Avatar NX Update 2024.04.01 Acceptance Tests

AV-74173 Summary | Details

OE NX - AOE question for order with carry forward AOE answers on Copy

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

Orders This Episode

Scenario 1: OE NX - Validate AOE questions

Specific Setup:

An Order Code must exist that has more than one and at least one required 'Ask On Order Entry' question selected in 'Order Code Setup'. (Order Code A)
An Order Code exist that has no 'Ask On Order Entry' question selected in 'Order Code Setup'. (Order Code B)
The extended attribute '(577) Carry Forward AOE Answers on Copy/Modify/Reorder' off the file 'Order Entry Tabled Files' must be set to “Yes” for order type of "Order Code A".
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

Access the Order Entry Console for Client A.
Search for and select "Order Code A" from the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" from the Freq: field.
Set the 'Duration' field to "2".
Click [Days].
Validate the 'Start Date' field contains current date.
Validate the 'Start Time' field contains current time.
Validate the 'Stop Date' field contains 2 days later than the current date.
Validate the 'Stop Time' field contains Start Time - 1 minute.
Click [Ask on Order Entry].
Answer the AOE questions.
Click [Save], [Add to Scratchpad], and [Sign].
Validate that the order displays in the 'Order grid'.
Select the order and click [Modify].
Validate the 'Dose' field contains "1", the 'Dose Unit' field contains "Tablet", and the 'Freq' field contains " As Needed"
Validate the 'Duration' field contains "2" and [Days] is pressed.
Validate the 'Start Date' field contains current date. And the 'Start Time' field contains current time.
Validate the 'Stop Date' field contains 2 days after the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Ask on Order Entry]
Validate that all the questions answered while creating the order display the correct values.
Click [Save] and [Add to Scratchpad].
Set the 'New Order' field to "Order Code B".
Set the 'Dose' field to "1" and validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" from the 'Freq' field.
Set the 'Duration' field to "2" and click [Days].
Validate the 'Start Date' field contains current date.
Validate the 'Start Time' field contains current time.
Validate the 'Stop Date' field contains 2 days later than the current date.
Validate the 'Stop Time' field contains Start Time - 1 minute.
Click [Save], [Add to Scratchpad], and [Sign].
Validate that the "Order Code A" and "Order Code B" are displayed in the 'Order grid'.
Select both the orders from the order grid and click 'Copy'.
Click "Yes" for the Start Date dialog-box.
Validate "Order Code B" is moved to scratchpad has no reg flag or red AOE indicator.
Validate "Order Code A" is moved to scratchpad has red indicator for 'Ask on Order Entry'.
Click [Sign].
Validate error message get displayed for unanswered or unverified AOE question for "Order Code A" and click [OK].
Click on the indicator for unanswered or unverified AOE for "Order Code A".
Validate that all the questions answered while creating the order display the correct values.
Click [Save], [Sign] and [Save Override and Exit].

Topics

• Order Entry Console

AV-81356 Summary | Details

OE Console - Home Med - "No Entry" not populated by default

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

Home Medications

Scenario 1: OE NX - Home Medication - "No Entry" is being defaulted in 'Diagnosis' for Taper/Titrations and Make Rx

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, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" should not have any values filed in the 'Diagnosis' form.

Steps

Select "Client A" and access the Order Entry Console.
Click on 'Home Medications' tab.
Validate that the 'Reported' checkbox is unchecked.
Search for and select any medication in the 'New Order' field.
Validate the 'Diagnosis' field contains "No Entry" by default.
Click [Taper/Titrate] and populate all the required fields in the dialog and click [Add to Scratchpad].
Select the order from the 'Scratchpad' and validate that the 'Diagnosis' field value contains "No Entry".
Populate all the required fields and click [Update Order] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Check the 'Reported' checkbox.
Search for and select any medication in the 'New Order' field and click [Save].
Select the order and click [Make RX].
Validate the 'Diagnosis' field contains "No Entry" by default.
Click [Taper/Titrate] and populate all fields in the dialog and click [Add to Scratchpad].
Select the order from the 'Scratchpad' and validate that the 'Diagnosis' field contains "No Entry".
Populate all the required fields and click [Update Order] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].

Topics

• Home Medications

AV-83434 Summary | Details

OE NX - Admission Medication Reconciliation - Pending status

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

Home Medications
Orders This Episode

Scenario 1: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile

Specific Setup:

The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ 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.
Create an order "Order A".
Click the 'Home Medications' tab.
Create a 'Reported' order "Order B" with 'Reported Source' and 'Reported Source Text'
Validate the 'Order grid' contains "Order B Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
Click the 'Admission Reconciliation' tab.
Hover over "Order B" and validate "Reported Source: Reported, Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported" is displayed.
Validate the 'Inpatient Medications Scratchpad' contains "Order A".
Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
Populate the required fields and click [Update Order].
Click [Hold in Pending Status].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Click the 'Orders This Episode' tab.
Validate 'New Order' is disabled.
Validate "New orders are not allowed until Admission Med Reconciliation for this episode is active" message is shown when hovering over the 'New Order' field. (This message is only for myAvatarNX and not for myAvatar.)
Validate 'My Favorites' is enabled.
Click 'My Favorites' and validate [Add to Scratchpad] is disabled.
Select any order from list and validate [Add to Scratchpad] is disabled.
Click [Close].
Click the 'Admission Reconciliation' tab.
Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Click [Edit Pending Reconciliation].
Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
Create a new order "Order B" and click [Add to Scratchpad]
Click [Hold in Pending Status].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Click [Activate for Reconciliation].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Topics

• Order Entry Console

AV-87498 Summary | Details

eMAR NX - Address Alerts

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

eMAR
Frequency Code Setup
Orders This Episode

Scenario 1: eMAR NX - Reschedule Hours of Administration

Specific Setup:

A frequency code must exist that has scheduled hours of administration, where one hour would be in the past. (Frequency Code A).
The '(10014) Reason for Reschedule Administration Event' dictionary under 'eMAR Tabled Files' in 'Dictionary Update' must have a dictionary code defined (Dictionary Code A) that has the '"(10013) Require Reason Text with this Reason Code' is set to "No".
A pharmacy-type order code must exist. (Order Code A).
Make note of the 'NDC' associated with "Order Code A". This can be found in the 'Order Code Setup' 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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Select "Frequency A" in the 'Freq' field.
Populate all required fields and click [Add to Scratchpad] and [Sign].
Validate an ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "Order Code A".
Access 'eMAR NX'.
Click [Scan Client] and select any reason that does not require 'Other Reason' and click [Save].
Validate the order for "Order Code A" is displayed.
Click the ellipsis on the [Due/Dose] button and select 'Reschedule Administration Event'.
Set the Rescheduled Date' field to a date that is 30 minutes in the future of the time on the right.
Populate all remaining required fields and click [Save].
Validate the time is updated in the [Due/Dose] button.
Click [Due/Dose].
Click [Administer], [Acknowledge] and [Educate].
Select a successful administration in the 'Administration Event' field.
Set the 'Med ID' field to the 'NDC' associated with "Order Code A".
Validate [Address Alerts] is not displayed.
Populate all remaining required fields and click [Save].
Validate [Due/Dose] is not displayed.
Validate the amount administered and the time of administration are displayed.

Topics

• eMAR NX • Order Entry Console

AV-92073 Summary | Details

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 - Details Section - Filters, Undo/Redo, Copy/Paste, Delete Values

Steps

Internal testing only.

Topics

• Remittance Processing • Widgets

AV-92303 Summary | Details

OE NX - Orders This Episode - Calculate "First Dose Date/Time" correctly for OTO order group component with Taper/Titrate series of orders

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

Orders This Episode

Scenario 1: Taper/Titration order group - start date offset and duration

Specific Setup:

An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "Yes". (Order Group A)
"Order Group A" must have 3 orders and each order must have a default 'Frequency' ("3 Times a Day", "Twice a Day", and "Daily"), a "5" Day 'Duration', and a 'Start Date Offset (Days)' of "0","5", and "10".
A client must have an active episode whose program or unit is 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'.
Remain on 'Orders This Episode'.
Search for and select "Order Group A" in the 'New Order' field.
Validate that the 'Order Group' dialog is displayed.
Validate that the 'Order Group Start Date' field contains the current date.
Validate that the 'Start Time' field at the top of the dialog contains the current time.
Validate that three rows are displayed.
Click [Select All].
Set the 'Dose' field in row 1 to "3"
Select "Tablet" in the 'Dose Unit' field for row 1.
Validate that the 'Frequency' field for row 1 contains "3 TIMES A DAY".
Validate that the 'Start Date' field for row 1 contains the current date. This is because the order has a 'Start Date Offset' of "0 Days".
Validate that the 'Start Time' field for row 1 contains the same value as the 'Start Time' field at the top of the dialog.
Set the 'Dose' field in row 2 to "2"
Select "Tablet" in the 'Dose Unit' field for row 2.
Validate that the 'Frequency' field for row 2 contains "TWICE A DAY".
Validate that the 'Start Date' field for row 2 contains a date that is 5 days in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "5 Days".
Validate that the 'Start Time' field for row 2 contains the same value as the 'Start Time' field at the top of the dialog.
Set the 'Dose' field in row 3 to "1"
Select "Tablet" in the 'Dose Unit' field for row 3.
Validate that the 'Frequency' field for row 3 contains "DAILY".
Validate that the 'Start Date' field for row 3 contains a date that is 10 days in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "10 Days".
Validate that the 'Start Time' field for row 3 contains the same value as the 'Start Time' field at the top of the dialog.
Click [Add to Scratchpad]
Validate that the 'Scratchpad' contains all 3 orders.
Validate that 'Action' contains "ADD" for all three rows.
Validate that the 1st 'Start Date' contains the current date, because the 'Start Date Offset' is "0".
Validate that the 1st 'Stop Date' contains a date that is 5 days in the future of the 'Start Date'. This is because the 'Duration' is "5 Days".
Validate that the 2nd 'Start Date' contains a date that is 5 days in the future of the current date. This is because 'Start Date Offset' was "5".
Validate that the 2nd 'Stop Date' contains a date that is 5 days in the future of the 'Start Date' of this same row. This is because the 'Duration' is "5 Days".
Validate that the 3rd 'Start Date' contains a date that is 10 days in the future of the current date. This is because 'Start Date offset' was "5".
Validate that the 3rd 'Stop Date' contains a date that is 5 days in the future of the 'Start Date' of this same row. This is because the 'Duration' is "5 Days".
Click [Sign].
If an 'Interactions' dialog is displayed override all interactions and click [Save Override and Exit].
Validate that the 'Order grid' contains all 3 orders.

Scenario 2: Taper/Titration order group - start date offset and duration, and frequency with scheduled administration time

Specific Setup:

An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "Yes". (Order Group A)
"Order Group A" must have 3 orders and each order must have a default 'Frequency' (Every 12 Hours, Every 12 Hours, and One Time Only - 8 AM), a "24" Hours 'Duration', "1" Quantity, "Tablet" as Quantity Unit, and a 'Start Date Offset (Days)' of "0","1", and "2".
A client must have an active episode whose program or unit is 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'.
Remain on 'Orders This Episode'.
Search for and select "Order Group A" in the 'New Order' field.
Validate that the 'Order Group' dialog is displayed.
Validate that the 'Order Group Start Date' field contains the current date.
Validate that the 'Start Time' field at the top of the dialog contains the current time.
Validate that three rows are displayed.
Click [Select All].
Validate the 'Dose' field in all three rows is "1".
Validate the 'Dose Unit' field in all three rows is "Tablet".
Validate that the 'Frequency' field for row 1 contains "Every 12 Hours".
Validate that the 'Start Date' field for row 1 contains the current date. This is because the order has a 'Start Date Offset' of "0 Days".
Validate that the 'Start Time' field for row 1 contains the same value as the 'Start Time' field at the top of the dialog.
Validate that the 'Stop Date' for row 1 is current date plus duration set for first row in order group setting. (in this case is 24 hours)
Validate that the 'Stop Time' field for row 1 contains the value as the 'Start Time' field at the top of the dialog - 1 minute.
Validate that the 'Frequency' field for row 2 contains "Every 12 Hours".
Validate that the 'Start Date' field for row 2 contains a date that is 1 day in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "1" Day.
Validate that the 'Start Time' field for row 2 contains the same value as the 'Start Time' field at the top of the dialog.
Validate that the 'Stop Time' field for row 1 contains the value as the 'Start Time' field at the top of the dialog - 1 minute.
Validate that the 'Frequency' field for row 3 contains "One Time Only - 8 AM".
Validate that the 'Start Date' field for row 3 contains a date that is 2 days in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "2 Days". But if the start time on the top of the dialog is more than 8AM then 'Start Date' will be 3 days in the future.
Validate that the 'Start Time' field for row 3 contains "08:00" as frequency set is "One Time Only - 8 AM".
Click [Add to Scratchpad]
Validate that the 'Scratchpad' contains all 3 orders.
Validate that 'Action' contains "ADD" for all three rows.
Validate that the 1st 'Start Date' contains the current date, because the 'Start Date Offset' is "0".
Validate that the 1st 'Stop Date' contains a date that is 1 day in the future of the 'Start Date'. This is because the 'Duration' is "24 hours".
Validate that the 2nd 'Start Date' contains a date that is 1 day in the future of the current date. This is because 'Start Date Offset' was "1".
Validate that the 2nd 'Stop Date' contains a date that is 2 days in the future of the 'Start Date' of this same row. This is because the 'Duration' is "24 hours".
Validate that the 3rd 'Start Date' contains a date that is 2 days in the future of the current date. This is because 'Start Date offset' was "2". ('Start Date' might be 3 days in future if the current time more than 8 AM)
Validate that the 3rd 'Stop Date' contains a date that is 1 day in the future of the 'Start Date' of this same row. This is because the 'Duration' is "24 Hours".
Click [Sign].
If an 'Interactions' dialog is displayed override all interactions and click [Save Override and Exit].
Validate that the 'Order grid' contains all 3 orders.

Topics

• Order Entry Console

AV-92413 Summary | Details

OE NX - Admission Reconciliation - Home Meds Give Initial Dose Now shown "Yes" for orders that have One-Time-Only frequency for which Give Initial Dose Now is set to "Yes"

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 - AMR - Home Medication Validate that GIDN is selected for OTO frequency that is mapped to a GIDN frequency

Specific Setup:

The ‘Default to Give Initial Dose Now’ extended attribute must be set to “Yes” in the Frequency Code Setup for a frequency code (Frequency Code A).
The ‘Order Connect Frequency Code’ (Frequency Code B) must be mapped using 'Map OrderConnect Frequency' section in the Frequency Code Setup to a frequency code (Frequency Code A).
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the 'Home Medication' tab.
Search for and select any pharmacy order in the 'New Order' field.
Uncheck the 'Client Reported' checkbox.
Set 'Frequency' field to "Frequency Code A".
Populate all other required fields.
Click [Add to Scratchpad], [Final Review] and [Sign].
Check the 'Medication history reviewed and completed for Episode #1' checkbox.
Access the 'Admission Med Reconciliation' tab.
Validate that the order created is displayed in the 'Home Medications (Pre-Admission)' section.
Select the order from 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
Select the order from 'Inpatient Medications Scratchpad'.
Validate "Yes" is pressed for 'Give Initial Dose Now'.

Topics

• Medication Reconciliation

AV-92470 Summary | Details

OE NX - Discharge Med Reconciliation - Validate Action remains as DNA once hold in pending status is selected.

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 - Discharge Med Reconciliation - Ensure [Do Not Add] and [Do Not Add Remaining] are enabled when an order in 'Inpatient Medications' contains "NO MATCH"

Specific Setup:

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

Steps

Access the 'Order Code Setup' form and create a pharmacy-type order code.
Select "Client A" and access the Order Entry Console.
Search for and select the order code created in the 'New Order' field.
Fill out all required fields
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the new order appears in the 'Order grid'.
Click the 'Discharge Med Reconciliation' tab.
Validate the new order shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column.
Validate [Do Not Add] is disabled.
Validate [Do Not Add Remaining] is enabled.
Select the order in 'Inpatient Medications'.
Validate [Do Not Add] and [Do Not Add Remaining] are enabled.

Scenario 2: OE NX - Discharge Med Reconciliation - Validate Action remains as DNA once hold in pending status is selected.

Specific Setup:

An order code must exist that has the 'Not currently in Redbook' checkbox checked in 'Order Code Setup'. (Order Code A)
Two client's must have active episode. (Client A and Client B).
“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.
Search for and select "Order code A" in the 'New Order' field.
Populate the required fields.
Click [Add to Scratchpad] and [Sign].
Validate the "Order Code A" appears in the 'Order grid'.
Click the 'Discharge Med Reconciliation' tab.
Validate "Order Code A" shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column.
Search for and select any medication in the 'New Order' field. (Order Code B)
Populate the required fields and click [Add to Scratchpad].
Validate "Order Code B" displays in 'Home Medications Scratchpad (Post-Discharge)'.
Click [Do Not Add Remaining].
Validate the 'Action' column value changes to "DNA" in the 'Inpatient Medications' grid and it is disabled.
Click [Hold in Pending Status].
Select "Client B" and re-select "Client A".
Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid.
Click [Edit Pending Reconciliation].
Validate the message "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." is displayed and click [Ok].
Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid and it is disabled.
Click [Hold in Pending Status].
Log out of the application and log back in.
Select "Client A" and access the Order Entry Console.
Click the 'Discharge Med Reconciliation' tab.
Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid and it is disabled.
Click [Review and Sign].
Validate the 'Discharge Medication Reconciliation' tab displays in view only mode.

Topics

• Order Entry Console

AV-93346 Summary | Details

OE NX - Orders This Episode - Lab Order - New order - Validate Specimen type field

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

Order Code Setup
Orders This Episode
Order Group Setup

Scenario 1: OE NX - Lab Orders - Specimen Type/Specimen Site - Order Details

Specific Setup:

The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "N".
Two specimen types must exist. One who has the 'Specimen Site' extended attribute set to "Required" (Arm) and one who has it set to "Enabled". (Blood)
A 'Lab' type order code must be created with "Arm" as a default 'Specimen Type' (Order Code A).
A Lab-type order code must exist. (Order Code B).
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Validate the 'Specimen Type' field contains "Arm".
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'.
Validate the 'Specimen Type' field contains "Arm".
Validate the 'Specimen Site' field is required.
Select a value in the 'Specimen Site' field.
Populate any remaining required fields.
Click [Update Order] and [Sign].
Validate the order is displayed in the 'Order grid' with the correct 'Specimen Site'.
Search for and select "Order Code B" in the 'New Order' field.
Validate 'Specimen Type' field is enabled and contains no value.
Populate all required fields and click [My Favorites - Star].
Click [My Favorites] and select the row that was added and click [Add to Scratchpad].
Select the order from the 'Scratchpad'.
Validate the 'Specimen Type' field contains no value.
Select "Blood" in the 'Specimen Type' field.
Validate the 'Specimen Site' field is enabled and not required.
Click [Update Order] and [Sign].
Validate an order for "Order Code B" is displayed in the 'Order grid'.

Scenario 2: OE NX - Orders This Episode - Lab Order - New order - Validate Specimen type field

Specific Setup:

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

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Validate 'Specimen Type' field is enabled and contains "Blood".
Populate all required fields and click [Add to Scratchpad].
Click on the order in the scratchpad.
Validate 'Specimen Type' field is enabled and contains "Blood".
Select any other value in the 'Specimen Type' field and click [Update Order] and [Sign].
Validate an order for "Order Code A" is displayed in the 'Order grid'.

Scenario 3: OE NX - Orders This Episode - Lab Order - Order Group - Validate Specimen type field

Specific Setup:

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

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Order Group A" from the 'New Order' field.
Click the checkbox for "Order Code A".
Set the 'Duration' field to "3" and click [Days].
Set the 'Frequency' field to "3 TIMES A DAY".
Validate 'External Lab Vendor Destination' field does not contain any value.
Click [Add to Scratchpad].
Select the order in the 'Scratchpad'.
Validate 'External Lab Vendor Destination' field does not contain any value.
Validate 'Specimen Type' field is enabled and contains "Blood".
Select any other value in the 'Specimen Type' field and click [Update Order] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Topics

• NX Manual Execution • NX Only • Order Entry Console

AV-94713 Summary | Details

Avatar NX - Time fields

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

Call Intake

Scenario 1: Call Intake - Validating the 'Enable Military Time' registry setting

Specific Setup:

User must have access to 'Call Intake' form.
The 'Enable Military Time' registry setting must be enabled.
NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.

