Fields" form section. Validate the previously submitted data for "Program A" displays as expected. Click [Submit]. Select "Client A". Validate the widget buttons configured in Step 1 display as expected. Select "Client B". Validate the widget buttons configured in Step 2 display as expected. Select "Client C". Validate no widget buttons display in the client header since none were configured for this program. Access the 'Client Lookup/Header Configuration Manager' form. Navigate to the "Client Header Widgets" form section. Select the desired widget from the 'Select Widget to Remove' field. Click [Remove Widget]. Validate the 'Included Widget Buttons' field updates and displays accordingly. Click [Submit]. Select "Client A". Validate the widget buttons display as expected. Access the 'Client Lookup/Header Configuration Manager' form. Navigate to the "Client Header Widgets" form section. Select the desired widget from the 'Select Widget to Change Display Order' field. Select the desired value from the 'Display Order' field. Click [Update Order]. Validate the 'Included Widget Buttons' field updates and displays accordingly. Click [Submit]. Select "Client A". Validate the widget buttons display as expected. Scenario 2: Avatar NX - Validate widget buttons in client header Specific Setup: The logged in user must have the 'Client Information header' configured to their 'myDay' view. The logged in user must have additional view configured. The 'Default Value for Console View Episodes' registry setting must be set to "0" There must be 5 widgets assigned in the 'Client Lookup/Header Configuration Manager' form. Two program overrides must be configured in the 'Client Lookup/Header Configuration Manager' form: Program A and Program B "Program B" must have a widget assigned. Three clients must be defined: A client must be enrolled in more than one existing episodes (Client A). Episode 1 must be 'Program A' and the other can be any other program that's not an override. A client must be enrolled in 'Program A' (Client B). A client must be enrolled in 'Program B' (Client C). Please note: this is for Avatar NX systems only. Steps Select "Client A" and access the 'Update Client Data' form. Validate five widgets buttons display in the client header. Undock one the widgets. Validate the undocked widgets displays: "Client A \| Episode: All" as well as the appropriate data. Continue undocking widgets in the client header. Validate the undocked widgets display the correct client information. Navigate back to the 'myDay' view. Validate all the undocked widgets close. Navigate back to the 'Update Client Data' form. Click [Discard] and [Yes]. With "Client A" selected, undocked the widgets from the client header. Validate the undocked widgets display the correct client information. Select a different episode from the 'Episode Selection' field in the top navigation Validate the undocked widgets update accordingly. Select "Client B". Validate no widget buttons display in the client header since none are configured for "Program A". Validate the undocked widgets update accordingly. Close the undocked widgets. Access the 'Progress Notes (Group and Individual)' form. Validate no widget buttons display in the client header. Clear the 'Select Episode' field. Validate the five configured widget buttons display in the client header. Select "Client C" from the 'Select Client' field. Validate the widget button configured for "Program B" displays in the client header. Undock this widget. Validate the undocked widget displays the correct client information. Select the desired value in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes' field. Select "Draft" in the 'Draft/Final' field. Click [File Note] and [No]. Validate the undocked widget closes. Clear the client.	Topics • Client Header • NX • Progress Notes (Group And Individual) • Update Client Data
AV-95220 Summary \| Details Avatar NX - 'Coming In Today' widget Scenario 1: 'Coming in Today' widget - workflow Specific Setup: The 'Coming in Today' widget must be visible on the HomeView. A client must be enrolled with an existing episode (Client A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot and click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired episode in the 'Episode Number' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Click [Dismiss]. Access the 'Coming In Today' widget. Validate the appointment for "Client A" is displayed. Click [Not Present]. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone. Click [Yes]. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" has been checked in. Click [Dismiss]. Access the 'Coming In Today' widget. Click [Currently Checked In]. