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Avatar NX User Interface Update 2021.11.00 Acceptance Tests

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Note to Self Widget - Deleting/ Moving an existing note
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Note to Self Widget
  • User Definition
  • View Definition
Scenario 1: Note to Self widget - Validate the note created, updated, deleted and moved as expected
Specific Setup:
  • The 'NOTE TO SELF' Widget is available on 'SYSADM' view.
Steps
  1. Access the 'NOTE TO SELF' widget.
  2. Click [Add New Note].
  3. Add desired notes in the 'Create a new reminder' field.
  4. Click [Save].
  5. Validate the created note displays as expected.
  6. Click [Add New Note].
  7. Add desired notes in the 'Create a new reminder' field.
  8. Click [Save].
  9. Validate the created note displays as expected.
  10. Click [Add New Note].
  11. Add desired notes in the 'Create a new reminder' field.
  12. Click [Save].
  13. Validate the created note displays as expected.
  14. Select desired note.
  15. Click [Edit] and edit as desired.
  16. Validate 'Edit' functions as expected.
  17. Click [Save].
  18. Validate the updated note displays as expected.
  19. Select desired note.
  20. Click [Delete].
  21. Validate the note has been deleted.
  22. Drag and drop an existing note to a new location.
  23. Validate the note moved to desired location.
  24. Select the last note.
  25. Click [Move selected note to top] and move a desired note.
  26. Validate the desired note moves as expected.
  27. Select the first note.
  28. Click [Move selected note to bottom] and move a desired note.
  29. Validate the desired note moves as expected.
  30. Select desired note.
  31. Click [Move selected note up] and move a desired note.
  32. Validate the desired note moves as expected.
  33. Select desired note.
  34. Click [Move selected note down] and move a desired note.
  35. Validate the desired notes moves as expected.
  36. Set the 'Search' field to a desired note.
  37. Validate 'Search' functions as expected.
  38. Clear the 'Search' field.
  39. Validate the 'NOTE TO SELF' widget displays all the notes available.
Topics
• NX
All Documents Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • HomeView.Console Widget Viewer
Scenario 1: Clinical Document Viewer - View documents for an individual client
Specific Setup:
  • A client has one or more documents on file (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Enter "Client A" in the 'Select Client' field.
  4. Select "All" in the 'Episode' field.
  5. Click [Process].
  6. Select the desired document in the 'Search Results' field.
  7. Click to view the document.
  8. Validate document data is displayed.
  9. Click [Close All Documents].
  10. Navigate back to the "Search" section.
  11. Leave the 'Clinical Document Viewer' open and idle for 10 minutes.
  12. After 10 minutes, validate there is no timeout error.
  13. Click [Close].
Scenario 2: 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
• NX
Event Logic - Required fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Risk Assessment TM
  • Status
Scenario 1: User Modeled Forms - Event Logic to require a field
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • A user modeled form must exist in the system with event logic to require a field.
Steps
  1. Select 'Client A' from the 'My Clients' list and access the modeled form with configured event logic.
  2. Select any value from the 'Select Episode' field.
  3. Click [Add].
  4. Set the 'Assessment Date' field to any value.
  5. Navigate to the field that contains the event logic.
  6. Select/enter value defined in Event Logic to require the specific objects/fields.
  7. Ensure that fields/objects designated to become required (via 'Set Specific Objects to Required on Event' in 'Form Definition') are required in form on entry/selection of defined value.
  8. Complete the required fields.
  9. Select 'Final' from the 'Draft/Final' field.
  10. Click [Ok] and [Submit].
  11. Select 'Client A' from the 'My Clients' list and access the modeled form with configured event logic.
  12. Select any value from the 'Select Episode' field.
  13. Click [Add].
  14. Set the 'Assessment Date' field to any value.
  15. Navigate to the field that contains the event logic.
  16. Select/enter value defined in Event Logic for specific objects/fields to become not required.
  17. Ensure that fields/objects designated to become not required (via 'Set Specific Objects to Not Required on Event' in 'Form Definition') are not required in form on entry/selection of defined value.
  18. Complete the remaining required fields.
  19. Select 'Final' from the 'Draft/Final' field.
  20. Click [Ok] and [Submit].
  21. Select 'Client A' from the 'My Clients' list and access the modeled form with configured event logic.
  22. Select any value from the 'Select Episode' field.
  23. Click [Add].
  24. Set the 'Assessment Date' field to any value.
  25. Navigate to the field that contains the event logic.
  26. Select/enter value defined in Event Logic to require the specific objects/fields.
  27. Ensure that fields/objects designated to become required (via 'Set Specific Objects to Required on Event' in 'Form Definition') are required in form on entry/selection of defined value.
  28. Complete the required fields except for the field designated to become required via 'Set Specific Objects to Required on Event' in Form Definition.
  29. Select 'Final' from the 'Draft/Final' field.
  30. Validate that a Status message is displayed stating "The following required prompt(s) do not contain information - ('Field name')".
  31. Click [Ok].
  32. Validate that a warning message is displayed stating "Final" cannot be selected until all of the required prompts within the form contain information".
  33. Click [Ok].
  34. Complete the remaining required fields.
  35. Select 'Final' from the 'Draft/Final' field.
  36. Click [Ok] and [Submit].
Topics
• Modeling • NX
Review To Do Item - Recent Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • NX - User Preferences
  • Review To Do Item
Scenario 1: Review To Do - Validate Recent Forms
Steps
  1. Log in to Avatar.
  2. Select "User Menu".
  3. Select "Preferences".
  4. Click "Normal" in the "To Do's" field.
  5. Click "Save".
  6. Navigate to "MY TO DO'S" widget.
  7. Select a to do.
  8. Click "Review To Do Item" on that To Do.
  9. Click "Discard".
  10. Validate "Recent Forms" indicates "There is no history".
  11. Navigate to "MY TO DO'S" widget.
  12. Select a to do.
  13. Click on the form name.
  14. Form displays.
  15. Click "Discard".
  16. Validate "Recent Forms" indicates "There is no history".
  17. Using the "Search" option on the homeview, open a progress note form.
  18. Click "Discard".
  19. Validate "Recent Forms" indicates the progress note form that was just opened in previous steps.
Topics
• Document Routing • myAvatar NX Only • NX
Form and Table Documentation - Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form and Table Documentation (PM)