Steps

Access the 'Call Intake' form.
Enter any value in the 'Last Name' field.
Enter any value in the 'First Name' field.
Select any gender from the 'Sex' field.
Click [Search] and [New Client].
Select the desired value in the 'Call Or Walk-in' field.
Validate the 'Client Name' field displays as expected.
Select any value from the 'Caller Type' field.
Select any value from the 'Program' field.
Select any value from the 'Disposition' field.
Enter today's date in the 'Call Date' field.
Click [Current Time].
Validate the 'Call Time' field updates and displays the time in 24-hour military time (HHMM) format.
Click the "H Down Arrow" button more than two times. Please note: rapidly clicking is no longer supported.
Validate the hour digits decrease as expected.
Click the "H Up Arrow" button more than two times.
Validate the hour digits increase as expected.
Click the "M Down Arrow" button more than two times.
Validate the minute digits decrease as expected.
Click the "M Up Arrow" button more than two times.
Validate the minute digits increase as expected.
Validate the 'Call Time' fields displays the time in 24-hour military time (HHMM) format.
Click [Submit].

Topics

• Call Intake • Registry Settings

AV-94856 Summary | Details

Avatar NX - Scripts

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

Discharge

Scenario 1: User Modeled Form - Validate event logic in user modeled forms

Specific Setup:

A modeled form (Form A) is defined with the following fields:
First form section contains:
'Date' field
Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A).
Second form section contains:
A field that becomes enabled/required when "Value A" is selected (Field B).
A field that becomes enabled/required when "Value A" is selected (Field C).
A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Form A".
Enter the desired date in the 'Date' field.
Select "Value A" in "Field A".
Navigate to the second form section.
Validate "Field B" is enabled and required.
Enter the desired value in "Field B".
Validate "Field C" is enabled and required.
Enter the desired value in "Field C".
Populate any other 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 filed data is displayed.
Close the form.

Scenario 2: Discharge - validate scripts on fields

Specific Setup:

A must be a script set up on a field (Field A) to disable and require the 'Client's Home Phone' field on the "Demographics" section of the 'Discharge' form.
A client must be enrolled in an existing episode and have a home phone number on file (Client A).

Steps

Select "Client A" access the 'Discharge' form.
Navigate to the 'Demographics' section.
Validate the 'Client's Home Phone' field contains a value.
Enter a value in "Field A" and press the 'Tab' key.
Validate the 'Client's Home Phone' field is cleared, disabled, and required.
Close the form.

Topics

• Discharge • Modeling

AV-95151 Summary | Details

Compile/Edit/Post/Unpost Roll-Up Services Worklist

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

Dictionary Update (CWS)
Compile/Edit/Post/Unpost Roll-Up Services Worklist

Scenario 1: Dictionary Update (Form) - Field Validations

Specific Setup:

Dictionary Update:
Identify an existing File,
File 1.
Identify an existing Data Element for "File 1",
Data Element 1.
Identify an existing Dictionary Code,
Dictionary 1.

Identify an applicable Extended Dictionary Data Element, for "Dictionary 1",
Extended Dictionary 1.

Steps

Open the form "Dictionary Update" in any application. For this test "CWS" is used.
Select the "File 1" in the 'File' field.
Search for "Data Element 1" to update the value in the 'Data Element' field.
In the "Dictionary Code" field, select "Dictionary 1".
In the "Dictionary Value" field, insert a less than sign "<" anywhere in the value.
Validate an error is displayed "Can Not Contain '<'".
Click [OK].
In the "Dictionary Code" field, enter a new code, for example "999".
In the "Dictionary Value" field, enter a value that contains a less than sign "<".
Validate an error is displayed "Can Not Contain '<' ".
Click [OK].
In the "Dictionary Value" field, enter a value that does not contain a less than sign "<".
Validate that the value is accepted.
Validate that the 'Defined Extended Dictionary Values' field displays all the available extended data elements with their current values.
Select "Extended Dictionary 1" from the 'Extended Dictionary Data Element' field.
Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
Validate that the respective value is updated and shown in the 'Defined Extended Dictionary Values' field.
Click [Apply Changes].
Click [OK].
Enter the dictionary code created in step 8.
Validate that the filed value is retained and populated in the 'Dictionary Value' field.
Validate that the 'Defined Extended Dictionary Values' field displays all the available extended data elements with their current values.
Select "Extended Dictionary 1" from the 'Extended Dictionary Data Element' field.
Update the value in the 'Extended Dictionary Value (Single Dictionary)' field.
Validate that the respective value is updated and shown in the 'Defined Extended Dictionary Values' field.
Clear the value from the 'Extended Dictionary Value (Single Dictionary)' by clicking 'x' icon present in the field.
Validate that the field is cleared, and the value is cleared from the 'Defined Extended Dictionary Values' field.
The value will display as '(Not Currently Defined)'.
Click [Apply Changes].
Click [OK].
Enter the dictionary code created in step 8.
Validate that the filed value is retained and populated in the 'Dictionary Value' field.
Validate that the 'Defined Extended Dictionary Values' field displays all the available extended data elements with their current values.
"Extended Dictionary 1" will display '(Not Currently Defined)'.
Close the form.

Scenario 2: Compile/Edit/Post/Unpost Roll-Up Worklist - Validate the run-time roll-up data stored in table.

Specific Setup:

Registry Settings:
Set the "Allow Multiple Roll-Ups" registry setting to have the value "Y".
Set the "Enable New Practitioner Numbers By Guarantor and Program Form" so that is set to "Y".
Service Codes:
Using the 'Service Codes' form add or identify an individual roll-up service code and at least two service codes that will be considered as the component services.
Rollup 1
Comp 1(a)
Comp 1(b)
Roll-Up Services Definition:
Add or identify a roll-up service definition, for the roll-up service code and its associated component services.
Rollup Def 1
Rollup 1
Comp 1(a)
Comp 1(b)
Client A:
The client is an active client.
The client has an active diagnosis record.
The client has a Financial Eligibility record.
Practitioner Numbers by Guarantor and Program:
Identify a provider who will be the rendering provider of the roll-up component service(s),
Practitioner 1.
Fill out the 'Supervising Practitioner' field with a different provider,
Practitioner 2.
Client Charge Input:
Charges are created for the roll-up component services on various dates.
The rendering provider that was updated in the 'Practitioner Numbers by Guarantor and Program' form will be used as the practitioner for the charges.

Steps

Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
Select the 'From Date' and 'Through Date', that cover the services of "Client A".
Verify that the 'Roll-Up Definitions' field shows "Rollup Def 1".
Select "Rollup Def 1" in the 'Roll-Up Definitions' field.
Click [Compile Worklist].
Click [OK].
Click [Run Report].
Verify that the report shows the created Roll-Up service and its component services.
Click [Close Report].
Click [Discard].
Click [Yes].
Query the table "rollup_services_worklist" and validate that values are showing correctly with the compiled worklist data for the following columns:
data_entry_utc
data_entry_time
data_entry_time_j
data_entry_offset
data_entry_timezone_short
supervising_practitioner
in_other_rollups_code
in_other_rollups_value
Verify that the column "supervising_practitioner" shows "Practitioner 2".
Close the SQL window and go back to the NX window.
Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
Select the 'From Date' and 'Through Date', that cover the services of "Client A".
Verify that the 'Roll-Up Definitions' field shows "Rollup Def 1".
Select "Rollup Def 1" in the 'Roll-Up Definitions' field.
Click [Compile Worklist].
Validate that the warning popup shows saying "A compiled roll-up already exists for a selected rule. Continuing will overwrite this compile. Are you sure you want to continue?".
Click [Yes].
Click [OK].
Select 'Post Roll-Up Services Worklist'.
Select the worklist data compiled in step 19.
Validate that the 'Default Write Off Posting Code' field is enabled and required at this point.
Select the desired adjustment code from the 'Default Write Off Posting Code' field.
Click [Post Worklist].
Click [OK].
Click [Discard].
Click [Yes].
Query the table "rollup_services_worklist" and validate that values are showing correctly with the posted worklist data for the following columns:
data_entry_utc
data_entry_time
data_entry_time_j
data_entry_offset
data_entry_timezone_short
supervising_practitioner
in_other_rollups_code
in_other_rollups_value
Close the SQL window and go back to the NX window.
Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'.
Select 'Unpost Last Roll-Up Services Worklist'.
Select the worklist data posted in step 19.
Click [Unpost Worklist].
Click [OK].
Click [Discard].
Click [Yes].
Query the table "rollup_services_worklist" and validate that values are showing correctly with the un-posted worklist data for the following columns:
data_entry_utc
data_entry_time
data_entry_time_j
data_entry_offset
data_entry_timezone_short
supervising_practitioner
in_other_rollups_code
in_other_rollups_value
Close the SQL window.

Topics

• Compile/Edit/Post/Unpost Roll-up Services Worklist • Dictionary • Roll-Up Services Definition

AV-95231 Summary | Details

Avatar NX - My To Dos

Scenario 1: Validate form access in the 'My To Do's' widget

Specific Setup:

A client must be enrolled in an existing episode (Client A).
There must two users (User A and User B).
"User A" must be logged in and have an associated practitioner with full form access.
"User B" does not have access to the 'Treatment Plan' or the 'Progress Notes (Group and Individual)' form.
Both users must have the 'My To Do's' widget configured to their myDay view.
For "User A" the "To Do's" must be configured as "Normal" under 'Preferences'.
For "User B" the "To Do's" must be configured as "Slideout" under 'Preferences'.
The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' and 'Progress Notes (Group and Individual)' forms.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select 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.
Validate "Draft" is now selected in the 'Current Status' field.
Click [Launch Plan].
Populate all desired and required fields.
Click [Return to Plan], [OK], and [Submit].
Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter any value in the 'Notes' field.
Select "Draft" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.
Navigate to the 'My To Do's' widget.
Validate the to do's display with form buttons for each.
In the Treatment Plan To Do, click [Review To Do Item].
Validate the 'Review To Do Item' opens and displays the Client ID and episode details in the 'Client Information Header Banner' as expected.
Click [Discard].
In the Treatment Plan To Do, click the 'Treatment Plan' button.
Validate the 'Treatment Plan' opens and displays the client ID and episode details in the 'Client Information Header Banner' as expected.
Click [Discard].
In the Treatment Plan To Do, click the 'Open Options' menu.
Click [Reassign To Do].
Validate the 'Reassign To Do Item' form displays with the appropriate data.
Search for and select "User B" in the 'Select User to Reassign To Do Item to' field.
Click [Submit].
Validate the to do no longer displays.
Repeat steps 3a-3m for the Progress Note To Do.
Close the To Do's.
Log out.
Log in as "User B".
Navigate to the 'My To Do's' widget.
Validate the to do's reassigned in the previous steps display.
Validate the form buttons do not display since the user do not have access to the associated forms.
In the Treatment Plan To Do, click [Review To Do Item].
Validate the 'Review To Do Item' opens and displays the client ID and episode details in the 'Client Information Header Banner' as expected.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the to do no longer displays.
Repeat steps 5c-5g for the Progress Note To Do.
Close the To Do's.

Topics

• Progress Notes (Group And Individual) • ToDo's • Treatment Plan

AV-95242 Summary | Details

Avatar NX - Form Designer

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

Form Designer (CWS)
Form Designer Properties

Scenario 1: Avatar NX - Form Designer - Validate the 'Disable Pasting' functionality

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The 'Disable Pasting into Text Fields' registry setting must be set to "N".
User must have access to the 'Form Designer' form.
A form must be defined (Form A) with the following fields:
A date field (Field A)
A text field (Field B)

Steps

Access the 'Form Designer' form.
Select "Form A" in the 'Forms' field.
Select the desired value in the 'Sections' field.
Click [Show Section].
Validate sections page display as expected.
Select "Field A" and validate the 'Form Designer Properties' section is active.
Select the 'Disable Pasting' check box.
Select "Field B" and validate the 'Form Designer Properties' section is active.
Select the 'Disable Pasting' check box.
Click [Save], [OK] and [Submit].
Select "Client A" and access "Form A".
Highlight text within the application.
Right click and select "Copy".
Press "Ctrl + V" on "Field A".
Validate the value does not paste in the field as expected.
Press "Ctrl + V" on "Field B".
Validate the value does not paste in the field as expected.
Click [Discard].
Clear Client.

Topics

• Form Designer • Forms • Progress Notes (Group And Individual) • Treatment Plan

AV-95299 Summary | Details

Progress Notes - Notes Field

Scenario 1: Progress Notes (Group and Individual) - File an independent note

Specific Setup:

A client must be enrolled in an existing episode (Client A).
'Progress Notes (Group and Individual)' must have document routing enabled.
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
A practitioner must be associated with the logged-in user (Practitioner A).
Must have a Word document with text containing smart quotes (Text A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Validate the required fields display red as expected.
Select "Client A".
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Click on the [Text Editor] icon for the 'Notes Field'.
Copy "Text A" from the Word document and paste it into the 'Text Editor'.
Click [Save].
Validate that the 'Notes Field' contains the value from "Text A".
Populate any other required or desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password associated with the logged-in user and click [Verify].
Validate a 'Progress Notes' dialog stating: "Note Filed. Do you want to return to the Progress Notes form?" and click [No].

2. Select "Client A" and navigate to the 'All Documents' view.

Select 'All Forms'.
Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
Validate that the note from the previous steps is present and select it.
Validate the progress note displays as expected in the 'Console Widget Viewer'.

Topics

• Progress Notes (Group And Individual)

AV-95386 Summary | Details

Avatar NX - Document Routing

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

Block Client Chart
Progress Notes (Group and Individual)

Scenario 1: Block Client Chart - Validating document routing for a blocked user

Specific Setup:

A client must be enrolled in an existing episode (Client A).
An additional user must be defined (User A) and must have an associated staff member (Staff A).
'Document Routing' must be configured for the 'Progress Notes (Group and Individual)' form.
Logged in user must have access to the 'Block Client Chart' form.

Steps

Access the 'Block Client Chart' form.
Select the 'Blocked Clients' tab.
Click [Add New Item].
Select "Client A" in the 'Search Client' field.
Populate all the mandatory fields.
Select "Yes - Selected" in the 'Block Users' field.
Select "User A" in the 'Selected Users' field.
Click [Submit].
Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Populate all the mandatory fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate the 'Confirm Document' dialog displays as expected.
Click [Sign and Route].
Enter the password associated with the logged in user and click [Verify].
Enter "Staff A" in the 'Add Approver' field.
Validate "Staff A" is not available for selection.
Click [Cancel] and [Reject].
Click [Discard].

Topics

• Progress Notes (Group And Individual)

AV-95439 Summary | Details

MSO - Provider ID Pre-Display

Scenario 1: 'Contracting Provider Registration' - Form Verification

Steps

Login with valid credentials.
Set “What can I help you find?” to “APPLY” and click 'Applying Contracting Provider'.
Set 'Select Provider' to desired value and click [New Provider].
Set 'Application Date' to desired value and click desired value in 'Type Of Contracting Provider'.
Set 'Name' to desired value and set the 'Start Date To Use ICD-10 Format For Billing' to desired value.
Set 'Contact At Facility' to desired value and select desired value from the 'Type Of Contact'.
Set 'Email Address' and 'Office Telephone' to desired values.
Set 'Office Telephone (2)' and 'Office Fax #' to desired values
Set 'Office Address - Street 1' and 'Office Address - Street 2' to desired values.
Set 'Office Address Zip Code' to desired value and validate the 'Office Address - City' contains a value.
Click [Submit].
Set 'What can I help you find?' to “PERFORMING”.
Click 'Performing Provider Registration' and set 'Select PerformingProvider' to desired value.
Click [New PerformingProvider].
Validate the 'No - Inactive Performing Provider Registration?' label is pressed.
Set 'Registration Start Date' and 'Name' to desired values.
Set 'Performing Provider’s Birthdate' and 'Performing Provider’s Social Security Number' to desired values.
Set 'Performing Provider’s E-mail Address' to desired value and click desired value in 'Performing Provider's Gender'.
Select desired values in 'Performing Provider’s License' and 'Ethnic Origin'.
Click desired values in 'Performing Provider's Race' and 'Performing Provider’s Age Group'.
Click desired values in 'Other Languages and Specialties' and 'Counties Served'.
Set 'Performing Provider’s Address Street 1' and 'Performing Provider’s Address Street 2' to desired values.
Set 'Performing Provider’s Address Zip Code' to desired value and validate 'Performing Provider’s Address City' contains a value.
Click desired value in 'Does Performing Provider Have Accessibility For Handicapped Persons'.
Set 'Medicaid Provider #' and 'Performing Provider’s State Reporting # 1' to desired values.
Select desired value in 'Provider ID Qualifier' and 'Provider ID'.
Set 'DEA License #' and 'Degree/Year Graduated' to desired values.
Set 'Residency Institution Name' and 'Residency Institution Address' to desired values.
Set 'From And To Month/Year Of Residency MM/YY-MM/YY' to desired value and click desired value in 'Have Copies Of Curriculum Vitae Been Received'.
Set desired value in 'Board Certified' and 'Credential Board Approval Date'.
Click desired values in 'Board Eligible and 'Received Copies Of Board Certification Etc… (Psych. Only)'.
Click desired values in 'Are You Available For Evaluations On An Immediate Basis' and 'Are You Available For Evaluations Within 48 Hours'.
Click desired values in 'Have You Ever Had A Problem With Hospital Membership Or Privileges' and 'Have You Ever Been Convicted Of A Felony'.
Set the 'Effective Start Date to' desired value.
Set 'Performing Provider’s Cellular Telephone' and 'Performing Provider’s Office Telephone (1)' to desired values.
Set 'Performing Provider’s Office Telephone (2)' and 'Performing Provider’s Fax' to desired values.
Set 'Secondary Provider Identification Number' to desired value and select “Create New” from the 'Primary License Type Effective Dates'.
Set 'Effective Start Date' and 'Primary License Type for Claims' to desired values.
Click [File Primary License Type Effective Date].
Click [Submit] and click [Yes]. Validate that 'Selected PerformingProvider' contains the previously entered value.
Select a field and click [Edit].
Edit one field. Click [Submit] and click [Yes].
Validate that 'Selected PerformingProvider' contains the previously entered value and click [Cancel].
Set 'What can I help you find?' to "Contracting Prov".
Click 'Contracting Provider Registration'.
Set 'Registration Date' to desired value.
Click desired value in 'In Network/Out Of Network' and select desired value in 'Eligible Funding Source'.
Click desired value in 'Use Eligible Funding Source to Determine Funding Source for 837 Processing'.
Set 'Federal Tax ID# 'and 'Submitter Identifier' to desired value.
Validate the 'Primary Mailing Address - Street 1', 'Primary Mailing Address - Street 2', and 'Primary Mailing Address - Zip Code' contain previously entered values.
Validate 'Office Address - Street 1', 'Office Address - Street 2' and 'Office Address Zip Code' contain previously entered values.
Validate the 'Office Telephone (1)'', 'Office Telephone (2)', and 'Office Fax #' contain previously entered values.
Validate the 'Billing Address - Street 1', 'Billing Address - Street 2 ', and 'Billing Address - Zip Code' contain previously entered values.
Click [Submit] and click [Yes].
Validate 'Selected Provider' contains the 'Contracting Provider Name and ID'.
Select a field and click [Edit].
Edit one field and click [Submit] and click [Yes].
Validate 'Selected Provider' contains the 'Contracting Provider Name and ID'.
Click [Cancel].

Topics

• Contracting Provider • NX Only

AV-95484 Summary | Details

Avatar NX - Scheduling Calendar

Scenario 1: Scheduling Calendar - Drag and drop appointments

Specific Setup:

A client must be enrolled in an existing episode and have an appointment scheduled (Client A).

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Right click the appointment for "Client A" and click [Details/Edit].
Validate both the 'Appointment Start Time' and 'Appointment End Time' fields display the time correctly.
Click [Discard].
Increase the zoom to "20".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Increase the zoom to "15".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Increase the zoom to "10".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Increase the zoom to "5".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the appointment moves in five minute intervals.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Select the appointment for "Client A" and resize it, extending the duration of the appointment.
Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration.
Right click the appointment for "Client A" and click [Details/Edit].
Validate both the 'Appointment Start Time' and 'Appointment End Time' fields display the time correctly.
Click [Discard] and [Dismiss].

Topics

• Scheduling Calendar

AV-95500 Summary | Details

Avatar NX - Form Designer

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

Form Designer (CWS)

Scenario 1: Avatar NX - Validate adding Quick Forms as Quick Links on the 'Vitals Entry' form

Specific Setup:

A client must be enrolled in an existing episode (Client A).
User must have access to the following forms:
'Vitals Entry'
'Form Designer'
'Current Medication' Quick Form
'Lab Results' Quick Form

Steps

Access the 'Form Designer' form.
Select 'Vitals Entry' from the 'Forms' field.
Select '(Vitals Entry)' from the 'Sections' field.
Click [Show Section].
Click [Edit] in the 'Quick Links' section on the left side panel.
Enter "Current Medication" in the 'Search Forms' field.
Validate the "Current Medication" Quick Form displays in search results as expected.
Select the "Current Medication" Quick Form link.
Validate the 'QuickLinks' page displays the "Current Medication" Quick Form added to it.
Enter "Lab Results" in the 'Search Forms' field.
Validate the "Lab Results" Quick Form displays in search results as expected.
Select the "Lab Results" Quick Form link.
Validate the 'QuickLinks' page displays the "Lab Results" Quick Form added to it.
Click [Save].
Validate 'QuickLinks' section displays both the newly added quick forms as expected.
Click [Save], [Yes], [OK], and [Submit].
Select "Client A" and access the 'Vitals Entry' form.
Validate the forms added in the previous steps are listed under the section name on the left side panel.
Select the "Current Medication" Quick Form link.
Validate the form opens in undock view and displays the correct 'Client Name' and 'Episode Number' in context as expected.
Close the form.
Select the "Lab Results" Quick Form link.
Validate the form opens in undock view and displays the correct 'Client Name' and 'Episode Number' in context as expected.
Close the form.
Click [Discard].