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone. Click [Yes]. Click [Currently in Treatment]. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone. Click [Yes]. Validate the 'Checked Out' button is disabled. Access the 'Scheduling Calendar' form. Validate the appointment for "Client A" has been checked out. Click [Dismiss]. Scenario 2: 'Coming In Today' widget - Validate the 'Staff Calendars' tab Specific Setup: A client must be enrolled in an existing episode (Client A). The logged in user must have an associated practitioner (Practitioner A). "Practitioner A" must have hours defined for more than one site (Site A and Site B). User must have the 'Coming In Today' and 'My Calendar' widgets configured to a view. Steps Access the 'Scheduling Calendar'. Select "Site A" from the 'Site' field. Select "Practitioner A" from the 'Staff members' field. Right click on an open time slot. Click [Add Appointment]. Validate the 'Scheduling Calendar - Appointment Details' form launches. Select "Client A" in the 'Client' field. Enter the desired value in the 'Service Code' field. Click [Submit]. Validate the appointment for "Client A" displays. Select "Site B" from the 'Site' field. Select "Practitioner A" from the 'Staff members' field. Right click on an open time slot. Click [Add Appointment]. Validate the 'Scheduling Calendar - Appointment Details' form launches. Enter a staff service code in the 'Service Code' field. Select any value in the 'Location' field. Select any value in the 'Program' field. Click [Submit]. Validate the staff appointment displays. Click [Dismiss] and [OK]. Navigate to the 'Coming In Today' widget. Refresh the widget. Click [Staff Calendars]. Click [Individual]. Select "Practitioner A". Validate both of the appointments display. Click through the different views and validate the appointments display as expected. Click [Site]. Select "Site A". Validate the client appointment from the previous steps displays. Select "Site B". Validate the staff appointment from the previous steps displays. Access the 'Scheduling Calendar'. Select "Site A" from the 'Site' field. Select "Practitioner A" from the 'Staff members' field. Right click on the appointment for "Client A" created in previous step. Click [Check In]. Validate 'Scheduling Calendar - Check In' form opens as expected. Click [Submit]. Validate the appointment for "Client A" displays with the "Checked In" icon as expected. Click [Dismiss] and [OK]. Navigate to the 'Coming In Today' widget. Refresh the widget. Click [Day]. Validate the appointment for "Client A" displays with the "Checked In" icon as expected. Access the 'Scheduling Calendar'. Right click on the appointment for "Client A". Click [Check Out]. Validate 'Scheduling Calendar - Check Out' form opens as expected. Click [Submit]. Validate the appointment for "Client A" displays with the "Checked Out" icon as expected. Click [Dismiss] and [OK]. Navigate to the 'Coming In Today' widget. Refresh the widget. Validate the appointment for "Client A" displays with the "Checked Out" icon as expected. Navigate to the 'My Calendar' widget. Refresh the widget. Validate both appointments display as expected.	Topics • 'Coming In Today' widget • Scheduling Calendar
AV-95432 Summary \| Details Order Entry Console - Home Medications 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: Avatar NX - Validate the 'Home Medications' tab displays by default when "All Episodes" is selected Specific Setup: The 'Default Value for Console View Episodes' registry setting must be set to "1". Please log out of the application and log back in after completing the above configuration. Two clients must have active episodes. (Client A) and (Client B). "Client A" and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A”. Validate the 'Header Episode' field displays "All Episodes" as expected. Access the Order Entry Console. Validate the 'Home Medications' tab displays as selected in the Order Entry Console. Select "Client B". Validate "All Episodes" remains selected in the 'Header Episode' field as expected. Validate the 'Home Medications' tab remains selected in the Order Entry Console as expected. Select the desired episode from the 'Header Episode' field and click [Orders This Episode]. Validate the 'Orders This Episode' tab displays as expected. Select "All Episodes" from the 'Header Episode' field. Validate the 'Orders This Episode' tab remains selected in the 'Order Entry Console' as expected. Validate 'Orders This Episode' tab displays a message stating: "Please select a client episode to continue". Select the desired episode from the 'Header Episode' field. Search for and select any pharmacy-type order code in the 'New Order' field. Populate all required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the order created.	Topics • Home Medications • NX • Order Entry Console
