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Avatar NX User Interface Update 2021.08.00 Acceptance Tests

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Document Routing - Adding and changing supervisors in 'Route Document To' screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Individual Progress Note
  • Dynamic Form - Document Management Definition - Select Forms
  • User Definition
Scenario 1: Document Routing - Route Document To - No Approver Required - Change in Supervisor
Steps
  1. Open the "Document Routing Setup" form.
  2. Select any progress note to test with.
  3. Validate or ensure the form is set to "Yes" in "Document Routing Enabled".
  4. Validate or ensure the "Void Reason Code" is set to a valid reason.
  5. Validate or ensure the "Approver Required" is set to "No".
  6. File the form.
  7. Open the Progress Note form from the previous step.
  8. Generate an independent note.
  9. Fill out all required fields and finalize the note.
  10. Select "Accept and Route" or "Sign and Route".
  11. On the "Route Document To" form, enter a supervisor in the "Add Supervisor" field.
  12. Click "Add" to add the supervisor to the routing list.
  13. Enter a staff in the "Add Approver" field.
  14. Click "Add" to add the staff to the routing list.
  15. Enter the same staff as a supervisor in the "Add Supervisor" field.
  16. A message pops up that states "Supervisor A is the current supervisor in the list. Would you like to replace Supervisor A with Supervisor B".
  17. Respond with "Yes" and the Supervisor row in the routing list shows the change in Supervisor.
  18. Repeat steps 11-17 with a different set of staff as Supervisor A and Supervisor B.
  19. Click "Submit" button.
  20. A message displays indicating "Note Filed".
Scenario 2: Document Routing - Route Document To - Approver Required - Change in Supervisor
Steps
  1. Open the "Document Routing Setup" form.
  2. Select any progress note to test with.
  3. Validate or ensure the form is set to "Yes" in "Document Routing Enabled".
  4. Validate or ensure the "Void Reason Code" is set to a valid reason.
  5. Validate or ensure the "Approver Required" is set to "Yes".
  6. File the form.
  7. Open the Progress Note form from the previous step.
  8. Generate an independent note.
  9. Fill out all required fields and finalize the note.
  10. Select "Accept and Route" or "Sign and Route".
  11. On the "Route Document To" form, enter a supervisor in the "Add Supervisor" field.
  12. Click "Add" to add the supervisor to the routing list.
  13. Enter a staff in the "Add Approver" field.
  14. Click "Add" to add the staff to the routing list.
  15. Enter the same staff as a supervisor in the "Add Supervisor" field.
  16. A message pops up that states "Supervisor A is the current supervisor in the list. Would you like to replace Supervisor A with Supervisor B".
  17. Respond with "Yes" and the Supervisor row in the routing list shows the change in Supervisor.
  18. Repeat steps 11-17 with a different set of staff as Supervisor A and Supervisor B.
  19. Click "Submit" button.
  20. A message displays indicating "Note Filed".
Scenario 3: Document Routing - Route Document To - Supervisor Required - Change in Supervisor
Steps
  1. Open the "Document Routing Setup" form.
  2. Select any progress note to test with.
  3. Validate or ensure the form is set to "Yes" in "Document Routing Enabled".
  4. Validate or ensure the "Void Reason Code" is set to a valid reason.
  5. Validate or ensure the "Approver Required" is set to "Yes".
  6. File the form.
  7. Open the "User Definition" form.
  8. Edit the current Avatar User.
  9. Navigate to the "Document Routing" section.
  10. Set "Supervisor Approval Required For Documents" to "Yes".
  11. Click "Select Forms Requiring Supervisor".
  12. Check the form(s) this user requires a supervisor to finalize.
  13. Click "OK".
  14. Click "Submit" to file form.
  15. Open the Progress Note form from the previous step.
  16. Generate an independent note.
  17. Fill out all required fields and finalize the note.
  18. Select "Accept and Route" or "Sign and Route".
  19. On the "Route Document To" form, enter a supervisor in the "Add Supervisor" field.
  20. Click "Add" to add the supervisor to the routing list.
  21. Enter a staff in the "Add Approver" field.
  22. Click "Add" to add the staff to the routing list.
  23. Enter the same staff as a supervisor in the "Add Supervisor" field.
  24. A message pops up that states "Supervisor A is the current supervisor in the list. Would you like to replace Supervisor A with Supervisor B".
  25. Respond with "Yes" and the Supervisor row in the routing list shows the change in Supervisor.
  26. Repeat steps 11-17 with a different set of staff as Supervisor A and Supervisor B.
  27. Click "Submit" button.
  28. A message displays indicating "Note Filed".
Topics
• Document Routing • NX
OE NX - Final Review dialog in the Order Entry Console
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Interactions dialog
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, 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 and select "RITALIN LA (METHYLPHENIDATE HCL) 10 MG CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 ORAL (Schedule II)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "10" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  9. Select the order and click [Copy].
  10. Validate a message is displayed stating "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate that the 'Interactions' dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the 'Order grid' contains two orders for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  15. Select the first order and click [Modify].
  16. Set the Dose to "2".
  17. Validate that "Tablet" is displayed in the 'Dose Unit' field
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate that the 'Interactions' dialog is displayed.
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  22. Select the first order and click [Hold], [Add to Scratchpad], and [Sign].
  23. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" with an "Order Status" of "Active(On Hold)".
  24. Select the order with an 'Order Status' of "Active(On Hold)" and click [Resume], [Add to Scratchpad], and [Sign].
  25. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY" both with an 'Order Status' of "Active"
  26. Select the first order and click [Renew].
  27. Set the 'Renew' field to "15" and click [Days].
  28. Click [Add to Scratchpad] and [Sign].
  29. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
Topics
• NX • Order Entry Console
'Lab Results' Widget inclusion in myAvatar NX Modeled Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Psychiatric Initial Assessment
  • Text Editor
Scenario 1: Modeled Forms - Verification of text entry fields in user modeled form with 'Lab Results' Widget included
Specific Setup:
  • User-defined myAvatar Modeled Form where 'Lab Results' Widget is included in form display (via Form Designer 'Widgets To Display On Form' field)
Steps
  1. Open myAvatar Modeled Form where 'Lab Results' Widget is included in form display. (Example: Avatar CWS 'Psychiatric Initial Assessment' modeled form)
  2. Ensure 'Lab Results' Widget is displayed in form.
  3. Navigate to scrolling free text entry field in modeled form (Example: 'Chief Complaint' scrolling free text entry field)
  4. Ensure text value entered directly into scrolling free text entry field is present as entered.
  5. Click 'Edit' icon for scrolling free text entry field to open Text Editor window for entry/edit.
  6. Ensure Text Editor window is opened in application.
  7. Enter/edit value in scrolling free text entry field via Text Editor; click 'Save' button to save entry.
  8. Ensure text value entered into scrolling free text entry field via Text Editor is present as entered.
Topics
• Modeling • myAvatar NX Only • NX
Current Medications Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: Current Medications Widget
Specific Setup:
  • The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be configured (ex. 60).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must be enrolled in an active outpatient episode (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A user must have the 'Current Medications' widget assigned to a view.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click [Orders This Episode].
  3. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field.
  4. Set the Dose field to "2".
  5. Validate the 'Dose Unit' field contains "tab(s)".
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Select "ORAL" from the Route filed.
  8. Set the 'Start Date' field to any date in the recent past.
  9. Set the 'Stop Date' field to a date in the recent past.
  10. Set the 'Addl Instructions' field to any value.
  11. Click [Add to Scratchpad] and [Sign].
  12. Select "All" from the 'Status' field.
  13. Validate that the previously placed order is displayed with a status of "expired".
  14. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field.