Topics

• Form Designer • Vitals Entry

AV-95667 Summary | Details

OE NX - Admission Med Rec- Pre-admit to admission - Scheduled Administration Times

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

Admission
Order Entry Console

Scenario 1: OE NX - Admission Med Reconciliation - Pre-admit episode to Inpatient episode - Finalize for Admission

Specific Setup:

Ensure registry setting, Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode is set to “N”.
A frequency code must be configured with scheduled hours of administration and be mapped to a frequency code that exists in OrderConnect via the 'Frequency Code Setup' form.(Frequency Code A)
A client must be admitted into a pre-admit 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.
Select the 'Orders This Episode' tab.
Search for and select any pharmacy-type order code in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select any other pharmacy-type order code in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad] and [Sign].
Validate an 'Interaction' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Select the 'Home Medications' tab.
Select any value in the 'Program' field.
Validate the 'Reported' checkbox is checked.
Search for and select any non-controlled medication in the 'New Order' field.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field and click [Add to Scratchpad], [Final Review], and [Sign].
Click the 'Medication history reviewed and completed for Episode #1' checkbox.
Select the 'Admission Reconciliation' tab.
Select the order in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad].
Select the new order in the 'Inpatient Medications Scratchpad'.
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Set the 'Duration' field to "28" and click [Days].
Click [Update Order] and [Hold In Pending Status].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Select the 'Orders This Episode' tab.
Click 'myDay'.
Access the 'Admission' form and select "episode 1" for "Client A" and click [Edit].
Populate the required fields selecting an inpatient program that is configured in the 'External Pharmacy Setup' form.
Click [Submit].
Access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Select any other client in the 'My Clients' widget.
Select "Client A".
Select the 'Admission Reconciliation' tab.
Click [Edit Pending Reconciliation].
Validate a warning message is displayed and click [OK].
Select the order in the 'Inpatient Medications Scratchpad' that has an action of "ADD".
Click [Custom] and validate the scheduled administration time is displayed.
Populate any required fields and click [Update Order] and [Hold in Pending Status].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Click [Activate for Reconciliation]
Validate that all values in the 'Output' field are enabled.
Validate that "eRX" is selected by default.
Click [Sign]
Validate that 'Admission Reconciliation' is in view-only mode.

Scenario 2: OE NX - Admission Med Reconciliation - Defaulting Times from Frequency when pre-admit

Specific Setup:

A client must be in 'Pre-Admit' program. (Client A)
The registry setting 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' must be to “N”.
A frequency code must be configured with scheduled hours of administration and be mapped to a frequency code that exists in OrderConnect via the 'Frequency Code Setup' form.(Frequency Code A)
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Select any value in the 'Program' field.
Validate the 'Reported' checkbox is checked.
Search for and select any non-controlled medication in the 'New Order' field.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field and click [Add to Scratchpad], [Final Review], and [Sign].
Click the 'Medication history reviewed and completed for Episode #1' checkbox.
Select the 'Admission Reconciliation' tab.
Select the order in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad].
Select the order in the 'Inpatient Medications Scratchpad'.
Click [Custom] and validate the scheduled administration times are displayed.
Click [Update Order].
Click 'myDay'.
Access the 'Admission' form for "Client A".
Populate the required fields selecting a program that is configured in the 'External Pharmacy Setup' form.
Click [Submit].
Access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Select the order in the 'Inpatient Medications Scratchpad'.
Validate that there is a "Missing Required Field" red flag.
Click [Custom] and validate the scheduled administration time is displayed.
Populate any required fields and click [Update Order], [Final Review], and [Sign].
Validate that 'Admission Med Reconciliation' is in view-only mode.

Topics

• Order Entry Console

AV-96132 Summary | Details

Task List - Overdue Tasks

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

Orders This Episode
Task Associations
Task Definitions

Scenario 1: Task List - Overdue Task validation in Task List widget

Specific Setup:

A pharmacy-type order code must exist (Order Code A).
A task must be configured to display every hour after placing an order for "Order Code A".
A client must have an active episode. (Client A).
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Populate the required fields setting the start time to the current time - 3 hours.
Click [Add to Scratchpad] and [Sign].
Navigate to 'Task List'.
Select "Client A" in the 'Search Clients' field.
Validate there are overdue tasks in the 'Overdue' column.
Switch to any other client then switch back to "Client A" in the 'Search Clients' field.
Validate the overdue tasks are still displayed.

Topics

• Task List

AV-96277 Summary | Details

Monthly 835 Denial Trends Report - 'Claim Date Range' help message

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

Monthly 835 Denial Trends Report

Scenario 1: Validate 'Monthly 835 Denial Trends Report' by 'Financial Class'.

Specific Setup:

'Claim Adjustment Group/Reason Code Definition' has been used to create 'Reason Codes'.
Claims that have denials exist.
Tester knows at least two guarantors with denials in the same financial class, the dates of the claims and the denial reason codes.

Steps

Open 'Monthly 835 Denial Trends Report'.
Click on the help message lightbulb for 'Claim Date Range'.
Validate the help message contains: The report displays data for a maximum of 12 distinct months.
Click [Return To Form].
Set 'By Financial Class or Guarantor(s)' to 'Financial Class'. This selection causes the report to display all financial classes, separated by class.
Enter the claims 'Start Date'.
Enter the claims 'End Date'.
Click [Process].
Review the report.
The report name is 'MONTHLY 835 DENIAL TRENDS BY FINANCIAL CLASS REPORT'.
The 'CLAIM DATE' displays the dates entered in 'Start Date' and 'End Date'.
The 'FINANCIAL CLASS' column displays the class.
The 'DENIALS' column displays the denial 'Reason Codes' defined in 'Claim Adjustment Group/Reason Code Definition'.
The distinctive months will display a count by reason code.
Validate that the 'Total Denials For Month' values are correct.
Close the report and the form.

Topics

• 835

AV-96451 Summary | Details

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: When checking off parent row, automatically check off child rows (NX)

Steps

Internal testing only.

Topics

• Remittance Processing Widget

AV-96525 Summary | Details

OE NX - Renew

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

Orders This Episode

Scenario 1: OE NX - Orders This Episode - 'Require Reason for Renewal' = "Yes" and 'Require Reason Text With This Reason Code' = "Yes" for "Pharmacy"

Specific Setup:

The following extended attributes must be set in the 'Order Entry Tabled Files '(500) Order Types'' dictionary for "Pharmacy".
'Require Reason Code' = No value
'Require Reason for Renewal' = "Yes"
'Require Reason when Duration is greater than Default' = "No"
The following extended attributes must be set in the 'Order Entry Tabled Files '(530) Renew Reason Code' dictionary for "Reason Code A".
'(510) Require Reason Text With This Reason Code' = "No"
The 'Renew Reason Code' dictionary under 'Order Entry Tabled Files' in 'Dictionary Update' must have two dictionary codes defined (Dictionary Code A) that has the 'Require Reason Text With This Reason Code' extended attribute set to "No" and (Dictionary Code B) that has the 'Require Reason Text With This Reason Code' extended attribute set to "Yes".
Please log out of the application and log back in after configuring the application.
A client must have an active 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'.
Set the 'New Order' field to "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
Set the 'Dose' field to "1".
Validate that the 'Dose Unit' contains "Capsule".
Select "Every Day" in the 'Freq:' field.
Validate that the 'Reason' field is not required.
Select "Reason Code A" and validate the 'Reason Text' field is not required.
Set the 'Duration' field to "28" and click [Days].
Validate that the 'Days Supply' and 'Dispense Qty' fields contain "28".
Select "Capsule" in the 'Dispense Qty Unit' field.
Validate that the 'Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Final Review].
Validate that the 'Interactions' dialog is displayed.
Validate that 'Dosage Range' contains "DOSAGE RANGE CHECK: PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE (26433) Invalid Dose Unit."
Set the 'Note's field to any value and click [Save Override and Exit].
Validate that the 'Final Review' dialog is displayed.
Click [Sign].
Validate that the order for "PRILOSEC" appears in the 'Order grid' with the 'Reason' displayed at the end of 'Order Details'.
Select the order and click [Renew].
Validate that the 'Renew Reason' field is required.
Validate that the 'Renew Reason Text' field is required.
Set the 'Effective Renew Date' field to a date that is the day after the original order's 'Stop Date'.
Set the 'Renew' field to "11" and click [Days].
Click [Add to Scratchpad].
Validate that the order in the 'Scratchpad' contains a red flag in the 'Action' column.
Select the order in the 'Scratchpad'
Select "Dictionary Code A" in the 'Renew Reason' field.
Validate that the 'Renew Reason Text' field is not required.
Select "Dictionary Code B" in the 'Renew Reason' field.
Validate that the 'Renew Reason Text' field is required.
Click [Update Order].
Validate that the order in the 'Scratchpad' still contains a red flag in the 'Action' column.
Select the order in the 'Scratchpad'
Set the 'Renew Reason Text' field to any value, but be sure to include line breaks and special characters.
Click [Update Order] and [Sign].
Validate that the "PRILOSEC" order appears in the 'Order grid' with the 'Reason' selected when creating the order displayed at the end of 'Order Details'.

Scenario 2: OE NX - Orders This Episode - 'Require Reason for Renewal' = "No" and 'Require Reason Text With This Reason Code' = "Yes" for "Pharmacy"

Specific Setup:

The following extended attributes must be set in the Order Entry Tabled Files '(500) Order Types' dictionary for "Pharmacy".
'Require Reason Code' = No value
'Require Reason for Renewal' = "No"
'Require Reason when Duration is greater than Default' = "No"
The following extended attributes must be set in the 'Order Entry Tabled Files '(530) Renew Reason Code' dictionary for "Reason Code A".
'(510) Require Reason Text With This Reason Code' = "Yes"
The 'Renew Reason Code' dictionary under 'Order Entry Tabled Files' in 'Dictionary Update' must have a dictionary code defined (Dictionary Code A) that has the 'Require Reason Text With This Reason Code' is set to "No"
Please log out of the application and log back in after configuring the application.
A client must have an active 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'.
Set the 'New Order' field to "LISINOPRIL 40 MG TABLET ORAL".
Set the 'Dose' to "1".
Set the 'Dose Unit' field to "Tablet".
Select "As Needed" in the 'Freq' field.
Select "Reason Code A" in the 'Reason' field.
Validate the 'Reason Text' field is required.
Populate the 'Reason Text' field.
Set the 'Duration' field to "10" and click [Days].
Validate that the 'Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 10 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Sign].
Select the "LISINOPRIL" order in the 'Order grid' and click [Renew].
Validate that the 'Renew Reason' field is not required.
Select "Dictionary Code A" in the 'Renew Reason' field.
Validate that the 'Renew Reason Text' field is not required.
Set the 'Renew Reason Text' field to "this is renew reason text".
Set the 'Renew' field to "11" and click [Days]
Click [Add to Scratchpad] and [Sign].
Create a report using the 'OrderEntry.history_client_order_renew' table and ensure the following fields are included:
'PATID'
'renew_reason_code'
'renew_reason_value'
'renew_reason_text'
'link_to_order_hist'
Filter the report by selecting "Client A's PATID" in the 'PATID' field.
Validate that there is one row displayed.
Validate that 'Renew Reason Code' contains the code associated with the value selected in the 'Renew Reason' field.
Validate that 'Renew Reason Value' contains the value selected in the 'Renew Reason' field.
Validate that 'Renew Reason Text' contains "this is renew reason text".

Topics

• Order Entry Console

AV-96538 Summary | Details

Avatar NX - Treatment Plan

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

Registry Settings (CWS)
Treatment Plan

Scenario 1: Treatment Plan - Registry Setting 'Hide Inactive Treatment Plan Elements'

Specific Setup:

The 'Avatar CWS->Treatment Plan->->->->Include Status in Treeview Displays' registry setting must be set to "P".
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)

Steps

Open the 'Registry Settings' form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
Set the 'Registry Setting Value' field to "N".
Click [Submit].
Validate a message displays stating "Submitting has completed do you wish to return to form?".
Click [No].
Log out of the application and log back in.
Select "Client A" and access the 'Treatment Plan' form.
Click [OK].
Click [Add].
Set the 'Plan Date' field to the current date.
Set the 'Plan Name' field to any value.
Select any value from the 'Plan Type' field.
Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan].
Validate the 'Hide Inactive' checkbox does not display.
Click [Add New Problem].
Set the 'Status' field to "Active".
Click [Add New Goal].
Set the 'Status' field to "Active".
Click [Add New Objective].
Set the 'Status' field to "Inactive".
Click [Add New Intervention].
Set the Status field to "Inactive".
Click [Back to Plan Page].
Click [Submit].
Open the 'Registry Settings' form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
Set the 'Registry Setting Value' field to "Y".
Click [Submit] and [OK].
Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
Log out of the application and log back in.
Select "Client A" and access the 'Treatment Plan' form.
Click [OK].
Select "Treatment Plan Test" and click [Edit].
Click [Launch Plan].
Validate the 'Hide Inactive' checkbox displays.
Click the 'Hide Inactive' checkbox.
Validate the "Objective" and "Interventions" rows no longer display.
Click [Exit to Home View].
Open the 'Registry Settings' form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
Set the 'Registry Setting Value' field to "YD".
Click [Submit] and [OK].
Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
Log out of the application and log back in.
Select "Client A" and access the 'Treatment Plan' form.
Click [OK].
Select "Treatment Plan Test" and click [Edit].
Click [Launch Plan].
Validate the 'Hide Inactive' checkbox displays and is checked.
Validate the "Objective" and "Interventions" rows no longer display.

Topics

• Registry Settings • Treatment Plan

AV-96987 Summary | Details

Avatar NX - Scheduling Calendar

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

Practitioner Enrollment
Site Registration
Staff Members Hours And Exceptions

Scenario 1: Scheduling Calendar - 'Site' filter - two sites with one practitioner

Specific Setup:

Two sites are defined in the 'Site Registration' form (Site A & Site B).
A practitioner (Staff A) is defined with available days/hours for appointments at "Site A" and "Staff B" with no 'End Date' on file.

Steps

Access the 'Scheduling Calendar' form.
Select "Site A" in the 'Site' field.
Validate the 'Staff Members' field contains the staff members associated to "Site A".
Select "Staff A" in the 'Staff Members' field.
Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A".
Select "Site B" in the 'Site' field.
Validate the 'Staff Members' field contains the staff members associated to "Site B".
Validate "Staff A" is still selected in the 'Staff Members' field.
Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A".
Click [Dismiss] and [OK].

Scenario 2: Scheduling Calendar - 'Site' filter - Two sites with multiple practitioners

Specific Setup:

Two sites must be defined in 'Site Registration' (Site A and Site B).
Multiple staff must be defined in 'Practitioner Enrollment' (Staff A, Staff B, Staff C, and Staff D).
"Staff A", "Staff B" and "Staff C" are defined with available days/hours for appointments at "Site A" with no 'End Date' on file.
"Staff A", "Staff B" and "Staff D" are defined with available days/hours for appointments at "Site B" with no 'End Date' on file.
User must have access to the 'Scheduling Calendar'.

Steps

Access the 'Scheduling Calendar'.
Select "Site A" from the 'Site' field.
Validate the 'Staff Members' field display "Staff A", "Staff B" and "Staff C" as expected.
Select "Staff A" and "Staff B" from the 'Staff Members' field.
Select "Site B" from the 'Site' field.
Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected.
Select "Site A" from the 'Site' field.
Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected.
Select "Staff C" from the 'Staff Members' field.
Select "Site B" from the 'Site' field.
Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected.
Validate "Staff C" is not displayed under "Site B".
Validate "Staff D" displays deselected as expected.
Select "Site A" from the 'Site' field.
Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected.
Validate "Staff C" displays deselected as expected.
Deselect "Staff A" and "Staff B" from the 'Staff Members' field.
Select "Staff C" from the 'Staff Members' field.
Select "Site B" from the 'Site' field.
Validate the 'Staff Members' field display "Staff A", "Staff B" and "Staff D" deselected as expected.
Select "Site A" from the 'Site' field.
Validate the 'Staff Members' field display "Staff A", "Staff B" and "Staff C" deselected as expected.
Click [Dismiss] and [OK].

Topics

• Scheduling Calendar • Site Registration • Staff Member Hours and Exceptions

AV-97348 Summary | Details

eMAR NX - 'Due Now' Filter

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

Avatar eMAR
Orders This Episode

Scenario 1: OE NX - Due Now filter in eMAR NX

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code. (Order Code A)
Populate the required fields, back dating the order so there are both administration times in the past, as well as an administration time within 60 minutes of the current time.
Access the 'eMAR' widget.
Validate an order for "Order Code A" is displayed.
Click [Scan Client] and complete the 'Wristband Scan Override'.
Set the 'Filter' dropdown to "Due Now (n)".
Validate the "Order Code A" is displayed under "Due now (n)" filter.
Perform 'Order Acknowledgement' and 'Client Education' for the order.
Administer the order with a successful administration event.
Validate the counter next to the "Due Now (n)" filter is decremented by 1.
Click the ellipsis for "Order Code A" and select 'Void Administration' and click [Save].
Validate the counter next to the "Due Now (n)" filter is increased by 1.
Access the Order Entry Console.
Search for and select any pharmacy-type order code. (Order Code B)
Populate the required fields so that there is a scheduled administration within 60 minutes of the current time.
Access the 'eMAR' widget.
Validate an order for "Order Code B" is displayed.
Set the 'Filter' dropdown to "Due Now (n)".
Validate the "Order Code B" is displayed under "Due now (n)" filter.
Perform 'Order Acknowledgement' and 'Client Education' for the order.
Administer the order with a successful administration event.
Validate the counter next to the "Due Now (n)" filter is decremented by 1 and the "Order Code B" is no longer displayed under "Due Now (n)" filter.
Access the Order Entry Console.
Search for and select any pharmacy-type order code. (Order Code C)
Populate the required fields so that there is a scheduled administration within 60 minutes of the current time.
Access the 'eMAR' widget.
Validate an order for "Order Code C" is displayed.
Set the 'Filter' dropdown to "Due Now (n)".
Validate the "Order Code C" is displayed under "Due now (n)" filter.
Click [Ellipsis] for the order and select 'Reschedule Administration Event'.
Validate the 'Reschedule Administration Event' dialog is displayed and reschedule the date and time to a time outside the 60 minute window and click [Save].
Validate the counter next to the "Due Now (n)" filter is decremented by 1 and the "Order Code C" is no longer displayed under "Due Now (n)" filter.

Topics

• eMAR

AV-97399 Summary | Details

Table Import For General Ledger Account Numbers - Crystal Report

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

Crystal Report Viewer
Dictionary Update (PM)
GL Facility Defaults
Registry Settings (PM)
Table Import For General Ledger Account Numbers
User Definition

Scenario 1: GL Integration - Dynamics GP - Table Import For General Ledger Account Numbers

Specific Setup:

System updated with Avatar GL module.
Registry Settings:
The 'Enable Dynamics GP Integration' is set to 'Y'.
Dictionary Update:
File: G/L Interface
(200) - Credit G/L Charge Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values.
(201) - Debit G/L Charge Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values.
(202) - Credit G/L Payment Adjustment Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values.
(203) - Debit G/L Payment Adjustment Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values.
General Ledger Interface components:
General ledger interface components are defined. Note the components.
General Ledger Charge Account Numbers:
General ledger credit/debit charge account numbers, default charge account numbers and general ledger interface components are defined. Note the account codes/values.
GL Facility Defaults:
The 'Output Path On Server For CSV File', 'Dynamics GP Input Path On Server' and 'Dynamics GP Output Path On Server' are populated with the valid paths for the input/output files for Dynamics GP. Note all the paths for later use.
GP Account File:
A CSV file is created in the format account number, account description and account type that contains general ledger charge accounts in the system but not all. Please note - the account type is exactly the values of 'Charge' or 'Pmt/Adj'. Note the account numbers included in the file.
The CSV file created is placed in the path defined as the 'Dynamics GP Input Path On Server' in the 'GL Facility Defaults'.
The text file to import charge or payment/adjustment account numbers are created and placed in a local dictionary. Note the location of the file.