AV-95435 Summary \| Details OE NX - Order Entry Console - Online Help button Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console User Definition Scenario 1: OE NX - Online Help button - Orders This Episode and Home Medications Specific Setup: The 'Include Supplemental Information within User Definition' field must be set to "Yes" in the 'System Security Defaults' form. A client must have an active episode. (Client A) Steps Access the 'User Definition' form for the logged in user. Select the 'Supplemental' section. Populate the 'Organization Email Address' field and click [Submit]. Select "Client A" and access the Order Entry Console. Click the 'Online Help' (?) button in the top right corner. Validate the 'Wiki Help' page opens for 'Orders This Episode'. Close the page. Click the 'Home Medications' tab. Click the 'Online Help' (?) button in the top right corner. Validate the 'Wiki Help' page opens for 'Home Medications'. Close the page.	Topics • NX • Order Entry Console
AV-95440 Summary \| Details Avatar NX - Undocking the Order Entry Console Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: Avatar NX - Order Entry Console - Validate undock/redock functionality Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the 'Order Entry Console'. Validate the addition of an "undock" icon at the top right. Click [Undock]. Validate the undocked 'Order Entry Console' displays as expected. Switch to the docked 'Order Entry Console'. Validate the widget displays a message stating: "The Order Entry Console is currently undocked. Please redock the widget to continue or press "Redock" button to close the undocked widget. Note: Redocking the OE Console will preserve any orders that were previously in the scratchpad". Click [Redock]. Validate the undocked 'Order Entry Console' closes and resumes in the docked view. Set the 'New Order' field to "ADVIL (19666) 200 MG TABLET ORAL". Populate all the mandatory fields. Click [Add to Scratchpad]. Click [Undock]. Validate the order displays as expected under the 'Scratchpad' in the undocked 'Order Entry Console' widget. Set the 'New Order' field to "BROMELAIN (29577) 500 MG CAPSULE ORAL". Populate all the mandatory fields. Click [Add to Scratchpad]. Navigate back to the docked 'Order Entry Console'. Click [Redock]. Validate the undocked 'Order Entry Console' closes and the 'Order Entry Console' view loads as expected. Validate both the orders display as expected under the 'Scratchpad' in the 'Order Entry Console' view. Click [Undock]. Select the desired record from the 'Scratchpad' and click [Remove from Scratchpad]. Validate the selected record is removed from the undocked 'Order Entry Console' widget. Navigate back to the docked 'Order Entry Console' view. Click [Redock]. Validate the previously removed order no longer displays in the 'Scratchpad' in the 'Order Entry Console' view. Click [Undock]. Validate only one order is displayed in the 'Scratchpad' in the undocked 'Order Entry Console'. Click [Sign]. Validate the order displays in the order grid as expected. Navigate back to the docked 'Order Entry Console' view. Click [Redock]. Validate the order displays in the order grid as expected. Clear the client.	Topics • NX • Order Entry Console
AV-95441 Summary \| Details Avatar NX - Order Entry Console Scenario 1: OE NX - Validate client header when switching clients Specific Setup: Two clients must have active episodes.(Client A) and (Client B). "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. "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, ‘Diagnosis’ form, ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form, and no information filed in the 'Allergies and Hypersensitivities' form. Steps Select “Client A” and access the Order Entry Console. Validate the 'Client Information Header' displays as expected in the Order Entry Console. Validate "Client A" displays as expected in the "Client Information Header". Click [Collapse Header]. Validate the 'Client Information Header' collapses as expected. Click [Expand Header]. Validate the 'Client Information Header' expands as expected. Search and select "Client B" from the 'What can I help you find' field. Validate the 'Client Information Header' refreshes and displays "Client B" as expected. Click [Collapse Header]. Validate the 'Client Information Header' collapses as expected. Click [Expand Header]. Validate the 'Client Information Header' expands as expected. Validate that "Allergies (0)" does not contain a red warning icon. Click the 'Edit Allergy' icon and select "No" in both the 'Known Medication Allergies' and 'Known Food Allergies' fields. Click [Submit]. Validate the 'Client Information Header' contains "Allergies (0)" and does not contain a red warning icon. Click the 'Edit Allergy icon' and click [Update]. Click [New Row] and populate values in all the fields. Click [Save] and Click [Submit]. Validate the 'Client Information Banner' contains "Allergies (1)" with a red warning icon.	Topics • NX • Order Entry Console
