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Avatar NX User Interface Update 2021.06.00.03 Acceptance Tests

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Clearing the 'New Order' field before search completes.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Remove Completed Medication Reconciliation
Scenario 1: OE NX - Home Medications - Create Additional Orders
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active outpatient episode. (Client A)
  • Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' check box.
  4. Search for "Adderall" in the 'New Order' field and clear out the value before the search has completed.
  5. Validate the 'New Order' field is blank.
  6. Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  7. Set the Dose Field to "2".
  8. Validate the 'Dose Unit' field contains "Tablet".
  9. Select "TWICE A DAY" from the ‘Frequency’ field.
  10. Set the ‘Days Supply’ field to "23" and press Tab.
  11. Validate the ‘Dispense Qty’ field is equal to "92".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Validate the ‘Start Date’ field is equal to the current date.
  14. Validate the ‘Stop Date’ field contains a date that is 23 days in the future of the 'Start Date'.
  15. Set the ‘Create Additional Orders’ field to "1" and press Tab.
  16. Click [Add to Scratchpad].
  17. Validate there are two orders for “Adderall" in the ‘Scratchpad’ and click [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Order grid' contains the order for "Adderall".
Scenario 2: OE NX - OE Console - Complete Admission Med Reconciliation, Remove Complete Admission Med Reconciliation, Complete Discharge Med Reconciliation and Remove Completed Discharge Med Reconciliation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • Please log out and log back in after the configuration. Note: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • 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
  1. Access the Order Entry Console for "Client A".
  2. Click the 'Admission Reconciliation' tab.
  3. Search for "Advil" and clear out the value in the 'New Order' field before the search has completed.
  4. Validate the 'New Order' field is blank.
  5. Search for and select "ADVIL 200 MG TABLET ORAL" in the 'New Order' field.
  6. Set the 'Dose' field to "2".
  7. Validate the 'Dose Unit' field is equal to "Tablet".
  8. Select "TWICE A DAY" from the 'Freq' field.
  9. Set the 'Duration' field is to "12" and click [Days].
  10. Click [Add to Scratchpad], [Reconcile and Review].
  11. Validate the 'Final Review' dialog is displayed and click [Sign].
  12. Click the 'Discharge Med Reconciliation' tab.
  13. Select the "ADVIL 200 MG TABLET ORAL" order created from the 'Inpatient Medications' grid.
  14. Click [Do Not Add].
  15. Search for "prednisone" in the 'New Order' field and clear out the value before the search has completed.
  16. Validate the 'New Order' field is blank.
  17. Search for and select "predniSONE 5 MG ORAL Tablet" in the 'New Order' field
  18. Set the 'Dose' field to "2".
  19. Validate the 'Dose Unit' field is equal to "Tablet".
  20. Select "TWICE A DAY" from the 'Frequency' field.
  21. Validate the 'Diagnosis' field is to "No Entry".
  22. Set the 'Days Supply' field to "12".
  23. Press the Tab key on the 'Days Supply' field.
  24. Validate the 'Dispense Qty' field is set to "48".
  25. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  26. Click [Add to Scratchpad] and [Review and Sign].
  27. Validate the 'Interactions' dialog is displayed.
  28. Override all interactions, click {Save Override and Exit], and [Sign].
  29. Click the 'Orders This Episode' tab.
  30. Validate the 'Order Grid' contains "ADVIL ORAL TABLET 2 Tablet, TWICE A DAY".
  31. Click the 'Home Medications' tab.
  32. Validate the 'Order Grid' contains "predniSONE 5 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
  33. Open the 'Remove Completed Medication Reconciliation' form.
  34. Set the 'Select Client' field to "Client A".
  35. Select 'Admission' from the 'Admission or Discharge Reconciliation' field and click [Delete Medication Reconciliation].
  36. Validate a message displays stating "This Medication Reconciliation has already been completed and activated. Deleting this Medication Reconciliation will allow it to be re-done, based on now-current order data, but will not remove any orders that were created or revert any orders that were updated as a result of it having already been completed/activated. Any such previously-created and updated orders must be managed manually. Are you sure that you want to continue?"
  37. Click [Yes].
  38. Validate a message displays stating "The indicated Medication Reconciliation has been removed" and click [OK].
  39. Select 'Discharge' From the 'Admission or Discharge Reconciliation' field and click [Delete Medication Reconciliation].
  40. Validate a message displays stating "This Medication Reconciliation has already been completed and activated. Deleting this Medication Reconciliation will allow it to be re-done, based on now-current order data, but will not remove any orders that were created or revert any orders that were updated as a result of it having already been completed/activated. Any such previously-created and updated orders must be managed manually. Are you sure that you want to continue?"
