Skip to main content

Avatar NX User Interface Update 2021.07.00 Acceptance Tests

  1. Last updated
  2. Save as PDF
The Allergies and Hypersensitivities displays "Reactions" names instead of codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • App Dashboard
Scenario 1: 'Allergies and Hypersensitivities' form - field validations
Specific Setup:
  • The Allergies and Hypersensitivities form has been completed for a client with several Reactions names
Steps
  1. Set the "What can I help you find?" field to "allergies"
  2. Select the "Allergies and Hypersensitivities" form
  3. Select the desired client
  4. [Click] "Update"
  5. Validate the "Reactions" field(s) contain names not codes
  6. Validate the Reaction names are as expected
  7. [Click] "Close/Cancel"
  8. [Click] "Discard"
  9. [Click] "Yes"
Topics
• Allergies and Hypersensitivities • NX
Report Definition - Show Group Tree
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Crystal Report Viewer
  • Detail of Admissions By Program
  • Detail of Discharges By Program (2)
  • Report Definition (PM)
Scenario 1: Report Definition - Show Group Tree
Specific Setup:
  • Report Definition:
  • Definition 1 has a value of 'No' in 'Show Group Tree'.
  • Definition 2 has a value of 'Yes' in 'Show Group Tree'.
Steps
  1. Open Definition 1'.
  2. Add data to all desired fields.
  3. Process the report.
  4. Validate that the 'Group Tree' does not automatically open, can be opened by the user, and can be closed by the user.
  5. Close the report and form.
  6. Open Definition 2'.
  7. Add data to all desired fields.
  8. Process the report.
  9. Validate that the 'Group Tree' automatically opens, can be closed by the user, and can be re-opened by the user.
  10. Close the report and form.
Topics
• myAvatar NX Only
Scheduling Calendar Reports - Validating appointments for the date range provided
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Crystal Report Viewer
  • Scheduling Calendar - Reports
  • Dynamic Form - Progress Notes
Scenario 1: Client Charge Input - Validation
Specific Setup:
  • The 'Allow Start - End Times To Extend Beyond Midnight' registry setting is set to "Y".
  • An existing client is identified or a new client is added. Note the Client ID.
  • An existing practitioner is identified. Note the practitioner id and practitioner name.
  • An existing service code is identified. Note the service code.
Steps
  1. Open the 'Client Charge Input' form.
  2. Verify the 'Client Charge Input' tab is open.
  3. Click the Y button next to the 'Date of Service' field.
  4. Verify the field is populated with the yesterday's date.
  5. Enter 1100 in the 'Service Start' field.
  6. Click into the 'Service End Time' field.
  7. Verify the 'Service Start Time' contains '11:00'.
  8. Enter 1000 in the 'Service End Time' field.
  9. Tab out of the 'Service End Time' field.
  10. Verify a dialog displays "Warning: Service End Time is beyond midnight from Service Start Time."
  11. Click [OK].
  12. Verify the warning dialog is closed and does not pop up again immediately.
  13. Select the client identified in the setup section.
  14. Select the service code identified in the setup section.
  15. Select the practitioner identified in the setup section.
  16. Make sure to populate all required fields.
  17. Submit the form.
  18. Verify the form submits successfully.
Scenario 2: Scheduling Calendar Reports - Validating appointments between given start date and end date
Specific Setup:
  • 2-3 existing practitioners are identified. Note the practitioners name and id.
  • 2 appointments are scheduled for the practitioners identified above. Note the dates and site of the appointments scheduled.
Steps
  1. Open the 'Scheduling Calendar' form.
  2. Locate the bottom left corner.
  3. Click on the 'Reports' link.
  4. Select 'Practitioner' In the 'View Point' field.
  5. Select desired site from the 'Site' field.
  6. Select the practitioners identified in the setup section from the 'Practitioner' field.
  7. Enter desired date in the 'Appointment Start Date' field that covers the appointments scheduled for the practitioners in the setup section.
  8. Enter desired date in the 'Appointment End Date' field that covers the appointments scheduled for the practitioners in the setup section.
  9. Click [Print Schedule].
  10. Verify the 'Appointment Start Date' and 'Appointment End Date' populated correctly and a popup window for a Report Viewer is opened.
  11. Verify the report displays all the appointments for the given date range, and no appointments outside of the requested date range.
  12. Close the report.
  13. Close the form.
Scenario 3: Scheduling Calendar Report - Validating the validation message when there is a invalid input to 'Appointment End Date'
Specific Setup:
  • Practitioner Enrollment:
  • 2-3 existing practitioners are identified. Note the practitioners id and name.
  • Scheduling Calendar:
  • At least 2 appointments are scheduled for the practitioners identified above. Note the dates and site of the appointments scheduled.
Steps
  1. Open the 'Scheduling Calendar' form.
  2. Locate the bottom left corner.
  3. Click on the 'Reports' link.
  4. Select 'Practitioner' In the 'View Point' field.
  5. Select desired site from the 'Site' field.
  6. Select the practitioners identified in the setup section from the 'Practitioner' field.
  7. Verify the 'View Point', 'Site' and 'Practitioner' have a selection.
  8. Enter desired date in the 'Appointment Start Date' field such that it covers the appointments scheduled for the practitioners in the setup section (i.e. "06142021").
  9. Click into the 'Appointment End Date' field.
  10. Verify the 'Appointment Start Date' shows the date entered in date format (i.e. 06/14/2021).
  11. Leave the 'Appointment End Date' field blank.
  12. Verify the 'Appointment End Date' is empty and an error dialog saying "Appointment End Date Required." displays.
  13. Enter desired date in the 'Appointment End Date' field such that it covers the appointments scheduled for the practitioners in the setup section (i.e. "06202021").
  14. Click [Print Schedule].
  15. Verify a popup window for a report viewer is opened.
  16. Verify the report displays all the appointments for the entered date range.
  17. Close the report.
  18. Enter any free text in the 'Appointment End Date' field.
  19. Click [Print Schedule].
  20. Verify the 'Appointment End Date' temporarily shows an 'Invalid Date' tooltip and populated with the date that is same as 'Appointment Start Date' and the popup window for a Report Viewer is opened.
  21. Verify the report displays all the appointments for the entered date range.
  22. Close the report.
  23. Close the form.
Scenario 4: Progress Notes - Validating the 'Session End Time' upon clicking 'Add / Update Times'
Specific Setup:
  • An existing outpatient client is identified. Not the Client ID.
  • Identify the service code assigned to the admission program of the client. Note the service code.
Steps
  1. Open the 'Progress Notes (Group and Individual)' form for the client identified in the setup section.
  2. Select desired episode.
  3. Set the 'Progress Note For' field to 'New Service'.
  4. Enter today's date as 'Date of Service'.
  5. Enter "0900" for Session Start time.
  6. Click in the 'Session End Time' field and enter "1000".
  7. Click [Add/Update Time].
  8. Verify there is no error received.
  9. Verify the 'Start / End Time (s)' field displays "09:00 AM -10:00 AM".
  10. Select the service code identified in the 'Service Charge Code' field.
  11. Populate all other required fields.
  12. Select 'Draft' from the 'Draft/Final' field.
  13. Submit the note.
Topics
• Appointment Management • Client Charge Input • myAvatar/myAvatar NX • NX • Progress Notes • Scheduling Calendar
Template on Demand Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - document routing - sign
  • Dynamic Form - Progress Notes
  • Individual Progress Note
  • Risk Assessment TM
Scenario 1: Template On Demand Widget Validation
Specific Setup:
  • RADplus->General->Scrolling Text Field Templates->->->Enable Templates On Demand for SQL Widgets must be set to 'Y'
  • A custom SQL widget must exist in the system and configured to search and pull in data (ex. Last 10 Vitals Taken for Client by Reading Type).