Scenario 1: Form and Table Documentation - field validations - Include all
Steps
  1. Access the 'Form and Table Documentation' form.
  2. Select "Form" in the 'Type of Documentation' field.
  3. Select "Individual Form" in the 'Individual or All Forms' field.
  4. Select the desired form in the 'Form To Be Documented' field.
  5. Select the desired value in the 'Include Dictionary Values' field.
  6. Select the desired value in the 'Include User Defined Help Messages' field.
  7. Select the desired value in the 'Include Other Form(s) Data Element Cross Reference List' field.
  8. Click [Process].
  9. Validate the 'Form and Table Documentation' report is displayed and contains all fields for the selected form.
  10. Click [Dismiss] and [No] to remain in the form.
Topics
• Forms • myAvatar NX Only • myAvatar/myAvatar NX • NX
Avatar NX -URL widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Widget Definition - Select Widgets
  • Financial Eligibility
  • HomeView.Financial Eligibility widget
  • Review To Do Item
  • WEATHER TM Widget
  • Widget Definition (PM)
Scenario 1: Avatar NX - Validate Widget functionality
Specific Setup:
  • On the home view [User A] has a URL widget and any other type widgets (For example 'My To Do's' and 'Financial Eligibility'
  • [Client A] has filed data for financial eligibility
Steps
  1. Login as [User A]
  2. Access the 'Widget Definition' form
  3. Select the desired URL widget and validate there are no options for 'Launching URL in New Window'
  4. Select [Client A]
  5. Access the 'My To Do's' widget and click refresh. Select the desired item and validate it loads as expected
  6. Access the 'Financial Eligibility' widget and click refresh. Select the desired item and validate it loads as expected
Topics
• NX • Widgets
Pre Display - Paging for rows greater than 50
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Treatment Plan
Scenario 1: Pre Dislplay - Paging for rows greater than 50
Specific Setup:
  • A client must be enrolled in an active episode (Client A).
  • Client A must have a form filed more than 50 rows of data in the 'Pre Display'.
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Treatment Plan' form.
  2. Select any value from the 'Select Episode' field (Episode with more than 50 rows of data).
  3. Validate that numbered page and arrow controls appear with a 'Total Records' count reflecting the total number of record rows.
  4. Page through the data, select any page and validate the data appears as expected.
  5. Select any row from the 'Edit Record' field.
  6. Click [Add].
  7. Set the 'Plan Date' field to the current date.
  8. Select any value in the 'Plan Type' field.
  9. Select any value from 'Problem List'.
  10. Enter any value in the 'Strengths' field.
  11. Enter any value in the 'Weakness' field.
  12. Enter any value in the 'Discharge Planning' field.
  13. Validate that the typing in any of the scrolling free text fields is continuous.
  14. Select "Draft" in the 'Draft/Final' field.
  15. Click [Launch Plan].
  16. Select the problem from the 'Tree View'.
  17. Select any value from the Status field.
  18. Click [Add New Goal].
  19. Enter any value (a large amount of data) in the 'Goal' field.
  20. Validate that the data wraps correctly and displays as expected.
  21. Select any value from the Status field.
  22. Click [Add New Objective].
  23. Enter any value (a large amount of data) in the 'Objective' field.
  24. Validate that the data wraps correctly and displays as expected.
  25. Select any value from the Status field.
  26. Click [Add New Intervention].
  27. Enter any value in the 'Intervention' field.
  28. Select any value from the Status field.
  29. Click [Return to Plan].
  30. Select "Draft" in the 'Draft/Final' field.
  31. Click [Submit]
  32. Select "Client A" from the 'My Clients' list and access the 'Treatment Plan' form.
  33. Select any value from the 'Select Episode' field (Episode with more than 50 rows of data).
  34. Validate that numbered page and arrow controls appear with a 'Total Records' count reflecting the total number of record rows.
  35. Page through the data, select any page and validate the data appears as expected.
  36. Select any row from the 'Edit Record' field.
  37. Click [Edit].
  38. Select any value in the 'Next Review' date field.
  39. Select "Draft" in the 'Draft/Final' field.
  40. Click [Submit]
Topics
• NX
Avatar NX - Adding support for the 'Lab Results' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Results Entry
  • Order Entry Console
Scenario 1: OE NX - Create Lab order, enter results, and view in Lab Results
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 a lab-type order code from the 'New Order' field. (CBC)
  3. Set the 'Duration' field to "1" and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Access the 'Results Entry' form.
  6. Select "Add" in the 'Add/Edit/Delete Result' field.
  7. Click [Select Order].
  8. Validate the 'Order Entry Client Profile Order List/Selection' dialog is displayed and the first row contains the order for "CBC Panel" for the current date.
  9. Select the "CBC Panel" order and click [OK].
  10. Set the 'Filler Order#' field to "12345".
  11. Set the 'Universal Service ID Code' field to "Complete Blood Count".
  12. Set the 'Result Status Code' field to "Final results; results stored and verified. Can only be changed with a corrected result. (F)".
  13. Set the 'Specimen Collected Date' field to the current date.
  14. Set the 'Specimen Received Date' field to the current date.
  15. Click [File Header Info].
  16. Validate a message is displayed stating: "Confirm Header information filed." and click [OK].
  17. Select the 'Result Details' tab.
  18. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  19. Validate the 'Header' field contains the filed Header info.
  20. Validate the 'Order' field contains "CBC Panel".
  21. Click [Select Header].
  22. Validate the 'Select Result' dialog is displayed and contains an order for "CBC Panel" for the current date.
  23. Select the "CBC Panel" order and click [OK].
  24. Set the 'Observation ID Code' field to "CBC Panel (1 Draw ONE TIME ONLY)".
  25. Set the 'Observation Abnormal Code' field to "Normal (applies to non-numeric results) (N)".
  26. Set the 'Observation Result Status Code' field to "Final result - can only be changed with a corrected result (F)".
  27. Click [File Detail Info].
  28. Validate a message is displayed stating: "Confirm Detail information filed." and click [OK].
  29. Close the form.
  30. Select the 'Orders' tab.
  31. Click [View Lab Results].
  32. Validate the 'Lab Results' dialog is displayed and contains the 'Header' and 'Result Details' information for the "CBC" order.
  33. Validate all fonts are consistent throughout the 'Lab Results' dialog.
  34. Click [Close].
Scenario 2: OE NX - Create Lab order, enter results, and view in Lab Results widget
Specific Setup:
  • A view must be defined that contains the 'Lab Results' widget and is available to the logged in user.
  • 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 a lab-type order code from the 'New Order' field. (CBC)
  3. Set the 'Duration' field to "1" and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Access the 'Results Entry' form.
  6. Select "Add" in the 'Add/Edit/Delete Result' field.
  7. Click [Select Order].
  8. Validate the 'Order Entry Client Profile Order List/Selection' dialog is displayed and the first row contains the order for "CBC Panel" for the current date.
  9. Select the "CBC Panel" order and click [OK].
  10. Set the 'Filler Order#' field to "12345".
  11. Set the 'Universal Service ID Code' field to "Complete Blood Count".
  12. Set the 'Result Status Code' field to "Final results; results stored and verified. Can only be changed with a corrected result. (F)".
  13. Set the 'Specimen Collected Date' field to the current date.
  14. Set the 'Specimen Received Date' field to the current date.
  15. Click [File Header Info].
  16. Validate a message is displayed stating: "Confirm Header information filed." and click [OK].
  17. Select the 'Result Details' tab.
  18. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  19. Validate the 'Header' field contains the filed Header info.