  41. Close the form.
  42. Access the Order Entry Console for "Client A".
  43. Click the 'Home Medications' tab.
  44. Validate the 'Order Grid' contains "predniSONE 5 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
  45. Click 'Orders This Episode'.
  46. Validate the 'Order Grid' contains "ADVIL ORAL TABLET 2 Tablet, TWICE A DAY".
  47. Click the 'Admission Reconciliation' tab.
  48. Validate the 'Admission Med Reconciliation' tab is not in view-only mode.
  49. Click the 'Discharge Med Reconciliation' tab.
  50. Validate the 'Discharge Med Reconciliation' tab is not in view-only mode.
Topics
• myAvatar NX Only • NX • Order Entry Console
Document Routing - Image Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Append Progress Notes
  • Individual Progress Note
  • App Dashboard
  • Ambulatory Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Document.Chief Complaint
  • Document.Diagnosis
  • Document.HPI
  • Document.Medical Decision Making
  • Document.Physical Exam
  • Document.Plan Of Care
  • Finalize.CPT Selection
  • Finalize.Note Details
  • Finalize.Note Summary
  • Note Details
  • Today's E&M Appointments
Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled
Specific Setup:
  • Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an active episode (Client A).
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Notes For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' to any value.
  6. Set the 'Date Of Service' field to the current date.
  7. Set the 'Service Charge Code' field to any value.
  8. Select "Final" from the 'Draft/Final' field/
  9. Click [Submit Note].
  10. Validate that the Progress Note image is displayed.
  11. Click [Accept].
  12. Set the 'Password' input box to the password associated to the logged in user.
  13. Click [OK].
  14. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  15. Click [OK].
  16. Click [Discard].
  17. Access the 'Client Ledger' form.
  18. Set the 'Client ID' field to "Client A".
  19. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  20. Select "Simple" from the 'Ledger Type' field.
  21. Select "Yes" from the 'Include Zero Charges' field.
  22. Click [Process].
  23. Validate the Client Ledger Report page contains the service created in the previous steps.
  24. Click [Dismiss].
Scenario 2: Append Progress Notes - Append an existing progress note with document routing enabled.
Specific Setup:
  • Client must be enrolled in an active episode (Client A).
  • Client A must have a progress note on filed in a 'Final' status. File this progress note through the Individual Progress Note form.
Steps
  1. Select "Client A" from the 'My Clients' list and open the 'Progress Notes (Group and Individual)' form.
  2. Select any episode from the 'Select Episode' dropdown list
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the Notes Field to any value.
  6. Complete the required fields.
  7. Select 'Final' from the 'Draft/Final' field.
  8. Click [Submit Note].
  9. Click [Sign].
  10. Set 'Enter Password' field to the password of the logged in user.
  11. Click [Verify].
  12. Click [OK] and [Discard].
  13. Select "Client A" from the 'My Clients' list and open the 'Append Progress Notes' form.
  14. Select the note type filed for Client A in the previous steps from the 'Note Type field.
  15. Select the date filed for Client A in the previous steps from the 'List of Notes' field.
  16. Set the 'New Comments to Be Appended to the Original Note' field to any value.
  17. Click [Submit].
  18. Click [Sign].
  19. Set 'Enter Password' field to the password of the logged in user.
  20. Click [Verify].
Scenario 3: To Do Widget - Validate Document Routing functionality
Specific Setup:
  • A client must be enrolled in an existing episode.
Steps
  1. Select any client and access any 'Progress Note' form (ex. 'Progress Notes (Group and Individual)').
  2. Select any value from the ' Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Enter any value in the 'Notes Field'.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route].
  9. Enter the logged in users password in the 'Verify Password' field.
  10. Click [Verify].
  11. Select the staff member associated to the logged in user in the 'Supervisor' field.
  12. Click [Add].
  13. Validate that a 'Note Filed' dialog is displayed.
  14. Click [Ok] and [Discard].
  15. Access the 'My To Do' widget.
  16. Locate the 'To Do' that was previously sent from 'Documents to Sign'.
  17. Validate that the 'To Do' display's the name and PAT ID of the client.
  18. Click [Review] and [Accept].
  19. Enter any value in the 'Approval Comments' field.
  20. Click [Sign].
  21. Enter the logged in users password in the 'Verify Password' field.
  22. Click [Verify] and validate the To Do has been removed.
Scenario 4: Progress Note: Document Routing - Accept and Route
Specific Setup:
  • Client must be enrolled in an active episode (Client A).
  • User must be associated with a staff member (Staff A).
Steps
  1. Select any client and access any 'Progress Notes (Group and Individual)' form that has 'Document Routing' enabled.
  2. Select any episode from the 'Episode Selection' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any note type from the 'Note Type' field.
