Avatar NX User Interface Update 2021.12.00 Acceptance Tests

• Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
• Treatment Plan form must be configured with a multi select dictionary field (locked or unlocked) on any one of the 'Problem', 'Goal', 'Objective', or 'Intervention' tab through 'Site Specific Section Modeling'.

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. Select any one value from the 'Multi Select Dictionary' field.
28. Click [Return to Plan].
29. Click [Launch Plan].
30. Select the previously entered goal from the 'Tree View'
31. Validate the 'Multi Select Dictionary' field displays the previously entered value as expected.
32. Click [Add New Objective].
33. Enter any value (a large amount of data) in the 'Objective' field.
34. Validate that the data wraps correctly and displays as expected.
35. Select any value from the Status field.
36. Click [Add New Intervention].
37. Enter any value in the 'Intervention' field.
38. Select any value from the Status field.
39. Click [Return to Plan].
40. Select "Final" in the 'Draft/Final' field.
41. Click [Submit] and [Sign].
42. Enter your password in the 'Enter Password' field and click [Verify].
43. In 'Route Document To' set 'Supervisor' to "Staff Member A" and click [Add].
44. Click [Submit]
45. Select Client A and navigate to the 'Documentation' view.
46. Validate the recently filed 'Treatment Plan' is displayed in the 'Console Widget Viewer' when selected.

• Admission:
• Two existing clients admitted into an outpatient episode are identified. Note Client IDs.
• Financial Eligibility:
• An existing guarantor is assigned to the clients. Note the guarantor id and name.
• Service Codes:
• Two professional service codes are identified. Make sure the fee definition is created for each service code. Note the service code.
• Client Charge Input:
• A service is rendered to the first client using the service code identified above. Note the service date.
• A service is rendered to the second client using the service code identified above. Note the service date.
• Client Ledger:
• Make sure the liability distributed to the assigned guarantor. Note the service dates used for both the client.
• Close the charges for both the clients
• Create Interim Billing Batch:
• Two interim billing batches are created, first batch includes the service rendered to first client and the second batch includes the service rendered to second client. Note batch numbers.
• Electronic Billing:
• First service is claimed on the 837 professional bill. Note the Claim number.
• Second service is claimed on the 837 professional bill. Note the Claim number.
• Claim Adjustment Group Code/Reason Code:
• The desired Group Code/Reason Code is created/ identified for the guarantor identified above. Make sure the 'Avatar PM->Billing->Remittance Processing->835 Health Care Claim Payment/Advice->->Allow Credit And Debit Posting Code Per Group/Reason Code Combination' setting is enabled to use the same group code for credit/ debit adjustments.
• First 835 remittance file is created using the claim information found in the 837 professional file for the first service rendered to the client. Note the file name.

1. Open the '835 Health Care Claim Payment/Advice' form.
2. Load and compile the first 835 file created to process the payment for the first service in the setup.
3. Verify the 835 file loads and compiles successfully against the service.
4. Post the file.
5. Load and compile the second 835 file created to process the payment for the first service in the setup.
6. Verify the 835 file loads and compiles successfully.
7. Select 'Work Compile' in the 'Options' field.
8. Create an 835 file to reverse the original payment posted through first 835 file, and to add a new payment for same claim from the first 835 file, and to add a payment for second service of the second client based on the information from the first 835 file.
9. Click 'Launch Work Screen' button.
10. Verify that the 'Claim Amount', 'Claim Payment' and 'Svc Amt' fields display correct values.

• User must be configured in User Definition (User A).
• User must have access to the 'NX View Definition' form.
• A client must be admitted to an active episode (Client A).

