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Avatar NX User Interface Update 2021.09.00.01 Acceptance Tests

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Scrolling Free Text Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Append / Replace Dialog
  • Individual Progress Note
  • Product Scrolling Free Text Templates (CWS)
  • Text Editor
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. Navigate to another view or open a form.
  7. Navigate back to the 'Treatment Plan' form and validate that all data appears 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 'Staff ID' and enter "Staff Member A".
  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. Validate that the typing in any of the scrolling free text fields is continuous.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the Status field.
  23. Click [Add New Goal].
  24. Enter any value (a large amount of data) in the 'Goal' field.
  25. Validate that the data wraps correctly and displays as expected.
  26. Select any value from the Status field.
  27. Click [Add New Objective].
  28. Enter any value (a large amount of data) in the 'Objective' field.
  29. Validate that the data wraps correctly and displays as expected.
  30. Select any value from the Status field.
  31. Click [Add New Intervention].
  32. Enter any value in the 'Intervention' field.
  33. Select any value from the Status field.
  34. Click [Return to Plan].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit] and [Sign].
  37. Enter your password in the 'Enter Password' field and click [Verify].
  38. In 'Route Document To' set 'Supervisor' to "Staff Member A" and click [Add].
  39. Click [Submit]
Scenario 2: Nursing Assessment - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to an active episode (Client A).
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Nursing Assessment' form.
  2. Set the 'Assessing Date' to any value (yesterday's date).
  3. Click [Current Time].
  4. Set the 'Assessing Clinician' field to any value.
  5. Complete the required / non-required fields and sections.
  6. Set the Comments fields to any value.
  7. Validate that the typing in any of the scrolling free text fields is continuous.
  8. Click [Submit].
Scenario 3: 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].
Scenario 4: Progress Notes (Group and Individual) - Validate autosave functionality
Specific Setup:
  • Autosave must be enabled on the 'Progress Notes (Group and Individual)' form.
  • A client is enrolled in an existing episode and has a treatment plan on file (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Enter "Client A" in the 'Select Client' field.
  3. Select the desired episode 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 the desired value in the 'Notes Field' field.
  7. Validate that the typing in any of the scrolling free text fields is continuous.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Backup Form] and close the form.
  10. Access the 'Progress Notes (Group and Individual)' form.
  11. Validate a 'Restore/Delete Backup Data' dialog is displayed.
  12. Select the progress note backed up in the previous steps and click [OK].
  13. Validate the 'Select Client' field contains "Client A".
  14. Validate the 'Select Episode' field contains the episode selected in the previous steps.
  15. Validate the 'Progress Note For' field contains "Independent Note".
  16. Validate the 'Note Type' field contains the value selected in the previous steps.
  17. Validate the 'Notes Field' field contains the value entered in the previous steps.
  18. Click [File Note].
  19. Validate a "Progress Notes" message is displayed stating: Note Filed.
  20. Click [OK] and close the form.
Topics
• myAvatar/myAvatar NX • NX • RADplus Utilities • Text Editor