Steps

Open the 'Table Import For General Ledger Account Numbers' form.
Select the "GL Charge Account Numbers" in the 'Load Which Table' field.
Select the "Append to Existing Table" in the 'Load Option' field.
Select desired charge account file for import.
Click [Import GL Account Numbers].
Verify the crystal report launched and a previously selected and correctly displays the 'Total Number of Rows in File' imported successfully.
Click [Close Report].
Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.).
Close the report.
Select the "GL Payment/Adjustment Account Numbers" in the 'Load Which Table' field.
Select the "Append to Existing Table" in the 'Load Option' field.
Select desired payment/adjustment account file for import.
Click [Import GL Account Numbers].
Verify the crystal report launched and correctly displays the 'Total Number of Rows in File' imported successfully.
Click [Close Report].
Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.).
Close the report.
Open the 'Table Import For General Ledger Account Numbers' form.
Select the "GL Charge Account Numbers" in the 'Load Which Table' field.
Select the "Over-Ride Existing Table" in the 'Load Option' field.
Select desired charge account file for import.
Click [Import GL Account Numbers].
Verify the crystal report launched and a previously selected and correctly displays the 'Total Number of Rows in File' imported successfully.
Click [X].
Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.).
Click [X].
Select the 'GL Payment/Adjustment Account Numbers' in the 'Load Which Table' field.
Select the "Over-Ride Existing Table" in the 'Load Option' field.
Select desired payment/adjustment account file for import.
Click [Import GL Account Numbers].
Verify the crystal report launched and correctly displays the 'Total Number of Rows in File' imported successfully.
Click [X].
Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.).
Click [X].

Topics

• Database Management • NX Only

AV-97404 Summary | Details

Avatar NX - Clinical Document Viewer

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

Clinical Document Viewer
Provider File Attach

Scenario 1: Avatar NX - Provider File Attach - Validate different bit depth TIFF files upload and display

Specific Setup:

The 'Enable Console Widgets/Views' registry setting must be enabled.
Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
Avatar MSO 'Provider File Attach' widget and 'Console Widget Viewer' must be assigned to a view for the logged in user.
User must have access to the 'Clinical Document Viewer'.
A client must be enrolled in an existing episode (Client A).
The following TIFF files must be available for upload:
A TIFF file with 1 bit depth must be available (TIFF A).
A TIFF file with 8 bit depth must be available (TIFF B).
A TIFF file that contains an alpha color channel must be available (TIFF C).

Steps

Access the 'Provider File Attach' form.
Select "Client A" from the 'Member ID' field.
Select the desired provider from the 'Provider' field.
Select the desired file type from the 'File Type' field.
Select "TIFF" from 'Document Type' field.
Click [Upload File].
Upload "TIFF A" and click [Store File].
Click [OK].
Select the desired file type from the 'File Type' field.
Select "TIFF" from 'Document Type' field.
Click [Upload File].
Upload "TIFF B" and click [Store File].
Click [OK].
Select the desired file type from the 'File Type' field.
Select "TIFF" from 'Document Type' field.
Click [Upload File].
Upload "TIFF C" and click [Store File].
Click [OK] and [Discard].
Select "Client A" and navigate to the 'Provider File Attach' widget.
Validate all the uploaded files in the previous step are present.
Click [View] for "TIFF A".
Validate "TIFF A" opens and displays as expected in the 'Console Widget Viewer'.
Click [View] for "TIFF B".
Validate "TIFF B" opens and displays as expected in the 'Console Widget Viewer'.
Click [View] for "TIFF C".
Validate "TIFF C" opens and displays as expected in the 'Console Widget Viewer'.
Click [Print] and [Print Current].
Validate "TIFF C" opens in a print preview.
Click [Cancel].
Navigate back to the 'Console Widget Viewer'.
Click [Print] and [Print All].
Validate all the "TIFF" files open in a print preview.
Scroll from top to bottom and validate all the "TIFF" files display as expected in the new browser print preview.
Click [Cancel].
Access the 'Clinical Document Viewer'.
Select 'Client' from the 'Select Type' field.
Select 'Individual' from the 'Select All or Individual Client' field.
Search and select "Client A" from the 'Search Client' field.
Validate "All" is displayed in the 'Episode' field and click [Process].
Validate all the uploaded files in the previous step are present.
Select "TIFF A", "TIFF B" and "TIFF C" from 'View' field.
Click [View].
Validate "TIFF A", "TIFF B" and "TIFF C" open and display as expected.
Select the document tab for "TIFF C" and click [Print]
Validate "TIFF C" opens in a print preview window.
Click [Cancel] and navigate back to the 'Document List'.
Select "TIFF A", "TIFF B" and "TIFF C" from 'Print' field.
Click [Print Selected].
Validate all the "TIFF" files open in a print preview window.
Scroll from top to bottom and validate all the "TIFF" files display as expected in the print preview window.
Click [Cancel], [Search] and [Close].

Topics

n/a

AV-97423 Summary | Details

'ProviderConnect File Attach' Form

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

ProviderConnect File Attach

Scenario 1: 'ProviderConnect File Attach' - Verification of File Viewing/Download

Specific Setup:

'CSP Location' for Generic Document Retriever must be defined (via 'ProviderConnect File Attach Defaults' form)
One or more files for ProviderConnect File Attach upload/storage

Steps

Open the 'ProviderConnect File Attach' form.
Enter/select 'Member ID' and 'Provider' values for File Attach upload/viewing.
Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable).
Click 'Upload File' button to select local file for ProviderConnect File Attach upload.
When file upload is completed, enter 'Comments' field value if desired and click 'Store File' button.
Ensure user is presented with confirmation dialog noting 'File stored successfully'.
Enter/select 'Member ID' and 'Provider' values for File Attach viewing.
Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable).
Select file attachment to be opened for viewing in the 'Existing Files' field.
Click 'View File' button to open selected file attachment for view.
Ensure that .pdf (Microsoft Edge Portable Document Format), .jpg/.png (image) and .txt (text) files are opened within myAvatar NX 'ProviderConnect File Attach' form for viewing (with 'Print' and 'Close' action buttons available).
Ensure that non-native application .doc/.docx (Microsoft Word) and .xls/.xlsx (Microsoft Excel) files are presented with 'Download File' option; ensure that downloaded files are available for viewing/use in native application on local workstation.

Topics

• Provider Connect

AV-97469 Summary | Details

Task List - Limit to Specific Tabs

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

Dictionary Update (CWS)
Orders This Episode
Task List

Scenario 1: Task List - Lab - PRN

Specific Setup:

The '(10017) Limit To Specific Tabs' extended attribute must have "Lab Orders" selected in the 'Extended Dictionary Value (Multiple Dictionary)' field in the eMAR Tabled Files '(10000) Administration Event' dictionary for "Nurse-Admin".
Please log out of the application and log back in after completing the above configuration.
A lab-type order code must exist. (Order Code A)
A dietary-oral order code must exist (Order Code B)
A prn frequency code must exist. (As Needed)
A client must have an active episode. (Client A)

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].
Search for and select "Order Code B" 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 orders for "Order Code A" and "Order Code B".
Access 'Task List'.
Search for and select "Client A" in the 'Search Clients' field.
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.
Validate "Nurse-Admin" is displayed in the 'Collection Event' field.
Populate all required fields and click [Sign].
Click to expand the information regarding the order created for "Order Code B" and click 'Administer'.
Validate the 'Order Acknowledgement' dialog is displayed and click [Acknowledge].
Validate the 'Education' dialog is displayed and click [Educate].
Validate "Nurse-Admin" is not displayed in the 'Administration Event' field.
Select any other value that is configured as a successful administration.
Populate all remaining required fields and click [Sign].

Topics

• Task List

AV-97471 Summary | Details

Task List - Lab / Dietary - Reschedule

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

Frequency Code Setup
Orders This Episode
Task List

Scenario 1: Task List - Lab - Scheduled Routine with Reschedule

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
The 'RADplus->General-->->->'Enable Military Time' registry setting must be set to "N". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
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 "Complete Blood Count" in the 'New Order' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "2" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Complete Blood Count TWICE A DAY".
Access 'Task List'.
Search for and select "Client A".
Validate all time slots including or excluding administration times are displayed in 24 hour format.
Click [Lab Order Acknowledgement] on administration time that is displayed.
Validate the 'Acknowledgement Time' field's value is displayed in 24 hour format.
Click [Lab Order Education] on administration time that is displayed and click [Acknowledgement].
Validate the 'Education Time' field's value is displayed in 24 hour format and click [Educate].
Click [Lab Collection].
Check the 'Complete Blood Count' checkbox and click [Collect].
Select a "Successful Administration" from the 'Collection Event' and click [Sign].

Topics

• Task List

AV-97617 Summary | Details

Avatar NX - Widgets

Scenario 1: Validate the 'Client Diagnoses' widget display and open record

Specific Setup:

A client must be enrolled in an existing episode (Client A).
Must have the 'Client Diagnoses' widget configured on the myDay view.
Must have an additional associated view (View A).

Steps

Select "Client A" and access the 'Diagnosis' form.
Select the desired value in the 'Type of Diagnosis' field.
Enter the desired date in the 'Date of Diagnosis' field.
Enter the desired value in the 'Time of Diagnosis' field.
Click [New Row].
Enter any value in the 'Diagnosis Search' field.
Select "Active" in the 'Status' field.
Populate any required and desired fields.
Click [Submit].
Validate a 'Pre-Display Confirmation' dialog stating "Do you want to return to the Pre-Display?"
Click [No].
Navigate to the 'Client Diagnoses' widget.
Select the associated episode in the 'Header Episode' field.
Validate the entry is present in the 'Client Diagnoses' widget.
Navigate to "View A" and then back to the myDay view.
Validate the 'Client Diagnoses' widget displays as expected.
Select the entry.
Validate a 'Diagnosis' pre-display launches with that entry.
Select the entry and click [Edit].
Select the 'Diagnosis' field and validate all the data populated in the previous steps is present.
Select "Void" in the 'Status' field.
Validate the voided diagnosis is crossed off.
Click [Submit].
Navigate to the 'Client Diagnoses' widget.
Select the associated episode in the 'Header Episode' field.
Validate the voided diagnosis no longer displays in the 'Client Diagnoses' widget.

Scenario 2: Avatar NX - Validate user modeled widget opens form links

Specific Setup:

A user modeled widget (Widget A) must be configured to launch forms for a user role (Role A).
"Role A" must have a form defined under "My Forms" in the 'User Role Definition' form (Form A)
"Widget A" must be assigned to the logged user's myDay view, and they must have access to "Form A".

Steps

Navigate to "Widget A".
Validate "Widget A" displays as expected.
Click on the link for "Form A".
Validate "Form A" successfully opens and displays as expected.
Close "Form A" and logout.

Topics

• Diagnosis • Widgets

AV-97624 Summary | Details

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)
Payment Acknowledgement

Scenario 1: Payment Acknowledgement - With a particular check/EFT - 835

Specific Setup:

Registry Settings:
‘Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement’ has a value’ of ‘Y’.
"Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged" has a 'value that contains '1,4,5,7' at a minimum.
Dictionary Update:
Other Table Files: (5521) Program - contains dictionary codes and dictionary values.
Other Table Files: (5522) Account - contains dictionary codes, dictionary values, and extended dictionary values.
For code 101, set the value for the Extended dictionary value- 'Show in Various Client posting Screens' as 'YES'.
Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary.
Posting/Adjustment Codes Definitions: Definitions exist for ‘Payment’.
The definitions may have a value in the ‘Payment Acknowledgement Type’ field.
All ‘Payment’ definitions will be available in the ‘Payment Acknowledgement’ form.
835 file setup:
Create an 835 file (File A) to be used for compiling in the '835 Health Care Claim Payment/Advice' form. This can be for any client.
Save the 835 file in the network location which is configured in the 'Facility Defaults' - '835 Import/Export File Configuration' - 'Process File Path' field.
Using the '835 Health Care Claim Payment/Advice' form, Load and Compile the 835 file.

Steps

Open the '835 Health Care Claim Payment/Advice' form.
Set the ‘Options’ field to ‘Post File’.
Select the compiled 835 file (File A) from the 'Select File' dropdown.
Validate that the field 'File Description' is shown with the correct value from the file.
Validate that the 'Check / EFT #' field is shown with the check/EFT numbers and the status.
Verify that all the rows are shown with the status of "Unacknowledged".
In "Check / EFT #" clear all options and select an option with 'Unacknowledged' status.
Select 'T' in the 'Posting Date'.
Validate that an error message displays. Click [OK].
Verify that the "Check / EFT #" field's checkboxes are restored to the previous selection values.
Select 'T' in the 'Posting Date'.
Verify that today's date is populated in the 'Posting Date' field.
Select 'T' in the 'Date of Receipt'.
Verify that today's date is populated in the 'Date of Receipt' field.
Select [Discard].
Open the ‘Payment Acknowledgement’ form.
Verify that ‘Action’ defaults to ‘New’.
Verify that the ‘Transaction Number’ is read-only.
Verify that ‘Entered By’ is read-only and defaults to the signed-in user.
Enter the desired value in ‘Batch Number’.
Select the desired ‘Posting Code’. All payment posting codes will be displayed.
Enter a value in ‘Check/EFT Number’ that is different from the one in the 835 file record.
Enter the desired value in ‘Amount’.
Select the same Guarantor used in the 835 file in the ‘Guarantor’ field.
Enter the desired value in ‘Name/Source’.
Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date.
Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’,
Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’.
Select the desired ‘Treatment Service’.
Select the ‘Category’ that we configured with the extended dictionary value.
Enter the desired value in ‘Bank Ref #’.
Enter the desired value in ‘Comments’.
Click [File].
Verify that the ‘Payment Acknowledgement’ 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.
Clicking [Yes] will continue to the Post Payment Accounting Entry section or selecting [No] will remain in the ‘Payment Acknowledgement’ section.
Click [Yes].
Click [New Row] in ‘Post Payment Accounting Entry’.
Validate that the grid becomes enabled.
Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
Select the desired ‘Program’.
Select the ‘Account' that was configured with the extended dictionary value.
Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’.
Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’ or the ‘Deposit Date’.
If desired, enter a ‘Comment’.
Click [File].
The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
Click [No].
Select [Discard].
Open the '835 Health Care Claim Payment/Advice' form.
Set the ‘Options’ field to ‘Post File’.
Select the 'Posting Date'.
Select the 'Date of Receipt'.
Select the compiled 835 file (File A) from the 'Select File' dropdown.
Validate that the field 'File Description' is shown with the correct value from the file.
Validate that the 'Check / EFT #' field is shown with all the related records along with the check/EFT numbers and the status.
Verify that still all the rows are shown with the status of "Unacknowledged".
Select [Discard].
Open the ‘Payment Acknowledgement’ form.
Verify that ‘Action’ defaults to ‘New’.
Verify that ‘Transaction Number’ is read-only.
Verify that ‘Entered By’ is read-only and defaults to the signed-in user.
Enter the desired value in ‘Batch Number’.
Select the desired ‘Posting Code’. All payment posting codes will be displayed.
Enter the value in ‘Check/EFT Number’ that is the same as the 835 file record.
Enter the desired value in ‘Amount’.
Select the same Guarantor used in the 835 file in the ‘Guarantor’ field.
Enter the desired value in ‘Name/Source’.
Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date.
Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’,
Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’.
Select the desired ‘Treatment Service’.
Select the ‘Category’ that we configured with the extended dictionary value.
Enter the desired value in ‘Bank Ref #’.
Enter the desired value in ‘Comments’.
Click [File].
Verify that the ‘Payment Acknowledgement’ 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 down the Transaction Number.
Clicking [Yes] will continue to the Post Payment Accounting Entry section or selecting [No] will remain in the ‘Payment Acknowledgement’ section.
Click [Yes].
Click [New Row] in ‘Post Payment Accounting Entry’.
Validate that the grid becomes enabled.
Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’.
Select the desired ‘Program’.
Select the ‘Account' that we configured with the extended dictionary value.
Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'.
Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’.
Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’ or the ‘Deposit Date’.
If desired, enter a ‘Comment’.
Click [File].
The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry?
Click [No].
Select [Discard].
Open the '835 Health Care Claim Payment/Advice' form.
Set the ‘Options’ field to ‘Post File’.
Select the 'Posting Date'.
Select the 'Date of Receipt'.
Select the Compiled 835 file (File A) from the 'Select File' dropdown.
Validate that the field 'File Description' is shown with the correct value from the file.
Validate that the 'Check / EFT #' field is shown with all the related records along with the check/EFT numbers and the status.
Verify that the row with the respective check/EFT number used in Step 61 is now shown with the status of "Acknowledged".
Select [Discard].

Topics

• 835 Health Care Claim Payment/Advice • NX Only

AV-97629 Summary | Details

Avatar NX - Internal Referral Waitlist

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

Internal Client Referrals
Internal Referral Waitlist
Process Internal Referrals
Review To Do Item

Scenario 1: 'Internal Referral Waitlist' - Add/Edit Internal Referral Waitlist items (other referral type)

Specific Setup:

Have a modeled form that contains a "Non Scrolling Free Text" field designated as a "Referral Group Field" in form 'Table Definition'.
Have a referral type defined in "Internal Referral Type Maintenance" that is associated to that modeled form and a user associated to receive the internal referrals (Referral A). This should be set up to not go directly to the waitlist.
The waitlist for "Referral A" must have many clients.
Have a user (User A) who is a staff member who has client on his caseload (Client A) who was admitted in the system with "User A" as his 'Attending Practitioner'.
Have a client with a referral processed and in the 'Internal Referral Waitlist' form (Client B).
"User A" must have the 'My To Do's' widget on the myDay view and be logged in.

Steps

Access the 'Internal Client Referrals' form.
Enter "Client A" in the 'Client Being Referred' field.
Populate field 'Internal Referral Type Category' with desired value.
Select "Referral A" in the 'Internal Referral Type Being Requested' field.
Select the desired value the 'Episode' field.
Click [Initiate Internal Referral Process].
Validate the modeled form associated with the referral is displayed.
Populate the modeled form with desired data.
Click [Submit].
Validate the form files successfully.
Access the 'Process Internal Referrals' form.
Validate the 'Internal Referral' field contains the referral for "Client A".
Select the referral for "Client A".
Select the desired column header and verify the entries sort as expected.
Validate the referral for "Client A" remains in selection post sorting.
Validate the 'Internal Referral Information' field displays data for "Client A" as expected.
Select "Waitlist" in the 'Internal Referral Status' field.
Click [Process Internal Referral].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client A".
Access the 'Internal Referral Waitlist' form.
Validate the form loads in a timely manner.
Validate the 'Internal Referral' field contains the referral for "Client A".
Select the referral for "Client A".
Select the desired column header and verify the entries sort as expected.
Validate the referral for "Client A" remains in selection post sorting.
Validate the 'Internal Referral Information' field displays data for "Client A" as expected.
Select "Removed" in the 'Waitlist Status' field.
Select any value in the 'Reason for Removal' field.
Click [Process Waitlist Item].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client A".
Select the referral for "Client B" and validate the 'Internal Referral Information' field displays as expected.
Select "Closed (Send To Do Item)" in the 'Waitlist Status' field.
Select any value in the 'Reason for Closure' field.
Click [Process Waitlist Item].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client B".
Select "Add" in the 'Add of Edit' field.
Select "Client A" in the 'Select Client' field.
Select the desired value in the 'Episode' field.
Select "Referral A" in the Waitlist Type' field.
Click [Process Waitlist Item].
Validate the 'Internal Referral' field contains the new referral for "Client A".
Close the form.
Navigate to the 'My To Do's' widget.
Validate the 'Additional ToDo's' field contains the referral for "Client B".
Click [Review To Do Item].
Validate the 'To Do Information' field contains the corresponding values.
Click [Reviewed - Set To Do Item to Reviewed] and [Submit].
Validate the 'ToDo' is reviewed successfully and removed from the 'Additional ToDo's' field.
Close the 'ToDo's' and close the open forms.

Topics

• Internal Client Referrals • Internal Referral Waitlist • Process Internal Referrals

AV-97675 Summary | Details

FoRSE Development -NX Middleware Support

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

FoRSE Configuration
User Definition
Admission
FoRSE Mapping

Scenario 1: FoRSE Configuration

Specific Setup:

Using the "User Definition" form, give the user access to the "FoRSE Configuration".
Refresh the menus.

Steps

Open the "FoRSE Configuration" form.
Enable "FoRSE" functionality.
Set the "Facility ID" to the value assigned by NAATP.
Set the "Secret Key" to the value assigned by NAATP.
Set the "Register New Company URL" to the URL provided by NAATP.
Set the "Registration Status URL" to the URL provided.
Set the "Surveys URL" to the URL provided.
Go to the "FoRSE Facility Configuration" section.
Enter the information for the EHR Facilities added.
Click [Submit] to file the data.
Open the "FoRSE Configuration" form.
Validate the "Enable" radio button is clicked.
Validate "Facility ID" is set to the value assigned by NAATP.
Validate the "Secret Key" is set to the value assigned by NAATP.
Validate the "Register New Company URL" is set to the URL provided by NAATP.
Validate the "Registration Status URL" is set to the URL provided,
Validate "Surveys URL" is set to the URL provided.
Go to the "FoRSE Facility Configuration" section.
Validate the information for the EHR Facilities is correct.
Click [View] in the "FoRSE Status" column of each row added.
Validate the "FoRSE Status" indicates "Success".
Click [Discard] to close the form

Scenario 2: 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.
Close the form.
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.
Close the form.