AV-95518 Summary \| Details Avatar NX - 'Progress Notes' widget Scenario 1: Avatar NX - Validate Progress Notes widget persist number of days Specific Setup: A client must be enrolled in an existing episode (Client A). "Client A" must have many progress notes filed. The logged in user must have the 'Progress Notes' widget configured to their myDay view and on additional associated views: "View A" and "View B". Steps Validate the 'Progress Notes' widget is present and the 'Previous days' field contains "30". Select "Client A". Validate the 'Progress Notes' widget displays the notes as expected. Navigate between "View A" and "View B" and validate the 'Progress Notes' widget displays the same notes as expected. Navigate to the myDay view. Enter the desired number of days in the 'Previous days' field and press the "Enter" key. Validate the 'Progress Notes' widget refreshes and displays the notes as expected. Navigate to "View A". Validate the 'Progress Notes' widget displays the same notes and retains the same value in the 'Previous days' field entered in the previous steps. Navigate to "View B". Validate the 'Progress Notes' widget displays the same notes and retains the same value in the 'Previous days' field entered in the previous steps. Navigate to the myDay view. Undock the 'Progress Notes' widget. Validate the 'Progress Notes' widget displays the same notes and retains the same value in the 'Previous days' field as expected. In the undocked widget, enter the desired number of days in the 'Previous days' field and press the "Enter" key. Switch back to the myDay view and validate the 'Previous days' field refreshes and displays the same number of days entered in the undocked 'Progress Notes' widget. Close the undocked widget. Clear the client.	Topics • NX • Progress Notes
AV-95697 Summary \| Details Avatar NX - Navigating between forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Treatment Plan Scenario 1: Avatar NX - Moving between open forms Specific Setup: A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Scroll to the bottom of the form. With "Client A" still selected, access the 'Diagnosis' form. Scroll to the bottom of the form. Navigate to the 'myDay' view. Navigate back to the 'Treatment Plan' form. Validate the scroll position is retained at the bottom of the form. Close the form. Navigate back to the 'Diagnosis' form. Validate the scroll position is retained at the bottom of the form. Close the form.	Topics • Diagnosis • Treatment Plan
AV-95766 Summary \| Details Avatar NX - The 'Utilize Local Workstation Time Zone' registry setting Scenario 1: Validate 'Time' fields when the 'Utilize Local Workstation Time Zone' registry setting is enabled Specific Setup: Have two users (User A & User B) each with their own workstation used to log into Avatar "User A" has their workstation time zone set to the same time zone as the Avatar cache server. "User B" has their workstation time zone set to a different time zone than the Avatar cache server. "User A" and "User B" are staff members and have the "My To Do's" widget on their HomeView. The 'Utilize Local Workstation Time Zone' registry setting is set to "Y". Must have a form that is enabled for document routing that includes a 'Time' field (Form A). Steps Log in as "User A". Access "Form A" for any client. Navigate to the 'Time' field. Click [Current Time]. Validate the 'Time' field contains the current time for the time zone of "User A", which matches that of the cache server. This will be referred to as "Time A". Populate any other required and desired fields. Select "Final" in the 'Draft/Final' field. Submit the form. Validate a "Confirm Document" dialog is displayed with the document preview. Validate the 'Time' field contains "Time A". Click [Accept and Route] and route the document to "User A". Navigate to the 'My To Do's' widget. Validate a To Do is displayed for the document and click [Approve Document]. Validate the document is displayed with "Time A" as expected. Accept the document. Log out. Log in as "User B". Access "Form A" for any client. Navigate to the 'Time' field. Click [Current Time]. Validate the 'Time' field contains the current time for the time zone of "User B" and not the cache server time. This will be referred