  • User must have this widget assigned to any view in 'View Definition'
  • A client must be admitted to an active episode with data filed that can be displayed in the widget and template (Client A).
Steps
  1. Select "Client A" from the 'My Clients' list and open the 'Progress Notes (Group and Individual)' form.
  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. Set the 'Notes Field' to any value.
  6. Click [Template Icon].
  7. Click [Widget Templates].
  8. Click [Client] and [Test SQL Widget] (ex. Last 10 Vitals Taken for Client by Reading Type).
  9. Set the 'Parameter' field to any value (ex. BP).
  10. Click [OK].
  11. Validate that the data appears in the 'Notes Field'.
  12. Complete the required fields.
  13. Select any value from the 'Draft/Final' field.
  14. Click [Submit Note].
  15. Click [Sign].
  16. Set the 'Password' field to the password of the logged in user.
  17. Click [Verify] and [Ok].
  18. Click [Discard].
  19. Select "Client A" from the 'My Clients' list and open any user modeled assessment form (ex. Risk Assessment).
  20. Click [Add].
  21. Set the 'Assessment Date' field to the current date.
  22. Complete the required fields
  23. Click the [Template Icon] in the 'Notes Field'
  24. Click [Widget Templates].
  25. Click [Client] and [Test SQL Widget] (ex. Last 10 Vitals Taken for Client by Reading Type).
  26. Set the 'Parameter' field to any value (ex. BP).
  27. Click [OK].
  28. Select any value from the 'Draft/Final' field.
  29. Click [Submit].
Topics
• myAvatar/myAvatar NX • NX • Text templates • Widgets
Form Designer - Quick Links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
Scenario 1: Form Designer - Add/Remove Quick Links
Specific Setup:
  • Have any form available that can be edited in "Form Designer". [FormA]
Steps
  1. Open the 'Form Designer' form.
  2. Select [FormA] from the 'Forms' field.
  3. Select the desired section from the "Sections" field.
  4. Click [Show Section].
  5. Click [Edit] in the 'Quick Links' section on the left side panel
  6. Search for a form in the "Search Forms" field
  7. Select the form and click [Save]
  8. Click [Yes] to save the changes
  9. Click [OK]
  10. Click [Submit].
  11. Open [FormA]
  12. Validate the "QuickLinks" form added, is listed under the section name on the left side panel
  13. Click on the form
  14. Validate the expected form opens successfully
  15. Close the form
  16. Open the 'Form Designer' form.
  17. Select [FormA] from the 'Forms' field.
  18. Select the desired section from the "Sections" field.
  19. Click [Show Section].
  20. Click [Edit] in the 'Quick Links' section on the left side panel
  21. Click the [Remove] button next to the form added in step 1
  22. Click [Save]
  23. Validate the form is removed from the "QuickLinks" forms list
  24. Click [Save]
  25. Click [Yes] to save the changes
  26. Click [OK]
  27. Click [Submit]
  28. Open [FormA]
  29. Validate the "QuickLinks" form is removed from the under the section name on the left side panel, as expected
  30. Close the form
Topics
• Form Designer • NX
Document Routing - Route a document using 'Team' option
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Dynamic Form - Admission - Client
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • App Dashboard
Scenario 1: MY TO DO'S widget - Verify the user accepts and signs document using 'Team' option successfully
Specific Setup:
  • Admission:
  • An existing client is identified, or a new client is admitted.
  • Note the logged in user for later use.
Steps
  1. Open the 'Progress Notes (Group and Individual)' form.
  2. Select the client identified in the above setup.
  3. Select the episode for the client.
  4. Select 'Independent Note' from the 'Progress Note For' field.
  5. Select desired note type from the 'Note Type' field.
  6. Enter desired text in the 'Notes Field' area.
  7. Select "No" to the 'Is there a Risk of Suicide for this client?'.
  8. Select 'Final' in the 'Draft/Final' field.
  9. Submit the note.
  10. Select 'Sign and Route' in the 'Confirm Document' dialog.
  11. Set the password field to the login password.
  12. Click [Verify].
  13. Select and add desired supervisor in the 'Route Document To Dialog'.
  14. Select and add desired team from the 'Team' drop down in the 'Route Document To Dialog'.
  15. Click [Submit].
  16. Verify the progress note files successfully.
  17. Locate the 'MY TO DO'S' widget.
  18. Verify the progress note filed recently is available to review.
  19. Click [Review].
  20. Click [Accept].
  21. Enter desired comments in the 'Comments for Accepted' field.
  22. Enter desired password in the 'PASSWORD' field.
  23. Click [Verify].
  24. Verify the note accepts and signs successfully.
Scenario 2: MY TO DO'S widget - Verify the user accepts and signs document successfully without using 'Team' option
Specific Setup:
  • Admission:
  • An existing client is identified, or a new client is admitted.
  • Note the logged in user for later use.
Steps
  1. Open the 'Progress Notes (Group and Individual)' form.
  2. Select the client identified in the above setup.
  3. Select the episode for the client.
  4. Select 'Independent Note' from the 'Progress Note For' field.
  5. Select desired note type from the 'Note Type' field.
  6. Enter desired text in the 'Notes Field' area.
  7. Select "No" to the 'Is there a Risk of Suicide for this client?'.
  8. Select 'Final' in the 'Draft/Final' field.
  9. Submit the note.
  10. Select 'Sign and Route' in the 'Confirm Document' dialog.
  11. Set the password field to the login password.
  12. Click [Verify].
  13. Select and add desired supervisor in the 'Route Document To Dialog'.
  14. Click [Submit].
  15. Verify the progress note files successfully.
  16. Locate the 'MY TO DO'S' widget.
  17. Verify the progress note filed recently is available to review. (Note: the logging user must be the final approver to see the progress note under MY TO DO'S. If not, Click the "Change" link to change the user from logging user to final approver)
  18. Click [Review].
  19. Click [Accept].
  20. Enter desired comments in the 'Comments for Accepted' field.
  21. Enter desired password in the 'PASSWORD' field.
  22. Click [Verify].
  23. Verify the note accepts and signs successfully.
Topics
• NX • Progress Notes
Order Entry Console (Orders This Episode section) - Multiple Reasons Checklist
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 - Multiple Reasons and Reason Text - New Order, Modify, Copy and D/C
Specific Setup:
  • The ‘Enable Multiple Reasons at Order Entry’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Imaging".
  • Must have three 'Reason Codes' defined in the 'Dictionary Update' form for 'Order Entry Tabled Files '(504)Reason Code Setup''. (Reason A) (Reason B)(Reason C).
  • A client must have an active episode.(Client A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search and select "CAT SCAN (CS)" in the 'New Order' field.
  3. Click [Reason - View].
  4. Validate that the 'Multiple Reason Checklist' dialog is displayed.
  5. Check "Reason A", "Reason B", and "Reason C" in 'Reasons'.
  6. Validate that "Reason A", "Reason B", and "Reason C" are displayed in 'Reasons Selected'.
  7. Click [Save].
  8. Set the 'Reason Text' field to "TEST".
  9. Set the 'Duration' field to "2" and click [Days].
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "CAT SCAN Reason: Reason A // Reason B // Reason C -- TEST".