Topics

• FoRSE • NX Only

AV-74173 Summary \| Details OE NX - AOE question for order with carry forward AOE answers on Copy Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Validate AOE questions Specific Setup: An Order Code must exist that has more than one and at least one required 'Ask On Order Entry' question selected in 'Order Code Setup'. (Order Code A) An Order Code exist that has no 'Ask On Order Entry' question selected in 'Order Code Setup'. (Order Code B) The extended attribute '(577) Carry Forward AOE Answers on Copy/Modify/Reorder' off the file 'Order Entry Tabled Files' must be set to “Yes” for order type of "Order Code A". 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 Access the Order Entry Console for Client A. Search for and select "Order Code A" from the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the Freq: field. Set the 'Duration' field to "2". Click [Days]. Validate the 'Start Date' field contains current date. Validate the 'Start Time' field contains current time. Validate the 'Stop Date' field contains 2 days later than the current date. Validate the 'Stop Time' field contains Start Time - 1 minute. Click [Ask on Order Entry]. Answer the AOE questions. Click [Save], [Add to Scratchpad], and [Sign]. Validate that the order displays in the 'Order grid'. Select the order and click [Modify]. Validate the 'Dose' field contains "1", the 'Dose Unit' field contains "Tablet", and the 'Freq' field contains " As Needed" Validate the 'Duration' field contains "2" and [Days] is pressed. Validate the 'Start Date' field contains current date. And the 'Start Time' field contains current time. Validate the 'Stop Date' field contains 2 days after the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Click [Ask on Order Entry] Validate that all the questions answered while creating the order display the correct values. Click [Save] and [Add to Scratchpad]. Set the 'New Order' field to "Order Code B". Set the 'Dose' field to "1" and validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "2" and click [Days]. Validate the 'Start Date' field contains current date. Validate the 'Start Time' field contains current time. Validate the 'Stop Date' field contains 2 days later than the current date. Validate the 'Stop Time' field contains Start Time - 1 minute. Click [Save], [Add to Scratchpad], and [Sign]. Validate that the "Order Code A" and "Order Code B" are displayed in the 'Order grid'. Select both the orders from the order grid and click 'Copy'. Click "Yes" for the Start Date dialog-box. Validate "Order Code B" is moved to scratchpad has no reg flag or red AOE indicator. Validate "Order Code A" is moved to scratchpad has red indicator for 'Ask on Order Entry'. Click [Sign]. Validate error message get displayed for unanswered or unverified AOE question for "Order Code A" and click [OK]. Click on the indicator for unanswered or unverified AOE for "Order Code A". Validate that all the questions answered while creating the order display the correct values. Click [Save], [Sign] and [Save Override and Exit].	Topics • Order Entry Console
AV-81356 Summary \| Details OE Console - Home Med - "No Entry" not populated by default Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Scenario 1: OE NX - Home Medication - "No Entry" is being defaulted in 'Diagnosis' for Taper/Titrations and Make Rx 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, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" should not have any values filed in the 'Diagnosis' form. Steps Select "Client A" and access the Order Entry Console. Click on 'Home Medications' tab. Validate that the 'Reported' checkbox is unchecked. Search for and select any medication in the 'New Order' field. Validate the 'Diagnosis' field contains "No Entry" by default. Click [Taper/Titrate] and populate all the required fields in the dialog and click [Add to Scratchpad]. Select the order from the 'Scratchpad' and validate that the 'Diagnosis' field value contains "No Entry". Populate all the required fields and click [Update Order] and [Final Review]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Check the 'Reported' checkbox. Search for and select any medication in the 'New Order' field and click [Save]. Select the order and click [Make RX]. Validate the 'Diagnosis' field contains "No Entry" by default. Click [Taper/Titrate] and populate all fields in the dialog and click [Add to Scratchpad]. Select the order from the 'Scratchpad' and validate that the 'Diagnosis' field contains "No Entry". Populate all the required fields and click [Update Order] and [Final Review]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign].	Topics • Home Medications
AV-83434 Summary \| Details OE NX - Admission Medication Reconciliation - Pending status Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Orders This Episode Scenario 1: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile Specific Setup: The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form. Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ 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. Create an order "Order A". Click the 'Home Medications' tab. Create a 'Reported' order "Order B" with 'Reported Source' and 'Reported Source Text' Validate the 'Order grid' contains "Order B Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported". Click the 'Admission Reconciliation' tab. Hover over "Order B" and validate "Reported Source: Reported, Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported" is displayed. Validate the 'Inpatient Medications Scratchpad' contains "Order A". Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad]. Populate the required fields and click [Update Order]. Click [Hold in Pending Status]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Click the 'Orders This Episode' tab. Validate 'New Order' is disabled. Validate "New orders are not allowed until Admission Med Reconciliation for this episode is active" message is shown when hovering over the 'New Order' field. (This message is only for myAvatarNX and not for myAvatar.) Validate 'My Favorites' is enabled. Click 'My Favorites' and validate [Add to Scratchpad] is disabled. Select any order from list and validate [Add to Scratchpad] is disabled. Click [Close]. Click the 'Admission Reconciliation' tab. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Click [Edit Pending Reconciliation]. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK]. Create a new order "Order B" and click [Add to Scratchpad] Click [Hold in Pending Status]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Click [Activate for Reconciliation]. Validate the 'Admission Med Reconciliation' tab is in view-only mode.	Topics • Order Entry Console
AV-87498 Summary \| Details eMAR NX - Address Alerts Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Frequency Code Setup Orders This Episode Scenario 1: eMAR NX - Reschedule Hours of Administration Specific Setup: A frequency code must exist that has scheduled hours of administration, where one hour would be in the past. (Frequency Code A). The '(10014) Reason for Reschedule Administration Event' dictionary under 'eMAR Tabled Files' in 'Dictionary Update' must have a dictionary code defined (Dictionary Code A) that has the '"(10013) Require Reason Text with this Reason Code' is set to "No". A pharmacy-type order code must exist. (Order Code A). Make note of the 'NDC' associated with "Order Code A". This can be found in the 'Order Code Setup' 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Select "Frequency A" in the 'Freq' field. Populate all required fields and click [Add to Scratchpad] and [Sign]. Validate an ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Order Code A". Access 'eMAR NX'. Click [Scan Client] and select any reason that does not require 'Other Reason' and click [Save]. Validate the order for "Order Code A" is displayed. Click the ellipsis on the [Due/Dose] button and select 'Reschedule Administration Event'. Set the Rescheduled Date' field to a date that is 30 minutes in the future of the time on the right. Populate all remaining required fields and click [Save]. Validate the time is updated in the [Due/Dose] button. Click [Due/Dose]. Click [Administer], [Acknowledge] and [Educate]. Select a successful administration in the 'Administration Event' field. Set the 'Med ID' field to the 'NDC' associated with "Order Code A". Validate [Address Alerts] is not displayed. Populate all remaining required fields and click [Save]. Validate [Due/Dose] is not displayed. Validate the amount administered and the time of administration are displayed.	Topics • eMAR NX • Order Entry Console
AV-92073 Summary \| Details 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 - Details Section - Filters, Undo/Redo, Copy/Paste, Delete Values Steps Internal testing only.	Topics • Remittance Processing • Widgets
AV-92303 Summary \| Details OE NX - Orders This Episode - Calculate "First Dose Date/Time" correctly for OTO order group component with Taper/Titrate series of orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: Taper/Titration order group - start date offset and duration Specific Setup: An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "Yes". (Order Group A) "Order Group A" must have 3 orders and each order must have a default 'Frequency' ("3 Times a Day", "Twice a Day", and "Daily"), a "5" Day 'Duration', and a 'Start Date Offset (Days)' of "0","5", and "10". A client must have an active episode whose program or unit is 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'. Remain on 'Orders This Episode'. Search for and select "Order Group A" in the 'New Order' field. Validate that the 'Order Group' dialog is displayed. Validate that the 'Order Group Start Date' field contains the current date. Validate that the 'Start Time' field at the top of the dialog contains the current time. Validate that three rows are displayed. Click [Select All]. Set the 'Dose' field in row 1 to "3" Select "Tablet" in the 'Dose Unit' field for row 1. Validate that the 'Frequency' field for row 1 contains "3 TIMES A DAY". Validate that the 'Start Date' field for row 1 contains the current date. This is because the order has a 'Start Date Offset' of "0 Days". Validate that the 'Start Time' field for row 1 contains the same value as the 'Start Time' field at the top of the dialog. Set the 'Dose' field in row 2 to "2" Select "Tablet" in the 'Dose Unit' field for row 2. Validate that the 'Frequency' field for row 2 contains "TWICE A DAY". Validate that the 'Start Date' field for row 2 contains a date that is 5 days in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "5 Days". Validate that the 'Start Time' field for row 2 contains the same value as the 'Start Time' field at the top of the dialog. Set the 'Dose' field in row 3 to "1" Select "Tablet" in the 'Dose Unit' field for row 3. Validate that the 'Frequency' field for row 3 contains "DAILY". Validate that the 'Start Date' field for row 3 contains a date that is 10 days in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "10 Days". Validate that the 'Start Time' field for row 3 contains the same value as the 'Start Time' field at the top of the dialog. Click [Add to Scratchpad] Validate that the 'Scratchpad' contains all 3 orders. Validate that 'Action' contains "ADD" for all three rows. Validate that the 1st 'Start Date' contains the current date, because the 'Start Date Offset' is "0". Validate that the 1st 'Stop Date' contains a date that is 5 days in the future of the 'Start Date'. This is because the 'Duration' is "5 Days". Validate that the 2nd 'Start Date' contains a date that is 5 days in the future of the current date. This is because 'Start Date Offset' was "5". Validate that the 2nd 'Stop Date' contains a date that is 5 days in the future of the 'Start Date' of this same row. This is because the 'Duration' is "5 Days". Validate that the 3rd 'Start Date' contains a date that is 10 days in the future of the current date. This is because 'Start Date offset' was "5". Validate that the 3rd 'Stop Date' contains a date that is 5 days in the future of the 'Start Date' of this same row. This is because the 'Duration' is "5 Days". Click [Sign]. If an 'Interactions' dialog is displayed override all interactions and click [Save Override and Exit]. Validate that the 'Order grid' contains all 3 orders. Scenario 2: Taper/Titration order group - start date offset and duration, and frequency with scheduled administration time Specific Setup: An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "Yes". (Order Group A) "Order Group A" must have 3 orders and each order must have a default 'Frequency' (Every 12 Hours, Every 12 Hours, and One Time Only - 8 AM), a "24" Hours 'Duration', "1" Quantity, "Tablet" as Quantity Unit, and a 'Start Date Offset (Days)' of "0","1", and "2". A client must have an active episode whose program or unit is 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'. Remain on 'Orders This Episode'. Search for and select "Order Group A" in the 'New Order' field. Validate that the 'Order Group' dialog is displayed. Validate that the 'Order Group Start Date' field contains the current date. Validate that the 'Start Time' field at the top of the dialog contains the current time. Validate that three rows are displayed. Click [Select All]. Validate the 'Dose' field in all three rows is "1". Validate the 'Dose Unit' field in all three rows is "Tablet". Validate that the 'Frequency' field for row 1 contains "Every 12 Hours". Validate that the 'Start Date' field for row 1 contains the current date. This is because the order has a 'Start Date Offset' of "0 Days". Validate that the 'Start Time' field for row 1 contains the same value as the 'Start Time' field at the top of the dialog. Validate that the 'Stop Date' for row 1 is current date plus duration set for first row in order group setting. (in this case is 24 hours) Validate that the 'Stop Time' field for row 1 contains the value as the 'Start Time' field at the top of the dialog - 1 minute. Validate that the 'Frequency' field for row 2 contains "Every 12 Hours". Validate that the 'Start Date' field for row 2 contains a date that is 1 day in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "1" Day. Validate that the 'Start Time' field for row 2 contains the same value as the 'Start Time' field at the top of the dialog. Validate that the 'Stop Time' field for row 1 contains the value as the 'Start Time' field at the top of the dialog - 1 minute. Validate that the 'Frequency' field for row 3 contains "One Time Only - 8 AM". Validate that the 'Start Date' field for row 3 contains a date that is 2 days in the future of the value in the 'Order Group Start Date'. This is because the order has a 'Start Date Offset' of "2 Days". But if the start time on the top of the dialog is more than 8AM then 'Start Date' will be 3 days in the future. Validate that the 'Start Time' field for row 3 contains "08:00" as frequency set is "One Time Only - 8 AM". Click [Add to Scratchpad] Validate that the 'Scratchpad' contains all 3 orders. Validate that 'Action' contains "ADD" for all three rows. Validate that the 1st 'Start Date' contains the current date, because the 'Start Date Offset' is "0". Validate that the 1st 'Stop Date' contains a date that is 1 day in the future of the 'Start Date'. This is because the 'Duration' is "24 hours". Validate that the 2nd 'Start Date' contains a date that is 1 day in the future of the current date. This is because 'Start Date Offset' was "1". Validate that the 2nd 'Stop Date' contains a date that is 2 days in the future of the 'Start Date' of this same row. This is because the 'Duration' is "24 hours". Validate that the 3rd 'Start Date' contains a date that is 2 days in the future of the current date. This is because 'Start Date offset' was "2". ('Start Date' might be 3 days in future if the current time more than 8 AM) Validate that the 3rd 'Stop Date' contains a date that is 1 day in the future of the 'Start Date' of this same row. This is because the 'Duration' is "24 Hours". Click [Sign]. If an 'Interactions' dialog is displayed override all interactions and click [Save Override and Exit]. Validate that the 'Order grid' contains all 3 orders.	Topics • Order Entry Console
AV-92413 Summary \| Details OE NX - Admission Reconciliation - Home Meds Give Initial Dose Now shown "Yes" for orders that have One-Time-Only frequency for which Give Initial Dose Now is set to "Yes" 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 - AMR - Home Medication Validate that GIDN is selected for OTO frequency that is mapped to a GIDN frequency Specific Setup: The ‘Default to Give Initial Dose Now’ extended attribute must be set to “Yes” in the Frequency Code Setup for a frequency code (Frequency Code A). The ‘Order Connect Frequency Code’ (Frequency Code B) must be mapped using 'Map OrderConnect Frequency' section in the Frequency Code Setup to a frequency code (Frequency Code A). Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the 'Home Medication' tab. Search for and select any pharmacy order in the 'New Order' field. Uncheck the 'Client Reported' checkbox. Set 'Frequency' field to "Frequency Code A". Populate all other required fields. Click [Add to Scratchpad], [Final Review] and [Sign]. Check the 'Medication history reviewed and completed for Episode #1' checkbox. Access the 'Admission Med Reconciliation' tab. Validate that the order created is displayed in the 'Home Medications (Pre-Admission)' section. Select the order from 'Home Medications (Pre-Admission)' and click [Add to Scratchpad]. Select the order from 'Inpatient Medications Scratchpad'. Validate "Yes" is pressed for 'Give Initial Dose Now'.	Topics • Medication Reconciliation
AV-92470 Summary \| Details OE NX - Discharge Med Reconciliation - Validate Action remains as DNA once hold in pending status is selected. 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 - Discharge Med Reconciliation - Ensure [Do Not Add] and [Do Not Add Remaining] are enabled when an order in 'Inpatient Medications' contains "NO MATCH" Specific Setup: A client must have an active episode. (Client A) Steps Access the 'Order Code Setup' form and create a pharmacy-type order code. Select "Client A" and access the Order Entry Console. Search for and select the order code created in the 'New Order' field. Fill out all required fields Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the new order appears in the 'Order grid'. Click the 'Discharge Med Reconciliation' tab. Validate the new order shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column. Validate [Do Not Add] is disabled. Validate [Do Not Add Remaining] is enabled. Select the order in 'Inpatient Medications'. Validate [Do Not Add] and [Do Not Add Remaining] are enabled. Scenario 2: OE NX - Discharge Med Reconciliation - Validate Action remains as DNA once hold in pending status is selected. Specific Setup: An order code must exist that has the 'Not currently in Redbook' checkbox checked in 'Order Code Setup'. (Order Code A) Two client's must have active episode. (Client A and Client B). “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. Search for and select "Order code A" in the 'New Order' field. Populate the required fields. Click [Add to Scratchpad] and [Sign]. Validate the "Order Code A" appears in the 'Order grid'. Click the 'Discharge Med Reconciliation' tab. Validate "Order Code A" shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column. Search for and select any medication in the 'New Order' field. (Order Code B) Populate the required fields and click [Add to Scratchpad]. Validate "Order Code B" displays in 'Home Medications Scratchpad (Post-Discharge)'. Click [Do Not Add Remaining]. Validate the 'Action' column value changes to "DNA" in the 'Inpatient Medications' grid and it is disabled. Click [Hold in Pending Status]. Select "Client B" and re-select "Client A". Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid. Click [Edit Pending Reconciliation]. Validate the message "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." is displayed and click [Ok]. Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid and it is disabled. Click [Hold in Pending Status]. Log out of the application and log back in. Select "Client A" and access the Order Entry Console. Click the 'Discharge Med Reconciliation' tab. Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid and it is disabled. Click [Review and Sign]. Validate the 'Discharge Medication Reconciliation' tab displays in view only mode.	Topics • Order Entry Console
AV-93346 Summary \| Details OE NX - Orders This Episode - Lab Order - New order - Validate Specimen type field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Orders This Episode Order Group Setup Scenario 1: OE NX - Lab Orders - Specimen Type/Specimen Site - Order Details Specific Setup: The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "N". Two specimen types must exist. One who has the 'Specimen Site' extended attribute set to "Required" (Arm) and one who has it set to "Enabled". (Blood) A 'Lab' type order code must be created with "Arm" as a default 'Specimen Type' (Order Code A). A Lab-type order code must exist. (Order Code B). A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Validate the 'Specimen Type' field contains "Arm". 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'. Validate the 'Specimen Type' field contains "Arm". Validate the 'Specimen Site' field is required. Select a value in the 'Specimen Site' field. Populate any remaining required fields. Click [Update Order] and [Sign]. Validate the order is displayed in the 'Order grid' with the correct 'Specimen Site'. Search for and select "Order Code B" in the 'New Order' field. Validate 'Specimen Type' field is enabled and contains no value. Populate all required fields and click [My Favorites - Star]. Click [My Favorites] and select the row that was added and click [Add to Scratchpad]. Select the order from the 'Scratchpad'. Validate the 'Specimen Type' field contains no value. Select "Blood" in the 'Specimen Type' field. Validate the 'Specimen Site' field is enabled and not required. Click [Update Order] and [Sign]. Validate an order for "Order Code B" is displayed in the 'Order grid'. Scenario 2: OE NX - Orders This Episode - Lab Order - New order - Validate Specimen type field Specific Setup: A Lab-type order code must exist that has "Blood" selected in the 'Specimen Type' field. (Order Code A) A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Validate 'Specimen Type' field is enabled and contains "Blood". Populate all required fields and click [Add to Scratchpad]. Click on the order in the scratchpad. Validate 'Specimen Type' field is enabled and contains "Blood". Select any other value in the 'Specimen Type' field and click [Update Order] and [Sign]. Validate an order for "Order Code A" is displayed in the 'Order grid'. Scenario 3: OE NX - Orders This Episode - Lab Order - Order Group - Validate Specimen type field Specific Setup: A Lab-type order code must exist that has "Blood" selected in the 'Specimen Type' field. (Order Code A) "Order Code A" must be included in an Order Group. (Order Group A). A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "Order Group A" from the 'New Order' field. Click the checkbox for "Order Code A". Set the 'Duration' field to "3" and click [Days]. Set the 'Frequency' field to "3 TIMES A DAY". Validate 'External Lab Vendor Destination' field does not contain any value. Click [Add to Scratchpad]. Select the order in the 'Scratchpad'. Validate 'External Lab Vendor Destination' field does not contain any value. Validate 'Specimen Type' field is enabled and contains "Blood". Select any other value in the 'Specimen Type' field and click [Update Order] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A".	Topics • NX Manual Execution • NX Only • Order Entry Console