to as "Time B". Populate any other required and desired fields. Select "Final" in the 'Draft/Final' field. Submit the form. Validate a "Confirm Document" dialog is displayed with the document preview. Validate the 'Time' field contains "Time B". Click [Accept and Route] and route the document to "User B". Navigate to the 'My To Do's' widget. Validate a To Do is displayed for the document and click [Approve Document]. Validate the document is displayed with "Time B" as expected. Accept the document. Log out. Scenario 2: Validate 'Time' fields when the 'Utilize Local Workstation Time Zone' registry setting is disabled Specific Setup: Have two users (User A & User B) each with their own workstation used to log into Avatar "User A" has their workstation time zone set to the same time zone as the Avatar cache server. "User B" has their workstation time zone set to a different time zone than the Avatar cache server. "User A" and "User B" are staff members and have the "My To Do's" widget on their HomeView. The 'Utilize Local Workstation Time Zone' registry setting is set to "N". Must have a form that is enabled for document routing that includes a 'Time' field (Form A). Steps Log in as "User A". Access "Form A" for any client. Navigate to the 'Time' field. Click [Current Time]. Validate the 'Time' field contains the current time of the cache server. This will be referred to as "Time A". Populate any other required and desired fields. Select "Final" in the 'Draft/Final' field. Submit the form. Validate a "Confirm Document" dialog is displayed with the document preview. Validate the 'Time' field contains "Time A". Click [Accept and Route] and route the document to "User A". Navigate to the 'My To Do's' widget. Validate a To Do is displayed for the document and click [Approve Document]. Validate the document is displayed with "Time A" as expected. Accept the document. Log out. Log in as "User B". Access "Form A" for any client. Navigate to the 'Time' field. Click [Current Time]. Validate the 'Time' field contains the current time of the cache server. This will be referred to as "Time B". Although this user's workstation time is in a different time zone than the cache server time, this is correct since the 'Utilize Local Workstation Time' registry setting is disabled. Populate any other required and desired fields. Select "Final" in the 'Draft/Final' field. Submit the form. Validate a "Confirm Document" dialog is displayed with the document preview. Validate the 'Time' field contains "Time B". Click [Accept and Route] and route the document to "User B". Navigate to the 'My To Do's' widget. Validate a To Do is displayed for the document and click [Approve Document]. Validate the document is displayed with "Time B" as expected. Accept the document. Log out.	Topics • NX • Registry Settings
AV-96038 Summary \| Details Avatar NX - 'Client Name' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Admission - Client search Admission (Outpatient) Scenario 1: Admission - Validations for the invalid characters entered in the client name fields Specific Setup: Registry setting : Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields = 3. Avatar PM->Client Information->Client Demographics->->->Allow Spaces in Client Name = N. Avatar PM->Client Information->Client Demographics->->->Copy Client Name To Alias On Edit = Y. Steps Open the 'Admission' form. Enter "123" in the 'Last Name' field and tab or click out. Verify a 'Format Error' dialog opens stating 'Last Name must contain at least one letter (A-Z, a-z)'. Enter anything or nothing in the 'Last Name' field and click or tab out. Verify that no error dialog opens. Enter "ONE " in the 'Last Name' field and tab or click out. Verify that no error dialog opens. The 'Last Name' field is populated with the "ONE ". In the First Name field enter "123" and tab or click out. Verify a 'Format Error' dialog opens stating "First Name must contain at least one letter (A-Z, a-z)". Click [OK]. In the 'First Name' field enter "First Name **" and tab or click out. Verify a 'Format Error' dialog opens stating 'Invalid character in first name ''; valid special characters are ' _ - '. In the 'First Name' field, enter "First Name" and tab or click out. Verify that no error dialog opens. Please note: Spaces are considered a valid special character for First Name. In the 'First Name' field, enter "TRAILING " and tab or click out. Verify that no error dialog opens. Enter anything or nothing in the 'First Name' field, then click or tab out. Verify that no error dialog opens. Enter " Last" in the 'Last Name' field. Tab or click out of the 'Last Name' field. Validate the leading spaces are removed from the 'Last Name' field. Enter " First" in the 'First Name' field. Tab or click out of the 'First Name' field. Validate the leading spaces are removed from the 'First Name' field. Click [Search] and [New Client]. Populate all other required fields to process the new admission. Verify the new admission process completes successfully and the client with desired client name is created in the system. Scenario 2: Admission (Outpatient) - Validations for the invalid characters entered in the client name fields Steps Open the 'Admission (Outpatient)' form. Enter "123" in the 'Last Name' field and tab or click out. Verify a 'Format Error' dialog opens stating 'Last Name must contain at least one letter (A-Z,a-z)'. Enter "Last_Name" in the 'Last Name' field and tab or click out. Verify that no error dialog opens. The 'Last Name' field is populated with the "Last_Name". Enter anything or nothing in the 'Last Name' field and click or tab out. Verify that no error dialog opens. In the First Name field enter "123" and tab or click out. Verify a 'Format Error' dialog opens stating "First Name must contain at least one letter (A-Z,a-z)". Click [OK]. In the 'First Name' field enter "First Name **" and tab or click out. Verify a 'Format Error' dialog opens stating 'Invalid character in first name ''; valid special characters are ' _ - '. In the 'First Name' field, enter "First Name" and tab or click out. Verify that no error dialog opens. Please note: Spaces are considered a valid special character for First Name. Enter " Last" in the 'Last Name' field. Tab or click out of the 'Last Name' field. Validate the leading spaces are removed from the 'Last Name' field. Enter " First" in the 'First Name' field. Tab or click out of the 'First Name' field. Validate the leading spaces are removed from the 'First Name' field. Click [Search] and [New Client]. Populate all other required fields to process the new admission. Verify the new admission process completes successfully and the client with desired client name is created in the system.	Topics • Admission • Client Search • NX
AV-96120 Summary \| Details Remittance Processing Widget - Future Functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Remittance Processing Widget Scenario 1: Remittance Processing Widget - 'Remittance details' section - Edit Service Start and End dates. Steps Internal testing for future functionality	Topics • NX • Remittance Processing Widget
AV-96130 Summary \| Details Avatar NX - Unlocked Dictionaries Internal Test Only	Topics n/a
AV-96176 Summary \| Details Guarantors/Payors Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Guarantors/Payors Registry Settings (PM) Scenario 1: "Diagnosis" pre-display validation Specific Setup: Client has no 'Diagnosis' record (Client A). Note the date of admission. Steps Open the 'Diagnosis' form for 'Client A'. Select "Admission" in the "Type of Diagnosis" field. Validate that the 'Date of Diagnosis' contains the admission date. Set the "Time of Diagnosis" to any value. Click [New Row]. Enter search criteria in the "Diagnosis Search" field. Select any diagnosis from the search results. Verify that "Active" is selected in the "Status" field. Verify that "Primary" is selected in the "Ranking" field. Verify "Bill Order" defaults to "1". Select any value in the "Classification" field. Select any staff member in the "Diagnosing Practitioner" field. Click [Submit] Click [Yes] on the Pre-Display Confirmation pop up window: "Do you want to return to Pre-Display?" Verify the client record displays on the Pre-Display with the following fields: Date of Diagnosis Type of Diagnosis Time of Diagnosis Primary Diagnosis: verify this field contains the diagnosis code in parentheses followed by the description: Example: '(A91.32) West Nile virus infection with other neurologic manifestation'. If desired, edit the diagnosis record to include an additional diagnosis, setting it to the secondary diagnosis. Verify the client record displays on the Pre-Display with the following fields, for the primary diagnosis: Date of Diagnosis Type of Diagnosis Time of Diagnosis Primary Diagnosis: verify this field contains the diagnosis code in parentheses followed by the description: Example: '(A91.32) West Nile virus infection with other neurologic manifestation'. Close the form. Scenario 2: iCarol Interface Configuration - Form Validation Steps Internal testing only. Scenario 3: Cal-PM - Guarantors/Payors - Pregnancy Indicator Specific Setup: Registry Settings: Avatar PM->Billing->Electronic Billing->837 Professional->->Enable Pregnancy Indicator / Date Of Last Menstrual Period = Y. Guarantors/Payors: Guarantor 1: Contains a minimum of two rows of data in the 'Pregnancy Indicator' section: Note