1. Access the 'NX View Definition' form.
2. Select "User" in the 'User or Role' field.
3. Enter "User A" in the 'Select User' field.
4. Select the desired value in the 'myDay' field.
5. Select the desired value in the 'Client Dashboard' field.
6. Click [Quick Actions].
7. Select the desired Quick Actions from the 'Select Quick Actions' field (ex. Alerts, Send a To Do, Problem List, PHQ9)
8. Validate that the selected Quick Actions display in assigned field.
9. Click [OK] and [File].
10. Validate an "Avatar NX View Definition" message is displayed stating "Filed".
11. Click [OK] and close the form.
12. Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'.
13. Validate that the newly added quick actions appear in the 'Quick Actions' widget.
14. Page through all of the 'Quick Action' and validate that each one appears as expected.
15. Click [Close].
16. Access the 'NX View Definition' form.
17. Select "User" in the 'User or Role' field.
18. Enter "User A" in the 'Select User' field.
19. Select the desired value in the 'myDay' field.
20. Select the desired value in the 'Client Dashboard' field.
21. Click [Quick Actions].
22. Add the desired additional Quick Actions from the 'Select Quick Actions' field (ex. Smoking Assessment, Heart Rate)
23. Validate that the selected Quick Actions display in assigned field.
24. Click [OK] and [File].
25. Validate an "Avatar NX View Definition" message is displayed stating "Filed".
26. Click [OK] and close the form.
27. Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'.
28. Validate that the newly added quick actions appear in the 'Quick Actions' widget.
29. Page through all of the 'Quick Action' and validate that each one appears as expected.
30. Click [Close].

• A client must be enrolled in an existing episode (Client A).

1. Access the 'Treatment Plan Definition' form.
2. Click [Select Library].
3. Select "Add New Library" in the 'Library Selections' window.
4. Click [Return].
5. Enter the desired value in the 'Library Name' field.
6. Enter the desired date in the 'Effective Date Of Library' field.
7. Select "Yes" in the 'Active' field.
8. Click [File].
9. Validate a "Library Definition" message is displayed stating: Library Definition Filed. Please Note: this library will now be referred to as "Library A".
10. Select the "Item Definition" section.
11. Select "Goals" in the 'Select Item Type' field.
12. Enter the desired value in the 'Item Name' field.
13. Enter any value in the 'Item Description' field.
14. Click [Setup Links].
15. Select "Library A" in the 'Library Selections' window.
16. Click [OK] and [File].
17. Validate a "Treatment Plan Setup" message is displayed stating: Item Filed.
18. Click [OK] and [Select Item].
19. Select the goal created in the previous steps in the 'Goal Selections' window.
20. Click [Return].
21. Validate the 'Item Description' field contains the full value entered in the previous steps.
22. Select "Objectives" in the 'Select Item Type' field.
23. Enter the desired value in the 'Item Name' field.
24. Enter any value in the 'Item Description' field.
25. Click [Setup Links].
26. Select "Library A" in the 'Library Selections' window.
27. Click [OK] and [File].
28. Validate a "Treatment Plan Setup" message is displayed stating: Item Filed.
29. Click [OK] and [Select Item].
30. Select the objective created in the previous steps in the 'Objective Selections' window.
31. Click [Return].
32. Validate the 'Item Description' field contains the full value entered in the previous steps.
33. Select "Interventions" in the 'Select Item Type' field.
34. Enter the desired value in the 'Item Name' field.
35. Enter any value in the 'Item Description' field.
36. Select “No” in the ‘Is this an education?’ field.
37. Select any value in the ‘Practitioner Categories Available’ field.
38. Select any value in the ‘Default Practitioner Categories Responsible’ field.
39. Select any value in the ‘Default Task Frequency’ field.
40. Click [Setup Links].
41. Select "Library A" in the 'Library Selections' window.
42. Click [OK] and [File].
43. Validate a "Treatment Plan Setup" message is displayed stating: Item Filed.
44. Click [OK] and [Select Item].
45. Select the intervention created in the previous steps in the 'Intervention Selections' window.
46. Click [Return].
47. Validate the 'Item Description' field contains the full value entered in the previous steps.
48. Select "Problems" in the 'Select Item Type' field.
49. Enter the desired value in the 'Item Name' field.
50. Enter any value in the 'Item Description' field.
51. Click [Setup Links].
52. Select "Library A" in the 'Library Selections' window.
53. Click [OK] and [File].
54. Validate a "Treatment Plan Setup" message is displayed stating: Item Filed.
55. Click [OK] and [Select Item].
56. Select the problem created in the previous steps in the 'Problem Selections' window.
57. Click [Return].
58. Validate the 'Item Description' field contains the full value entered in the previous steps.
59. Select the "Library Definition" section.
60. Click [Select Library].
61. Select "Library A" in the 'Library Selections' window.
62. Click [Return] and [Print Library].
63. Validate the 'Treatment Plan Library Report' contains all of the treatment plan items linked to the library.
64. Close the report and the form.
65. Select "Client A" and access the 'Treatment Plan' form.
66. Enter the desired date in the 'Plan Date' field.
67. Enter the desired value in the 'Plan Name' field.
68. Select the desired value in the 'Plan Type' field.
69. Select "Draft" in the 'Treatment Plan Status' field.
70. Click [Launch Plan].
71. Validate the "Library" section on the left-hand side contains "Library A" and expand it.
72. Drag and drop the problem to the 'Tree View'.
73. Validate the 'Problem' field contains the full item description entered in the previous steps.
74. Select the desired value in the 'Problem Code' field.
75. Select the desired value in the 'Status (Problem List)' field.
76. Select the desired value in the 'Status' field.
77. Drag and drop the goal to the 'Tree View'.
78. Validate the 'Goal' field contains the full item description entered in the previous steps.
79. Select the desired value in the 'Status' field.
80. Drag and drop the objective to the 'Tree View'.
81. Validate the 'Objective' field contains the full item description entered in the previous steps.
82. Select the desired value in the 'Status' field.
83. Drag and drop the intervention to the 'Tree View'.
84. Validate the 'Intervention' field contains the full item description entered in the previous steps.
85. Select the desired value in the 'Status' field.
86. Validate “No” is selected in the ‘Is this an education?’ field.
87. Validate the ‘Practitioner Categories Responsible’ field contains the values selected in the previous steps.
88. Validate the ‘Task Frequency’ field contains the value selected in the previous steps.
89. Click [Back To Plan Page].
90. Select "Final" in the 'Treatment Plan Status' field.
91. Click [Submit].