  20. Validate the 'Order' field contains "CBC Panel".
  21. Click [Select Header].
  22. Validate the 'Select Result' dialog is displayed and contains an order for "CBC Panel" for the current date.
  23. Select the "CBC Panel" order and click [OK].
  24. Set the 'Observation ID Code' field to "CBC Panel (1 Draw ONE TIME ONLY)".
  25. Set the 'Observation Abnormal Code' field to "Normal (applies to non-numeric results) (N)".
  26. Set the 'Observation Result Status Code' field to "Final result - can only be changed with a corrected result (F)".
  27. Click [File Detail Info].
  28. Validate a message is displayed stating: "Confirm Detail information filed." and click [OK].
  29. Close the form.
  30. Access a view that contains the 'Lab Results' widget.
  31. Select "(CBC) CBC Panel" from the 'Lab Tests' field.
  32. Validate the 'Lab Test' field contains "CBC Panel".
  33. Validate the 'Date' field contains "the current date".
  34. Validate the 'Flag' field contains "N - Normal (applies to non-numeric results)".
  35. Validate the 'Status' field contains "F - Final results; results stored and verified. Can only be changed with a corrected result."
Topics
• myAvatar NX Only • NX • Order Entry Console
Financial Eligibility - Required fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • App Dashboard
  • Diagnosis
Scenario 1: Financial Eligibility - Add/Edit record
Specific Setup:
  • Client is admitted and has no 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records (Client A).
  • An active 'Guarantors/Payors' exists.
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' tab.
  3. Validate the 'Guarantor Information' grid is required.
  4. Validate the 'Guarantor #' field is required.
  5. Select any value from the 'Guarantor #' field.
  6. Validate the 'Guarantor Plan' field is required.
  7. Select any value from the 'Guarantor Plan' field.
  8. Validate the 'Customize Guarantor Plan' field is required.
  9. Select any value from the 'Customize Guarantor Plan' field.
  10. Validate the 'Eligibility Verified' field is required.
  11. Select any value from the 'Eligibility Verified' field.
  12. Validate the 'Coverage Effective Date' field is required.
  13. Set the 'Coverage Effective Date' field to any value.
  14. Validate the 'Client's Relationship To Subscriber' field is required.
  15. Select any value from the 'Client's Relationship To Subscriber' field.
  16. Validate the 'Subscriber's Name' field is required.
  17. Enter any value in the 'Subscriber's Name' field.
  18. Validate the 'Subscriber's Address - Street Line 1' field is required.
  19. Enter any value in the 'Subscriber's Address - Street Line 1' field.
  20. Validate the 'Subscriber Address - Zip' field is required.
  21. Enter any value in the 'Subscriber Address - Zip' field.
  22. Validate the 'Subscriber Address - City' field is required.
  23. Enter any value in the 'Subscriber Address - City' field.
  24. Validate the 'Subscriber Address - State' field is required.
  25. Select any value in the 'Subscriber Address - State' field.
  26. Validate the 'Subscriber's Social Security #' field is required.
  27. Enter any value in the 'Subscriber's Social Security #' field.
  28. Validate the 'Subscriber Sex' field is required.
  29. Select any value in the 'Subscriber Sex' field.
  30. Validate the 'Subscriber Assignment Of Benefits' field is required.
  31. Select any value from 'Subscriber Assignment Of Benefits' field.
  32. Validate the 'Subscriber Release of Info' field is required.
  33. Select any value from the 'Subscriber Release of Info' field.
  34. Validate the 'Subscriber's Covered Days' field is required.
  35. Validate the 'Maximum Covered Dollars' field is required.
  36. Select the 'Financial Eligibility' tab.
  37. Select the Guarantor previously defined from the 'Guarantor #1' field.
  38. Click [Submit].
  39. Select "Client A" and access the 'Financial Eligibility' form.
  40. Edit the financial eligibility record that was entered.
  41. Validate the data entered is retrieved and displayed.
  42. Exit the form.
Topics
• Client Charge Input • Diagnosis • myAvatar/myAvatar NX • NX
Avatar NX - Launching a non-episodic form from a Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 911 DISPATCH TRACKING
  • EMCOT DISPATCH TRACKING WIDGET
Scenario 1: Avatar NX Widget - Validate launching a linked 'Non-Episodic' based form
Specific Setup:
  • [Widget A] is a widget that contains a link to a Non-Episodic form [Form A]
  • [Widget A] is on the home view for [UserA]
  • A row of data has been filed in [Form A] for [Client A]
  • Log in as [UserA]
Steps
  1. Navigate to [Widget A]
  2. Click the 'Refresh' button in the widget
  3. Locate the row of data filed in [Form A] for [Client A]
  4. Click the link to launch [FormA]
  5. Validate [Form A] opens and displays the expected data
  6. Click [Discard]
Topics
• NX • Widgets
Document Routing - Chrome Autofill Passwords Enabled
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Document Routing Setup (PM)
  • DOCUMENTS TO REVIEW
  • TO DO'S
  • Treatment Plan
Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled
Specific Setup:
  • Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form.
  • A client must be enrolled in an active episode (Client A).
  • Google Chrome Browser settings are set to enable Autofill for passwords.
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select "New Service" from the 'Progress Notes For' field.
  4. Select any value from the 'Note Type' field.
  5. Set the 'Notes Field' to any value.
  6. Set the 'Date Of Service' field to the current date.
  7. Set the 'Service Charge Code' field to any value.
  8. Select "Final" from the 'Draft/Final' field/
  9. Click [Submit Note].
  10. Validate that the Progress Note image is displayed.
  11. Click [Accept].
  12. Set the 'Password' input box to the password associated to the logged in user.
  13. Click [OK].
  14. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  15. Click [OK].
  16. Click [Discard].
  17. Access the 'Client Ledger' form.
  18. Set the 'Client ID' field to "Client A".
  19. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  20. Select "Simple" from the 'Ledger Type' field.
  21. Select "Yes" from the 'Include Zero Charges' field.
  22. Click [Process].
  23. Validate the Client Ledger Report page contains the service created in the previous steps.
  24. Click [Dismiss].
Scenario 2: 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).
  • Google Chrome Browser settings are set to enable Autofill for passwords.
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]
Topics
• NX • Progress Notes
Additional results displayed in 'New Order' searches.
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 - Order Entry Console - 'New Order' search showing 25 results per page
Specific Setup:
  • A client must have an active episode. (Client A)
  • 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'.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Set the 'New Order' field to "cell".
  3. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  4. Click [My Favorites] and set the 'Order Search' field to "cell".
  5. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  6. Click [Close].
  7. Select the 'Home Medications' tab.
  8. Validate the 'Client Reported' checkbox is checked.
  9. Set the 'New Order' field to "cell".
  10. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  11. Select the 'Admission Reconciliation' tab.
  12. Set the 'New Order' field to "cell".
  13. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  14. Select the 'Discharge Reconciliation' tab.
  15. Set the 'New Order' field to "cell".
  16. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
Topics
• Medication Order • myAvatar/myAvatar NX • NX • Order Entry Console
Avatar NX 'State Form File Generation' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Form File Generation
Scenario 1: 'State Form File Generation' - Verification of file generation
Specific Setup:
  • Avatar State Forms module/forms must be installed
  • State Form defined as 'Delimited' File Type (via Avatar PM 'State Form Definition' form)
Steps
  1. Open Avatar PM 'State Form File Generation' form (under 'Avatar PM -> RADplus Utilities -> State Forms Tools' path).
  2. Select value in 'State Form' field for file compilation/creation/etc.
  3. Select 'Compile' in 'File Generation Options' selection field.
  4. Enter/select value for 'From Date' and 'Through Date' fields for file compilation (along with any other file generation criteria fields as desired).