  15. Set the Dose field to "2".
  16. Validate the 'Dose Unit' field contains "tab(s)".
  17. Select "TWICE A DAY" from the 'Freq' field.
  18. Select "ORAL" from the Route filed.
  19. Set the 'Start Date' field to a current date.
  20. Set the 'Stop Date' field to a date in the future.
  21. Set the 'Addl Instructions' field to any value.
  22. Click [Add to Scratchpad] and [Sign].
  23. Select "All" from the 'Status' field.
  24. Validate that the previously placed orders are displayed, active and expired.
  25. Navigate to the 'Current Medications' widget and validate that the recently placed order appears as expected.
  26. Select the medication from the 'Current Medications' widget.
  27. Validate that the medication history section displays the current and historic medication filed.
Topics
• Medication History • NX • Widgets
'Append Progress Notes'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Append Progress Notes
  • App Dashboard
  • Individual Progress Note
Scenario 1: 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 file in a 'Final' status - Progress Note form must have been filed with document routing enabled. This progress note must have a lengthy value populated in the 'Notes' field.
Steps
  1. Select "Client A" and access the 'Append Progress Notes' form.
  2. Select the note type for the existing note for "Client A" in the 'Note Type field.
  3. Select the date the existing note for "Client A" was filed in the 'List of Notes' field.
  4. Validate the 'Original and Appended Notes' contains the notes filed in the existing note for "Client A". Validate the text is not overlapping.
  5. Enter any value in the 'New Comments to Be Appended to the Original Note' field.
  6. Click [Submit].
  7. Validate a "Confirm Document" dialog is displayed.
  8. Click [Sign].
  9. Enter the password for the logged in user in the 'Enter Password' field.
  10. Click [Verify].
Scenario 2: Append Progress Notes - Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Individual Progress Note' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select "Episode #1" in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter any lengthy value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [Submit Note].
  9. Select "Client A" and access the 'Append Progress Notes' form.
  10. Select the note type selected in the previous steps in the 'Note Type' field.
  11. Select the note filed in the previous steps in the 'List of Notes' field.
  12. Validate the 'Original and Appended Notes' field contains the notes filed in previous steps. Validate the text is not overlapping.
  13. Enter the desired value in the 'New Comments to Be Appended to the Original Note' field.
  14. Click [Submit].
Topics
• myAvatar/myAvatar NX • NX • Progress Notes
Practitioner Numbers by Guarantor and Program - Scroll bar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - staff auto assign
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor And Program
  • App Dashboard
Scenario 1: Practitioner Numbers by Guarantor and Program - Add Pracititioner
Steps
  1. Open the "Practitioner Enrollment" form.
  2. Enter a new practitioner.
  3. Submit the form to file.
  4. Open the "Practitioner Numbers by Guarantor and Program" form.
  5. Select the practitioner that was entered in previous step.
  6. Enter in data.
  7. Click "Submit" to file the form.
Scenario 2: Practitioner Numbers by Guarantor and Program - Edit Pracititioner
Steps
  1. Open the "Practitioner Enrollment" form.
  2. Enter a new practitioner.
  3. Submit the form to file.
  4. Open the "Practitioner Numbers by Guarantor and Program" form.
  5. Select the practitioner that was entered in previous step.
  6. Enter in data.
  7. Click "Submit" to file the form.
  8. Open the "Practitioner Numbers by Guarantor and Program" form.
  9. Navigate to "Edit Practitioner Numbers" section.
  10. Edit the practitioner entered in previous step.
  11. Validate the grid includes a scroll bar on the right hand side of the form.
  12. Edit a guarantor/program.
  13. Saved the changes.
  14. Click "Submit" to file the form.
Topics
• NX • Practitioner
Dictionary Code field display order
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes (Diagnosis Entry)
  • App Dashboard
  • Diagnosis
  • Family Financial Eligibility
  • Financial Eligibility
  • Mental Health Progress Note
  • Treatment Plan
  • User Definition
  • Vitals Entry
Scenario 1: Dictionary Codes - Verification of Code Display Order in myAvatar NX Forms
Steps
  1. Open myAvatar form including one or more fields with system-defined/locked dictionary codes/values.
  2. Examples:
  3. 'Financial Eligibility' form
  4. 'Diagnosis' form
  5. 'User Definition' form
  6. 'Mental Health Progress Note' form
  7. 'Vitals Entry' form
  8. 'Treatment Plan' form
  9. In form field(s) utilizing system-defined/locked dictionary codes/values, ensure that dictionary codes/values for selection are displayed in order of dictionary code value (ascending order, left to right/top to bottom depending on field layout):
  10. Examples:
  11. 'Financial Eligibility' form, field 'Eligibility Inquiry (270) Status' (Order of display: 'Request Inquiry', 'Inquiry Requested', 'Inquiry Sent', 'Response Received', 'None')
  12. 'Diagnosis' form, field 'Type Of Diagnosis' (Order of display: 'Admission', 'Discharge', 'Onset', 'Update')
  13. 'User Definition' form, field 'Forms Allowed To View' (Order of display: 'None', 'All Forms', 'EMR Only', 'EMR and Specify', 'Specify Forms')
  14. 'Mental Health Progress Note' form, field 'Progress Note For' (Order of display: 'Existing Service', 'Existing Appointment', 'Independent Note', 'New Service')
  15. 'Vitals Entry' form, field 'Add/Edit/Delete Vital Sign' (Order of display: 'Add', 'Edit', 'Delete')
  16. 'Treatment Plan' form, field 'Treatment Plan Status' (Order of display: 'Draft', 'Pending Approval', 'Final')
Topics
• myAvatar NX Only • NX
Staff Member Hours And Exceptions - Staff Member Exceptions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Site Registration
  • Staff Members Hours And Exceptions
Scenario 1: Staff Member Hours And Exceptions - Adding exception for the practitioner
Specific Setup:
  • A new practitioner is added, or an existing practitioner is identified.
Steps
  1. Open 'Staff Member Hours and Exceptions' form for the practitioner identified in setup section.
  2. Click [Staff Member Exceptions].
  3. Click [New Row].
  4. Set the 'Site' column to desired value. Note the value.
  5. Set the 'Recurring Or Individual' column to desired value. Note the value.
  6. Set the 'Recurrence Pattern' to desired value. Note the value.
  7. Set the desired date to 'Exception Date' column. Note the value.
  8. Set the 'Recurrence Factor' to desired value. Note the value.
  9. Set the '# of sessions' to desired value. Note the value.
  10. Set the 'Exception Description' column to desired value. Note the value.
  11. Set the 'Time Frame' column to desired value. Note the value.
  12. Set the 'Start Time' column to desired value. Note the value.
  13. Set the 'End Time' column to desired value. Note the value.
  14. Set the 'Recur Every _ Weeks' column to desired value. Note the value.
  15. Set the 'Day of Week' column to desired value. Note the value.
  16. Click [Save].
  17. [OK].
  18. Click [Submit].
  19. Verify the form submits successfully.
  20. Open the 'Staff Member Hours and Exceptions' form again for the same practitioner.
  21. Select 'Staff Member Exceptions'.
  22. Verify the grid displays correct data as entered in all the columns.
Topics
• NX • Staff Member Hours and Exceptions
Validating date fields - with browser zoom
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • Diagnosis
Scenario 1: Financial Eligibility - Validating access and display of the date field upon browser display setting
Specific Setup:

An existing client is identified.