  12. Select the order created and click [Modify].
  13. Click [Reason - View].
  14. Validate that the 'Multiple Reason Checklist' dialog is displayed.
  15. Validate that "Reason A", "Reason B", and "Reason C" are selected in 'Reasons' and also appear in 'Reasons Selected'.
  16. Click [Cancel].
  17. Validate that 'Reason Text' is required and contains "TEST".
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate the 'Order grid' contains a new order for "CAT SCAN Reason: Reason A // Reason B // Reason C -- TEST".
  20. Select the order and click [Copy].
  21. Click [Reason - View].
  22. Validate that the 'Multiple Reason Checklist' dialog is displayed.
  23. Validate that "Reason A", "Reason B", and "Reason C" are selected in 'Reasons' and also appear in 'Reasons Selected'.
  24. Click [Cancel].
  25. Validate that 'Reason Text' is required and contains "TEST".
  26. Click [Add to Scratchpad] and [Sign].
  27. Validate the 'Order grid' contains a new order for "CAT SCAN Reason: Reason A // Reason B // Reason C -- TEST".
  28. Select both "CAT SCAN" orders and click [D/C].
  29. Click [Add to Scratchpad] and [Sign].
  30. Validate the 'Order grid' does not contain any orders for "CAT SCAN".
Topics
• NX • Order Entry Console
Order Entry Console (Orders This Episode section) - Ask on Order Entry Questions
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 - New order - required user-defined Ask on Order Entry questions
Specific Setup:
  • An 'Ask on Order Entry Questions' group must exist that contains multiple required user-defined 'Ask on Order Entry Questions'.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ Tab.
  3. Search for and select "Fish Oil 500 MG CAPSULE ORAL" in the ‘New Order’ field.
  4. Set the ‘Dose’ field to “2”.
  5. Select "Capsule" in the ‘Dose Unit’ field.
  6. Select "TWICE A DAY" in the ‘Freq’ field.
  7. Set the ‘Duration’ field to “5” and click [Days].
  8. Validate the ‘Start Date’ field contains the current date.
  9. Validate the ‘Start Time’ field contains the current time.
  10. Validate the ‘Stop Date’ field contains a date that is five days in the future of the ‘Start Date’.
  11. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  12. Click [Add to Scratchpad].
  13. Validate that the 'AOE Questions' dialog is displayed.
  14. Fill out all required AOE questions and click [Save].
  15. Click [Sign].
  16. Validate the 'Order grid' contains the order for "Fish Oil".
Scenario 2: OE NX - Orders This Episode - New order - user-defined Ask on Order Entry questions that are not required
Specific Setup:
  • An 'Ask on Order Entry Questions' group must exist that contains multiple not required user-defined 'Ask on Order Entry Questions'.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ Tab.
  3. Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the ‘New Order’ field.
  4. Set the ‘Dose’ field to “2”.
  5. Select "Capsule" in the ‘Dose Unit’ field.
  6. Select "TWICE A DAY" in the ‘Freq’ field.
  7. Set the ‘Duration’ field to “10” and click [Days].
  8. Validate the ‘Start Date’ field contains the current date.
  9. Validate the ‘Start Time’ field contains the current time.
  10. Validate the ‘Stop Date’ field contains a date that is 10 days in the future of the ‘Start Date’.
  11. Validate the 'Stop Date' field contains a time that is one minute prior to the 'Start Time'.
  12. Click [Ask on Order Entry].
  13. Validate that the 'AOE Questions' dialog is displayed.
  14. Fill out all AOE questions and click [Save].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate the 'Order grid' contains the order for "Fish Oil".
Topics
• NX • Order Entry Console
My Activity - To Do items - Note icons
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Failed Authentication - Input Dialog
Scenario 1: My Activity - To Do tab - Create / Edit a Note
Specific Setup:
  • The Step Recorder is open and recording is started.
  • To-Do items have been created.
Steps
  1. Login to Avatar NX.
  2. Click the 'My Activity' button that is on the right end of the home page.
  3. Verify the right sidebar opens.
  4. Click [TO DOS].
  5. Verify the To Dos tab is open.
  6. Hover over the 'Create a New Note' icon on any To Do item.
  7. Verify the tooltip is hovering, it is not flickering, and it is not covering the icon.
  8. Click the 'Create a New Note' icon.
  9. Verify a dialog to 'Create a New Note' has opened.
  10. Enter any comment in the dialog. Note the comment created.
  11. Click [Ok].
  12. Verify the icon is changed to a green check mark icon.
  13. Click the green check mark icon.
  14. Verify a dialog to 'Edit existing note' has opened and it contains the comment as created.
  15. Edit the comment. Note the updated comment.
  16. Click [OK].
  17. Click the green check mark icon.
  18. Verify a dialog 'Edit existing note' has opened and it contains the updated comment.
  19. Click [Cancel].
  20. Hover over the 'Info' circle icon.
  21. Verify a tooltip is hovering, it is not flickering, and it is not covering the icon.
Topics
• NX
Avatar NX- Form Designer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
Scenario 1: Form Designer - Form Layout Changes and Validation
Specific Setup:
  • Have a form available with three or more fields on the form that can be used to make "Form Designer" changes to the form. [FormA]
Steps
  1. Open "Form Designer"
  2. Select [FormA]
  3. Select the desired section of the form to edit
  4. Click [Show Section]
  5. Click [FieldA] on the form layout and drag it to a new location
  6. Click [FieldB] on the form layout
  7. In the "General" properties box on the left panel, click the "Visible" check box
  8. Validate the field is removed from the layout
  9. Click [FieldC] on the form layout.
  10. In the "General" properties box on the left panel, click 'Edit' button next the "Text" field input box
  11. In the "Text Editor", enter a new name for the field label and click [Save]
  12. Validate the field label for [FieldC] reflects the new name
  13. Click the [Add New Subsection] button
  14. Validate a new subsection is present at the bottom of the form
  15. Click the [Save] button
  16. Click [Yes] to save the changes
  17. Click [OK] to form saved message
  18. Click [Submit] to submit and save the changes made
  19. Repeat steps 1 thru 3
  20. Validate the changes made in steps 4 thru 11 are present on the form layout
  21. Click [Cancel] and then [Yes] at the prompt
  22. Click [Discard] and then [Yes] to exit
  23. From the home view, search for [FormA]
  24. Open the form for any client
  25. Validate the changes made in steps 4 thru 11 are present on the form, as expected
  26. If desired, populate and submit the form
  27. Validate the form files successfully
Topics
• Forms Designer • NX
Order Entry Console (Orders This Episode section) missing required field when modifying an existing order.
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 - Home Medications - Modify an order with no 'Days Supply'.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
  4. Uncheck the ‘Client Reported’ field.
  5. Set the ‘Dose’ field to "1".
  6. Validate the ‘Dose Unit’ field is equal to "Tablet".
  7. Select "AS NEEDED" from the Frequency field.
  8. Validate the 'Diagnosis' field is equal to "Substance abuse"
  9. Set the ‘Dispense Qty’ field to "5".
  10. Select "Tablet" from the ‘Dispense Qty Unit’ field.
  11. Validate the ‘Start Date’ field is equal to the current date.
  12. Set the 'Stop Date' field to a date that is 5 days in the future of the 'Start Date'.
  13. Click [Add to Scratchpad].
  14. Validate the ‘Interactions’ dialog exists.
  15. Override all interactions and click [Save Override and exit].
  16. Click [Final Review].
  17. Validate the 'Final Review' dialog is displayed and click [Sign].
  18. Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) tablet by mouth as needed (Refills: 0, Disp. Qty: 1 Tablet) ".