  5. Click 'Process' button for file compilation; ensure user is presented with dialog noting 'Compile complete' following file compile.
  6. Ensure that 'File Generation Options' field allows selection of 'Create File On Server' following file compilation.
  7. Select 'Create File On Server' in 'File Generation Options' selection field.
  8. Ensure that compiled State Form File is available for selection in the 'Select File' field; select State Form File for creation.
  9. Click 'Process' button for file creation; ensure selected State Form File is generated/downloaded successfully in myAvatar NX browser as delimited text document file type/.txt file extension.
Topics
• NX • RADplus Utilities • State Forms
'Quick Billing' workflow performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Order Entry Console - Sliding Scale Insulin Instructions
  • Orders This Episode
  • Quick Billing
  • Treatment Plan
Scenario 1: Validate Quick Billing workflow performance
Specific Setup:
  • [User A] has access to the 'Quick Billing' form
  • An existing Quick Billing file is available and has rows to be deleted [File A]
Steps
  1. Login as [User A], access the 'Quick Billing' form and validate it opens in a timely manner
  2. Click the 'Edit Existing' field
  3. Click the 'File' field and select [File A]
  4. Click [Launch Workscreen] and validate it opens in a timely manner
  5. Select the desired row and click [Delete Row]
  6. Click [Yes] and validate the row is deleted in a timely manner
  7. Click [Save] and [OK]
  8. Select [File A] and [Launch Workscreen] and validate it opens in a timely manner
  9. Validate the desired row is deleted
  10. Close the form
Topics
• Forms • NX
OE NX - 'OE Console New Order Search minimum characters to initiate search' and 'OE Console New Order Search delay' registry settings.
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 - 'OE Console New Order Search minimum characters to initiate search' and 'OE Console New Order Search delay' registry setting validation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console New Order Search minimum characters to initiate search' registry setting must be set to "3".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console New Order Search delay' registry setting must be set to "-1".
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active 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. Select the 'Orders This Episode' tab.
  3. Set the 'New Order' field to "WARFAR".
  4. Validate no order code search occurs.
  5. Press Enter.
  6. Validate all order codes that contain "WARFAR" display in the 'New Order' search.
  7. Select the 'Home Medication' tab.
  8. Set the 'New Order' field to "WARFAR".
  9. Validate no order code search occurs.
  10. Press Enter.
  11. Validate all order codes that contain "WARFAR" display in the 'New Order' search.
  12. Select the 'Admission Reconciliation' tab.
  13. Set the 'New Order' field to "WARFAR".
  14. Validate no order code search occurs.
  15. Press Enter.
  16. Validate all order codes that contain "WARFAR" display in the 'New Order' search.
  17. Select the 'Discharge Reconciliation' tab.
  18. Set the 'New Order' field to "WARFAR".
  19. Validate no order code search occurs.
  20. Press Enter.
  21. Validate all order codes that contain "WARFAR" display in the 'New Order' search.
  22. Set the 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console New Order Search delay' registry setting to "500".
  23. Log out of the application and log back in.
  24. Select “Client A” and access the Order Entry Console.
  25. Select the 'Orders This Episode' tab.
  26. Set the 'New Order' field to "WARFAR".
  27. Validate the 'New Order' field displays all order codes that contain "WARFAR" after a half second delay.
  28. Select the 'Medication History' tab.
  29. Set the 'New Order' field to "WARFAR".
  30. Validate the 'New Order' field displays all order codes that contain "WARFAR" after a half second delay.
  31. Select the 'Admission Reconciliation' tab.
  32. Set the 'New Order' field to "WARFAR".
  33. Validate the 'New Order' field displays all order codes that contain "WARFAR" after a half second delay.
  34. Select the 'Discharge Reconciliation' tab.
  35. Set the 'New Order' field to "WARFAR".
  36. Validate the 'New Order' field displays all order codes that contain "WARFAR" after a half second delay.
Topics
• NX • Order Entry Console
Home Medications - Directions field with additional text added.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - not a controlled substance - New order, Reorder, Modify.
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "Lisinopril 10 MG Tablet Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "Every Day" in the 'Frequency' field.
  8. Select any value in the 'Diagnosis' field.
  9. Select "For client safety" in the 'Reason' field.
  10. Set the 'Reason Text' field to "For treatment of high blood pressure".
  11. Set the 'Days Supply' field to "30" and press Tab.
  12. Validate the 'Dispense Qty' field contains "30".
  13. Validate the 'Dispense Qty Unit' field contains "Tablet".
  14. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  15. Set the 'Directions' field to "Take one (1) tablet by mouth daily Drink with water".
  16. Click [Add to Scratchpad] and [Final Review].
  17. Validate the 'Final Review' dialog is displayed and click [Sign].
  18. Validate that the 'Order grid' contains an order for "Lisinopril 10 MG ORAL Tablet Take one (1) tablet by mouth daily Drink with water (Refills: 0, Disp. Qty: 30 Tablet)Reason: For client safety - for treatment for high blood pressure".
  19. Select the "Lisinopril 10 MG" order from the order grid and click [Modify].
  20. Validate the 'Dose' field contains "1".
  21. Validate the 'Dose Unit' field contains "Tablet".
  22. Validate the 'Frequency' field contains "Every Day".
  23. Validate the 'Reason' field contains "For client safety".
  24. Validate the 'Reason Text' field contains "For treatment of high blood pressure".
  25. Validate the 'Days Supply' field contains "30".
  26. Validate the 'Dispense Qty' field contains "30".
  27. Validate the 'Dispense Qty Unit' field contains "Tablet".
  28. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily Drink with water".
  29. Click [Add to Scratchpad] and [Final Review].
  30. Validate the 'Final Review' dialog is displayed and click [Sign].
  31. Validate that the 'Order grid' contains an order for "Lisinopril 10 MG ORAL Tablet Take one (1) tablet by mouth daily Drink with water (Refills: 0, Disp. Qty: 30 Tablet)Reason: For client safety - for treatment for high blood pressure".
  32. Select the order and click [Reorder]
  33. Validate the 'Dose' field contains "1".
  34. Validate the 'Dose Unit' field contains "Tablet".
  35. Validate the 'Frequency' field contains "Every Day".
  36. Validate the 'Reason' field contains "For client safety".
  37. Validate the 'Reason Text' field contains "For treatment of high blood pressure".
  38. Validate the 'Days Supply' field contains "30".
  39. Validate the 'Dispense Qty' field contains "30".
  40. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily Drink with water".
  41. Validate the 'Dispense Qty Unit' field contains "Tablet".
  42. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily Drink with water".