Steps
  1. Open the 'Financial Eligibility' form.
  2. Locate the 'Admission Date'.
  3. Verify the 'Admission Date' field is accessible and is not diminished in size.
  4. Increase the zoom of the browser to desired value.
  5. Verify the 'Admission Date' field is accessible and is not diminished in size.
  6. Reset the zoom of the browser to original value.
  7. Verify the 'Admission Date' field is accessible and is not diminished in size.
  8. Populate all required fields.
  9. Submit the form.
  10. Verify the form submits successfully.
Scenario 2: Diagnosis - Validating access and response of date fields upon browser zoom
Specific Setup:
  • An existing client is identified, or a new client is admitted.
Steps
  1. Open the 'Diagnosis' form for the client identified in the setup section.
  2. Verify the 'Date Of Diagnosis' field is accessible and is not diminished in size.
  3. Increase the zoom of the browser to desired value.
  4. Verify the 'Date Of Diagnosis' field is accessible and is not diminished in size.
  5. Reset the zoom of the browser to original value.
  6. Verify the 'Date Of Diagnosis' field is accessible and is not diminished in size.
  7. Populate all required fields.
  8. Submit the form.
  9. Verify the form submits successfully.
Topics
• Diagnosis • Financial Eligibility • NX
835 Health Care Claim Payment/Advice - Work Compile
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)
  • App Dashboard
  • Avatar NX Report Viewer
  • Crystal Report Viewer
Scenario 1: 835 Health Care Claim Payment/Advice - Validation
Specific Setup:
  • An 835 payment file is available for compiling.
Steps
  1. Open '835 Health Care Claim Payment/Advice'.
  2. Compile the 835 payment file.
  3. Select 'Work Compile' in 'Options'.
  4. Select the compiled file in 'Select File'.
  5. Click 'Launch Work Screen'.
  6. Click on any field to 'Insert Row'.
  7. Add desired values to the inserted row.
  8. Click [Save].
  9. Click [OK].
  10. If desired, compile the file again.
  11. If desired, post the file. Once a file is posted it will no longer be available for access.
  12. Close the form.
Topics
• myAvatar/myAvatar NX • NX
All Documents Widget - filtering
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Registry Settings - Registry Editor Filing
  • HomeView - Primary All Documents Widget
Scenario 1: All Documents Widget - validate filtering functionality
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be set to "Y".
  • The 'All Documents' Widget is available on the Home View.
  • A client must have data filed in various forms (Client A).
Steps
  1. Select "Client A" and access the 'All Documents' widget.
  2. Select the desired form in the 'Form Name' field.
  3. Validate the 'Form Name' column only displays records filed in the selected form.
  4. Validate the 'Document Description' field contains all document descriptions for the records associated to the selected form and they are checked off.
  5. Validate the 'Document Date' field contains all dates for the records associated to the selected form and they are checked off.
  6. Validate the 'Document Episode' field contains all episodes for the records associated to the selected form and they are checked off.
  7. Validate the 'Document Status' field contains all statuses for the records associated to the selected form and they are checked off.
  8. Click [Clear Filters].
  9. Validate the 'Form Name' field contains "ALL".
  10. Validate the 'Document Description' field contains "ALL".
  11. Validate the 'Document Date' field contains "ALL".
  12. Validate the 'Document Episode' field contains "ALL".
  13. Validate the 'Document Status' field contains "ALL".
  14. Select the "Notes" tab.
  15. Select the desired service code in the 'Service Code' field to filter notes by service code.
  16. Validate the 'Service Code' column only displays records filed with the selected service code.
  17. Click [Clear Filters].
  18. Validate the 'Service Code' field contains "ALL".
Topics
• NX • Widgets
'NOTE TO SELF' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Note to Self Widget
Scenario 1: NOTE TO SELF Widget - Validate the scroll bar displays and functions as expected
Specific Setup:
  • The 'NOTE TO SELF' Widget is available on 'myDay' view.
  • The widget text field is populated with enough notes where the scroll bar is utilized.
Steps
  1. Access the 'NOTE TO SELF' widget.
  2. Click [Add New Note].
  3. In the 'Create a new reminder' field, add desired notes as needed to populate the entire text field so the notes move off the bottom of the field.
  4. Click [Save].
  5. Validate the scroll bar displays on the right and functions as expected.
  6. Click [Add New Note].
  7. In the 'Create a new reminder' field, add desired notes to then be edited.
  8. Click [Save]
  9. Click [Edit] and edit as desired.
  10. Validate 'Edit' functions as expected.
  11. Click [Save]
  12. Click [Add New Note].
  13. In the 'Create a new reminder' field enter desired notes to then be deleted.
  14. Click [Save].
  15. Click [Delete].
  16. Validate the note has been deleted.
  17. Drag and drop an existing note to a new location.
  18. Validate the note moved to desired location.
  19. Click [Move selected note to top] and move a desired note.
  20. Validate the desired note moves as expected.
  21. Click [Move selected note to bottom] and move a desired note.
  22. Validate the desired note moves as expected.
  23. Click [Move selected note up] and move a desired note.
  24. Validate the desired note moves as expected.
  25. Click [Move selected note down] and move a desired note.
  26. Validate the desired notes moves as expected.
  27. Set the 'Search' field to a desired note.
  28. Validate 'Search' functions as expected.
  29. Clear the 'Search' field.
  30. Click [Undock Widget].
  31. Validate the widget undocks.
  32. Click [Undock - Close].
  33. Click Customize [ON] and resize the widget as desired.
  34. Validate resizing the widget functions as expected.
  35. Click [Menu].
  36. Click [Remove].
  37. Validate the widget moves to the right side 'VIEW/ADD WIDGETS' field.
  38. Use drag and drop to move the widget back.
  39. Click [Menu].
  40. Click Customize [OFF].
Topics
• NX • Widgets
Allergies and Hypersensitivities - 'No Known Medication or Food Allergies'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Scenario 1: Allergies and Hypersensitivities - Client Header
Specific Setup:
  • A Client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)
Steps
  1. Access the 'Allergies and Hypersensitivities' form for "Client A".
  2. Click [Update].
  3. Click [New Row].
  4. Set the 'Allergen/Reactant' field to "shellfish" and press Tab.
  5. Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)".
  6. Set the 'Date Recognized' field to the current date and press Tab.
  7. Validate the 'Date Recognized' field contains the current date.
  8. Double Click the 'Status' cell.
  9. Set the 'Status' cell to "Confirmed".
  10. Click [Save].
  11. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field.
  12. Validate the 'Known Food Allergies' is set to "Yes".
  13. Set the 'Known Medication Allergies' form is set to "No"
  14. Click [Submit].
  15. Access the 'Allergies and Hypersensitivities' form for "Client A".
  16. Validate the Client Header displays "Allergies (1) 1) SHELLFISH - Confirmed No Known Medication Allergies".
  17. Click [Update].
  18. Click [New Row].
  19. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab.
  20. Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select].
  21. Set the 2nd 'Date Recognized' field to the current date and press Tab.
  22. Validate the 'Date Recognized' field is set to the current date
  23. Set the 'Status' field to "Confirmed".
  24. Click [Save].
  25. Validate the 'Known Medication Allergies' is set to "Yes".
  26. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field.
  27. Click [Submit].
  28. Access the 'Allergies and Hypersensitivities' form for "Client A".
  29. Validate the Client Header displays "1) SHELLFISH - Confirmed 2) AMOXICILLIN - Confirmed".
  30. Click [Update].
  31. Select both rows created.
  32. Click [Delete Row].
  33. Validate a message displays stating "Are you sure you want to delete these rows?"
  34. Click [Yes].
  35. Click [Save].
  36. Select 'No' in the 'Known Medication Allergies' field.
  37. Select 'No' in the 'Known Food Allergies' field.
  38. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field.