  19. Select the "Ambien" order and click [Modify].
  20. Validate the ‘Dose field’ is equal to "1".
  21. Validate the ‘Dose Unit’ field is equal to "Tablet".
  22. Validate the ‘Frequency’ field is equal to "AS NEEDED".
  23. Validate the 'Diagnosis' field is equal to "Substance abuse"
  24. Validate the ‘Dispense Qty’ field is equal to "5".
  25. Validate the ‘Dispense Qty Unit’ field is equal to "Tablet".
  26. Validate the ‘Start Date’ field is equal to the current date.
  27. Validate the ‘Stop Date’ field contains no value.
  28. Validate the ‘Directions’ field is equal to "Take one (1) tablet by mouth as needed".
  29. Click [Add to Scratchpad].
  30. Validate the 'Scratchpad' contains the order "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) tablet by mouth as needed (Refills: 0, Disp. Qty: 1 Tablet)" with a red flag in the 'Action' column.
  31. Click [Final Review].
  32. Validate a message is displayed stating: "There are missing required fields for 1 order" and click [OK].
  33. Select the order from the ‘Scratchpad’.
  34. Set the 'Stop Date' field to a date that is 5 days in the future of the 'Start Date'.
  35. Click [Update Order] and [Final Review].
  36. Validate the ‘Final Review’ dialog exists and click [Sign].
  37. Validate the ‘Order grid’ contains the new order.
Topics
• NX • Order Entry Console
Home Medications - 'New Order' field behavior
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Home Medications - All Episodes
Steps
  1. Access the 'Order Entry Console' for any client.
  2. Click the 'Home Medications' tab.
  3. Click [Change] for the 'Preferred Pharmacy' field.
  4. Click [Cancel].
  5. Select "All Episodes" from the 'Episode' field.
  6. Set the 'New Order' field to "Advil 200 MG, Tablet, Oral".
  7. Set the 'Dose' field to "1".
  8. Set the 'Dose Unit' field to "Tablet".
  9. Set the 'Frequency' field to "3 TIMES A DAY".
  10. Set the 'Days Supply' field to "15".
  11. Set the 'Start Date' field to "t+18" and press the 'Tab' key.
  12. Validate the 'Start Date' field equals a date that corresponds to 18 days after the current date.
  13. Set the 'Stop Date' field to any date using the following format "06222021" and press the 'Tab' key
  14. Validate the 'Stop Date' field updates to display the date using the following format "06/22/2021".
  15. Click [Add to Scratchpad], [Final Review], and [Sign].
  16. Validate the 'Order grid' contains the order created.
Topics
• NX • Order Entry Console
Treatment Plan - Text wrapping
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the Status field.
  13. Click [Add New Goal].
  14. Enter any value (a large amount of data) in the 'Goal' field.
  15. Validate that the data wraps correctly and displays as expected.
  16. Select any value from the Status field.
  17. Click [Add New Objective].
  18. Enter any value (a large amount of data) in the 'Objective' field.
  19. Validate that the data wraps correctly and displays as expected.
  20. Select any value from the Status field.
  21. Click [Add New Intervention].
  22. Enter any value in the 'Intervention' field.
  23. Select any value from the Status field.
  24. Click [Return to Plan].
  25. Select "Final" in the 'Draft/Final' field.
  26. Click [Submit] and [Sign].
  27. Enter your password in the 'Enter Password' field and click [Verify].
Topics
• myAvatar/myAvatar NX • NX • Treatment Plan
Current Activity - Miscellaneous Heading
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Mental Health Progress Note
Scenario 1: NX - Current Activity Menu
Specific Setup:
  • A non-client based form is identified.
  • A client based form is identified.
Steps
  1. Select ‘myDay’.
  2. Open the ‘My Activity’ menu.
  3. Validate that the ‘CURRENT ACTIVITY’ section displays.
  4. Open the non-client based form for a client.
  5. Validate that the form is placed under the ’CURRENT ACTIVITY’, ‘Miscellaneous’ heading.
  6. Open the non-client based form for an additional client.
  7. Validate that the form is placed under the ’CURRENT ACTIVITY’, ‘Miscellaneous’ heading.
  8. Click one of the forms under the ’CURRENT ACTIVITY’, ‘Miscellaneous’ heading.
  9. Click the other form under the ’CURRENT ACTIVITY’, ‘Miscellaneous’ heading.
  10. Click the first form again.
  11. Validate that the forms remain under the ’CURRENT ACTIVITY’, ‘Miscellaneous’ heading.
  12. Hover over the forms at the top of the form and validate that it contains a dialog that begins with ‘Click to open’. The remainder of the dialog mentions the form/and or client.
  13. Close both forms.
  14. Open the non-client based form for a client.
  15. Validate that the form is placed under the ’CURRENT ACTIVITY’, ‘Miscellaneous’ heading.
  16. Open the client based form for an additional client.
  17. Validate that the form is placed under the ’CURRENT ACTIVITY’, with the client name and ID as the heading.
Topics
• myAvatar NX Only • NX
User Menu icon accessibility
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
Scenario 1: Lock Application - Validate Lock/Unlock Avatar Session
Steps
  1. Lock myAvatar application (via the 'Lock Application' selection in the User Menu / 'Lock Application' icon in the Control Panel, or by exceeding system inactivity lock time limit).
  2. Ensure that 'Locked' message/screen is displayed, along with 'Username' and 'Password' fields for unlocking application.
  3. Enter valid Username and Password for current user session, and click 'Unlock' button to unlock application.
  4. Following application unlock action, ensure that the User Menu icon is present/accessible in myAvatar.
Topics
• NX
Voided 'Client Reported' medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Voided 'Client Reported' Medications are displayed when 'Status' is set to "Voided Patient Reported" when the 'Modify "Client" Terminology' registry setting contains a value
Specific Setup:
  • The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative to set this value.
  • A client must have an active episode. (Client A).
  • "Client A" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Check the 'Free Text Medication' checkbox.
  4. Set the 'Medication Name' field to "FREE TEXT MEDICATION".
  5. Set the 'Dose' field to any value.
  6. Select any value in the 'Dose Unit' field.
  7. Select any value in the 'Frequency' field.
  8. Click [Save].
  9. Validate the 'Order grid' contains the "FREE TEXT MEDICATION" order.
  10. Search for and select "Advil Migraine 200 MG Capsule, Liquid Filled Oral" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Validate the 'Dose Unit' field contains "Capsule".
  13. Select any value in the 'Frequency' field.
  14. Click [Save].
  15. Validate the 'Order grid' contains the orders for "Advil Migraine" and "FREE TEXT MEDICATION".
  16. Select both orders and click [Void].
  17. Select "Entered for incorrect Patient" in the 'Void Reason' field.
  18. Click [Confirm Void].
  19. Select "Voided Patient Reported" in the 'Status' field.
  20. Validate the 'Order grid' contains the order for "FREE TEXT MEDICATION Take one (1) tablet as directed as needed Void Reason: Entered for incorrect Patient" with an 'Order Status' of "Voided Patient Reported" and the order for "Advil Migraine - 200 MG, SGL, PO Take one (1) capsule by mouth three times a day Void Reason: Entered for incorrect Patient" with an 'Order Status' of "Voided Patient Reported".