how many rows of data exist and the data in the rows, Guarantor 2: Contains no data in the 'Pregnancy Indicator' section: Steps Open 'Guarantors/Payors'. Select 'Edit' in 'Add New or Edit Existing Guarantor'. Select 'Guarantor 1'. Select the 'Pregnancy Indicator' section. Validate that the previous rows exist, and that the data is correct. Click [Discard]. Open 'Guarantors/Payors'. Select 'Edit' in 'Add New or Edit Existing Guarantor'. Select 'Guarantor 1'. Select the 'Pregnancy Indicator' section. Validate that the previous rows exist, and that the data is correct. Add a new row of data to the grid. Select the 'Guarantors/Payors' section Click [File]. Click [Discard]. Open 'Guarantors/Payors'. Select 'Edit' in 'Add New or Edit Existing Guarantor'. Select 'Guarantor 1'. Select the 'Pregnancy Indicator' section. Validate that the previous rows of data and the new row of data exist and that the data is correct. Click [Discard]. Open 'Guarantors/Payors'. Select 'Edit' in 'Add New or Edit Existing Guarantor'. Select 'Guarantor 2'. Select the 'Pregnancy Indicator' section. Add data to the 'Postpartum Period (Number of Days)' and 'Aid Code' fields to add a row of data to the form. Add additional desired rows. Select the 'Guarantors/Payors' section. Click [File]. Click [Discard]. Open 'Guarantors/Payors'. Select 'Edit' in 'Add New or Edit Existing Guarantor'. Select 'Guarantor 1'. Select the 'Pregnancy Indicator' section. Validate that the previous rows of data exist, and the data is correct. Click [Discard]. Verify the form close successfully.	Topics • Diagnosis • Guarantor • NX
AV-96245 Summary \| Details Avatar NX - Block Client Chart Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Block Client Chart Scenario 1: Avatar NX - Validate clients blocked in the Scheduling Calendar Specific Setup: A client must be enrolled in an existing episode (Client A). "Client A" must have an appointment scheduled for the current day (Appointment A). There must be two users defined (User A) and (User B): "User A" must have access to the 'Block Client Chart' form. "User B" must have access to the 'Scheduling Calendar' and have visibility to "Appointment A". Both users must be logged into different sessions. Steps As "User A", access the 'Block Client Chart' form. Select the 'Blocked Clients' tab. Click [Add New Item]. Search and select "Client A" from the 'Select Client' field. Select the desired value in the 'Reason for Blocking' field. Select "No" in the 'Block User Roles'. Select "Yes - Selected" in the 'Block Users' field. Select "User B" from the 'Selected Users' field. Validate the 'Blocked Clients' table displays the newly created record as expected. Click [Submit]. Switch to "User B", and access the 'Scheduling Calendar'. Validate "Appointment A" displays as expected in the 'Scheduling Calendar'. Right click "Appointment A" and select "Status Update". Validate a 'Blocked Client' message displays as expected. Click [OK]. Click [Dismiss] and [OK]. Switch to "User A" and access the 'Block Client Chart' form. Select the 'Blocked Clients' tab. Select "Client A" from the 'Blocked Clients' field. Click [Delete Selected Item]. Validate an "Are you sure?" message. Click [Yes] and [Submit]. Switch to "User B", and access the 'Scheduling Calendar'. Validate "Appointment A" displays as expected in the 'Scheduling Calendar'. Right click "Appointment A" and select "Status Update". Validate the 'Scheduling Calendar - Status Update' form opens and displays as expected. Close the form. Click [Dismiss] and [OK]. Logout out from both the sessions.	Topics • NX • Scheduling Calendar
AV-96349 Summary \| Details Avatar NX - 'Console Widget Viewer' Internal Test Only	Topics n/a
AV-96394 Summary \| Details OE NX – Order Entry Console – Order Guidelines Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console eMAR Orders This Episode Scenario 1: OE NX - Orders This Episode - Order Guidelines - New, Copy, Modify, Hold, Resume and Discontinue Specific Setup: Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR". 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. A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A). Steps Select "Client A" and access the Order Entry Console. Search for and select “Order Code A” in the ‘New Order’ field. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines. Populate all required fields. Click [Add to Scratchpad]. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display. 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 the order and click [Sign]. Validate the ‘Order grid’ contains the new order for “Order Code A” with a ‘G’ icon in the ‘Order Details’ column. Hover over the ‘G’ icon and the order guidelines will be displayed. Scenario 2: OE NX - Admission Reconciliation - Order Guidelines Specific Setup: Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR". 