  39. Click [Submit].
  40. Access the 'Allergies and Hypersensitivities' form for "Client A".
  41. Validate the Client Header text contains "No Known Medication or Food Allergies".
Topics
• Allergies and Hypersensitivities • NX
myAvatar NX 'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Console Widget Viewer
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
  • Client record with documents and/or 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 that only the selected/filtered form or document displays in the 'All Documents Widget'.
  6. Validate the 'Form Name' and 'Document Description' fields are consistent with the value from the 'Clinical Document Viewer' form.
  7. Select any row in the 'Form Name' column.
  8. Validate that the selected record displays in the 'Console Widget Viewer'.
  9. Select any date from the 'Document Date' column filter.
  10. Select the filtered row and validate that the selected record displays in the 'Console Widget Viewer'.
  11. Click [Clear Filters] button.
  12. Select the 'All Note Types' tab.
  13. Select any value from the 'Form Description' column filter (ex. 'Progress Notes (Group and Individual)').
  14. Validate that only the selected form/record displays in the 'Console Widget Viewer'.
  15. Click [Clear Filters] button.
  16. Select the 'All Forms' tab.
  17. Select any value from the 'Form Description' column filter (ex. 'Problem List', 'Diagnosis').
  18. Select any row in the 'Form Description' column.
  19. Validate that the selected record displays in the 'Console Widget Viewer'.
  20. Click [Close All] widget button.
  21. Click [Clear Filters] widget button.
  22. Select different/additional client for view (via 'My Clients' menu and/or client search).
  23. 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.
  24. Select form in 'All Documents' widget; ensure that only records/data for currently active/selected client are displayed.
  25. Select existing document/record row in 'All Documents' widget; ensure that record/form for currently active/selected client is displayed.
  26. Switch back to previous/original client for view (via 'My Clients' menu and/or client search).
  27. Ensure 'All Documents' widget content (record listing and/or document viewer) is returned to records/document for original client selection.
  28. 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 • NX
The Start/From Date and End/Through Date calendars are updated to display Sunday through Saturday.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Find Existing Appointment
  • Scheduling Calendar - Find New Appointment
Scenario 1: Recurring Client Charge Input - Validate that the calendar consistently displays days that are in order from Sunday to Saturday
Specific Setup:
  • The user can access the 'Recurring Client Charge Input' form.
Steps
  1. Access the 'Recurring Client Charge Input' form.
  2. Click the 'From Date' [Calendar].
  3. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  4. Click the desired 'Sunday' date field.
  5. Validate the 'From Date' contains the desired 'Sunday' date.
  6. Click the Through Date [Calendar].
  7. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  8. Click the desired 'Saturday' date field.
  9. Validate the 'Through Date' contains the desired 'Saturday' date.
  10. Click the 'No - Exclude Weekends' field.
  11. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  12. Click [Discard].
  13. Click [Yes].
Scenario 2: Scheduling Calendar - Validate that the calendar consistently displays that the days are in order from Sunday to Saturday
Specific Setup:
  • The user can access the 'Scheduling Calendar' form.
  • An existing staff member is identified (Staff Member A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select 'Staff Member A'.
  3. Select 'Find New Appointment'.
  4. Click the 'Search Start Date' [Calendar].
  5. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  6. Select the desired 'Sunday' date field.
  7. Validate the 'Search Start Date' contains the desired 'Sunday' date field.
  8. Click the 'Search End Date' [Calendar].
  9. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  10. Select the desired 'Saturday' date field.
  11. Validate the 'Search End Date' field contains the desired 'Saturday' date field.
  12. Click [Discard].
  13. Click [Yes].
  14. Select 'Find Existing Appointment'.
  15. Click the 'Search Start Date' [Calendar].
  16. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  17. Select the desired 'Sunday' date field.
  18. Validate the 'Search Start Date' contains the desired 'Sunday' date field.
  19. Click the 'Search End Date' [Calendar].
  20. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  21. Select the desired 'Saturday' date field.
  22. Validate the 'Search End Date' field contains the desired 'Saturday' date field.
  23. Click [Discard].
  24. Click [Yes].
  25. Click [Dismiss].
Scenario 3: Edit Service Information - Validate that the calendar consistently displays days that are in order from Sunday to Saturday
Specific Setup:
  • (Client A) is identified and has at least one active episode.
  • The user has access to the 'Edit Service Information' form.
Steps
  1. Access the 'Edit Service' form.
  2. Select 'Client A'.
  3. Click the 'Service Start Date' [Calendar].
  4. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  5. Select the desired 'Sunday' date field.
  6. Validate the 'Service Start Date' contains the desired 'Sunday' date field.
  7. Click the 'Service End Date' [Calendar].
  8. Validate the days are in order from Su (Sunday) to Sa (Saturday).
  9. Select the desired 'Saturday' date field.
  10. Validate the 'Service End Date' field contains the desired 'Saturday' date field.
  11. Click [Discard].
  12. Click [Yes].
Topics
• Edit Service Information • myAvatar/myAvatar NX • NX • Recurring Client Charge Input • Scheduling Calendar
myCalendar Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
Scenario 1: myCalendar Widget - Validate right click functionality to open forms as user SYSADM
Specific Setup:
  • An existing user is identified (User A).
  • User A has the desired forms in 'User Definition' > 'Appointment Scheduling'.
  • The 'MY CALENDAR' widget is added to the 'myDay' view and displays an existing appointment.
Steps
  1. Access 'User Definition'.
  2. Select 'User A'.
  3. Click the 'Appointment Scheduling' form.
  4. Click 'Select Forms'.
  5. Deselect all forms.
  6. Click [OK].
  7. Click [Submit].
  8. Click [No].
  9. In the 'MY CALENDAR' form right-click the desired appointment.
  10. Validate that only these forms display: 'Select Client', 'Launch Chart'.
  11. Access 'User Definition'.
  12. Select 'User A'.
  13. Click the 'Appointment Scheduling' form.
  14. Click 'Select Forms'.
  15. Select the desired forms.
  16. Click [OK].
  17. Click [Submit].
  18. Click [No].
  19. In the 'MY CALENDAR' form right-click the desired appointment.
  20. Validate that these forms display: 'Select Client', 'Launch Chart', in addition to the desired selected forms.
  21. Select each form and validate that they open as expected.
Topics
• myAvatar/myAvatar NX • NX
Document Routing - Submit button NX issue only
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Dynamic Form - document routing - sign
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Individual Progress Note
  • User Definition
Scenario 1: Document Routing - Approve and Route - Approver not required
Steps
  1. Open the "User Definition" form.
  2. Navigate to the "Document Routing" Section.
  3. Set "Supervisor Approval Required for Documents" field to "No".
  4. File the form.
  5. Open the "Document Routing Setup" form.
  6. Set "Enable Document Routing" to "Yes".
  7. Set "Skip Password Entry" to "Yes".
  8. Set "Approver Required" to "No".
  9. Open the "Progress Note" form that has been set up in "Document Routing Setup".
  10. Fill out all required fields for an Independent note.
  11. Select a "Note Type" that allows a user to "Accept and Route" or "Sign and Route".
  12. Set the "Draft/Final" field to "Final".
  13. On the "Route Document To" screen, add one user as a supervisor, add a team and add an individual approver.
  14. Validate that if no approver is checked, the "Submit" button is disabled.
  15. If any of the approvers are checked, the "Submit" button is enabled.
Scenario 2: Document Routing - Approve and Route - Approver required
Steps
  1. Open the "User Definition" form.
  2. Navigate to the "Document Routing" form.
  3. Set "Supervisor Approval Required for Documents" to "No".
  4. File the form.
  5. Open the "Document Routing Setup" form.
  6. Set "Enable Document Routing" to "Yes".
  7. Set "Skip Password Entry" to "Yes".
  8. Set "Approver Required" set to "Yes".
  9. File the form.
  10. Open the "Progress Note" form that was set up in "Document Routing Setup".
  11. Fill out all required fields for an Independent note.
  12. Use a "Note Type" that required a co-signer and will generate an "Accept and Route" or "Sign and Route" button on the "Route Document To" screen.