• A Client (Client A) must have an existing diagnosis filed in the 'Diagnosis' form.

1. Select "Client A" and access the 'Diagnosis' form.
2. Select the episode the diagnosis was filed for.
3. Select the previously filed diagnosis and click [Edit].
4. Select the row associated to the diagnosis entered in the 'Diagnosis' grid.
5. Select "Void" from the 'Status' field.
6. Validate the row selected updates the 'Status' column to "Void" and click [Submit].

• Must have a pharmacy-type order code with the 'Enable Sliding Scale Instructions' check box checked in 'Order Code Setup'. (HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION INJECTION)
• A client must have an active episode (Client A).

1. Select "Client A" and access the 'Order Entry Console'.
2. Set the 'New Order' field to "HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION INJECTION".
3. Click [My Favorites - Star]. This is the yellow star.
4. Validate that the [Update - My Favorites Star] is enabled. This is the open star with the black outline.
5. Click [My Favorites].
6. Validate that the 'My Favorites' dialog is displayed and contains a row for "HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION INJECTION".
7. Click [Close]
8. Click [Sliding Scale Instructions].
9. Select a value from the 'Template' field and click [Save].
10. Validate that the [My Favorites - Star] and the [Update - My Favorites Star] are both disabled.

• A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)

1. Access the 'Allergies and Hypersensitivities' form for "Client A".
2. Click [Update] and [New Row].
3. Set the 'Allergen/Reactant' field to "shellfish" and press Tab.
4. Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)".
5. Set the 'Date Recognized' field to the current date and press Tab.
6. Set the 'Status' cell to "Confirmed".
7. Validate the 'Date Recorded' cell contains the current date and click [Save].
8. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field.
9. Validate the 'Known Food Allergies' field is set to "Yes".
10. Select "No" in the 'Known Medication Allergies' field click [Submit].
11. Access the 'Allergies and Hypersensitivities' form for "Client A".
12. Validate the 'Client Header' displays "Allergies (1) " with a red icon.
13. Click [Update] and [New Row].
14. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab.
15. Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select].
16. Set the 2nd 'Date Recognized' field to the current date and press Tab.
17. Set the 2nd 'Status' field to "Confirmed".
18. Validate the 2nd 'Date Recorded' cell contains the current date and click [Save].
19. Validate the 'Known Medication Allergies' field is set to "Yes".
20. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
21. Access the 'Allergies and Hypersensitivities' form for "Client A".
22. Validate the 'Client Header' displays "Allergies (2)" with a red icon.
23. Click [Update].
24. Select both rows created and click [Delete Row].
25. Validate a message displays stating "Are you sure you want to delete these rows?" and click [Yes] and [Save].
26. Select 'No' in the 'Known Medication Allergies' field.
27. Select 'No' in the 'Known Food Allergies' field.
28. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
29. Access the 'Allergies and Hypersensitivities' form for "Client A".
30. Validate the Client Header text contains "Allergies (0) Allergies Reviewed = Yes (current date) No Known Medication or Food Allergies ".

An existing interim billing batch is identified. Note the Interim billing batch #.

1. Open the 'Create Interim Billing Batch File' form.
2. The form opens up properly.
3. Select 'Edit Batch' radio button.
4. Select a batch from the dropdown (preferably picking one with a lot of items).
5. Click the [Launch Workscreen].
6. Sort the table as desired.
7. Verify the table and rows are sorted properly.
8. Close / Cancel out of the table.
9. Close the form.

• The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
• User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values.
• User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user.
• The 'Accounts Receivable Console' widget is on the tester's homeview.
• The 'AR Console Configuration' form has been submitted.
• The 'AR Console User Defaults Setup' form has been submitted.