Topics
• NX • Order Entry Console
'Communication Method' has 'Electronic' checked by default when lab-type order code has an associated eVendor.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Lab Orders with default Communication Method
Specific Setup:
  • A lab vendor must exist that has "Yes" selected in the 'eVendor' field and "Lab Vendor Staff will Collect" selected in the 'Specimen Collection Method' field on the 'External Lab/Radiology Definition for CareConnect' form. (Lab Vendor A)
  • A lab vendor must exist that has "No" selected in the 'eVendor' field and "Facility Staff will Collect" selected in the 'Specimen Collection Method' field on the 'External Lab/Radiology Definition for CareConnect' form. (Lab Vendor B)
  • A lab-type order code must have a 'Default Frequency Code' of "Daily" with no hours of administration, a 'Default Duration (Hours)' of "48", and must be associated with an eVendor only, and have a 'Specimen Type' of "Blood". (Complete Blood Count)
  • A lab-type order code must be associated with an eVendor and non-eVendor and must have a 'Specimen Type' of "Blood" for each vendor. (Red Blood Cell Count)
  • A lab-type order code must be associated with no lab vendors. (Complete Blood Cell Count with Differential)
  • A lab-type order code must be associated with a non-eVendor only. (West Nile Virus Antibody)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select "Complete Blood Count (CBC) (DAILY)" in the ‘New Order’ field.
  4. Validate the ‘Frequency’ field contains "DAILY".
  5. Validate the ‘External Lab Vendor Destination’ field contains "Lab Vendor A".
  6. Validate the 'Electronic' checkbox in the ‘Communication Method’ field is checked.
  7. Validate the ‘Specimen Type’ field contains "Blood".
  8. Validate that ‘Lab Vendor Staff will Collect’ is selected in the 'Specimen Collection' field.
  9. Validate the ‘Duration’ field contains “48” and that [Hours] is selected.
  10. Click [Add to Scratchpad] and [Sign].
  11. Search for and select "Red Blood Cell Count (RBC)" in the ‘New Order’ field.
  12. Set the ‘Frequency’ field to “ONE TIME ONLY”.
  13. Validate the 'External Lab Vendor Destination' field does not contain a value.
  14. Select "Lab Vendor A" in the 'External Lab Vendor Destination' field.
  15. Validate the 'Electronic' checkbox in the ‘Communication Method’ field is checked.
  16. Validate the ‘Specimen Type’ field contains "Blood".
  17. Validate that ‘Lab Vendor Staff will Collect’ is selected in the 'Specimen Collection' field.
  18. Set the ‘Duration’ field to "48" and click [Hours].
  19. Click [Add to Scratchpad] and [Sign].
  20. Search for and select "Complete Blood Count with Differential (CBCD)" in the ‘New Order’ field.
  21. Set the ‘Frequency’ field to “DAILY”.
  22. Set the ‘Specimen Type’ field to “Blood”.
  23. Set the ‘Duration’ field to "48" and click [Hours].
  24. Click [Add to Scratchpad] and [Sign].
  25. Search for and select "West Nile Virus Antibody (WNV)" in the ‘New Order’ field.
  26. Set the ‘Frequency’ field to “DAILY”.
  27. Validate the ‘External Lab Vendor Destination’ field contains "Lab Vendor B".
  28. Validate the 'Electronic' checkbox in the ‘Communication Method’ field is not checked.
  29. Validate that ‘Facility Staff will Collect’ is selected in the 'Specimen Collection' field.
  30. Set the ‘Duration’ field to "48" and click [Hours].
  31. Click [Add to Scratchpad] and [Sign].
  32. Validate the 'Order grid' contains an order for "West Nile Virus Antibody", "Complete Blood Count with Differential (Blood)", "Red Blood Cell Count (Blood)", and "Complete Blood Count (Blood)".
Topics
• NX
Ventilator Settings are displayed for default 'Vent Mode'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
Scenario 1: Ventilator Mode Selection by Order Code
Specific Setup:
  • A client must have an active episode. (Client A).
  • Three ventilator-type order codes must exist with the following configuration:
  • An order code must have "NIV ST", "NIV", "NPPV A/C", "NPPV CPAP PSV", "NPPV SIMV", and "SPN-CPAP" selected in the 'Ventilator Modes' field.(CPAP)
  • An order code must have "(S)CMV+" and "APRV" selected in the 'Ventilator Modes' field. (Wean)
  • An order code must have "SIMV+" selected in the 'Ventilator Modes' field. (Wean 1)
  • An order code must not have any values selected in the 'Ventilator Modes' field. (Ventilatory)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Wean" in the 'New Order' field.
  3. Validate that the following values are displayed in the 'Vent Mode' field:
  4. (S)CMV+
  5. APR
  6. Select "(S)CMV+" in the 'Vent Mode' field.
  7. Validate the 'Ventilator Settings.Vent Rate (bpm)' field is required
  8. Validate the 'Ventilator Settings.Tidal volume (ml)' field is required
  9. Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field is required
  10. Validate the 'Ventilator Settings.FIO2 (%)' field is required.
  11. Click [Refresh].
  12. Search for and select "CPAP" in the 'New Order' field.
  13. Validate the 'Vent Mode' field contains "NIV ST", "NIV", "NPPV A/C", "NPPV CPAP PSV", "NPPV SIMV", and "SPN-CPAP".
  14. Select "NIV" in the 'Vent Mode' field.
  15. Validate the 'Ventilator Settings.Pressure Support (cmH2O)' field is required
  16. Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field is required.
  17. Validate the 'Ventilator Settings.FIO2 (%)' field is required
  18. Validate the 'Ventilator Settings.NPPV Pressure Support (cmH2O)' field is required.
  19. Click [Refresh].
  20. Search for and select "Wean 1" in the 'New Order' field.
  21. Validate the 'Vent Mode' field contains "SIMV+"
  22. Validate the 'Ventilator Settings.Vent Rate (bpm)' field is required
  23. Set the 'Ventilator Settings.Vent Rate (bpm)' field to "15" and press Tab.
  24. Validate the 'Ventilator Settings.Tidal volume (ml)' field is required.
  25. Set the 'Ventilator Settings.Tidal volume (ml)' field to "13"
  26. Validate the 'Ventilator Settings.Pressure Support (cmH2O)' field is required
  27. Set the 'Ventilator Settings.Pressure Support (cmH2O)' field to "10"
  28. Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field is required.
  29. Set the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field to "4"
  30. Validate the 'Ventilator Settings.FIO2 (%)' field is required.
  31. Set the 'Ventilator Settings.FIO2(%)' field to "40".
  32. Set the 'Duration' field to "5" and click [Days]
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate the 'Order grid' contains an order for "Wean 1 Vent Mode: SIMV+".
Topics
• NX • Order Entry Console
Product Scrolling Text Templates: Treatment Plan Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Append / Replace Dialog
  • Individual Progress Note
  • Product Scrolling Free Text Templates (CWS)
  • Text Editor
  • Treatment Plan
Scenario 1: Product Scrolling Free Text Templates: Create a Scrolling Free Text Template and insert a Scrolling Text Template into a form (Scrolling Text and Text Editor fields)
Specific Setup:
  • User must have access to the form 'Product Scrolling Free Text Templates' in User Definition.
  • Client must be enrolled in an active episode (Client A).