  43. Click [Add to Scratchpad] and [Final Review].
  44. Validate the 'Final Review' dialog is displayed and click [Sign].
  45. Validate that the 'Order grid' contains a new order for "Lisinopril 10 MG ORAL Tablet Take one (1) tablet by mouth daily Drink with water (Refills: 0, Disp. Qty: 30 Tablet)Reason: For client safety - for treatment for high blood pressure".
Topics
• NX • Order Entry Console
Send To Do
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • app-create-to-do
  • Pre Admit
  • Review To Do Item
  • Review To Do Item (PM)
  • To Do Button Settings
Scenario 1: 'Send To Do' from a Form in Avatar NX
Specific Setup:
  • A client must be admitted to an active Episode (PreAdmit or Admission), (Client A).
  • User must have access to the 'To Do Button Settings' form.
Steps
  1. Access the 'To Do Button Settings' form.
  2. Select "All" from the 'Enable To-Do Button for Forms' field.
  3. Click [Submit].
  4. Select "Client A" from the 'My Clients' list and access the 'Pre Admit' or 'Admission' form (or any form configured in the previous step).
  5. Select any value from the 'Select Record' field.
  6. Click [Edit].
  7. Click [Send To Do].
  8. Set the 'Select Staff' field to any value (use yourself for testing).
  9. Click [Add].
  10. Set the 'Note' field to any value.
  11. Click [Save] and [Submit].
  12. Validate that a confirmation message is displayed that states "There are one or more new items within your Workflow Management To Do List".
  13. Click [OK].
  14. Navigate to the 'My ToDo's' list, 'Additional ToDos'.
  15. Select the newly created ToDo for Client A.
  16. Click [Review To Do Item].
  17. Select "Reviewed" from the 'Set To Do Item to Reviewed' field.
  18. Click [Submit].
  19. Validate that the ToDo no longer appears in 'Additional ToDo's' as expected.
  20. Click [Close].
Topics
• NX • ToDo's
Sliding Scale Insulin Instructions in the Order Entry Console.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
  • Vitals Entry
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: Sliding Scale Insulin orders - validation
Specific Setup:
  • Avatar CareFabric 2021 Update 48, Avatar CWS 2021 Update 54, and Avatar eMAR 2021 Update 14 must be installed to utilize full functionality.
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Vitals Entry Restrictions' registry setting must be set to "N".
  • The 'Avatar eMAR->General->Settings->->->Allow selection of previously entered Blood Glucose readings in eMAR' registry setting must be set to "V".
  • The 'Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Glucose readings in eMAR' registry setting must be set to "120'.
  • The CWS ‘(14112) Void Reason’ dictionary must contain values. (Void Reason A)
  • Please log out of the application and log back in after completing the above configuration.
  • An order code must be configured for Sliding Scale Insulin via the 'Order Code Setup' form. (Humalog)
  • Must have the NDC# for the "Humalog" order code. (00002-7510-17)
  • 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, and ‘Diagnosis’ form.
  • "Client A" must-have two blood glucose vitals enter in the 'Vitals Entry' form. (120 mg/dL and 110 mg/dL)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the 'Orders This Episode' tab.
  3. Search for and select "HUMALOG 100 UNITS/1MLSOLUTION INJECTION" in the 'New Order' field.
  4. Click [Sliding Scale Instructions].
  5. Validate the 'Sliding Scale Insulin' dialog displays and click [New Row].
  6. Set the 'Blood Glucose From' field to "0".
  7. Set the 'Blood Glucose Up To' field to "69".
  8. Set the 'Units Before Breakfast' field to"2".
  9. Set the 'Units Before Lunch' field to "2".
  10. Set the 'Units Before Dinner' field to "2".
  11. Set the 'Units At Bedtime' field to "2".
  12. Click [New Row].
  13. Set the 2nd 'Blood Glucose From' field to "70".
  14. Set the 2nd 'Blood Glucose Up To' field to "100".
  15. Set the 2nd 'Units Before Breakfast' field to"1".
  16. Set the 2nd 'Units Before Lunch' field to "1".
  17. Set the 2nd 'Units Before Dinner' field to "1".
  18. Set the 2nd 'Units At Bedtime' field to "1".
  19. Click [Save].
  20. Select "EVERY DAY" in the 'Freq' field.
  21. Set the 'Duration' field to "30" and click [Days].
  22. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 2 Units before breakfast, 2 Units before lunch, 2 Units before dinner, 2 Units at bedtime, 70-100: 1 Unit before breakfast, 1 Unit before lunch, 1 Unit before dinner, 1 Unit at bedtime, ".
  23. Click [Add to Scratchpad] and [Sign].
  24. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1ML INJECTION".
  25. Access the ‘eMAR’ widget.
  26. Validate an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION Give: EVERY DAY" is displayed with the 'Sliding Scale Template' created in the Order Entry Console with no hours of administration under the current date.
  27. Select the first cell under the current date and click [Administer].
  28. Validate the ‘Order Acknowledgement’ dialog is displayed and click [OK].
  29. Validate the ‘Client Education’ dialog is displayed.
  30. Select “Yes” in the ‘Education Performed’ field and click [OK].
  31. Validate the ‘Administration Event’ dialog is displayed.
  32. Set the 'Med ID' field to the NDC for the order code selected.
  33. Click [SSI].
  34. Validate the 'Sliding Scale Insulin Template' dialog is displayed.
  35. Select any value from the ‘Blood Glucose mg/dL’ field.
  36. Log in to a separate myAvatar session.
  37. Select “Client A” and access the ‘Vitals Entry’ form.
  38. Select “Void” in the ‘Add/Edit/Delete Vital Sign’ field and click [Select Vital Sign].
  39. Select the row for the vital that contains the 'Blood Glucose' selected in the 'Sliding Scale Insulin Template' dialog in the 'Administration Event ' dialog in the first Avatar session.
  40. Validate the ‘Date’ field contains the date previously filed.
  41. Validate the ‘Time’ field contains the time previously filed.
  42. Validate the ‘Blood Glucose’ field contains the value previously filed.
  43. Select any value in the ‘Void Reason’ field and click [Submit].
  44. Close the form and log out of this myAvatar Session.
  45. Return to the first Avatar session.
  46. Click [Cancel] to exit the 'Sliding Scale Insulin' dialog, then [Cancel] again to exit the 'Administration Event' dialog.
  47. Validate the first cell under the current date is selected and click [Administer].
  48. Validate the ‘Administration Event’ dialog is displayed.
  49. Set the 'Med ID' field to the NDC for the order code selected.
  50. Click [SSI].
  51. Validate the 'Sliding Scale Insulin Template' dialog is displayed.
  52. Click in the 'Blood Glucose mg/dL' field and validate the voided ‘Blood Glucose’ vital are no longer displayed.
  53. Select the remaining value in the ‘Blood Glucose mg/dL’ field.
  54. Select the 1st ‘Units Before Lunch’ cell in the ‘Sliding Scale Insulin Template' dialog and click [Select Dose].
  55. Validate the ‘Qty’ field contains "2".
  56. Select any successful administration value in the 'Administration Event' field.
  57. Validate the [Warning - View] button contains a red flag.
  58. Click [Warning - View] and validate the 'Medication/Quantity' dialog is displayed and contains: “Appropriate quantity could not be determined based on the patient's blood glucose level."