• Unpaid claimed services exist.
• The 'System Task Scheduler', 'AR Auto Batch Update' has been processed.

1. Access the Avatar NX - AR Console widget.
2. Validate that the 'User Defaults' defaults to the signed in user.
3. Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget.
4. Click [Search].
5. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts.
6. Click [Reset Defaults]. Note: It will be necessary to click [Reset Defaults] after each search.
7. Select desired search options to narrow the search results.
8. Click [Search].
9. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
10. Click [Reset Defaults].
11. Click the 'Advanced Filters' link.
12. Select desired search options to narrow the search results.
13. Click [Apply].
14. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
15. Click [Clear Advanced Filters].
16. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results.
17. Click [Reset Defaults].
18. Select 'No' in 'Claim Follow-Up Records Exist'.
19. Click [Search].
20. Select a client with more than one claim in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers.
21. Validate that services display in the 'Claim Service Information' grid.
22. Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option.
23. Validate that the authorization form selected in the 'AR Console Configuration' form opens.
24. If desired, add an authorization record.
25. Close the authorization form.
26. Validate that you are returned to the AR Console widget.
27. Right click on a service in the 'Claim Service Information' grid and select the 'Service History'.
28. Validate that the 'Service History' grid opens, and that the data displays correctly.
29. Click [Close/Cancel].
30. Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available.
31. Click [Add Claim Follow-Up/Note]
32. Validate that the 'Claim Follow-Up Entry' section opens.
33. Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid.
34. Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid.
35. Validate that the 'Follow-Up Notes' section contains a note with:
36. 'Follow-Up Date' equal to the current date.
37. 'Comments' equal to 'AR Console Follow-Up Created'.
38. 'Entry Date' equal to current date.
39. 'Entered By' equal to logged in tester.
40. Click [New Row].
41. Add desired values and click [File Updates].
42. Click [OK].
43. Double click the row added and click [Copy Note].
44. Select the claim to copy the note row to.
45. Click [Save].
46. Click [File Updates].
47. Click [OK].
48. Change the 'Claim Follow-Up' to the claim the note row was copied to.
49. Validate that the 'Follow-Up Notes' section contains the copied row.
50. If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'.
51. Click [File Updates].
52. Click [OK].
53. Click 'AR List'.
54. Validate that the 'AR List' section opens.
55. Click 'Claim Follow-Up Entry'.
56. Validate that the 'Claim Follow-Up Entry' section opens.
57. Validate that the 'Client' is the same client.
58. Validate that the 'Claim Follow-Up' is the same claim that was last accessed.
59. Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist.
60. Validate that the 'Follow-Up Notes' section contains the two note rows.
61. Click the 'Undock' widget icon,
62. Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user.
63. Click [Search].
64. Select a claim in the 'Claims with Outstanding Receivables' grid.
65. Click [Post Transaction].
66. Note the 'Claim #', 'Service Date / Service Code'.
67. Enter a 'Posting Date'.
68. Enter a 'Date of Receipt'.
69. Note the 'Current Balance'.
70. Select a 'Transaction Type'.
71. Enter a partial amount of the 'Current Balance' in 'Amount'.
72. Select a 'Posting Code'.
73. If applicable, enter values in 'Transfer To' and 'Check Number'.
74. Note the value of 'New Balance'.
75. Click [New Row].
76. Validate that the 'Current Balance is equal to the 'New Balance'.
77. Select a 'Transaction Type'.
78. Enter an 'Amount'
79. Select a 'Posting Code'.
80. If applicable, enter values in 'Transfer To' and 'Check Number'.
81. Note the value of 'New Balance'.
82. Click [File].
83. Click [OK].
84. Click [Close].
85. Click [X] to close the new session of the Accounts Receivable Console widget.
86. Validate that you are returned to the original session of the Accounts Receivable Console widget.