  • Client A must have a 'Treatment Plan' filed in 'Draft' status.
Steps
  1. Access the 'Product Scrolling Free Text Templates' form.
  2. Select any form from the 'Form' field (ex. 'Progress Notes (Group and Individual)').
  3. Click [OK].
  4. Select the 'Template Definition' section.
  5. Click [Add New Item].
  6. Select any field from the 'Scrolling Text Table Column' (ex. "Notes Field (10750)").
  7. Select any value from the 'Template Description' field (ex. "Test Template").
  8. Set the 'Template Contents' field to any value (ex. "This is a sample text template").
  9. Select any value from the 'All Users or Specific Users/User Roles' field.
  10. Click [Submit].
  11. Select "Client A" from the 'My Clients' list and access the form you created the scrolling text template for (ex. 'Progress Notes (Group and Individual)').
  12. Select any episode from the 'Select Episode' field.
  13. Select any value from the 'Progress Note For' field.
  14. Select any note type from the 'Note Type' field.
  15. Click [Text Editor].
  16. Click the template created (ex. Test Template).
  17. Click [Save].
  18. Validate that the 'Notes Field' contains the data from the template.
  19. Complete the required fields.
  20. Select any value from the 'Draft/Final' field.
  21. Click [Submit Note].
  22. Select "Client A" from the 'My Clients' list and access the 'Treatment Plan' form
  23. Select any episode from the 'Episode Selection' field
  24. Select any 'Draft' 'Treatment Plan'
  25. Click [Edit].
  26. Click [Launch Plan].
  27. Select any problem from the 'Tree View'.
  28. Click [Template Icon] from the 'Problem' free text field.
  29. Click the template created (ex. Test Template).
  30. Validate that the Problem Text field contains the data from the template.
  31. Click [System Icon]
  32. Click the template created (ex. Test).
  33. Validate that the Problem Text field contains the data from the template.
  34. Click [Return to Plan].
  35. Click [OK].
  36. Click [Submit].
Topics
• myAvatar/myAvatar NX • NX • RADplus Utilities • Text Editor • Text templates
Scheduling Calendar - 'Staff Members' list
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: Validate Undocked Scheduling Calendar
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A staff member must have hours defined for scheduling.
Steps
  1. Click [Launch Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
  3. Right click on any available time slot.
  4. Click [Add Appointment].
  5. Enter any value in the 'Service Code' form.
  6. Enter any client in the 'Client' field.
  7. Select any episode in the 'Episode Number' field.
  8. Select any program in the 'Program' field.
  9. Click [Submit].
  10. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  11. Right click on the appointment and click [Check In].
  12. Click [Submit] to check in the appointment.
  13. Validate the 'Appointment Grid' contains the checked in appointment.
  14. Right click on the appointment and click [Check Out].
  15. Validate the 'Appointment Grid' contains the checked out appointment.
  16. Click [Dismiss].
Scenario 2: Scheduling Calendar - validate multiple webswing instances
Specific Setup:
  • Multiple staff members are defined.
  • A client must be enrolled in an existing episode (Client A).
  • User must have the Avatar eMAR view associated to their myDay view.
Steps
  1. Click [Launch Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed.
  3. Validate the 'Staff Members' field contains a list of all staff members.
  4. Move the undocked 'Scheduling Calendar' to another window.
  5. Select "Client A" and access the 'Avatar eMAR' view.
  6. Validate the 'Avatar eMAR' view is displayed.
  7. Navigate back to the undocked 'Scheduling Calendar'.
  8. Validate a message is displayed on the indicating: Multiple webswing instances are open. Select start to begin.
  9. Click [Start].
  10. Validate the 'Staff Members' field contains a list of all staff members.
  11. Navigate back to the 'Avatar eMAR' view.
  12. Validate a message is displayed indicating: Multiple webswing instances are open. Select start to begin.
Topics
• NX • Scheduling Calendar
Treatment Plan - "Assigned Services" grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • Have access to a "Treatment Plan" form that has the "Assigned Services" section enabled using form "Site Specific Section Modeling"
  • Have an active client admitted to an episode
Steps
  1. Select the client and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the "Status" field.
  13. Click [Add New Goal].
  14. Enter any value in the 'Goal' field.
  15. Select any value from the "Status" field.
  16. Click [Add New Objective].
  17. Enter any value in the 'Objective' field.
  18. Select any value from the "Status" field.
  19. Click [Add New Intervention].
  20. Enter any value in the 'Intervention' text field.
  21. Select any value from the "Status" field.
  22. In the "Assigned Services" grid, click the [Add Service] button
  23. Populate the "Service Program" field
  24. Enter a search value in the "Service Code" field to bring up the listing of service code values
  25. Validate the search window is display with the first page of service codes list
  26. Click the innermost right arrow to navigate to the next page
  27. Validate the second page is displayed with service code values
  28. Repeat step 26 till the last page is displayed
  29. Validate each page is displayed with the expected service code values.
  30. Click the outermost right navigation arrow
  31. Validate the user is returned to the last page
  32. Click the outermost left navigation arrow
  33. Validate the user is returned to the first page
  34. Click any page number
  35. Validate the user is navigated to that page
  36. Select any service code
  37. Validate the service code field is populated as expected in the "Service Code" field
  38. Populate the "Frequency" field
  39. Populate the "Duration" field
  40. Click "Return To Plan"
  41. Click [Submit]
  42. Validate the plan submits successfully
  43. Launch the "Treatment Plan" form for the same client
  44. Click to edit the row just submitted
  45. Click [Launch Plan]
  46. Click the "Interventions" item on the plan tree
  47. Click "Add New Intervention"
  48. Enter any value in the 'Intervention' text field.
  49. Select any value from the "Status" field.
  50. In the "Assigned Services" grid, click the [Copy Service] button
  51. In the "Add Services From Other Intervention's" dialog box, choose the service added in the intervention previous submitted
  52. Click [Copy]
  53. Validate the "Assigned Services" grid columns are populated with the service information, as expected
  54. Select the "Assigned Services" row just added
  55. Click the [Delete Service] button
  56. Validate the service row is removed from the "Assigned Services" grid, as expected

 
Topics
• NX
Treatment Plan - Default From Previous Plan
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Registry Settings - Registry Editor Filing
  • Dynamic Form - Treatment Plan
  • Dynamic Form Client Treatment Plan
  • Dynamic Form Plan Date
  • Treatment Plan
Scenario 1: Treatment Plan - Plan Date format - Default From Previous Plan
Steps
  1. Open the "Registry Settings" form.
  2. Enable the setting "Default From Previous Plan" for the "Treatment Plan" form.
  3. Submit form.
  4. Open the "Treatment Plan" form.
  5. Add a new treatment plan.
  6. Choose to default from a previous treatment plan.
  7. Choose the plan to default forward from.
  8. Validate the today's date format is correct when you click "T" on the "Please Enter Plan Date".
  9. Validate yesterday's date format is correct when click "Y" on the "Please Enter Plan Date".
  10. Enter "06162021" in "Please Enter Plan Date".
  11. Validate the date format is correct in the "Please Enter Plan Date" field.
  12. Complete and finalize the rest of the treatment plan.
Scenario 2: Treatment Plan - Plan Date Format - Choose not to Default From Previous Plan