AV-94713 Summary \| Details Avatar NX - Time fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Call Intake Scenario 1: Call Intake - Validating the 'Enable Military Time' registry setting Specific Setup: User must have access to 'Call Intake' form. The 'Enable Military Time' registry setting must be enabled. NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured. Steps Access the 'Call Intake' form. Enter any value in the 'Last Name' field. Enter any value in the 'First Name' field. Select any gender from the 'Sex' field. Click [Search] and [New Client]. Select the desired value in the 'Call Or Walk-in' field. Validate the 'Client Name' field displays as expected. Select any value from the 'Caller Type' field. Select any value from the 'Program' field. Select any value from the 'Disposition' field. Enter today's date in the 'Call Date' field. Click [Current Time]. Validate the 'Call Time' field updates and displays the time in 24-hour military time (HHMM) format. Click the "H Down Arrow" button more than two times. Please note: rapidly clicking is no longer supported. Validate the hour digits decrease as expected. Click the "H Up Arrow" button more than two times. Validate the hour digits increase as expected. Click the "M Down Arrow" button more than two times. Validate the minute digits decrease as expected. Click the "M Up Arrow" button more than two times. Validate the minute digits increase as expected. Validate the 'Call Time' fields displays the time in 24-hour military time (HHMM) format. Click [Submit].	Topics • Call Intake • Registry Settings
AV-94856 Summary \| Details Avatar NX - Scripts Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Discharge Scenario 1: User Modeled Form - Validate event logic in user modeled forms Specific Setup: A modeled form (Form A) is defined with the following fields: First form section contains: 'Date' field Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A). Second form section contains: A field that becomes enabled/required when "Value A" is selected (Field B). A field that becomes enabled/required when "Value A" is selected (Field C). A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access "Form A". Enter the desired date in the 'Date' field. Select "Value A" in "Field A". Navigate to the second form section. Validate "Field B" is enabled and required. Enter the desired value in "Field B". Validate "Field C" is enabled and required. Enter the desired value in "Field C". Populate any other 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 filed data is displayed. Close the form. Scenario 2: Discharge - validate scripts on fields Specific Setup: A must be a script set up on a field (Field A) to disable and require the 'Client's Home Phone' field on the "Demographics" section of the 'Discharge' form. A client must be enrolled in an existing episode and have a home phone number on file (Client A). Steps Select "Client A" access the 'Discharge' form. Navigate to the 'Demographics' section. Validate the 'Client's Home Phone' field contains a value. Enter a value in "Field A" and press the 'Tab' key. Validate the 'Client's Home Phone' field is cleared, disabled, and required. Close the form.	Topics • Discharge • Modeling
AV-95151 Summary \| Details Compile/Edit/Post/Unpost Roll-Up Services Worklist Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Compile/Edit/Post/Unpost Roll-Up Services Worklist Scenario 1: Dictionary Update (Form) - Field Validations Specific Setup: Dictionary Update: Identify an existing File, File 1. Identify an existing Data Element for "File 1", Data Element 1. Identify an existing Dictionary Code, Dictionary 1. Identify an applicable Extended Dictionary Data Element, for "Dictionary 1", Extended Dictionary 1. Steps Open the form "Dictionary Update" in any application. For this test "CWS" is used. Select the "File 1" in the 'File' field. Search for "Data Element 1" to update the value in the 'Data Element' field. In the "Dictionary Code" field, select "Dictionary 1". In the "Dictionary Value" field, insert a less than sign "<" anywhere in the value. Validate an error is displayed "Can Not Contain '<'". Click [OK]. In the "Dictionary Code" field, enter a new code, for example "999". In the "Dictionary Value" field, enter a value that contains a less than sign "<". Validate an error is displayed "Can Not Contain '<' ". Click [OK]. In the "Dictionary Value" field, enter a value that does not contain a less than sign "<". Validate that the value is accepted. Validate that the 'Defined Extended Dictionary Values' field displays all the available extended data elements with their current values. Select "Extended Dictionary 1" from the 'Extended Dictionary Data Element' field. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field. Validate that the respective value is updated and shown in the 'Defined Extended Dictionary Values' field. Click [Apply Changes]. Click [OK]. Enter the dictionary code created in step 8. Validate that the filed value is retained and populated in the 'Dictionary Value' field. Validate that the 'Defined Extended Dictionary Values' field displays all the available extended data elements with their current values. Select "Extended Dictionary 1" from the 'Extended Dictionary Data Element' field. Update the value in the 'Extended Dictionary Value (Single Dictionary)' field. Validate that the respective value is updated and shown in the 'Defined Extended Dictionary Values' field. Clear the value from the 'Extended Dictionary Value (Single Dictionary)' by clicking 'x' icon present in the field. Validate that the field is cleared, and the value is cleared from the 'Defined Extended Dictionary Values' field. The value will display as '(Not Currently Defined)'. Click [Apply Changes]. Click [OK]. Enter the dictionary code created in step 8. Validate that the filed value is retained and populated in the 'Dictionary Value' field. Validate that the 'Defined Extended Dictionary Values' field displays all the available extended data elements with their current values. "Extended Dictionary 1" will display '(Not Currently Defined)'. Close the form. Scenario 2: Compile/Edit/Post/Unpost Roll-Up Worklist - Validate the run-time roll-up data stored in table. Specific Setup: Registry Settings: Set the "Allow Multiple Roll-Ups" registry setting to have the value "Y". Set the "Enable New Practitioner Numbers By Guarantor and Program Form" so that is set to "Y". Service Codes: Using the 'Service Codes' form add or identify an individual roll-up service code and at least two service codes that will be considered as the component services. Rollup 1 Comp 1(a) Comp 1(b) Roll-Up Services Definition: Add or identify a roll-up service definition, for the roll-up service code and its associated component services. Rollup Def 1 Rollup 1 Comp 1(a) Comp 1(b) Client A: The client is an active client. The client has an active diagnosis record. The client has a Financial Eligibility record. Practitioner Numbers by Guarantor and Program: Identify a provider who will be the rendering provider of the roll-up component service(s), Practitioner 1. Fill out the 'Supervising Practitioner' field with a different provider, Practitioner 2. Client Charge Input: Charges are created for the roll-up component services on various dates. The rendering provider that was updated in the 'Practitioner Numbers by Guarantor and Program' form will be used as the practitioner for the charges. Steps Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'. Select the 'From Date' and 'Through Date', that cover the services of "Client A". Verify that the 'Roll-Up Definitions' field shows "Rollup Def 1". Select "Rollup Def 1" in the 'Roll-Up Definitions' field. Click [Compile Worklist]. Click [OK]. Click [Run Report]. Verify that the report shows the created Roll-Up service and its component services. Click [Close Report]. Click [Discard]. Click [Yes]. Query the table "rollup_services_worklist" and validate that values are showing correctly with the compiled worklist data for the following columns: data_entry_utc data_entry_time data_entry_time_j data_entry_offset data_entry_timezone_short supervising_practitioner in_other_rollups_code in_other_rollups_value Verify that the column "supervising_practitioner" shows "Practitioner 2". Close the SQL window and go back to the NX window. Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'. Select the 'From Date' and 'Through Date', that cover the services of "Client A". Verify that the 'Roll-Up Definitions' field shows "Rollup Def 1". Select "Rollup Def 1" in the 'Roll-Up Definitions' field. Click [Compile Worklist]. Validate that the warning popup shows saying "A compiled roll-up already exists for a selected rule. Continuing will overwrite this compile. Are you sure you want to continue?". Click [Yes]. Click [OK]. Select 'Post Roll-Up Services Worklist'. Select the worklist data compiled in step 19. Validate that the 'Default Write Off Posting Code' field is enabled and required at this point. Select the desired adjustment code from the 'Default Write Off Posting Code' field. Click [Post Worklist]. Click [OK]. Click [Discard]. Click [Yes]. Query the table "rollup_services_worklist" and validate that values are showing correctly with the posted worklist data for the following columns: data_entry_utc data_entry_time data_entry_time_j data_entry_offset data_entry_timezone_short supervising_practitioner in_other_rollups_code in_other_rollups_value Close the SQL window and go back to the NX window. Open 'Compile/Edit/Post/Unpost Roll-Up Services Worklist'. Select 'Unpost Last Roll-Up Services Worklist'. Select the worklist data posted in step 19. Click [Unpost Worklist]. Click [OK]. Click [Discard]. Click [Yes]. Query the table "rollup_services_worklist" and validate that values are showing correctly with the un-posted worklist data for the following columns: data_entry_utc data_entry_time data_entry_time_j data_entry_offset data_entry_timezone_short supervising_practitioner in_other_rollups_code in_other_rollups_value Close the SQL window.	Topics • Compile/Edit/Post/Unpost Roll-up Services Worklist • Dictionary • Roll-Up Services Definition
AV-95231 Summary \| Details Avatar NX - My To Dos Scenario 1: Validate form access in the 'My To Do's' widget Specific Setup: A client must be enrolled in an existing episode (Client A). There must two users (User A and User B). "User A" must be logged in and have an associated practitioner with full form access. "User B" does not have access to the 'Treatment Plan' or the 'Progress Notes (Group and Individual)' form. Both users must have the 'My To Do's' widget configured to their myDay view. For "User A" the "To Do's" must be configured as "Normal" under 'Preferences'. For "User B" the "To Do's" must be configured as "Slideout" under 'Preferences'. The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' and 'Progress Notes (Group and Individual)' forms. Steps Select "Client A" and access the 'Treatment Plan' form. Select 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. Validate "Draft" is now selected in the 'Current Status' field. Click [Launch Plan]. Populate all desired and required fields. Click [Return to Plan], [OK], and [Submit]. Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter any value in the 'Notes' field. Select "Draft" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Close the form. Navigate to the 'My To Do's' widget. Validate the to do's display with form buttons for each. In the Treatment Plan To Do, click [Review To Do Item]. Validate the 'Review To Do Item' opens and displays the Client ID and episode details in the 'Client Information Header Banner' as expected. Click [Discard]. In the Treatment Plan To Do, click the 'Treatment Plan' button. Validate the 'Treatment Plan' opens and displays the client ID and episode details in the 'Client Information Header Banner' as expected. Click [Discard]. In the Treatment Plan To Do, click the 'Open Options' menu. Click [Reassign To Do]. Validate the 'Reassign To Do Item' form displays with the appropriate data. Search for and select "User B" in the 'Select User to Reassign To Do Item to' field. Click [Submit]. Validate the to do no longer displays. Repeat steps 3a-3m for the Progress Note To Do. Close the To Do's. Log out. Log in as "User B". Navigate to the 'My To Do's' widget. Validate the to do's reassigned in the previous steps display. Validate the form buttons do not display since the user do not have access to the associated forms. In the Treatment Plan To Do, click [Review To Do Item]. Validate the 'Review To Do Item' opens and displays the client ID and episode details in the 'Client Information Header Banner' as expected. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the to do no longer displays. Repeat steps 5c-5g for the Progress Note To Do. Close the To Do's.	Topics • Progress Notes (Group And Individual) • ToDo's • Treatment Plan
AV-95242 Summary \| Details Avatar NX - Form Designer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Form Designer (CWS) Form Designer Properties Scenario 1: Avatar NX - Form Designer - Validate the 'Disable Pasting' functionality Specific Setup: A client must be enrolled in an existing episode (Client A). The 'Disable Pasting into Text Fields' registry setting must be set to "N". User must have access to the 'Form Designer' form. A form must be defined (Form A) with the following fields: A date field (Field A) A text field (Field B) Steps Access the 'Form Designer' form. Select "Form A" in the 'Forms' field. Select the desired value in the 'Sections' field. Click [Show Section]. Validate sections page display as expected. Select "Field A" and validate the 'Form Designer Properties' section is active. Select the 'Disable Pasting' check box. Select "Field B" and validate the 'Form Designer Properties' section is active. Select the 'Disable Pasting' check box. Click [Save], [OK] and [Submit]. Select "Client A" and access "Form A". Highlight text within the application. Right click and select "Copy". Press "Ctrl + V" on "Field A". Validate the value does not paste in the field as expected. Press "Ctrl + V" on "Field B". Validate the value does not paste in the field as expected. Click [Discard]. Clear Client.	Topics • Form Designer • Forms • Progress Notes (Group And Individual) • Treatment Plan
AV-95299 Summary \| Details Progress Notes - Notes Field Scenario 1: Progress Notes (Group and Individual) - File an independent note Specific Setup: A client must be enrolled in an existing episode (Client A). 'Progress Notes (Group and Individual)' must have document routing enabled. A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). A practitioner must be associated with the logged-in user (Practitioner A). Must have a Word document with text containing smart quotes (Text A). Steps Access the 'Progress Notes (Group and Individual)' form. Validate the required fields display red as expected. Select "Client A". Select the desired episode in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Click on the [Text Editor] icon for the 'Notes Field'. Copy "Text A" from the Word document and paste it into the 'Text Editor'. Click [Save]. Validate that the 'Notes Field' contains the value from "Text A". Populate any other required or desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password associated with the logged-in user and click [Verify]. Validate a 'Progress Notes' dialog stating: "Note Filed. Do you want to return to the Progress Notes form?" and click [No]. 2. Select "Client A" and navigate to the 'All Documents' view. Select 'All Forms'. Select "Progress Notes (Group and Individual)" from the 'Form Description' field. Validate that the note from the previous steps is present and select it. Validate the progress note displays as expected in the 'Console Widget Viewer'.	Topics • Progress Notes (Group And Individual)
AV-95386 Summary \| Details Avatar NX - Document Routing Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Block Client Chart Progress Notes (Group and Individual) Scenario 1: Block Client Chart - Validating document routing for a blocked user Specific Setup: A client must be enrolled in an existing episode (Client A). An additional user must be defined (User A) and must have an associated staff member (Staff A). 'Document Routing' must be configured for the 'Progress Notes (Group and Individual)' form. Logged in user must have access to the 'Block Client Chart' form. Steps Access the 'Block Client Chart' form. Select the 'Blocked Clients' tab. Click [Add New Item]. Select "Client A" in the 'Search Client' field. Populate all the mandatory fields. Select "Yes - Selected" in the 'Block Users' field. Select "User A" in the 'Selected Users' field. Click [Submit]. Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Populate all the mandatory fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate the 'Confirm Document' dialog displays as expected. Click [Sign and Route]. Enter the password associated with the logged in user and click [Verify]. Enter "Staff A" in the 'Add Approver' field. Validate "Staff A" is not available for selection. Click [Cancel] and [Reject]. Click [Discard].	Topics • Progress Notes (Group And Individual)
AV-95439 Summary \| Details MSO - Provider ID Pre-Display Scenario 1: 'Contracting Provider Registration' - Form Verification Steps Login with valid credentials. Set “What can I help you find?” to “APPLY” and click 'Applying Contracting Provider'. Set 'Select Provider' to desired value and click [New Provider]. Set 'Application Date' to desired value and click desired value in 'Type Of Contracting Provider'. Set 'Name' to desired value and set the 'Start Date To Use ICD-10 Format For Billing' to desired value. Set 'Contact At Facility' to desired value and select desired value from the 'Type Of Contact'. Set 'Email Address' and 'Office Telephone' to desired values. Set 'Office Telephone (2)' and 'Office Fax #' to desired values Set 'Office Address - Street 1' and 'Office Address - Street 2' to desired values. Set 'Office Address Zip Code' to desired value and validate the 'Office Address - City' contains a value. Click [Submit]. Set 'What can I help you find?' to “PERFORMING”. Click 'Performing Provider Registration' and set 'Select PerformingProvider' to desired value. Click [New PerformingProvider]. Validate the 'No - Inactive Performing Provider Registration?' label is pressed. Set 'Registration Start Date' and 'Name' to desired values. Set 'Performing Provider’s Birthdate' and 'Performing Provider’s Social Security Number' to desired values. Set 'Performing Provider’s E-mail Address' to desired value and click desired value in 'Performing Provider's Gender'. Select desired values in 'Performing Provider’s License' and 'Ethnic Origin'. Click desired values in 'Performing Provider's Race' and 'Performing Provider’s Age Group'. Click desired values in 'Other Languages and Specialties' and 'Counties Served'. Set 'Performing Provider’s Address Street 1' and 'Performing Provider’s Address Street 2' to desired values. Set 'Performing Provider’s Address Zip Code' to desired value and validate 'Performing Provider’s Address City' contains a value. Click desired value in 'Does Performing Provider Have Accessibility For Handicapped Persons'. Set 'Medicaid Provider #' and 'Performing Provider’s State Reporting # 1' to desired values. Select desired value in 'Provider ID Qualifier' and 'Provider ID'. Set 'DEA License #' and 'Degree/Year Graduated' to desired values. Set 'Residency Institution Name' and 'Residency Institution Address' to desired values. Set 'From And To Month/Year Of Residency MM/YY-MM/YY' to desired value and click desired value in 'Have Copies Of Curriculum Vitae Been Received'. Set desired value in 'Board Certified' and 'Credential Board Approval Date'. Click desired values in 'Board Eligible and 'Received Copies Of Board Certification Etc… (Psych. Only)'. Click desired values in 'Are You Available For Evaluations On An Immediate Basis' and 'Are You Available For Evaluations Within 48 Hours'. Click desired values in 'Have You Ever Had A Problem With Hospital Membership Or Privileges' and 'Have You Ever Been Convicted Of A Felony'. Set the 'Effective Start Date to' desired value. Set 'Performing Provider’s Cellular Telephone' and 'Performing Provider’s Office Telephone (1)' to desired values. Set 'Performing Provider’s Office Telephone (2)' and 'Performing Provider’s Fax' to desired values. Set 'Secondary Provider Identification Number' to desired value and select “Create New” from the 'Primary License Type Effective Dates'. Set 'Effective Start Date' and 'Primary License Type for Claims' to desired values. Click [File Primary License Type Effective Date]. Click [Submit] and click [Yes]. Validate that 'Selected PerformingProvider' contains the previously entered value. Select a field and click [Edit]. Edit one field. Click [Submit] and click [Yes]. Validate that 'Selected PerformingProvider' contains the previously entered value and click [Cancel]. Set 'What can I help you find?' to "Contracting Prov". Click 'Contracting Provider Registration'. Set 'Registration Date' to desired value. Click desired value in 'In Network/Out Of Network' and select desired value in 'Eligible Funding Source'. Click desired value in 'Use Eligible Funding Source to Determine Funding Source for 837 Processing'. Set 'Federal Tax ID# 'and 'Submitter Identifier' to desired value. Validate the 'Primary Mailing Address - Street 1', 'Primary Mailing Address - Street 2', and 'Primary Mailing Address - Zip Code' contain previously entered values. Validate 'Office Address - Street 1', 'Office Address - Street 2' and 'Office Address Zip Code' contain previously entered values. Validate the 'Office Telephone (1)'', 'Office Telephone (2)', and 'Office Fax #' contain previously entered values. Validate the 'Billing Address - Street 1', 'Billing Address - Street 2 ', and 'Billing Address - Zip Code' contain previously entered values. Click [Submit] and click [Yes]. Validate 'Selected Provider' contains the 'Contracting Provider Name and ID'. Select a field and click [Edit]. Edit one field and click [Submit] and click [Yes]. Validate 'Selected Provider' contains the 'Contracting Provider Name and ID'. Click [Cancel].	Topics • Contracting Provider • NX Only
AV-95484 Summary \| Details Avatar NX - Scheduling Calendar Scenario 1: Scheduling Calendar - Drag and drop appointments Specific Setup: A client must be enrolled in an existing episode and have an appointment scheduled (Client A). Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointment for "Client A". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Right click the appointment for "Client A" and click [Details/Edit]. Validate both the 'Appointment Start Time' and 'Appointment End Time' fields display the time correctly. Click [Discard]. Increase the zoom to "20". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Increase the zoom to "15". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Increase the zoom to "10". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Increase the zoom to "5". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the appointment moves in five minute intervals. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Select the appointment for "Client A" and resize it, extending the duration of the appointment. Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration. Right click the appointment for "Client A" and click [Details/Edit]. Validate both the 'Appointment Start Time' and 'Appointment End Time' fields display the time correctly. Click [Discard] and [Dismiss].	Topics • Scheduling Calendar
AV-95500 Summary \| Details Avatar NX - Form Designer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Form Designer (CWS) Scenario 1: Avatar NX - Validate adding Quick Forms as Quick Links on the 'Vitals Entry' form Specific Setup: A client must be enrolled in an existing episode (Client A). User must have access to the following forms: 'Vitals Entry' 'Form Designer' 'Current Medication' Quick Form 'Lab Results' Quick Form Steps Access the 'Form Designer' form. Select 'Vitals Entry' from the 'Forms' field. Select '(Vitals Entry)' from the 'Sections' field. Click [Show Section]. Click [Edit] in the 'Quick Links' section on the left side panel. Enter "Current Medication" in the 'Search Forms' field. Validate the "Current Medication" Quick Form displays in search results as expected. Select the "Current Medication" Quick Form link. Validate the 'QuickLinks' page displays the "Current Medication" Quick Form added to it. Enter "Lab Results" in the 'Search Forms' field. Validate the "Lab Results" Quick Form displays in search results as expected. Select the "Lab Results" Quick Form link. Validate the 'QuickLinks' page displays the "Lab Results" Quick Form added to it. Click [Save]. Validate 'QuickLinks' section displays both the newly added quick forms as expected. Click [Save], [Yes], [OK], and [Submit]. Select "Client A" and access the 'Vitals Entry' form. Validate the forms added in the previous steps are listed under the section name on the left side panel. Select the "Current Medication" Quick Form link. Validate the form opens in undock view and displays the correct 'Client Name' and 'Episode Number' in context as expected. Close the form. Select the "Lab Results" Quick Form link. Validate the form opens in undock view and displays the correct 'Client Name' and 'Episode Number' in context as expected. Close the form. Click [Discard].	Topics • Form Designer • Vitals Entry