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. A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A). Steps Select “Client A” and access the Order Entry Console. Click the 'Home Medications' tab. Check the 'No Known Medications' checkbox. Check the 'Medication history reviewed and completed for Episode #1' checkbox Click the 'Admission Reconciliation' tab. Search for and select "Order Code A" in the 'New Order' field. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines. Populate all required fields. Click [Add to Scratchpad]. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display. Click [Reconcile and Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Admission Reconciliation' tab is in view-only mode. Scenario 3: OE NX - Discharge Med Reconciliation - Order Guidelines Specific Setup: Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR". Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A). Steps Select “Client A” and access the Order Entry Console. Click the 'Orders This Episode' tab. Search for and select "Order Code A" in the 'New Order' field. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines. Populate all required fields. Click [Add to Scratchpad]. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display. 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 and click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Click the 'Discharge Reconciliation' tab. Validate the 'Inpatient Medications' order grid contains an order for "Order Code A" with a 'G' icon. Click [Do Not Add Remaining] Set the 'Inhouse Pharmacy-Dispense Days Supply' to any value and click [Update Order] and [Review and Sign]. Validate the 'Discharge Reconciliation' tab is in view-only mode. Scenario 4: OE NX - Orders This Episode - Order Guidelines with validation in eMAR Specific Setup: Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE&EMAR". 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. A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A). Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines. Populate all required fields. Click [Add to Scratchpad]. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display. 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 and click [Sign]. Validate the ‘Order grid’ contains the new order for “Order Code A” with a ‘G’ icon in the ‘Order Details’ column. Hover over the ‘G’ icon and the order guidelines will be displayed. Access the 'eMAR' widget. Validate the order for "Order Code A" is displayed and contains a 'G' icon in with the 'Order Description' information. Hover over the ‘G’ icon and the order guidelines will be displayed.	Topics • NX • Order Entry Console
AV-96519 Summary \| Details Treatment Plan - Multi-Select Dictionary fields Scenario 1: 'All Documents' widget - Validate 'Treatment Plan' records Specific Setup: A client must be enrolled in an existing episode (Client A). 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 'Mutli-Select Dictionary' field is added to the 'Goals' section the 'Treatment Plan' form. This can be done via 'Site Specific Section Modeling'. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Add any problem. Populate all desired fields. Add New Goal. Populate all desired fields. Select the desired values in the 'Multi-Select dictionary' field. Click [Return To Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." Click [OK]. Submit the form. Navigate to the 'All Documents' view. Refresh the 'All Documents' widget. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Verify the record is present and displays "Draft" in the 'Workflow Status' field and select it. Validate the 'Console Widget Viewer' displays the plan in the previous steps. Click [Open Record]. Validate the 'Treatment Plan' form opens with the draft from the previous steps. Make and desired changes. Select "Final" in the 'Treatment Plan Status' field. Click [Submit] Validate a 'Confirm Document' dialog containing the treatment plan. Click [Sign]. Enter the password associated with the logged in user and click [Verify]. Navigate to the 'All Documents' view. Refresh the 'All Documents' widget. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Verify the record is present and displays "Final" in the 'Workflow Status' field and select it. Validate the 'Console Widget Viewer' displays the finalized plan from the previous steps. Validate the treatment plan data displays as expected. Validate the value(s) selected in the 'Multi-Select Dictionary' field are not duplicated. Click [Close All].	Topics • NX • Treatment Plan