  13. On the "Route Document To" screen, ensure the staff chosen as "Supervisor" and the staff chosen to be an "Approver" can also be a final approver.
  14. Add a supervisor, add a team, add an approver.
  15. Test different combinations of approver checkboxes.
  16. Validate the "Submit" button is enabled when any of the approver boxes are checked. Except when the "Supervisor" is the only approver, then the "Submit" button is disabled. If the "Supervisor" is a "Final Approver", then the "Submit" button will be enabled.
Scenario 3: Document Routing - Approve and Route - Final Approver Required
Steps
  1. Open the "User Definition" form.
  2. Navigate to the "Document Routing" section.
  3. Select "No" in "Supervisor Approval Required for Documents".
  4. File the form.
  5. Open the "Document Routing Setup" form.
  6. Select the "Progress Note" form to be tested with.
  7. Select "Yes" in the "Enable Document Routing" form.
  8. Select "Yes" in "Skip Password Entry".
  9. Select "Yes" in "Approver Required".
  10. Select "Yes" in "Require Final Approver".
  11. File the form.
  12. Open the "Progress Note" form that was selected for testing.
  13. Select a "Note Type" that will require an "Accept and Route" or "Sign and Route" button.
  14. Set "Draft/Final" to "Final".
  15. Validate the "Search here - Supervisor" field is not required.
  16. Validate the "Search here - Team" field is not required.
  17. Validate the "Search here - Add Approver" field is required.
  18. Test different combinations of supervisors, teams and approvers.
  19. Validate that as long as a "Final Approver" checkbox is checked, the "Submit" button is enabled.
  20. Validate that if a "Final Approver" checkbox is not checked, the "Submit" button is disabled.
Scenario 4: Document Routing - Approve and Route - Supervisor Required
Steps
  1. Open the "User Definition" form.
  2. Navigate to the "Document Routing" form.
  3. Set "Supervisor Approval Required for Documents" to "Yes".
  4. File the form.
  5. Open the "Document Routing Setup" form.
  6. Set "Enable Document Routing" to "Yes".
  7. Set "Skip Password Entry" to "Yes".
  8. Set "Approver Required" set to "No".
  9. File the form.
  10. Open the "Progress Note" form that was set up in "Document Routing Setup".
  11. Fill out all required fields for an Independent note.
  12. Use a "Note Type" that required a co-signer and will generate an "Accept and Route" or "Sign and Route" button.
  13. On the "Route Document To" screen, ensure the staff chosen as "Supervisor" is a final approver.
  14. Add a supervisor, add a team, add an approver.
  15. Test different combinations of approver checkboxes.
  16. Validate the "Submit" button is enabled when the Supervisor "Approver" checkbox is checked.
Scenario 5: Document Routing - Approve and Accept - Supervisor as Final Approver
Steps
  1. Open the "User Definition" form.
  2. Navigate to the "Document Routing" section.
  3. Set "Supervisor Approval Required for Documents" to "Yes".
  4. Click "Forms Requiring Supervision".
  5. Select the forms that will require supervisor.
  6. File form.
  7. Open the "Document Routing Setup".
  8. Select the "Progress Note" to be tested.
  9. Select "Yes" in "Enable Document Routing".
  10. Select "Yes" in "Skip Password Entry".
  11. Select "Yes" in "Approver Required".
  12. Select "Yes" in "Final Approver Required".
  13. File the form.
  14. Open the "Progress Note" form that was setup in "Document Routing Setup" form.
  15. Fill out all required fields for an Independent progress note.
  16. Select a "Note Type" that will enable "Accept and Route" or "Sign and Route" button on "Route Document To" screen.
  17. Set "Draft/Final" to "Final".
  18. Submit the form.
  19. Validate the "Search Here - Supervisor" search field is not a required field.
  20. Validate the "Search Here - Team" search field is not a required field.
  21. Validate the "Search Here - Add Approver" search field is not a required field.
  22. Validate that as long as an "Approver" checkbox is selected for a "Supervisor" and the "Final Approver" checkbox is selected for the "Approver" checkbox, the 'Submit' button is enabled.
Topics
• Document Routing • NX
NX - Diagnosis Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • App Dashboard
  • Diagnosis
  • Problem List
Scenario 1: Diagnosis - Validating display of dynamic forms
Specific Setup:
  • An existing client is identified. Note the admission date.
  • An existing diagnosis code is identified to be used to create a diagnosis record for the client. Please note the diagnosis code to be used.
Steps
  1. Open the 'Diagnosis' form for the client identified in the setup section.
  2. Select 'Admission' in the 'Type Of Diagnosis' field.
  3. Validate the 'Date Of Diagnosis' is set to admission date.
  4. Set the 'Time Of Diagnosis' field to Current Time.
  5. Click [New Row] in the 'Diagnoses' grid.
  6. Set the 'Diagnosis Search' field to the diagnosis identified in the setup section.
  7. Validate the 'Code Crossmapping' field contains 'ICD-9' code, 'ICD-10' code, 'DSM-IV', 'SNOMED' code and 'DSM-5' for the selected diagnosis. Please note the SNOMED code.
  8. Set the 'Diagnosing Practitioner' field to desired practitioner.
  9. Set the 'Add To Problem List' field to "Yes".
  10. Validate the new row is added to the 'Diagnoses' grid.
  11. Click [Submit].
  12. Verify the 'Pre-Display Confirmation' dialogue is : "Do you want to return to Pre-Display?".
  13. Click [Yes].
  14. Verify the recently added diagnosis record is displayed correctly.
  15. Click [Add].
  16. Select the 'Update' from the 'Type Of Diagnosis' field.
  17. Set the 'Date Of Diagnosis' field to any date after admission date.
  18. Set the 'Time Of Diagnosis' field to Current Time.
  19. Click [New Row] in the 'Diagnoses' grid.
  20. Set the 'Diagnosis Search' field to the same diagnosis identified in the setup section.
  21. Validate the 'Code Crossmapping' field contains 'ICD-9' code, 'ICD-10' code, 'DSM-IV', 'SNOMED' code and 'DSM-5' for the selected diagnosis. The SNOMED code is same as the previous one. Please note the SNOMED code.
  22. Set the 'Diagnosing Practitioner' field to desired practitioner.
  23. Set the 'Add To Problem List' field to "Yes".
  24. Validate the new row is added to the 'Diagnoses' grid.
  25. Click [Submit].
  26. Verify the 'Add To Problem List' dialogue contains: "The following codes already exist with an 'Active' Status SNOMED-15167005 Alcohol abuse They will be skipped when adding codes to the Problem List".
  27. Click [OK].
  28. Verify the 'Pre-Display Confirmation' dialogue is : "Do you want to return to Pre-Display?".
  29. Click [Yes].
  30. Verify the recently added diagnosis record is displayed correctly.
  31. Click [Edit].
  32. Close the form.
  33. Open the 'Problem List' form for the same client.
  34. Select 'Active' from the 'Status' field.
  35. Click [View Problems].
  36. Verify there is no duplicate entry of same SNOMED code from above diagnosis entries.
  37. Close the report.
  38. Close the form.
Topics
• Diagnosis • NX
The 'Print Treatment Plan' form has been updated to not print across multiple monitors when undocked
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Print Treatment Plan
Scenario 1: Undocking 'Print Treatment Plan' form - Validate when printing the report it does not open the browser across multiple monitors
Specific Setup:
  • (Client A) is identified and has at least one active episode and one treatment plan.