  59. Select "Other Reason" from the 'Override Code' field.
  60. Enter a value in the 'Override Text' field and click [OK].
  61. Validate the [Warning - View] button contains a green check mark.
  62. Check the ‘Accept administration information entered’ checkbox and click [OK].
  63. Validate the first cell under the current date shows the amount administered and the time of administration.
Scenario 2: OE NX - Sliding Scale Insulin order in Admission Reconciliation
Specific Setup:
  • An order code must be configured for Sliding Scale Insulin via the 'Order Code Setup' form. (Humalog)
  • 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, and ‘Diagnosis’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Select the 'Admission Reconciliation' tab.
  3. Search for and select "HUMALOG 100 UNITS/1MLSOLUTION INJECTION" in the 'New Order' field.
  4. Click [Sliding Scale Instructions].
  5. Validate the 'Sliding Scale Insulin' dialog displays and click [New Row].
  6. Set the 'Blood Glucose From' field to "0".
  7. Set the 'Blood Glucose Up To' field to "69".
  8. Set the 'Units Before Breakfast' field to"2".
  9. Set the 'Units Before Lunch' field to "2".
  10. Set the 'Units Before Dinner' field to "2".
  11. Set the 'Units At Bedtime' field to "2".
  12. Click [New Row].
  13. Set the 2nd 'Blood Glucose From' field to "70".
  14. Set the 2nd 'Blood Glucose Up To' field to "100".
  15. Set the 2nd 'Units Before Breakfast' field to"1".
  16. Set the 2nd 'Units Before Lunch' field to "1".
  17. Set the 2nd 'Units Before Dinner' field to "1".
  18. Set the 2nd 'Units At Bedtime' field to "1".
  19. Click [Save].
  20. Select "EVERY DAY" in the 'Freq' field.
  21. Set the 'Duration' field to "30" and click [Days].
  22. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 2 Units before breakfast, 2 Units before lunch, 2 Units before dinner, 2 Units at bedtime, 70-100: 1 Unit before breakfast, 1 Unit before lunch, 1 Unit before dinner, 1 Unit at bedtime,".
  23. Click [Add to Scratchpad].
  24. Validate the 'Inpatient Medications Scratchpad' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION".
  25. Select the "HUMALOG 100 UNITS/1 ML SOLUTION EVERY DAY" order from 'Order Details'.
  26. Click [Sliding Scale Instructions].
  27. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed and contains the previously entered values.
  28. Click [Close/Cancel].
  29. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 2 Units before breakfast, 2 Units before lunch, 2 Units before dinner, 2 Units at bedtime, 70-100: 1 Unit before breakfast, 1 Unit before lunch, 1 Unit before dinner, 1 Unit at bedtime,".
  30. Click [Update Order] and [Reconcile & Review].
  31. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console • Vitals Entry
Client Search 'Assign Client ID' Dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Eligibility Table
  • Pre Admit
  • Registry Settings (PM)
Scenario 1: 'Client Search' - Verification of Client ID Assignment with Avatar PM 'Display Clients Without a Client ID in Client Search' Registry Setting enabled
Specific Setup:
  • Avatar PM Registry Setting 'Display Clients Without a Client ID in Client Search' must be enabled
  • Client information without Client ID (PATID) assigned must be present in Avatar PM Eligibility Data SQL tables 'SYSTEM.eligibility_subscriber', 'SYSTEM.eligibility_dependent' and 'SUBSCRIBER.eligibility_dependent_cov'
Steps
  1. Open Avatar PM 'Admission' (or 'Pre Admit') form for new client entry.
  2. In Client Search form, enter values for client search criteria (including 'Subscriber Medicaid #'/'Subscriber Policy #' value).
  3. Click 'Search' button.
  4. In search results - Ensure that client records existing in Avatar PM Eligibility Data SQL tables 'SYSTEM.eligibility_subscriber'/'SYSTEM.eligibility_dependent' without Client ID (PATID) value assigned are included in result list (where search criteria entered matches one or more ''Subscriber Medicaid #'/Subscriber Policy #' values - compared to 'medicaid_number'/'subscriber_unique_id' field in 'SYSTEM.eligibility_subscriber'/'SYSTEM.eligibility_dependent').
  5. Select client record without Client ID value assigned from search results to proceed to Admission (or Pre Admit) form for new client.
  6. Ensure 'Auto Assign Next ID Number?' dialog is displayed with 'Yes' and 'No' buttons.
  7. Note - the 'Auto Assign Next ID Number?' dialog is not displayed if RADplus Registry Setting 'Auto Assign Next ID' is enabled, as new Client ID is always automatically assigned by Avatar PM
  8. Ensure clicking 'Yes' button in 'Auto Assign Next ID Number?' dialog proceeds to 'Admission' (or 'Pre Admit') form; ensure new Client ID is automatically assigned by Avatar PM (as evident in 'Admission' form client header). (Example: 'New Client (000000654)')
  9. Ensure clicking 'No' button in 'Auto Assign Next ID Number?' dialog proceeds to 'ID Number' entry dialog. Enter new Client ID for use in 'Admission' (or 'Pre Admit') form and click 'OK' button; ensure new Client ID value entered is present in 'Admission' form client header. (Example: 'New Client (000000777)')
  10. Enter/select values for 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type of Admission' and 'Admitting Practitioner' fields.
  11. Enter/select values for all other required/desired fields in form.
  12. Click 'Submit' button to file Admission (or 'Pre Admit') form/record.
Scenario 2: 'Client Search' - Verification of Client ID Assignment
Steps
  1. Open Avatar PM 'Admission' (or 'Pre Admit') form for new client entry.
  2. In Client Search form, enter values for client search criteria.
  3. Click 'Search' button.
  4. Click 'New Client' button to proceed to Admission (or 'Pre Admit') form for new client.
  5. Ensure 'Auto Assign Next ID Number?' dialog is displayed with 'Yes' and 'No' buttons.
  6. Note - the 'Auto Assign Next ID Number?' dialog is not displayed if RADplus Registry Setting 'Auto Assign Next ID' is enabled, as new Client ID is always automatically assigned by Avatar PM
  7. Ensure clicking 'Yes' button in 'Auto Assign Next ID Number?' dialog proceeds to 'Admission' (or 'Pre Admit') form; ensure new Client ID is automatically assigned by Avatar PM (as evident in 'Admission' form client header). (Example: 'New Client (000000654)')
  8. Ensure clicking 'No' button in 'Auto Assign Next ID Number?' dialog proceeds to 'ID Number' entry dialog. Enter new Client ID for use in 'Admission' (or 'Pre Admit') form and click 'OK' button; ensure new Client ID value entered is present in 'Admission' form client header. (Example: 'New Client (000000777)')
  9. Enter/select values for 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type of Admission' and 'Admitting Practitioner' fields.