Steps
  1. Open the "Registry Settings" form.
  2. Enable the setting "Default From Previous Plan" for the "Treatment Plan" form.
  3. Submit form.
  4. Open the "Treatment Plan" form.
  5. Add a new treatment plan.
  6. Choose not to default from a previous treatment plan.
  7. Validate the today's date format is correct when you click "T" on the "Please Enter Plan Date".
  8. Validate yesterday's date format is correct when click "Y" on the "Please Enter Plan Date".
  9. Enter "06162021" in "Please Enter Plan Date".
  10. Validate the date format is correct in the "Please Enter Plan Date" field.
  11. Complete and finalize the rest of the treatment plan.
Scenario 3: Treatment Plan - Plan Date Format - Defaulting From Previous Plan disabled
Steps
  1. Open the "Registry Settings" form.
  2. Disable the setting "Default From Previous Plan" for the "Treatment Plan" form.
  3. Submit form.
  4. Open the "Treatment Plan" form.
  5. Add a new treatment plan.
  6. Validate the today's date format is correct when you click "T" on the "Please Enter Plan Date".
  7. Validate yesterday's date format is correct when click "Y" on the "Please Enter Plan Date".
  8. Enter "06162021" in "Please Enter Plan Date".
  9. Validate the date format is correct in the "Please Enter Plan Date" field.
  10. Complete and finalize the rest of the treatment plan.
Topics
• NX • Treatment Plan
System Security Defaults - Lock Screen Timeout (In Seconds)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Security Defaults
Scenario 1: NX- Lock Screen Timeout (In Seconds)
Steps
  1. Open 'System Security Defaults'.
  2. Note the value in 'Lock Screen Timeout (In Seconds)'.
  3. Click [Submit].
  4. Log out of the system.
  5. Log into the system.
  6. Open 'System Security Defaults'.
  7. Set the value of 'Lock Screen Timeout (In Seconds) to 20 seconds.
  8. Click [Submit].
  9. Do not log out of the system.
  10. Do not process anything in the system.
  11. Wait 20 seconds for the 'Lock' message.
  12. Validate that the 'Lock' message appears and contains a counter in seconds.
  13. Click [OK].
  14. Do not process anything in the system.
  15. Wait 20 seconds for the 'Lock' message.
  16. Validate that the 'Lock' message appears and contains a counter in 20 seconds.
  17. Do no click [OK].
  18. Wait for the counter on the 'Lock' message counter to reach zero.
  19. Validate that user is returned to the login screen and 'Locked' is displayed.
  20. Login with the same credentials.
  21. Click [Unlock].
  22. Validate that the user is logged into the system.
  23. Open 'System Security Defaults'.
  24. Set the value of 'Lock Screen Timeout (In Seconds)' to the original value noted in step 2.
  25. Click [Submit].
  26. Log out of the system.
Topics
• myAvatar NX Only • NX
Scheduling Calendar - 'Find New Appointment' and 'Find Existing Appointment'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Scheduling Calendar - Find Existing Appointment
  • Scheduling Calendar - Find New Appointment
Scenario 1: Scheduling Calendar - Find Existing Appointment
Specific Setup:
  • Must have one or more existing appointments scheduled for the current date.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Click [Find Existing Appointments].
  3. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  4. Enter the current date in the 'Search Start Date' field.
  5. Click [Find Appointment].
  6. Verify the 'Find Existing Appointment' table is displayed.
  7. Select any existing appointment in the 'Find Existing Appointment' table.
  8. Click [OK].
  9. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps is highlighted.
  10. Click [Dismiss].
Scenario 2: Scheduling Calendar - Find New Appointment
Specific Setup:
  • A client must be enrolled in an existing episode.
  • A staff member must have hours defined for the current date.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Click [Find New Appointment].
  3. Click [T] in the 'Search Start Date' field.
  4. Click [Find New Appointment].
  5. Validate a 'Find New Appointment' window is displayed with all available time slots.
  6. Select any available slot.
  7. Click [OK].
  8. Validate the 'Appointment Details' window is displayed.
  9. Validate the 'Appointment Site' field contains the site selected.
  10. Validate the 'Appointment Date' field contains the current date.
  11. Validate the 'Appointment Start Time' and 'Appointment End Time' fields contain the time selected.
  12. Enter the desired client in the 'Client' field.
  13. Enter the desired value in the 'Service Code' field.
  14. Click [Submit].
  15. Validate the 'Appointment Grid' contains the new appointment.
  16. Click [Dismiss].
Topics
• NX • Scheduling Calendar
Forms with ToolTip Help Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Data Element Help Message - App Full Screen Dialog
  • Diagnosis
Scenario 1: Avatar NX: 'Diagnosis' - Verification of form filing
Steps
  1. Open the "Diagnosis" form.
  2. Fill out a diagnosis record.
  3. Click the lightbulb on the "Show Active Only" field.
  4. Validate the Tool Tip Help message text is complete.
  5. Submit the form to diagnosis record.
Scenario 2: 'Progress Notes (Group and Individual)' - New Service note
Specific Setup:
  • A client must be defined (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter any value in the 'Notes Field' field.
  6. Click [T] in the 'Date Of Service' field.
  7. Click the up arrow in the 'Date Of Service' field.
  8. Validate a message is displayed stating: "Future Dates Not Permitted".
  9. Click [OK].
  10. Validate the 'Date Of Service' field contains the current date.
  11. Enter any service code in the 'Service Charge Code' field.
  12. Enter any value in the 'Service Duration' field.
  13. Select "Final" in the 'Draft/Final' field.
  14. Click [Submit Note].
Topics
• myAvatar NX Only • NX • Progress Notes
myAvatar NX 'All Documents' Widget
Scenario 1: All Documents Widget - Verification of Sort/Filter/Display and Client Selection
Specific Setup:
  • This scenario is for Avatar NX systems only
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be set to 'Y'
  • A Documentation View must exist and assigned to a users view (ex. All Docs Test)
  • Client record with have data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)')
Steps
  1. From myAvatar home view, select client and navigate to the 'All Documents Widget' view.
  2. Select any value from the 'Select Episode' field if applicable to form/document (ex. 'All Episodes').
  3. Select the 'Documents' tab.
  4. Validate the columns for 'Form Name', 'Document Description', 'Document Date', and 'Document Episode' display as expected.
  5. Validate the 'Form Name' and 'Document Description' fields are consistent with the value from the 'Clinical Document Viewer' form.
  6. Select any row in the 'Form Name' column.
  7. Validate that the selected record displays in the 'Console Widget Viewer'.
  8. Select any date from the 'Document Date' column filter.
  9. Select the filtered row and validate that the selected record displays in the 'Console Widget Viewer'.
  10. Click [Clear Filters] button.
  11. Select the 'All Note Types' tab.
  12. Select any value from the 'Form Description' column filter (ex. 'Progress Notes (Group and Individual)').
  13. Validate that the selected record displays in the 'Console Widget Viewer'.
  14. Click [Clear Filters] button.
  15. Select the 'All Forms' tab.
  16. Select any value from the 'Form Description' column filter (ex. 'Problem List', 'Diagnosis').
  17. Select any row in the 'Form Description' column.
  18. Validate that the selected record displays in the 'Console Widget Viewer'.
  19. Click [Close All] widget button.
  20. Click [Clear Filters] widget button.
  21. Select different/additional client for view (via 'My Clients' menu and/or client search).
  22. Ensure 'All Documents' widget content is cleared on selection of different/additional client, and does not display document listings/documents from previously selected/active client.
  23. Select form in 'All Documents' widget; ensure that only records/data for currently active/selected client are displayed.