  5. Set the 'Notes Field' field to any value to include special text characters (ex. ÀÁÂÃÄÅÆÇÈÉÊËÌÍÎÏÐÑÒÓÔÕÖ×ØÙÚÛÜÝ).
  6. Complete the remaining required fields.
  7. Select "Final" from the 'Draft/Final' field.
  8. Click [Submit Note].
  9. Click the [Sign and Route/Notify] and enter the logged in user's password in the 'Password' field.
  10. Click [Verify].
  11. Select any supervisor from the 'Supervisor' field and click [Add].
  12. Select a different supervisor from the 'Supervisor' field and click [Add].
  13. Validate that a 'Confirm' dialog is displayed stating "Any Supervisor" is the current supervisor in the list. Would you like to replace "Any Supervisor" with "Another Supervisor"?
  14. Click [Yes].
  15. Validate that the approver list updated as expected.
  16. Select the original supervisor from the 'Supervisor' field and click [Add].
  17. Validate that a 'Confirm' dialog is displayed stating "Any Supervisor" is the current supervisor in the list. Would you like to replace "Any Supervisor" with "Another Supervisor"?
  18. Click [Yes].
  19. Click [Submit].
  20. Validate that a 'Progress Notes' dialog is displayed stating 'Note Filed' and click [Ok].
  21. Click [Discard].
Scenario 5: MedNote - Complete a note for an existing client with 'Document Routing' enabled.
Specific Setup:
  • Avatar environment with the Medical Note widget configured.
  • A client must be enrolled in an active episode (Client A) with an appointment scheduled using the required E&M code.
  • User must have access to the MedNote view in 'NX View Definition' (User A).
  • "User A" must be associated to a staff member with permissions configured to be a 'MedNote' user in 'User Definition'.
  • User with a defined template that is configured for the Mental Status Exam section of Medical Note.
  • "Client A" should have a previously filed 'Social History' assessment filed.
Steps
  1. Start a note for a client with an existing appointment on today's date.
  2. Validate that the "Client Type" field is set to "New".
  3. Fill out the required fields and click [Save].
  4. Verify the Facesheet tab loads.
  5. Add or edit the "Psychiatry History" section under "Past Health History".
  6. Add or edit the "Family Psychiatry History" section under "Family Health History".
  7. Go to the 'Document' tab.
  8. Fill out the required sections on the 'Document' tab.
  9. Navigate to the "HPI" section.
  10. Verify the "Psychiatry History" and "Family Psychiatry History" fields exist.
  11. Validate the "Psychiatry History" and "Family Psychiatry History" fields are equal to the values saved on the Facesheet.
  12. Change the "Psychiatry History" and "Family Psychiatry History" fields to any value.
  13. Verify the "Social History" section exists.
  14. Navigate to the "Social History" section.
  15. Add or edit the "Social History" section.
  16. Verify the existence of ROS section
  17. Verify the button "Pull ROS from Last Visit" is displayed on the ROS section header.
  18. Click the "Pull ROS from Last Visit" link
  19. Verify ROS section auto populates the values from the previously visited note within that episode.
  20. Navigate to the "Mental Status Exam" section.
  21. Validate that the "Mental Status Exam" sidebar item is not required.
  22. Validate that the "Mental Status Exam" section is not required.
  23. Validate [Use MSE Template] is displayed on the "Mental Status Exam" section header.
  24. Click [Use MSE Template].
  25. Validate that "Mental Status Exam" text area is auto populated with the organization-defined template.
  26. Navigate to the "MDM" section.
  27. Validate that the "MDM" sidebar item is not required.
  28. Validate that the "Problems Addressed This Visit" section is not required.
  29. Validate that the "Risk of Significant Complications, Morbidity, and/or Mortality" field is not required.
  30. Complete the "MDM" fields.
  31. Go to the Facesheet tab.
  32. Validate that your changes from the 'Document' tab are saved.
  33. Validate that the "Past Health History" section is reviewed.
  34. Validate that the "Family Health History" section is reviewed.
  35. Validate that the "Social History" section is reviewed.
  36. Go to the 'Finalize' tab.
  37. Fill out the required sections on the 'Finalize' tab.
  38. Validate that the "CPT Selection" section is not required.
  39. Verify that the "CPT Code Selected" field does not exist.
  40. Click [Generate] in the "Note Summary" section.
  41. Validate that the progress note contains your changes in the "Past Health History", "Family Health History", and "Social History" sections.
  42. Validate that the progress note contains the "Mental Status Exam" and "Medical Decision Making" sections when populating values in the above sections.
  43. Sign off on the note and validate that it is removed from the appointment list.
Topics
• Document Routing • Medical Note • myAvatar NX Only • myAvatar/myAvatar NX • NX • Progress Notes