• Test client must be identified or admitted.

1. Open the "Treatment Plan Definition" form.
2. Add a new library for this test.
3. Click "Item Definition" section.
4. Add a new Problem.
5. Using the "Setup Links" button, link the problem to the library.
6. Save the changes.
7. Add a new Goal.
8. Using the "Setup Links" button, link the goal to the problem and to the library.
9. Save the changes.
10. Add a new Objective.
11. Using the "Setup Links" button, link the objective to the goal, the problem and to the library.
12. Save the changes.
13. Add a mew Intervention.
14. Using the "Setup Links" button, link the intervention to the objective, the goal, the problem and to the library.
15. Save the changes.
16. Open the "Treatment Plan" form.
17. Start a draft plan.
18. Click "Launch Plan" button.
19. Click "Add New Problem" button.
20. Drag and drop the problem entered in "Treatment Plan Definition" form onto the treatment plan tree view.
21. Finish filling out the Problem section.
22. Click "Add New Goal" button.
23. Drag and drop the goal entered in "Treatment Plan Definition" form onto the treatment plan tree view.
24. Finish filling out the Goal section.
25. Click "Add New Objective" button.
26. Drag and drop the objective entered in "Treatment Plan Definition" form onto the treatment plan tree view.
27. Finish filling out the Objective section.
28. Click "Add New Intervention" button.
29. Drag and drop the intervention entered in "Treatment Plan Definition" form onto the treatment plan tree view.
30. Finish filling out the Intervention section.
31. Click "Return to Plan Page".
32. Set "Draft/Final" to "Final".
33. Click "Submit" button.
34. Click "Accept" button.
35. Click "Sign" button.
36. Using the "Clinical Document Viewer" form, validate the document was stored and can be viewed.

• Identify an active client.

1. Open ‘Clinical Reconciliation’ for the client.
2. Select desired ‘Reconciliation Type’.
3. Select the ‘Problem List’ section.
4. Select a problem and click [Do Not Include].
5. Note the problems that are included
6. Click [Review Final List].
7. Select the row with the ‘Do Not Include’ action.
8. Click [Refresh List].
9. Click [OK] on the warning stating that the item has been removed from the list.
10. Validate that the ‘Do Not Include’ problem no longer displays in the list and that all included problems display.
11. Click [Reconcile Items].
12. Click [OK] on the warning stating ‘Saved’.
13. Click [New Row].
14. Click [New Row].
15. Highlight the two new rows.
16. Click [Delete Rows].
17. Click [Yes] on the deletion confirmation.
18. Close the form.