  • At least 2 monitors are used and the non-primary monitor is used to process.
  • The monitors are set to the recommended resolution 1920 x 1080.
  • The browser Microsoft Edge is used to process.
Steps
  1. Access 'Print Treatment Plan'.
  2. Click [Undock].
  3. Select 'Client A'.
  4. Select the desired 'Episode'.
  5. Select the desired 'Treatment Plan'.
  6. Select the desired 'Client Plan'.
  7. Click [Print Treatment Plan].
  8. Validate the 'Client Treatment Plan Report', displays as expected and does not open the browser across multiple monitors.
  9. Click [Close Report].
  10. Click [Discard].
  11. Click [Yes].
Topics
• myAvatar/myAvatar NX • NX
Launching External URL's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Diagnosis
Scenario 1: Validate launching an External URL via a Menu Item
Specific Setup:
  • Using form "Define Menu Item", select any menu and define a new menu item that will launch a URL for a website. Set the field "Menu Item Type" to "Web Address", populate the "Menu Item Description" field with name for the form [FormA] and populate the "Web Address" field with the desired URL. For example: https://www.google.com"
  • Using form "Form Designer", edit any form and add the menu item created in the previous step as a "QuickLink" in the form
Steps
  1. On the home view, search for [FormA]
  2. Click [FormA] to launch the form
  3. Validate the browser is launched and the web page is displayed as expected
  4. Click "X" to close the browser
  5. On the home view, search for [FormA]
  6. Next to the form name in search results list, click the "Undock" arrow to launch the form undocked
  7. Validate the browser is launched and the web page is displayed as expected
  8. Click "X" to close the browser
  9. On the home screen, click "My Favorites'
  10. Click [Edit Favorites]
  11. Search for [FormA]
  12. Click to select the form
  13. Click [Save]
  14. On the home screen, click "My Favorites'
  15. Select [FormA] from the favorites list
  16. Validate the browser is launched and the web page is displayed as expected
  17. Click "X" to close the browser
  18. Open "FormB"
  19. On left side of the form, click the "QuickLink" set up for [FormA]
  20. Validate the browser is launched and the web page is displayed as expected
  21. Click "X" to close the browser
Topics
• Forms • NX
All Documents Widget - filtering
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Registry Settings - Registry Editor Filing
  • HomeView - Primary All Documents Widget
Scenario 1: All Documents Widget - validate filtering functionality
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be set to "Y".
  • The 'All Documents' Widget is available on the Home View.
  • A client must have data filed in various forms (Client A).
Steps
  1. Select "Client A" and access the 'All Documents' widget.
  2. Select the desired form in the 'Form Name' field.
  3. Validate the 'Form Name' column only displays records filed in the selected form.
  4. Validate the 'Document Description' field contains all document descriptions for the records associated to the selected form and they are checked off.
  5. Validate the 'Document Date' field contains all dates for the records associated to the selected form and they are checked off.
  6. Validate the 'Document Episode' field contains all episodes for the records associated to the selected form and they are checked off.
  7. Validate the 'Document Status' field contains all statuses for the records associated to the selected form and they are checked off.
  8. Click [Clear Filters].
  9. Validate the 'Form Name' field contains "ALL".
  10. Validate the 'Document Description' field contains "ALL".
  11. Validate the 'Document Date' field contains "ALL".
  12. Validate the 'Document Episode' field contains "ALL".
  13. Validate the 'Document Status' field contains "ALL".
  14. Select the "Notes" tab.
  15. Select the desired service code in the 'Service Code' field to filter notes by service code.
  16. Validate the 'Service Code' column only displays records filed with the selected service code.
  17. Click [Clear Filters].
  18. Validate the 'Service Code' field contains "ALL".
Topics
• NX • Widgets
Coming In Today widget - Managed Care Authorization link
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • HomeView.Coming In Today Widget
Scenario 1: Coming In Today Widget - Mananged Care Authorizations
Specific Setup:
  • A client, with a ‘Managed Care Authorization’ record, has an appointment on the current date. Note the data for the ‘Managed Care Authorization’ record.
  • The ‘Coming In Today’ widget is on the homepage of the tester.
Steps
  1. Access the ‘Coming In Today’ widget.
  2. Click on the client.
  3. Click on the ‘Managed Care Authorization link’.
  4. Verify the data within the link.
  5. If available, click the ‘Next Page’ button and validate that the next page of the form displays.
  6. Click ‘Next Page’ through all the pages if desired.
  7. If ‘Next Page’ was clicked, click the ‘Previous Page’ button and validate that the previous page of the form displays.
  8. Click ‘Previous Page’ through all the pages if desired.
  9. Click the 'Print/Export Page' button and validate that the page is available for printing/exporting.
  10. Click the 'Return to report' button.
  11. Click the 'Print/Export All Pages' button and validate that all pages are available for printing/exporting.
  12. Click the 'Return to report' button.
  13. Click the 'X' in upper right corner and validate that the link closed.
Topics
• myAvatar NX Only • NX • Widgets
NX - Dropdown fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • ERS Program Statistics Admissions Report
  • Individual Progress Note
  • Scheduling Calendar - Status Update
Scenario 1: Dropdown field validation
Specific Setup:
  • Client is active and has an active diagnosis record.
Steps
  1. Open ‘ERS Program Statistics Admissions Report’.
  2. Review the dropdown values in the ‘Select Program Statistics Compile’ field.
  3. Validate that the entire value of the items in the field displays.
  4. Select the desired value in the ‘Select Program Statistics Compile’ field.
  5. Close the form.
  6. Open the ‘Diagnosis’ form for the client.
  7. Edit the diagnosis record.
  8. Review the dropdown values in the ‘Present On Admission Indicator’ field.
  9. Validate that the entire value of the items in the field displays.
  10. Select the desired value in the ‘Present On Admission Indicator’ field.
  11. Review the dropdown values in the ‘Classification’ field.
  12. Validate that the entire value of the items in the field displays.
  13. Select the desired value in the ‘Classification’ field.
  14. Fill out required fields.
  15. Submit the form.
  16. Open a ‘Progress Note’ form for the client.
  17. Create an ‘Independent Note’.
  18. Review the dropdown values in the ‘Note Type’ field.
  19. Validate that the entire value of the items in the field displays.
  20. Select the desired value in the ‘Note Type’ field.
  21. Fill out required fields.
  22. Submit the form.
  23. Open ‘Scheduling Calendar’.
  24. Add an appointment for the client.
  25. Review the dropdown values in the ‘Appointment Status’ field.
  26. Validate that the entire value of the items in the field displays.
  27. Select the desired value in the ‘Appointment Status’ field.
  28. Fill out required fields.
  29. Submit the form.
Topics
• myAvatar NX Only • NX
The User Definition form allows for consecutive user searches
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
Scenario 1: Validate the User Definition form allows for consecutive user searches, while remaining in the form.
Specific Setup:
  • The user has permissions to the 'User Definition' form.
  • 2 existing users are identified (User A) and (User B).
Steps
  1. Access the 'User Definition' form.
  2. Enter "User A" in the 'Select User' field.
  3. Validate the 'User Description' field contains "User A".
  4. Click [Submit].
  5. Click [OK].
  6. Click [Yes] to remain in the form.
  7. Enter "User B" in the 'Select User' field.
  8. Validate the 'User Description' field contains "User B".
  9. Click [Discard].
  10. Click [Yes].
Topics
• myAvatar NX Only • NX
Import Client Picture - Form submission and return to form functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Document Management Form Re-Mapping - Re-Mapping
  • Import Client Picture (PM)
Scenario 1: Import Client Picture - Validating return to form process
Specific Setup:
  • An existing client is identified.