AV-95667 Summary \| Details OE NX - Admission Med Rec- Pre-admit to admission - Scheduled Administration Times Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Order Entry Console Scenario 1: OE NX - Admission Med Reconciliation - Pre-admit episode to Inpatient episode - Finalize for Admission Specific Setup: Ensure registry setting, Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode is set to “N”. A frequency code must be configured with scheduled hours of administration and be mapped to a frequency code that exists in OrderConnect via the 'Frequency Code Setup' form.(Frequency Code A) A client must be admitted into a pre-admit 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. Select the 'Orders This Episode' tab. Search for and select any pharmacy-type order code in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Search for and select any other pharmacy-type order code in the 'New Order' field. Populate all required fields and click [Add to Scratchpad] and [Sign]. Validate an 'Interaction' dialog is displayed. Override all interactions and click [Save Override and Exit]. Select the 'Home Medications' tab. Select any value in the 'Program' field. Validate the 'Reported' checkbox is checked. Search for and select any non-controlled medication in the 'New Order' field. Populate the required fields selecting "Frequency Code A" from the 'Freq' field and click [Add to Scratchpad], [Final Review], and [Sign]. Click the 'Medication history reviewed and completed for Episode #1' checkbox. Select the 'Admission Reconciliation' tab. Select the order in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad]. Select the new order in the 'Inpatient Medications Scratchpad'. Set the 'Dose' field to "1". Select "Tablet" in the 'Dose Unit' field. Set the 'Duration' field to "28" and click [Days]. Click [Update Order] and [Hold In Pending Status]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Select the 'Orders This Episode' tab. Click 'myDay'. Access the 'Admission' form and select "episode 1" for "Client A" and click [Edit]. Populate the required fields selecting an inpatient program that is configured in the 'External Pharmacy Setup' form. Click [Submit]. Access the Order Entry Console. Select the 'Admission Reconciliation' tab. Select any other client in the 'My Clients' widget. Select "Client A". Select the 'Admission Reconciliation' tab. Click [Edit Pending Reconciliation]. Validate a warning message is displayed and click [OK]. Select the order in the 'Inpatient Medications Scratchpad' that has an action of "ADD". Click [Custom] and validate the scheduled administration time is displayed. Populate any required fields and click [Update Order] and [Hold in Pending Status]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Click [Activate for Reconciliation] Validate that all values in the 'Output' field are enabled. Validate that "eRX" is selected by default. Click [Sign] Validate that 'Admission Reconciliation' is in view-only mode. Scenario 2: OE NX - Admission Med Reconciliation - Defaulting Times from Frequency when pre-admit Specific Setup: A client must be in 'Pre-Admit' program. (Client A) The registry setting 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' must be to “N”. A frequency code must be configured with scheduled hours of administration and be mapped to a frequency code that exists in OrderConnect via the 'Frequency Code Setup' form.(Frequency Code A) A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Select any value in the 'Program' field. Validate the 'Reported' checkbox is checked. Search for and select any non-controlled medication in the 'New Order' field. Populate the required fields selecting "Frequency Code A" from the 'Freq' field and click [Add to Scratchpad], [Final Review], and [Sign]. Click the 'Medication history reviewed and completed for Episode #1' checkbox. Select the 'Admission Reconciliation' tab. Select the order in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad]. Select the order in the 'Inpatient Medications Scratchpad'. Click [Custom] and validate the scheduled administration times are displayed. Click [Update Order]. Click 'myDay'. Access the 'Admission' form for "Client A". Populate the required fields selecting a program that is configured in the 'External Pharmacy Setup' form. Click [Submit]. Access the Order Entry Console. Select the 'Admission Reconciliation' tab. Select the order in the 'Inpatient Medications Scratchpad'. Validate that there is a "Missing Required Field" red flag. Click [Custom] and validate the scheduled administration time is displayed. Populate any required fields and click [Update Order], [Final Review], and [Sign]. Validate that 'Admission Med Reconciliation' is in view-only mode.	Topics • Order Entry Console
AV-96132 Summary \| Details Task List - Overdue Tasks Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Task Associations Task Definitions Scenario 1: Task List - Overdue Task validation in Task List widget Specific Setup: A pharmacy-type order code must exist (Order Code A). A task must be configured to display every hour after placing an order for "Order Code A". A client must have an active episode. (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Populate the required fields setting the start time to the current time - 3 hours. Click [Add to Scratchpad] and [Sign]. Navigate to 'Task List'. Select "Client A" in the 'Search Clients' field. Validate there are overdue tasks in the 'Overdue' column. Switch to any other client then switch back to "Client A" in the 'Search Clients' field. Validate the overdue tasks are still displayed.	Topics • Task List
AV-96277 Summary \| Details Monthly 835 Denial Trends Report - 'Claim Date Range' help message Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Monthly 835 Denial Trends Report Scenario 1: Validate 'Monthly 835 Denial Trends Report' by 'Financial Class'. Specific Setup: 'Claim Adjustment Group/Reason Code Definition' has been used to create 'Reason Codes'. Claims that have denials exist. Tester knows at least two guarantors with denials in the same financial class, the dates of the claims and the denial reason codes. Steps Open 'Monthly 835 Denial Trends Report'. Click on the help message lightbulb for 'Claim Date Range'. Validate the help message contains: The report displays data for a maximum of 12 distinct months. Click [Return To Form]. Set 'By Financial Class or Guarantor(s)' to 'Financial Class'. This selection causes the report to display all financial classes, separated by class. Enter the claims 'Start Date'. Enter the claims 'End Date'. Click [Process]. Review the report. The report name is 'MONTHLY 835 DENIAL TRENDS BY FINANCIAL CLASS REPORT'. The 'CLAIM DATE' displays the dates entered in 'Start Date' and 'End Date'. The 'FINANCIAL CLASS' column displays the class. The 'DENIALS' column displays the denial 'Reason Codes' defined in 'Claim Adjustment Group/Reason Code Definition'. The distinctive months will display a count by reason code. Validate that the 'Total Denials For Month' values are correct. Close the report and the form.	Topics • 835
AV-96451 Summary \| Details 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: When checking off parent row, automatically check off child rows (NX) Steps Internal testing only.	Topics • Remittance Processing Widget
AV-96525 Summary \| Details OE NX - Renew Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Orders This Episode - 'Require Reason for Renewal' = "Yes" and 'Require Reason Text With This Reason Code' = "Yes" for "Pharmacy" Specific Setup: The following extended attributes must be set in the 'Order Entry Tabled Files '(500) Order Types'' dictionary for "Pharmacy". 'Require Reason Code' = No value 'Require Reason for Renewal' = "Yes" 'Require Reason when Duration is greater than Default' = "No" The following extended attributes must be set in the 'Order Entry Tabled Files '(530) Renew Reason Code' dictionary for "Reason Code A". '(510) Require Reason Text With This Reason Code' = "No" The 'Renew Reason Code' dictionary under 'Order Entry Tabled Files' in 'Dictionary Update' must have two dictionary codes defined (Dictionary Code A) that has the 'Require Reason Text With This Reason Code' extended attribute set to "No" and (Dictionary Code B) that has the 'Require Reason Text With This Reason Code' extended attribute set to "Yes". Please log out of the application and log back in after configuring the application. A client must have an active 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'. Set the 'New Order' field to "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL". Set the 'Dose' field to "1". Validate that the 'Dose Unit' contains "Capsule". Select "Every Day" in the 'Freq:' field. Validate that the 'Reason' field is not required. Select "Reason Code A" and validate the 'Reason Text' field is not required. Set the 'Duration' field to "28" and click [Days]. Validate that the 'Days Supply' and 'Dispense Qty' fields contain "28". Select "Capsule" in the 'Dispense Qty Unit' field. Validate that the 'Start Date' field contains the current date. Validate that the 'Start Time' field contains the current time. Validate that the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'. Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Click [Add to Scratchpad] and [Final Review]. Validate that the 'Interactions' dialog is displayed. Validate that 'Dosage Range' contains "DOSAGE RANGE CHECK: PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE (26433) Invalid Dose Unit." Set the 'Note's field to any value and click [Save Override and Exit]. Validate that the 'Final Review' dialog is displayed. Click [Sign]. Validate that the order for "PRILOSEC" appears in the 'Order grid' with the 'Reason' displayed at the end of 'Order Details'. Select the order and click [Renew]. Validate that the 'Renew Reason' field is required. Validate that the 'Renew Reason Text' field is required. Set the 'Effective Renew Date' field to a date that is the day after the original order's 'Stop Date'. Set the 'Renew' field to "11" and click [Days]. Click [Add to Scratchpad]. Validate that the order in the 'Scratchpad' contains a red flag in the 'Action' column. Select the order in the 'Scratchpad' Select "Dictionary Code A" in the 'Renew Reason' field. Validate that the 'Renew Reason Text' field is not required. Select "Dictionary Code B" in the 'Renew Reason' field. Validate that the 'Renew Reason Text' field is required. Click [Update Order]. Validate that the order in the 'Scratchpad' still contains a red flag in the 'Action' column. Select the order in the 'Scratchpad' Set the 'Renew Reason Text' field to any value, but be sure to include line breaks and special characters. Click [Update Order] and [Sign]. Validate that the "PRILOSEC" order appears in the 'Order grid' with the 'Reason' selected when creating the order displayed at the end of 'Order Details'. Scenario 2: OE NX - Orders This Episode - 'Require Reason for Renewal' = "No" and 'Require Reason Text With This Reason Code' = "Yes" for "Pharmacy" Specific Setup: The following extended attributes must be set in the Order Entry Tabled Files '(500) Order Types' dictionary for "Pharmacy". 'Require Reason Code' = No value 'Require Reason for Renewal' = "No" 'Require Reason when Duration is greater than Default' = "No" The following extended attributes must be set in the 'Order Entry Tabled Files '(530) Renew Reason Code' dictionary for "Reason Code A". '(510) Require Reason Text With This Reason Code' = "Yes" The 'Renew Reason Code' dictionary under 'Order Entry Tabled Files' in 'Dictionary Update' must have a dictionary code defined (Dictionary Code A) that has the 'Require Reason Text With This Reason Code' is set to "No" Please log out of the application and log back in after configuring the application. A client must have an active 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'. Set the 'New Order' field to "LISINOPRIL 40 MG TABLET ORAL". Set the 'Dose' to "1". Set the 'Dose Unit' field to "Tablet". Select "As Needed" in the 'Freq' field. Select "Reason Code A" in the 'Reason' field. Validate the 'Reason Text' field is required. Populate the 'Reason Text' field. Set the 'Duration' field to "10" and click [Days]. Validate that the 'Start Date' field contains the current date. Validate that the 'Start Time' field contains the current time. Validate that the 'Stop Date' field contains a date that is 10 days in the future of the 'Start Date'. Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Click [Add to Scratchpad] and [Sign]. Select the "LISINOPRIL" order in the 'Order grid' and click [Renew]. Validate that the 'Renew Reason' field is not required. Select "Dictionary Code A" in the 'Renew Reason' field. Validate that the 'Renew Reason Text' field is not required. Set the 'Renew Reason Text' field to "this is renew reason text". Set the 'Renew' field to "11" and click [Days] Click [Add to Scratchpad] and [Sign]. Create a report using the 'OrderEntry.history_client_order_renew' table and ensure the following fields are included: 'PATID' 'renew_reason_code' 'renew_reason_value' 'renew_reason_text' 'link_to_order_hist' Filter the report by selecting "Client A's PATID" in the 'PATID' field. Validate that there is one row displayed. Validate that 'Renew Reason Code' contains the code associated with the value selected in the 'Renew Reason' field. Validate that 'Renew Reason Value' contains the value selected in the 'Renew Reason' field. Validate that 'Renew Reason Text' contains "this is renew reason text".	Topics • Order Entry Console
AV-96538 Summary \| Details Avatar NX - Treatment Plan Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings (CWS) Treatment Plan Scenario 1: Treatment Plan - Registry Setting 'Hide Inactive Treatment Plan Elements' Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Include Status in Treeview Displays' registry setting must be set to "P". Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) Steps Open the 'Registry Settings' form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements". Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements". Set the 'Registry Setting Value' field to "N". Click [Submit]. Validate a message displays stating "Submitting has completed do you wish to return to form?". Click [No]. Log out of the application and log back in. Select "Client A" and access the 'Treatment Plan' form. Click [OK]. Click [Add]. Set the 'Plan Date' field to the current date. Set the 'Plan Name' field to any value. Select any value from the 'Plan Type' field. Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan]. Validate the 'Hide Inactive' checkbox does not display. Click [Add New Problem]. Set the 'Status' field to "Active". Click [Add New Goal]. Set the 'Status' field to "Active". Click [Add New Objective]. Set the 'Status' field to "Inactive". Click [Add New Intervention]. Set the Status field to "Inactive". Click [Back to Plan Page]. Click [Submit]. Open the 'Registry Settings' form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements". Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements". Set the 'Registry Setting Value' field to "Y". Click [Submit] and [OK]. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No]. Log out of the application and log back in. Select "Client A" and access the 'Treatment Plan' form. Click [OK]. Select "Treatment Plan Test" and click [Edit]. Click [Launch Plan]. Validate the 'Hide Inactive' checkbox displays. Click the 'Hide Inactive' checkbox. Validate the "Objective" and "Interventions" rows no longer display. Click [Exit to Home View]. Open the 'Registry Settings' form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements". Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements". Set the 'Registry Setting Value' field to "YD". Click [Submit] and [OK]. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No]. Log out of the application and log back in. Select "Client A" and access the 'Treatment Plan' form. Click [OK]. Select "Treatment Plan Test" and click [Edit]. Click [Launch Plan]. Validate the 'Hide Inactive' checkbox displays and is checked. Validate the "Objective" and "Interventions" rows no longer display.	Topics • Registry Settings • Treatment Plan
AV-96987 Summary \| Details Avatar NX - Scheduling Calendar Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Practitioner Enrollment Site Registration Staff Members Hours And Exceptions Scenario 1: Scheduling Calendar - 'Site' filter - two sites with one practitioner Specific Setup: Two sites are defined in the 'Site Registration' form (Site A & Site B). A practitioner (Staff A) is defined with available days/hours for appointments at "Site A" and "Staff B" with no 'End Date' on file. Steps Access the 'Scheduling Calendar' form. Select "Site A" in the 'Site' field. Validate the 'Staff Members' field contains the staff members associated to "Site A". Select "Staff A" in the 'Staff Members' field. Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A". Select "Site B" in the 'Site' field. Validate the 'Staff Members' field contains the staff members associated to "Site B". Validate "Staff A" is still selected in the 'Staff Members' field. Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A". Click [Dismiss] and [OK]. Scenario 2: Scheduling Calendar - 'Site' filter - Two sites with multiple practitioners Specific Setup: Two sites must be defined in 'Site Registration' (Site A and Site B). Multiple staff must be defined in 'Practitioner Enrollment' (Staff A, Staff B, Staff C, and Staff D). "Staff A", "Staff B" and "Staff C" are defined with available days/hours for appointments at "Site A" with no 'End Date' on file. "Staff A", "Staff B" and "Staff D" are defined with available days/hours for appointments at "Site B" with no 'End Date' on file. User must have access to the 'Scheduling Calendar'. Steps Access the 'Scheduling Calendar'. Select "Site A" from the 'Site' field. Validate the 'Staff Members' field display "Staff A", "Staff B" and "Staff C" as expected. Select "Staff A" and "Staff B" from the 'Staff Members' field. Select "Site B" from the 'Site' field. Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected. Select "Site A" from the 'Site' field. Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected. Select "Staff C" from the 'Staff Members' field. Select "Site B" from the 'Site' field. Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected. Validate "Staff C" is not displayed under "Site B". Validate "Staff D" displays deselected as expected. Select "Site A" from the 'Site' field. Validate the 'Staff Members' field display "Staff A" and "Staff B" selected as expected. Validate "Staff C" displays deselected as expected. Deselect "Staff A" and "Staff B" from the 'Staff Members' field. Select "Staff C" from the 'Staff Members' field. Select "Site B" from the 'Site' field. Validate the 'Staff Members' field display "Staff A", "Staff B" and "Staff D" deselected as expected. Select "Site A" from the 'Site' field. Validate the 'Staff Members' field display "Staff A", "Staff B" and "Staff C" deselected as expected. Click [Dismiss] and [OK].	Topics • Scheduling Calendar • Site Registration • Staff Member Hours and Exceptions
AV-97348 Summary \| Details eMAR NX - 'Due Now' Filter Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: OE NX - Due Now filter in eMAR NX Specific Setup: A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. (Order Code A) Populate the required fields, back dating the order so there are both administration times in the past, as well as an administration time within 60 minutes of the current time. Access the 'eMAR' widget. Validate an order for "Order Code A" is displayed. Click [Scan Client] and complete the 'Wristband Scan Override'. Set the 'Filter' dropdown to "Due Now (n)". Validate the "Order Code A" is displayed under "Due now (n)" filter. Perform 'Order Acknowledgement' and 'Client Education' for the order. Administer the order with a successful administration event. Validate the counter next to the "Due Now (n)" filter is decremented by 1. Click the ellipsis for "Order Code A" and select 'Void Administration' and click [Save]. Validate the counter next to the "Due Now (n)" filter is increased by 1. Access the Order Entry Console. Search for and select any pharmacy-type order code. (Order Code B) Populate the required fields so that there is a scheduled administration within 60 minutes of the current time. Access the 'eMAR' widget. Validate an order for "Order Code B" is displayed. Set the 'Filter' dropdown to "Due Now (n)". Validate the "Order Code B" is displayed under "Due now (n)" filter. Perform 'Order Acknowledgement' and 'Client Education' for the order. Administer the order with a successful administration event. Validate the counter next to the "Due Now (n)" filter is decremented by 1 and the "Order Code B" is no longer displayed under "Due Now (n)" filter. Access the Order Entry Console. Search for and select any pharmacy-type order code. (Order Code C) Populate the required fields so that there is a scheduled administration within 60 minutes of the current time. Access the 'eMAR' widget. Validate an order for "Order Code C" is displayed. Set the 'Filter' dropdown to "Due Now (n)". Validate the "Order Code C" is displayed under "Due now (n)" filter. Click [Ellipsis] for the order and select 'Reschedule Administration Event'. Validate the 'Reschedule Administration Event' dialog is displayed and reschedule the date and time to a time outside the 60 minute window and click [Save]. Validate the counter next to the "Due Now (n)" filter is decremented by 1 and the "Order Code C" is no longer displayed under "Due Now (n)" filter.	Topics • eMAR
AV-97399 Summary \| Details Table Import For General Ledger Account Numbers - Crystal Report Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Crystal Report Viewer Dictionary Update (PM) GL Facility Defaults Registry Settings (PM) Table Import For General Ledger Account Numbers User Definition Scenario 1: GL Integration - Dynamics GP - Table Import For General Ledger Account Numbers Specific Setup: System updated with Avatar GL module. Registry Settings: The 'Enable Dynamics GP Integration' is set to 'Y'. Dictionary Update: File: G/L Interface (200) - Credit G/L Charge Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values. (201) - Debit G/L Charge Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values. (202) - Credit G/L Payment Adjustment Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values. (203) - Debit G/L Payment Adjustment Account Number - Contains dictionary codes and dictionary values. Note the account numbers / values. General Ledger Interface components: General ledger interface components are defined. Note the components. General Ledger Charge Account Numbers: General ledger credit/debit charge account numbers, default charge account numbers and general ledger interface components are defined. Note the account codes/values. GL Facility Defaults: The 'Output Path On Server For CSV File', 'Dynamics GP Input Path On Server' and 'Dynamics GP Output Path On Server' are populated with the valid paths for the input/output files for Dynamics GP. Note all the paths for later use. GP Account File: A CSV file is created in the format account number, account description and account type that contains general ledger charge accounts in the system but not all. Please note - the account type is exactly the values of 'Charge' or 'Pmt/Adj'. Note the account numbers included in the file. The CSV file created is placed in the path defined as the 'Dynamics GP Input Path On Server' in the 'GL Facility Defaults'. The text file to import charge or payment/adjustment account numbers are created and placed in a local dictionary. Note the location of the file. Steps Open the 'Table Import For General Ledger Account Numbers' form. Select the "GL Charge Account Numbers" in the 'Load Which Table' field. Select the "Append to Existing Table" in the 'Load Option' field. Select desired charge account file for import. Click [Import GL Account Numbers]. Verify the crystal report launched and a previously selected and correctly displays the 'Total Number of Rows in File' imported successfully. Click [Close Report]. Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.). Close the report. Select the "GL Payment/Adjustment Account Numbers" in the 'Load Which Table' field. Select the "Append to Existing Table" in the 'Load Option' field. Select desired payment/adjustment account file for import. Click [Import GL Account Numbers]. Verify the crystal report launched and correctly displays the 'Total Number of Rows in File' imported successfully. Click [Close Report]. Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.). Close the report. Open the 'Table Import For General Ledger Account Numbers' form. Select the "GL Charge Account Numbers" in the 'Load Which Table' field. Select the "Over-Ride Existing Table" in the 'Load Option' field. Select desired charge account file for import. Click [Import GL Account Numbers]. Verify the crystal report launched and a previously selected and correctly displays the 'Total Number of Rows in File' imported successfully. Click [X]. Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.). Click [X]. Select the 'GL Payment/Adjustment Account Numbers' in the 'Load Which Table' field. Select the "Over-Ride Existing Table" in the 'Load Option' field. Select desired payment/adjustment account file for import. Click [Import GL Account Numbers]. Verify the crystal report launched and correctly displays the 'Total Number of Rows in File' imported successfully. Click [X]. Verify another 'Table Import For General Ledger Account Numbers' report launched that contains the account numbers which are missing in GP. (Please note: System will launch the report to display the account numbers under the missing in GP if the general ledger payment/adjustment account numbers are in GL dictionary but not in the CSV file.). Click [X].	Topics • Database Management • NX Only