  24. Select existing document/record row in 'All Documents' widget; ensure that record/form for currently active/selected client is displayed.
  25. Switch back to previous/original client for view (via 'My Clients' menu and/or client search).
  26. Ensure 'All Documents' widget content (record listing and/or document viewer) is returned to records/document for original client selection.
  27. Ensure that switching between two or more active/selected clients refreshes the records/documents displayed in 'All Documents' widget to display only records/documents for the currently selected/active client in record listing and/or document viewer.
Topics
• All Documents Widget
Treatment Plan form, change deletion dialog to 'Success'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Treatment Plan
Scenario 1: Treatment Plan - Deletions
Specific Setup:
  • User has permissions to the 'Treatment Plan' form
  • A client has at least one active 'Episode'
  • A client has at least one active 'Treatment Plan'
Steps
  1. Open the 'Treatment Plan' form
  2. Set the 'desired client' in the 'Select Client' field
  3. Select the 'desired episode' in the 'Episode' field
  4. Select the 'desired plan date' in the 'Plan Date' field
  5. Click [Edit]
  6. Click [Launch Plan]
  7. Click [Add New Problem]
  8. Set the 'desired problem' in the 'Problem Code' field
  9. Select the 'desired problem'
  10. Select "Active" from the 'Status (Problem List)' field
  11. Set the 'desired problem' in the 'Problem' field
  12. Select "Active" from the 'Status' field
  13. Click [Delete Selected Item]
  14. Validate the 'text' contains "Deleted 1 item successfully."
  15. Click [OK]
  16. Click [Add New Problem]
  17. Set the 'desired problem' in the 'Problem Code' field
  18. Select the 'desired problem'
  19. Select "Active" from the 'Status (Problem List)' field
  20. Set the 'desired problem' in the 'Problem' field
  21. Select "Active" from the 'Status' field
  22. Click [Add New Recovery Goal]
  23. Set the 'desired goal' in the 'Goal' field
  24. Select "Active" from the 'Status' field
  25. Select the "Active Problem" in the 'Treatment Plan: (desired client)' tree
  26. Click [Delete Selected Item]
  27. Validate the 'text' contains "Are you sure you want to delete the current item and all its children?"
  28. Click [Delete All]
  29. Validate the 'text' contains "Deleted 2 items successfully."
  30. Click [OK]
  31. Click [Return to Plan]
  32. Validate the 'text' contains "Plan saved successfully."
  33. Click [OK]
  34. Click [Discard]
Topics
• NX
Deselecting a client while in the 'eMAR' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: NX - Suppressing Administration times in eMAR
Specific Setup:
  • A pharmacy-type order code must have "50" in the 'Suppress eMAR Tasks if More Frequent than Every N Minutes' field. (TYLENOL WITH CODEINE NO.3)
  • Two clients must have an active inpatient episode. (Client A) and (Client B)
  • "Client A" and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have an existing pharmacy-type order in the Order Entry Console (Orders This Episode section). (TYLENOL WITH CODEINE NO. 3)
  • "Client B" must have an existing pharmacy-type order in the Order Entry Console (Orders This Episode section). (ALEVE (NAPROXEN SODIUM) 220 MG ORAL)
Steps
  1. Select “Client A” and access the ‘eMAR’ widget.
  2. Remain on the ‘Medications’ tab.
  3. Validate that an order for "TYLENOL WITH CODEINE NO. 3" is displayed with no hours of administration under the current date.
  4. Right-click in the ‘Order Description’ for the “TYLENOL WITH CODEINE NO. 3" order and select ‘Edit Hours of Administration’.
  5. Verify the ‘Administration Record - Hours of Administration’ dialog displays and contains no ‘Administration Time(s)’ selected and click [OK].
  6. Click [Clear Client].
  7. Validate the ‘Avatar eMAR’ widget does not contain order information or client information for “Client A”.
  8. Select “Client B” and validate that an order for "ALEVE (NAPROXEN SODIUM) 220 MG ORAL" is displayed with no hours of administration under the current date.
  9. Click [Clear Client].
  10. Validate the ‘Avatar eMAR’ widget does not contain order information or client information for “Client B”.
  11. Select “Client A" and validate that an order for "TYLENOL WITH CODEINE NO. 3" is displayed with no hours of administration under the current date.
Topics
• NX
Flyovers on 'Route' and 'Form' fields in the Order Entry Console (Orders This Episode section).
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 - Schedule III - New, and Discontinue
Specific Setup:
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A” and access the Order Entry Console.
  2. Search for "Xyrem" in the 'New Order' field and clear out the value before the search has completed.
  3. Validate the 'New Order' field is blank.
  4. Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL" in the 'New Order' field.
  5. Set the ‘Dose’ field to "1".
  6. Select "MG" in the ‘Dose Unit’ field.
  7. Select "TWICE A DAY" from the ‘Frequency’ field.
  8. Validate the 'Route' field contains "ORAL".
  9. Hover over the 'Route' field and validate the flyover contains "ORAL".
  10. Validate the 'Form' field contains "Solution".
  11. Hover over the 'Form' field and validate the flyover contains "Solution".
  12. Set the 'Route' field to "OTHER RESPIRATORY MAR".
  13. Hover over the 'Route' field and validate the flyover contains "OTHER RESPIRATORY MAR".
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Order grid' contains an order for "Xyrem".
  16. Select the order for "Xyrem" and click [D/C], [Add to Scratchpad], and [Sign].
  17. Validate there are no orders in the 'Order grid'.
Topics
• NX • Order Entry Console
Undocked Forms/Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: Validate Undocked Scheduling Calendar
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A staff member must have hours defined for scheduling.
Steps
  1. Click [Launch Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
  3. Right click on any available time slot.
  4. Click [Add Appointment].
  5. Enter any value in the 'Service Code' form.
  6. Enter any client in the 'Client' field.
  7. Select any episode in the 'Episode Number' field.
  8. Select any program in the 'Program' field.
  9. Click [Submit].
  10. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  11. Right click on the appointment and click [Check In].
  12. Click [Submit] to check in the appointment.
  13. Validate the 'Appointment Grid' contains the checked in appointment.
  14. Right click on the appointment and click [Check Out].
  15. Validate the 'Appointment Grid' contains the checked out appointment.
  16. Click [Dismiss].
Scenario 2: Validate Undocked Forms/Widgets
Specific Setup:
  • One or more clients enrolled in existing episodes.
  • One or more scheduled appointments exist.
Steps
  1. Click [Undock Scheduling Calendar] in the 'Control Panel',
  2. Validate the undocked 'Scheduling Calendar' is displayed.
  3. Validate the 'Appointment Grid' contains any scheduled appointments.
  4. Click [Dismiss].
  5. Access the 'Avatar eMAR' View.
  6. Click [Avatar eMAR Undock Widget].
  7. Validate the undocked 'Avatar eMAR' widget is displayed.
  8. Select any client and navigate back to the undocked 'Avatar eMAR' widget.
  9. Validate the 'Latest Client Information' field contains the selected client's information.
  10. Close the window.
  11. Access the 'AR Console' View.
  12. Click [Accounts Receivable Console Undock Widget].
  13. Validate the undocked 'AR Console' widget is displayed.
  14. Enter any user in the 'User Defaults' field.
  15. Click [Search].
  16. Validate the 'Claims with Outstanding Receivables grid contains all claims with outstanding receivables.
  17. Close the window.
Topics
• Forms • NX • Scheduling Calendar • Widgets