  10. Enter/select values for all other required/desired fields in form.
  11. Click 'Submit' button to file Admission (or 'Pre Admit') form/record.
Topics
• Client Search • NX
Orders This Episode - 'Dose' fields
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 - Order Entry Console (Orders This Episode section) - 'First Dose Date/Time' fields, 'Skip 1st Dose' and 'Give Initial Dose Now' functionality
Specific Setup:
  • Three Frequency Codes must exist.
  • One that has no hours of Administration (Daily).
  • One with hours of administration of "09:00 AM", "02:00 PM", and "09:00 PM". (3 Times A Day)
  • One that is set up to be an interval frequency code. (Every 4 Hours)
  • A client must have an active episode.(Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Select "3 Times A Day" in the 'Freq' field.
  4. Validate the 'First Dose Date' field is disabled and contains the current date.
  5. Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
  6. Validate the 'Start Date' field is enabled and contains the current date.
  7. Validate the 'Start Time' field is enabled and contains the current time.
  8. Click [Yes] for 'Skip 1st Dose'.
  9. Validate the 'First Dose Date' field is disabled and contains tomorrow's date.
  10. Validate the 'First Dose Time' field is disabled and contains "09:00 AM".
  11. Validate the 'Start Date' field is disabled and contains tomorrow's date.
  12. Validate the 'Start Time' field is disabled and contains "09:00 AM".
  13. Click [Yes] for 'Skip 1st Dose'.
  14. Validate the 'First Dose Date' field is disabled and contains the current date.
  15. Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
  16. Validate the 'Start Date' field is enabled and contains the current date.
  17. Validate the 'Start Time' field is enabled and contains the current time.
  18. Click [Yes] for 'Give Initial Dose Now'.
  19. Validate the 'First Dose Date' field is disabled and contains the current date.
  20. Validate the 'First Dose Time' field is disabled and contains the current time.
  21. Validate the 'Start Date' field is disabled and contains the current date.
  22. Validate the 'Start Time' field is disabled and contains the current time.
  23. Click [Yes] for 'Give Initial Dose Now'.
  24. Select "Every 4 Hours" in the 'Freq' field.
  25. Validate the 'First Dose Date' field is enabled, contains the current date and has the following buttons next to it: [Calendar], [T], and [+1].
  26. Validate the 'First Dose Time' field is enabled, contains the current time and has [Now] next to it.
  27. Validate the [Yes] for 'Skip 1st Dose' and the [Yes] for 'Give Initial Dose Now' are both disabled.
  28. Validate the 'Start Date' field is disabled and contains the current date.
  29. Validate the 'Start Time' field is disabled and contains the current time.
  30. Select "Daily" in the 'Freq' field.
  31. Validate the 'First Dose Date' field is disabled and does not contain a value.
  32. Validate the 'First Dose Time' field is disabled and does not contain a value.
  33. Validate the 'Start Date' field is disabled and contains the current date.
  34. Validate the 'Start Time' field is disabled and contains the current time.
  35. Click [Refresh].
Topics
• NX • Order Entry Console
Widget links - Validating widget links for RowID
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • ENHANCED_WIDGET_TEST widget
  • 911 DISPATCH TRACKING
  • EMCOT DISPATCH TRACKING REVIEW widget
Scenario 1: ENHANCED_WIDGET_TEST - Validating widget links for associated RowID
Specific Setup:
  • The 'ENHANCED_WIDGET_TEST' Widget is available on 'HomeviewCLINICIAN' view.
Steps
  1. Access the 'ENHANCED_WIDGET_TEST' widget.
  2. Validate the 'EPISODE_NUMBER' column contains the links to the episode.
  3. Locate to the first row of the widget.
  4. Note the value displays in the 'PATID' column.
  5. Note the value displays in the 'data_entry_date' column.
  6. Note the value displays in the 'data_entry_time' column.
  7. Note the value displays in the 'option_desc' column.
  8. Click the first link of the 'EPISODE_NUMBER' column.
  9. Validate the desired form opens successfully.
  10. Make sure that the client's name in the form matches.
  11. Click [Discard].
Scenario 2: EMCOT DISPATCH TRACKING REVIEW - Validating widget links for associated RowID
Specific Setup:
  • The 'EMCOT DISPATCH TRACKING REVIEW' Widget is available on 'HomeviewCLINICIAN' view.
Steps
  1. Access the 'EMCOT DISPATCH TRACKING REVIEW' widget.
  2. Locate the first row of the widget.
  3. Note the 1st value from the 'Dispatch Date' column.
  4. Note the 1st value from the 'Staff ID' column.
  5. Note the 1st value from the 'Dispatcher' column.
  6. Note the 1st value from the 'Dispatch Time' column.
  7. Note the 1st value from the 'Client' link.
  8. Note the 1st value from the 'Dispatch Intensity' column.
  9. Note the 1st value from the 'Draft/Final' column.
  10. Click the 1st Client link.
  11. Validate the '911 DISPATCH TRACKING' form opens for the desired client.
  12. Validate the 'Client Name' item contains the same client as displayed in the widget.
  13. Validate the 'Dispatch Date' input box contains same date as widget.
  14. Validate the 'Dispatch Time' input box contains same time as widget.
  15. Validate the 'Dispatcher Name' input box contains same practitioner as widget.
  16. Validate the 'Dispatch Intensity' radio button contains same intensity as widget.
  17. Validate the 'Draft/Final' radio button contains same option as widget.
  18. Click the Discard button
Topics
• NX
Practitioner Enrollment (Brief) - Category / Taxonomy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment (Brief)
Scenario 1: Practitioner Enrollment (Brief) - Updating an existing 'Categories/Taxonomy' row of the practitioner
Specific Setup:
  • An existing practitioner, with an existing row in ‘the 'Category/Taxonomy' section, is identified. Note the practitioner ID/name.
Steps
  1. Open the 'Practitioner Enrollment (Brief)' form for the practitioner identified above.
  2. Click [Categories/Taxonomy] tab.
  3. Validate the 'Category/Taxonomy' field contains an existing row. Note the row id for further validations.
  4. Select an existing 'Category/Taxonomy' row to update.
  5. Validate the 'Practitioner Category' field contains category.
  6. Select two or more desired items in the 'Discipline' checkbox. Note the selected items for further validations.
  7. Select two or more desired items in the 'Practitioner Categories For Coverage' checkbox. Note the selected items for further validations.
  8. Click [Add Practitioner Categories].
  9. Validate the 'Confirm' dialog contains "Saved. Please note: The changes will take effect when you submit the form." message.
  10. Click [OK].
  11. Click [Submit].
  12. Open the 'Practitioner Enrollment (Brief)' form for the practitioner identified above.
  13. Click [Categories/Taxonomy] tab.
  14. Select the same existing 'Category/Taxonomy' row to validate.
  15. Validate the 'Practitioner Category' field contains category.
  16. Validate the items selected during submission are saved and displayed correctly in the 'Discipline' checkbox.
  17. Validate the items selected during submission are saved and displayed correctly in the 'Practitioner Categories For Coverage' checkbox.
  18. Click [Add Practitioner Categories].
  19. Validate the 'Confirm' dialog contains "Saved. Please note: The changes will take effect when you submit the form." message.