Steps
  1. Open the 'Import Client Picture' form.
  2. Select the client identified in setup section.
  3. Upload any photo (uploading a photo is not necessary to recreate the issue).
  4. Submit form.
  5. Validate the Form Return dialog contains "Form Return Import Client Picture has completed. Do you wish to return to form?".
  6. Select 'Yes'.
  7. Verify the user returned to the 'Import Client Picture' form and the client selected in step#2 is removed from the 'Client' field.
Topics
• NX
Application timeout lock/unlock
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Security Defaults
Scenario 1: Lock Screen Timeout - Validate Lock/Unlock Avatar Session
Specific Setup:
  • 'Lock Screen Timeout (In Seconds)' value must be defined in 'System Security Defaults' form
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
MY CALENDAR - auto refresh
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Fom - Scheduling Calendar - Delete Appointment
Scenario 1: NX - MY CALENDAR
Specific Setup:
  • Practitioner A can be used to schedule appointments.
  • Client A is in an active episode.
  • 'MY CALENDAR' widget is on the tester's home view.
Steps
  1. Open ‘Scheduling Calendar’.
  2. Create an appointment on the current date for Client A. Note the appointment time.
  3. Click [Dismiss].
  4. Access the 'MY CALENDAR' widget.
  5. Validate that the appointment shows in the widget in the correct time slot.
  6. Open ‘Scheduling Calendar’.
  7. Right click on the appointment and select ‘Details/Edit’.
  8. Change the appointment time.
  9. Save the changes.
  10. Click [Dismiss].
  11. Access the 'MY CALENDAR' widget.
  12. Validate that the appointment shows in the widget in the updated time slot.
  13. Open ‘Scheduling Calendar’.
  14. Right click on the appointment and select ‘Delete’
  15. Click [Y].
  16. Click [Dismiss].
  17. Access the 'MY CALENDAR' widget.
  18. Validate that the appointment no longer displays in the widget.
Topics
• myAvatar NX Only • NX • Widgets
Login Screen - Unmask Password
Scenario 1: Avatar NX Login - Unmask Password
Steps
  1. Navigate to the 'Netsmart Avatar NX' login screen.
  2. Select any value from the 'System' field.
  3. Set the 'Username' field to the username of the user logging in.
  4. Set the 'Password' field to the password of the user logging in.
  5. Click [Show Password].
  6. Validate the 'Password' field contains the unmasked password of the user logging in. (Please note, if you are pasting in the password be sure to verify that the cursor appears at the end of the password with no added spaces).
  7. Click [Hide Password].
  8. Validate that the 'Password' field contains the masked password for the user logging in.
  9. Click [Login].
Topics
• Login • NX
Treatment Plan System Templates - Scrolling Free Text Fields
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
Customize Documentation Views
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - NX View Definition
  • Dynamic Form - Progress Notes
  • Dynamic Form - View Definition - Select Views
  • NX - User Preferences
  • NX View Definition
  • View Definition
Scenario 1: Console Widget - Progress Notes in Draft Status - Customize View Enabled
Steps
  1. Click on the "User" menu.
  2. Select "Preferences"
  3. Check "Enable Customization of Documentation View - Document View" checkbox.
  4. Click "Save".
  5. Open the "View Definition" form.
  6. Create a "Documentation View".
  7. Submit the form to file.
  8. Open the "NX View Definition" form.
  9. Add the documentation view that was just created as an Associated myDay View.
  10. File the form.
  11. Open the "Progress Notes (Group and Individual)" form (or any other progress note form preferred for testing).
  12. Create a note and finalize it.
  13. Set "Draft/Final" to "Draft"
  14. Navigate to "All Documents Widget".
  15. Select the widget that would contain the Progress Note that was saved in draft status.
  16. Select the note that was saved in draft status.
  17. Click "Customize" to toggle on.
  18. In the "Console Widget Viewer", move, resize/reshape the widgets on the form.
  19. Validate the entire document displays with the appropriate word wrapping no matter the size or shape of the window.
  20. Click "Customize" to toggle off.
  21. Click "Close All".
Scenario 2: Console Widget Viewer - Progress Notes in Draft Status - Customize View disabled
Steps
  1. Click on the "User" menu.
  2. Select "Preferences"
  3. Validate "Enable Customization of Documentation View - Document View" is not checked.
  4. Click "Close".
  5. Open the "View Definition" form.
  6. Create a "Documentation View".
  7. Submit the form to file.
  8. Open the "NX View Definition" form.
  9. Add the documentation view that was just created as an Associated myDay View.
  10. File the form.
  11. Open the "Progress Notes (Group and Individual)" form (or any other progress note form preferred for testing).
  12. Create a note and finalize it.
  13. Set "Draft/Final" to "Draft"
  14. Navigate to "All Documents Widget".
  15. Select the widget that would contain the Progress Note that was saved in draft status.
  16. Select the note that was saved in draft status.
  17. Click "Customize" to toggle on.
  18. In the "Console Widget Viewer", validate you can't move, resize/reshape the widgets on the form.
  19. Validate the entire document displays with the appropriate word wrapping no matter the size or shape of the window.
  20. Click "Customize" to toggle off.
  21. Click "Close All".
Topics
• Console Widget • NX
Console Widget Viewer - Document Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - NX View Definition
  • Dynamic Form - Progress Notes
  • Dynamic Form - View Definition - Select Views
  • NX - User Preferences
  • NX View Definition
  • View Definition
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
Scenario 1: Console Widget - Progress Notes in Draft Status - Customize View Enabled
Steps
  1. Click on the "User" menu.
  2. Select "Preferences"
  3. Check "Enable Customization of Documentation View - Document View" checkbox.
  4. Click "Save".
  5. Open the "View Definition" form.
  6. Create a "Documentation View".
  7. Submit the form to file.
  8. Open the "NX View Definition" form.
  9. Add the documentation view that was just created as an Associated myDay View.
  10. File the form.
  11. Open the "Progress Notes (Group and Individual)" form (or any other progress note form preferred for testing).
  12. Create a note and finalize it.
  13. Set "Draft/Final" to "Draft"
  14. Navigate to "All Documents Widget".
  15. Select the widget that would contain the Progress Note that was saved in draft status.
  16. Select the note that was saved in draft status.
  17. Click "Customize" to toggle on.
  18. In the "Console Widget Viewer", move, resize/reshape the widgets on the form.
  19. Validate the entire document displays with the appropriate word wrapping no matter the size or shape of the window.
  20. Click "Customize" to toggle off.
  21. Click "Close All".
Scenario 2: Console Widget - Progress Notes Finalized Status
Steps
  1. Click on the "User" menu.
  2. Select "Preferences"
  3. Check "Enable Customization of Documentation View - Document View" checkbox.
  4. Click "Save".
  5. Open the "Progress Notes (Group and Individual)" form (or any other progress note form preferred for testing).
  6. Create a note and finalize it.
  7. Set "Draft/Final" to "Final"
  8. Navigate to "All Documents Widget".
  9. Select the widget that would contain the Progress Note that was finalized.
  10. Select the note that was finalized.
  11. Click "Customize" to toggle on.
  12. In the "Console Widget Viewer", drag and resize the form.
  13. Validate the entire document displays with the appropriate word wrapping no matter the size or shape of the window.
  14. Click "Customize" to toggle off.
  15. Click "Close All".
Topics
• Console Widget • NX
Treatment Plan - Launch Plan
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).