AV-97404 Summary \| Details Avatar NX - Clinical Document Viewer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Document Viewer Provider File Attach Scenario 1: Avatar NX - Provider File Attach - Validate different bit depth TIFF files upload and display Specific Setup: The 'Enable Console Widgets/Views' registry setting must be enabled. Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form) Avatar MSO 'Provider File Attach' widget and 'Console Widget Viewer' must be assigned to a view for the logged in user. User must have access to the 'Clinical Document Viewer'. A client must be enrolled in an existing episode (Client A). The following TIFF files must be available for upload: A TIFF file with 1 bit depth must be available (TIFF A). A TIFF file with 8 bit depth must be available (TIFF B). A TIFF file that contains an alpha color channel must be available (TIFF C). Steps Access the 'Provider File Attach' form. Select "Client A" from the 'Member ID' field. Select the desired provider from the 'Provider' field. Select the desired file type from the 'File Type' field. Select "TIFF" from 'Document Type' field. Click [Upload File]. Upload "TIFF A" and click [Store File]. Click [OK]. Select the desired file type from the 'File Type' field. Select "TIFF" from 'Document Type' field. Click [Upload File]. Upload "TIFF B" and click [Store File]. Click [OK]. Select the desired file type from the 'File Type' field. Select "TIFF" from 'Document Type' field. Click [Upload File]. Upload "TIFF C" and click [Store File]. Click [OK] and [Discard]. Select "Client A" and navigate to the 'Provider File Attach' widget. Validate all the uploaded files in the previous step are present. Click [View] for "TIFF A". Validate "TIFF A" opens and displays as expected in the 'Console Widget Viewer'. Click [View] for "TIFF B". Validate "TIFF B" opens and displays as expected in the 'Console Widget Viewer'. Click [View] for "TIFF C". Validate "TIFF C" opens and displays as expected in the 'Console Widget Viewer'. Click [Print] and [Print Current]. Validate "TIFF C" opens in a print preview. Click [Cancel]. Navigate back to the 'Console Widget Viewer'. Click [Print] and [Print All]. Validate all the "TIFF" files open in a print preview. Scroll from top to bottom and validate all the "TIFF" files display as expected in the new browser print preview. Click [Cancel]. Access the 'Clinical Document Viewer'. Select 'Client' from the 'Select Type' field. Select 'Individual' from the 'Select All or Individual Client' field. Search and select "Client A" from the 'Search Client' field. Validate "All" is displayed in the 'Episode' field and click [Process]. Validate all the uploaded files in the previous step are present. Select "TIFF A", "TIFF B" and "TIFF C" from 'View' field. Click [View]. Validate "TIFF A", "TIFF B" and "TIFF C" open and display as expected. Select the document tab for "TIFF C" and click [Print] Validate "TIFF C" opens in a print preview window. Click [Cancel] and navigate back to the 'Document List'. Select "TIFF A", "TIFF B" and "TIFF C" from 'Print' field. Click [Print Selected]. Validate all the "TIFF" files open in a print preview window. Scroll from top to bottom and validate all the "TIFF" files display as expected in the print preview window. Click [Cancel], [Search] and [Close].	Topics n/a
AV-97423 Summary \| Details 'ProviderConnect File Attach' Form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: ProviderConnect File Attach Scenario 1: 'ProviderConnect File Attach' - Verification of File Viewing/Download Specific Setup: 'CSP Location' for Generic Document Retriever must be defined (via 'ProviderConnect File Attach Defaults' form) One or more files for ProviderConnect File Attach upload/storage Steps Open the 'ProviderConnect File Attach' form. Enter/select 'Member ID' and 'Provider' values for File Attach upload/viewing. Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable). Click 'Upload File' button to select local file for ProviderConnect File Attach upload. When file upload is completed, enter 'Comments' field value if desired and click 'Store File' button. Ensure user is presented with confirmation dialog noting 'File stored successfully'. Enter/select 'Member ID' and 'Provider' values for File Attach viewing. Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable). Select file attachment to be opened for viewing in the 'Existing Files' field. Click 'View File' button to open selected file attachment for view. Ensure that .pdf (Microsoft Edge Portable Document Format), .jpg/.png (image) and .txt (text) files are opened within myAvatar NX 'ProviderConnect File Attach' form for viewing (with 'Print' and 'Close' action buttons available). Ensure that non-native application .doc/.docx (Microsoft Word) and .xls/.xlsx (Microsoft Excel) files are presented with 'Download File' option; ensure that downloaded files are available for viewing/use in native application on local workstation.	Topics • Provider Connect
AV-97469 Summary \| Details Task List - Limit to Specific Tabs Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Orders This Episode Task List Scenario 1: Task List - Lab - PRN Specific Setup: The '(10017) Limit To Specific Tabs' extended attribute must have "Lab Orders" selected in the 'Extended Dictionary Value (Multiple Dictionary)' field in the eMAR Tabled Files '(10000) Administration Event' dictionary for "Nurse-Admin". Please log out of the application and log back in after completing the above configuration. A lab-type order code must exist. (Order Code A) A dietary-oral order code must exist (Order Code B) A prn frequency code must exist. (As Needed) A client must have an active episode. (Client A) 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]. Search for and select "Order Code B" 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 orders for "Order Code A" and "Order Code B". Access 'Task List'. Search for and select "Client A" in the 'Search Clients' field. 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. Validate "Nurse-Admin" is displayed in the 'Collection Event' field. Populate all required fields and click [Sign]. Click to expand the information regarding the order created for "Order Code B" and click 'Administer'. Validate the 'Order Acknowledgement' dialog is displayed and click [Acknowledge]. Validate the 'Education' dialog is displayed and click [Educate]. Validate "Nurse-Admin" is not displayed in the 'Administration Event' field. Select any other value that is configured as a successful administration. Populate all remaining required fields and click [Sign].	Topics • Task List
AV-97471 Summary \| Details Task List - Lab / Dietary - Reschedule Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Task List Scenario 1: Task List - Lab - Scheduled Routine with Reschedule Specific Setup: The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2". The 'RADplus->General-->->->'Enable Military Time' registry setting must be set to "N". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured. 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 "Complete Blood Count" in the 'New Order' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "2" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Complete Blood Count TWICE A DAY". Access 'Task List'. Search for and select "Client A". Validate all time slots including or excluding administration times are displayed in 24 hour format. Click [Lab Order Acknowledgement] on administration time that is displayed. Validate the 'Acknowledgement Time' field's value is displayed in 24 hour format. Click [Lab Order Education] on administration time that is displayed and click [Acknowledgement]. Validate the 'Education Time' field's value is displayed in 24 hour format and click [Educate]. Click [Lab Collection]. Check the 'Complete Blood Count' checkbox and click [Collect]. Select a "Successful Administration" from the 'Collection Event' and click [Sign].	Topics • Task List
AV-97617 Summary \| Details Avatar NX - Widgets Scenario 1: Validate the 'Client Diagnoses' widget display and open record Specific Setup: A client must be enrolled in an existing episode (Client A). Must have the 'Client Diagnoses' widget configured on the myDay view. Must have an additional associated view (View A). Steps Select "Client A" and access the 'Diagnosis' form. Select the desired value in the 'Type of Diagnosis' field. Enter the desired date in the 'Date of Diagnosis' field. Enter the desired value in the 'Time of Diagnosis' field. Click [New Row]. Enter any value in the 'Diagnosis Search' field. Select "Active" in the 'Status' field. Populate any required and desired fields. Click [Submit]. Validate a 'Pre-Display Confirmation' dialog stating "Do you want to return to the Pre-Display?" Click [No]. Navigate to the 'Client Diagnoses' widget. Select the associated episode in the 'Header Episode' field. Validate the entry is present in the 'Client Diagnoses' widget. Navigate to "View A" and then back to the myDay view. Validate the 'Client Diagnoses' widget displays as expected. Select the entry. Validate a 'Diagnosis' pre-display launches with that entry. Select the entry and click [Edit]. Select the 'Diagnosis' field and validate all the data populated in the previous steps is present. Select "Void" in the 'Status' field. Validate the voided diagnosis is crossed off. Click [Submit]. Navigate to the 'Client Diagnoses' widget. Select the associated episode in the 'Header Episode' field. Validate the voided diagnosis no longer displays in the 'Client Diagnoses' widget. Scenario 2: Avatar NX - Validate user modeled widget opens form links Specific Setup: A user modeled widget (Widget A) must be configured to launch forms for a user role (Role A). "Role A" must have a form defined under "My Forms" in the 'User Role Definition' form (Form A) "Widget A" must be assigned to the logged user's myDay view, and they must have access to "Form A". Steps Navigate to "Widget A". Validate "Widget A" displays as expected. Click on the link for "Form A". Validate "Form A" successfully opens and displays as expected. Close "Form A" and logout.	Topics • Diagnosis • Widgets
AV-97624 Summary \| Details 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) Payment Acknowledgement Scenario 1: Payment Acknowledgement - With a particular check/EFT - 835 Specific Setup: Registry Settings: ‘Avatar PM->Billing->Remittance Processing->->->Enable Payment Acknowledgement’ has a value’ of ‘Y’. "Avatar PM->Billing->Remittance Processing->->->Prevent Posting Payments Unless Payment has been Acknowledged" has a 'value that contains '1,4,5,7' at a minimum. Dictionary Update: Other Table Files: (5521) Program - contains dictionary codes and dictionary values. Other Table Files: (5522) Account - contains dictionary codes, dictionary values, and extended dictionary values. For code 101, set the value for the Extended dictionary value- 'Show in Various Client posting Screens' as 'YES'. Other Table Files: (9712) Payment Acknowledgement Type – extended dictionary values have been added to the locked dictionary. Posting/Adjustment Codes Definitions: Definitions exist for ‘Payment’. The definitions may have a value in the ‘Payment Acknowledgement Type’ field. All ‘Payment’ definitions will be available in the ‘Payment Acknowledgement’ form. 835 file setup: Create an 835 file (File A) to be used for compiling in the '835 Health Care Claim Payment/Advice' form. This can be for any client. Save the 835 file in the network location which is configured in the 'Facility Defaults' - '835 Import/Export File Configuration' - 'Process File Path' field. Using the '835 Health Care Claim Payment/Advice' form, Load and Compile the 835 file. Steps Open the '835 Health Care Claim Payment/Advice' form. Set the ‘Options’ field to ‘Post File’. Select the compiled 835 file (File A) from the 'Select File' dropdown. Validate that the field 'File Description' is shown with the correct value from the file. Validate that the 'Check / EFT #' field is shown with the check/EFT numbers and the status. Verify that all the rows are shown with the status of "Unacknowledged". In "Check / EFT #" clear all options and select an option with 'Unacknowledged' status. Select 'T' in the 'Posting Date'. Validate that an error message displays. Click [OK]. Verify that the "Check / EFT #" field's checkboxes are restored to the previous selection values. Select 'T' in the 'Posting Date'. Verify that today's date is populated in the 'Posting Date' field. Select 'T' in the 'Date of Receipt'. Verify that today's date is populated in the 'Date of Receipt' field. Select [Discard]. Open the ‘Payment Acknowledgement’ form. Verify that ‘Action’ defaults to ‘New’. Verify that the ‘Transaction Number’ is read-only. Verify that ‘Entered By’ is read-only and defaults to the signed-in user. Enter the desired value in ‘Batch Number’. Select the desired ‘Posting Code’. All payment posting codes will be displayed. Enter a value in ‘Check/EFT Number’ that is different from the one in the 835 file record. Enter the desired value in ‘Amount’. Select the same Guarantor used in the 835 file in the ‘Guarantor’ field. Enter the desired value in ‘Name/Source’. Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date. Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’, Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’. Select the desired ‘Treatment Service’. Select the ‘Category’ that we configured with the extended dictionary value. Enter the desired value in ‘Bank Ref #’. Enter the desired value in ‘Comments’. Click [File]. Verify that the ‘Payment Acknowledgement’ 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. Clicking [Yes] will continue to the Post Payment Accounting Entry section or selecting [No] will remain in the ‘Payment Acknowledgement’ section. Click [Yes]. Click [New Row] in ‘Post Payment Accounting Entry’. Validate that the grid becomes enabled. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’. Select the desired ‘Program’. Select the ‘Account' that was configured with the extended dictionary value. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’ or the ‘Deposit Date’. If desired, enter a ‘Comment’. Click [File]. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry? Click [No]. Select [Discard]. Open the '835 Health Care Claim Payment/Advice' form. Set the ‘Options’ field to ‘Post File’. Select the 'Posting Date'. Select the 'Date of Receipt'. Select the compiled 835 file (File A) from the 'Select File' dropdown. Validate that the field 'File Description' is shown with the correct value from the file. Validate that the 'Check / EFT #' field is shown with all the related records along with the check/EFT numbers and the status. Verify that still all the rows are shown with the status of "Unacknowledged". Select [Discard]. Open the ‘Payment Acknowledgement’ form. Verify that ‘Action’ defaults to ‘New’. Verify that ‘Transaction Number’ is read-only. Verify that ‘Entered By’ is read-only and defaults to the signed-in user. Enter the desired value in ‘Batch Number’. Select the desired ‘Posting Code’. All payment posting codes will be displayed. Enter the value in ‘Check/EFT Number’ that is the same as the 835 file record. Enter the desired value in ‘Amount’. Select the same Guarantor used in the 835 file in the ‘Guarantor’ field. Enter the desired value in ‘Name/Source’. Enter the desired value in ‘Check/EFT Date’. Note the date cannot be a future date. Enter the desired value in ‘Receipt Date’. Note the date cannot be before the ‘Check/EFT Date’, Enter the desired value in ‘Deposit Date’. Note the date cannot be before the ‘Check/EFT Date’ or the ‘Receipt Date’. Select the desired ‘Treatment Service’. Select the ‘Category’ that we configured with the extended dictionary value. Enter the desired value in ‘Bank Ref #’. Enter the desired value in ‘Comments’. Click [File]. Verify that the ‘Payment Acknowledgement’ 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 down the Transaction Number. Clicking [Yes] will continue to the Post Payment Accounting Entry section or selecting [No] will remain in the ‘Payment Acknowledgement’ section. Click [Yes]. Click [New Row] in ‘Post Payment Accounting Entry’. Validate that the grid becomes enabled. Select the desired ‘Treatment Service’. It will default if filed in the ‘Payment Acknowledgement’. Select the desired ‘Program’. Select the ‘Account' that we configured with the extended dictionary value. Select the desired ‘Amount’. If the amount is an even dollar amount such as $500.00, enter '500' and validate that the field displays as '500.00'. Validate that the ‘Posting Code; defaulted from the ‘Payment Acknowledgement’. Select the desired ‘Posting Date’. Note the date cannot be before the ‘Check/EFT Date’, the ‘Receipt Date’ or the ‘Deposit Date’. If desired, enter a ‘Comment’. Click [File]. The following ‘Payment Acknowledgement’ displays: Filed successfully. Do you need to continue with Post Payment Accounting Entry? Click [No]. Select [Discard]. Open the '835 Health Care Claim Payment/Advice' form. Set the ‘Options’ field to ‘Post File’. Select the 'Posting Date'. Select the 'Date of Receipt'. Select the Compiled 835 file (File A) from the 'Select File' dropdown. Validate that the field 'File Description' is shown with the correct value from the file. Validate that the 'Check / EFT #' field is shown with all the related records along with the check/EFT numbers and the status. Verify that the row with the respective check/EFT number used in Step 61 is now shown with the status of "Acknowledged". Select [Discard].	Topics • 835 Health Care Claim Payment/Advice • NX Only
AV-97629 Summary \| Details Avatar NX - Internal Referral Waitlist Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Internal Client Referrals Internal Referral Waitlist Process Internal Referrals Review To Do Item Scenario 1: 'Internal Referral Waitlist' - Add/Edit Internal Referral Waitlist items (other referral type) Specific Setup: Have a modeled form that contains a "Non Scrolling Free Text" field designated as a "Referral Group Field" in form 'Table Definition'. Have a referral type defined in "Internal Referral Type Maintenance" that is associated to that modeled form and a user associated to receive the internal referrals (Referral A). This should be set up to not go directly to the waitlist. The waitlist for "Referral A" must have many clients. Have a user (User A) who is a staff member who has client on his caseload (Client A) who was admitted in the system with "User A" as his 'Attending Practitioner'. Have a client with a referral processed and in the 'Internal Referral Waitlist' form (Client B). "User A" must have the 'My To Do's' widget on the myDay view and be logged in. Steps Access the 'Internal Client Referrals' form. Enter "Client A" in the 'Client Being Referred' field. Populate field 'Internal Referral Type Category' with desired value. Select "Referral A" in the 'Internal Referral Type Being Requested' field. Select the desired value the 'Episode' field. Click [Initiate Internal Referral Process]. Validate the modeled form associated with the referral is displayed. Populate the modeled form with desired data. Click [Submit]. Validate the form files successfully. Access the 'Process Internal Referrals' form. Validate the 'Internal Referral' field contains the referral for "Client A". Select the referral for "Client A". Select the desired column header and verify the entries sort as expected. Validate the referral for "Client A" remains in selection post sorting. Validate the 'Internal Referral Information' field displays data for "Client A" as expected. Select "Waitlist" in the 'Internal Referral Status' field. Click [Process Internal Referral]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client A". Access the 'Internal Referral Waitlist' form. Validate the form loads in a timely manner. Validate the 'Internal Referral' field contains the referral for "Client A". Select the referral for "Client A". Select the desired column header and verify the entries sort as expected. Validate the referral for "Client A" remains in selection post sorting. Validate the 'Internal Referral Information' field displays data for "Client A" as expected. Select "Removed" in the 'Waitlist Status' field. Select any value in the 'Reason for Removal' field. Click [Process Waitlist Item]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client A". Select the referral for "Client B" and validate the 'Internal Referral Information' field displays as expected. Select "Closed (Send To Do Item)" in the 'Waitlist Status' field. Select any value in the 'Reason for Closure' field. Click [Process Waitlist Item]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client B". Select "Add" in the 'Add of Edit' field. Select "Client A" in the 'Select Client' field. Select the desired value in the 'Episode' field. Select "Referral A" in the Waitlist Type' field. Click [Process Waitlist Item]. Validate the 'Internal Referral' field contains the new referral for "Client A". Close the form. Navigate to the 'My To Do's' widget. Validate the 'Additional ToDo's' field contains the referral for "Client B". Click [Review To Do Item]. Validate the 'To Do Information' field contains the corresponding values. Click [Reviewed - Set To Do Item to Reviewed] and [Submit]. Validate the 'ToDo' is reviewed successfully and removed from the 'Additional ToDo's' field. Close the 'ToDo's' and close the open forms.	Topics • Internal Client Referrals • Internal Referral Waitlist • Process Internal Referrals
AV-97675 Summary \| Details FoRSE Development -NX Middleware Support Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: FoRSE Configuration User Definition Admission FoRSE Mapping Scenario 1: FoRSE Configuration Specific Setup: Using the "User Definition" form, give the user access to the "FoRSE Configuration". Refresh the menus. Steps Open the "FoRSE Configuration" form. Enable "FoRSE" functionality. Set the "Facility ID" to the value assigned by NAATP. Set the "Secret Key" to the value assigned by NAATP. Set the "Register New Company URL" to the URL provided by NAATP. Set the "Registration Status URL" to the URL provided. Set the "Surveys URL" to the URL provided. Go to the "FoRSE Facility Configuration" section. Enter the information for the EHR Facilities added. Click [Submit] to file the data. Open the "FoRSE Configuration" form. Validate the "Enable" radio button is clicked. Validate "Facility ID" is set to the value assigned by NAATP. Validate the "Secret Key" is set to the value assigned by NAATP. Validate the "Register New Company URL" is set to the URL provided by NAATP. Validate the "Registration Status URL" is set to the URL provided, Validate "Surveys URL" is set to the URL provided. Go to the "FoRSE Facility Configuration" section. Validate the information for the EHR Facilities is correct. Click [View] in the "FoRSE Status" column of each row added. Validate the "FoRSE Status" indicates "Success". Click [Discard] to close the form Scenario 2: 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. Close the form. 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. Close the form.	Topics • FoRSE • NX Only