  20. Click [OK].
  21. Click [Submit].
Scenario 2: Practitioner Enrollment (Brief) - Adding new 'Categories/Taxonomy' row for the practitioner
Specific Setup:
  • An existing practitioner, with a row in the ''Category/Taxonomy' section, is identified. Note the practitioner ID/ Name.
Steps
  1. Open the 'Practitioner Enrollment (Brief)' form for the practitioner identified above.
  2. Click [Categories/Taxonomy] tab.
  3. Validate the 'Category/Taxonomy' field contains an existing row. Note the row id for further validations.
  4. Select an existing 'Category/Taxonomy' row to update.
  5. Validate the 'Effective Date' contains the effective date.
  6. Enter desired date in the 'End Date' field.
  7. Click [Add Practitioner Categories].
  8. Validate the 'Confirm' dialog contains "Saved. Please note: The changes will take effect when you submit the form." message.
  9. Click [OK].
  10. Click [Category/Taxonomy].
  11. Select "Create New" from the Category/Taxonomy dropdown list.
  12. Set the 'Effective Date' field to the date such that it is next date after the first category ended.
  13. Select desired category in the 'Practitioner Category' field. Note the selected category for further validations.
  14. Select two or more desired items in the 'Discipline' checkbox. Note the selected items for further validations.
  15. Select two or more desired items in the 'Practitioner Categories For Coverage' checkbox. Note the selected items for further validations.
  16. Click [Add Practitioner Categories].
  17. Validate the 'Confirm' dialog contains "Saved. Please note: The changes will take effect when you submit the form." message.
  18. Click [OK].
  19. Click [Submit].
  20. Open the 'Practitioner Enrollment (Brief)' form for the practitioner identified above.
  21. Click [Categories/Taxonomy] tab.
  22. Select the same 'Category/Taxonomy' row to validate that is added during recent submission.
  23. Validate the 'Practitioner Category' field contains category entered during recent submission.
  24. Validate the items selected during submission are saved and displayed correctly in the 'Discipline' checkbox.
  25. Validate the items selected during submission are saved and displayed correctly in the 'Practitioner Categories For Coverage' checkbox.
  26. Click [Add Practitioner Categories].
  27. Validate the 'Confirm' dialog contains "Saved. Please note: The changes will take effect when you submit the form." message.
  28. Click [OK].
  29. Click [Submit].
Topics
• NX
'Message Center' widget - scrolling
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeviewClinician
  • Send Message To All Terminals
Scenario 1: Validate the 'Message Center' widget
Specific Setup:
  • Existing messages must be on display in the 'Message Center' widget.
  • The 'Message Center' widget must be on a view.
Steps
  1. Access the 'Send Message To All Terminals' form.
  2. Enter a long value in the 'Message (Pop-Ups limited to 80 characters)' field.
  3. Select "Banner" in the 'Message Type' field.
  4. Enter the desired date in the 'Expiration Date' field.
  5. Click [Send Message To All Terminals].
  6. Validate a message is displayed stating: Message has been sent!
  7. Click [OK] and close the form.
  8. Navigate to the 'Message Center' widget.
  9. Validate the 'Message Center' widget contains the message sent in the previous steps in addition to any existing messages.
  10. Validate there is a scroll bar to scroll through all of the messages.
Topics
• NX • Widgets
Progress Notes - Restore from backup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Restore/Delete Backup Data
Scenario 1: Progress Notes (Group and Individual) - restore from backup
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Validate the 'Select Client' field contains "Client A".
  3. Validate the 'Select Episode' field contains the existing episode.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Click [Backup] and close the form.
  7. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  8. Select the note backed up in the previous steps in the 'Restore/Delete Backup Data' dialog.
  9. Click [OK].
  10. Validate the 'Select Client' field contains "Client A".
  11. Validate the 'Select Episode' field contains the existing episode.
  12. Click in the 'Select Client' field.
  13. Enter the desired value in the 'Notes Field' field.
  14. Validate the 'Select Client' field contains "Client A".
  15. Select "Final" in the 'Draft/Final' field.
  16. File the note.
Topics
• NX • Progress Notes
Scrolling Free Text Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Nursing Assessment
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).
  • Google Chrome Browser settings are set to enable Autofill for passwords.
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: 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
Simultaneous Bundles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Append Progress Notes
  • Diagnosis
  • Next Of Kin
  • Ambulatory Progress Notes
  • Void Results
Scenario 1: Quick Links - validate quick links when a form is bundled
Specific Setup:
  • A form bundle must be defined. Using "Bundle A" for testing. This bundle has the following forms included: 'Diagnosis' and 'Append Progress Notes'.
  • The 'Diagnosis' form has a quick link defined in 'Form Designer'. The following quick link is defined: 'Next Of Kin'.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Bundle A".
  2. Validate the 'Diagnosis' form is displayed.
  3. Validate the 'Next Of Kin' quick link is displayed.
  4. Click [Discard].
  5. Validate the 'Append Progress Notes' form is displayed.
  6. Click [Discard].
  7. Select "Client A" and access "Bundle A".
  8. Validate the 'Diagnosis' form is displayed.
  9. Validate the 'Next Of Kin' quick link is displayed.
  10. Click [Next Of Kin].
  11. Validate the 'Next Of Kin' form is displayed.
  12. Click [Discard].
  13. Validate the 'MyDay' view is displayed.
  14. Validate there is a tab for "Client A" displaying the two forms in the bundle.
  15. Click [1: Diagnosis].
  16. Validate the 'Diagnosis' form is displayed.
  17. Click [Discard].
  18. Validate the 'Append Progress Notes' form is displayed.
  19. Click [Discard].
Scenario 2: Simultaneous Bundles - Multiple Clients
Specific Setup:
  • At least 2 clients must be admitted to an active episode (Client A and Client B).
  • Simultaneous bundles must be configured in the system in 'Form Bundler'.
Steps
  1. Select "Client A" from the 'My Clients' list and access a 'Simultaneous Bundle'.
  2. Select any value from the 'Select Episode' field.
  3. Click [Add].
  4. Select "Client B" from the 'My Clients' list and access a 'Simultaneous Bundle'.
  5. Select any value from the 'Select Episode' field.
  6. Click [Add].
  7. Select the form tab for Client A and choose the 2nd form in the bundle.
  8. Validate that the client header and Select Episode field is displayed for Client A as expected.
  9. Select the 1st form in the bundle.
  10. Click [Submit].
  11. Select the form tab for Client B and choose the 2nd form in the bundle.
  12. Validate that the client header and Select Episode field is displayed for Client B as expected.
  13. Select the 1st form in the bundle.
  14. Click [Submit].
  15. Select the form tab for Client A and complete the remaining forms in the bundle.
  16. Click [Submit].
  17. Validate that the remaining forms filed successfully as expected for Client A.
  18. Select the form tab for Client B and complete the remaining forms in the bundle.
  19. Click [Submit].
  20. Validate that the remaining forms filed successfully as expected for Client B.
Topics
• Form Bundles • Forms • NX