  • For full regression testing, file a treatment plan by a user with an apostrophe in the 'User Description' field of the 'User Definition' form.
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. Navigate to another view or open a form.
  7. Navigate back to the 'Treatment Plan' form and validate that all data is appearing as expected in the 'Problem List' grid.
  8. Click [New Row].
  9. Select any value from the 'Role' field in the 'Participation' section.
  10. Select any value from the 'Staff ID' field.
  11. Validate that the selected staff member's name displays in the 'Participant Name' field.
  12. Select any value from the 'Plan Author' field.
  13. Select any value from the 'Notification' field,
  14. Add multiple staff members as needed.
  15. Enter any value in the 'Strengths' field.
  16. Enter any value in the 'Weakness' field.
  17. Enter any value in the 'Discharge Planning' field.
  18. Select "Draft" in the 'Draft/Final' field.
  19. Click [Launch Plan].
  20. Select the problem from the 'Tree View'.
  21. Select any value from the Status field.
  22. Click [Add New Goal].
  23. Enter any value (a large amount of data) in the 'Goal' field.
  24. Validate that the data wraps correctly and displays as expected.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value (a large amount of data) in the 'Objective' field.
  28. Validate that the data wraps correctly and displays as expected.
  29. Select any value from the Status field.
  30. Click [Add New Intervention].
  31. Enter any value in the 'Intervention' field.
  32. Select any value from the Status field.
  33. Click [Return to Plan].
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [Submit] and [Sign].
  36. Enter your password in the 'Enter Password' field and click [Verify].
Topics
• myAvatar/myAvatar NX • NX • Treatment Plan
Treatment Plan - Adding Problems, Goals, Objectives, and Interventions
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).
  • For full regression testing, file a treatment plan by a user with an apostrophe in the 'User Description' field of the 'User Definition' form.
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. Navigate to another view or open a form.
  7. Navigate back to the 'Treatment Plan' form and validate that all data is appearing as expected in the 'Problem List' grid.
  8. Click [New Row].
  9. Select any value from the 'Role' field in the 'Participation' section.
  10. Select any value from the 'Staff ID' field.
  11. Validate that the selected staff member's name displays in the 'Participant Name' field.
  12. Select any value from the 'Plan Author' field.
  13. Select any value from the 'Notification' field,
  14. Add multiple staff members as needed.
  15. Enter any value in the 'Strengths' field.
  16. Enter any value in the 'Weakness' field.
  17. Enter any value in the 'Discharge Planning' field.
  18. Select "Draft" in the 'Draft/Final' field.
  19. Click [Launch Plan].
  20. Select the problem from the 'Tree View'.
  21. Select any value from the Status field.
  22. Click [Add New Goal].
  23. Enter any value (a large amount of data) in the 'Goal' field.
  24. Validate that the data wraps correctly and displays as expected.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value (a large amount of data) in the 'Objective' field.
  28. Validate that the data wraps correctly and displays as expected.
  29. Select any value from the Status field.
  30. Click [Add New Intervention].
  31. Enter any value in the 'Intervention' field.
  32. Select any value from the Status field.
  33. Click [Return to Plan].
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [Submit] and [Sign].
  36. Enter your password in the 'Enter Password' field and click [Verify].
Topics
• myAvatar/myAvatar NX • NX • Treatment Plan
Disclosure Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Disclosure Management
  • Dynamic Form - Disclosure
Scenario 1: Processing multiple page documents in "Disclosure Management" package in a Perceptive environment
Specific Setup:
  • Perceptive environment configured
  • Multiple multi page forms scanned
Steps
  1. Open the "Disclosure Management" form.
  2. Fill out the "Request" form.
  3. Select at least one single page and one multi page scanned documents in the "Requested Document Images" field.
  4. Complete the request.
  5. Navigate to the "Authorization" form.
  6. Set the "Default All Document Items to Yes" field to "Yes".
  7. Click "Update Document Images Authorized for Disclosure".
  8. Click "Save" to exit.
  9. Navigate to the "Disclosure" section.
  10. Set the "Disclosure Date" and "Disclosure Time" fields.
  11. Check mark to select all items in "Disclosure Images".
  12. Select "Disclosure Method".
  13. A form displays with all the documents to be disclosed.
  14. View each form in the disclosure packet to ensure that all pages for each individual form displays.
  15. Complete the Disclosure packet.
Topics
• Disclosure • NX
'Treatment Plan' and 'Diagnosis' Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Diagnosis
  • Embedded IMO Search Dialog
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).
  • For full regression testing, file a treatment plan by a user with an apostrophe in the 'User Description' field of the 'User Definition' form.
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. Navigate to another view or open a form.
  7. Navigate back to the 'Treatment Plan' form and validate that all data is appearing as expected in the 'Problem List' grid.
  8. Click [New Row].
  9. Select any value from the 'Role' field in the 'Participation' section.
  10. Select any value from the 'Staff ID' field.
  11. Validate that the selected staff member's name displays in the 'Participant Name' field.
  12. Select any value from the 'Plan Author' field.
  13. Select any value from the 'Notification' field,
  14. Add multiple staff members as needed.
  15. Enter any value in the 'Strengths' field.
  16. Enter any value in the 'Weakness' field.
  17. Enter any value in the 'Discharge Planning' field.
  18. Select "Draft" in the 'Draft/Final' field.
  19. Click [Launch Plan].
  20. Select the problem from the 'Tree View'.
  21. Select any value from the Status field.
  22. Click [Add New Goal].
  23. Enter any value (a large amount of data) in the 'Goal' field.
  24. Validate that the data wraps correctly and displays as expected.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value (a large amount of data) in the 'Objective' field.
  28. Validate that the data wraps correctly and displays as expected.
  29. Select any value from the Status field.
  30. Click [Add New Intervention].
  31. Enter any value in the 'Intervention' field.
  32. Select any value from the Status field.
  33. Click [Return to Plan].
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [Submit] and [Sign].
  36. Enter your password in the 'Enter Password' field and click [Verify].
Scenario 2: Docked/Undocked Diagnosis form - Validate Add Multiple Search
Specific Setup:
  • Client must be enrolled in an active episode (Client A).
  • Registry setting: Avatar PM->Client Information->Diagnosis->->->Enable Multiple Diagnosis Search must be set to "Yes"
Steps
  1. Select 'Client A' from the 'My Clients' list and navigate to the 'Diagnosis' form.
  2. Click [Undock].
  3. Select “Admission” in "Type of Diagnosis".
  4. Validate that "Date Of Diagnosis" is auto-filled with admission date.
  5. Set the "Time of Diagnosis" field to any time.
  6. Click [New Row].
  7. Set "Diagnosis Search" to any diagnosis.
  8. Validate that the multiple diagnosis search screen displays as expected.
  9. Select a diagnosis from the search list.
  10. Validate that "Status" is “Active”.
  11. Validate that "Ranking" is “Primary”.
  12. Validate that "Bill Order" is “1”.
  13. Validate that “Present On Admission Indicator” is “Yes”.
  14. Select any value from the "Classification" drop down list field.
  15. Select any practitioner from the "Diagnosing Practitioner" field.
  16. Click [Submit].
  17. Select 'Client A' from the 'My Clients' list and navigate to the 'Diagnosis' form (docked).
  18. Click [Edit]
  19. Select the previously filed Diagnosis record.
  20. Validate that the diagnosis data appears as expected.
  21. Navigate to another view or open a form.
  22. Navigate back to the 'Diagnosis' form and validate that all data is appearing as expected in the Diagnosis grid.
  23. Click [Discard].
Topics
• Diagnosis • myAvatar/myAvatar NX • NX • Treatment Plan