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Avatar NX User Interface Update 2022.01.00.01 Acceptance Tests

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AV-78012 Summary | Details
NX - Accounts Receivable Console – Layout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX View Definition
  • App Dashboard
  • AR Console Configuration
  • AR Console User Defaults Setup
  • HomeView.AR Auto Batch Last Compile
  • Managed Care Authorizations
  • System Task Scheduler
Scenario 1: Validate NX View Definition form
Steps

internal Testing Only

Scenario 2: Avatar NX - AR Console widget
Specific Setup:
  • 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.
Steps
  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.
Topics
• Accounts Receivable Management • myAvatar NX Only • NX • View Definition
AV-78312 Summary | Details
Treatment Plan - Adding / Deleting Problems, Goals, Objectives, and Interventions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Delete Treatment Plan OK Dialog
  • Treatment Plan
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
Scenario 1: Treatment Plan - Validate adding problems via the "Problems" list grid
Specific Setup:
  • [ClientA] is enrolled in an active episode
Steps
  1. Open the Treatment Plan form
  2. Select [ClientA]
  3. Populate any required fields on the main form
  4. In the "Problems" grid select or add a problem [Problem1] with a status of "Active"
  5. Add or select a second problem [Problem2] with a different status, for example "Monitoring"
  6. Click [Launch Plan]
  7. Validate the treatment plan tree loads without a warning
  8. Validate both problems are listed in the grid, as expected
  9. Select [Problem1] and validate the "Status(Problem List) field equals "Active"
  10. Populate any other required fields in the "Problem" section
  11. Select [Problem2] and validate the "Status(Problem List) field equals "Monitoring"
  12. Populate any other required fields in the "Problem" section
  13. Click [Back to Plan Page]
  14. Submit the treatment plan
  15. Return to the form and select the treatment plan just submitted
  16. Click [Launch Plan]
  17. Validate all three problems are displayed
  18. Click each problem and validate fields in the problem section are populated as expected
  19. Click [Back to Plan Page]
  20. In the "Problems" grid, click "New Row"
  21. Enter the same problem entered for [Problem1]
  22. Validate a message displays blocking entry that states "Problem already exists", as expected
  23. Select the new row just attempted and click [Delete] to remove it
  24. Validate the row is deleted from the "Problems" grid
  25. In the "Problems" grid, click "New Row" again
  26. Enter a problem code other than the ones in [Problem1] or [Problem2]
  27. Validate the entry is accepted
  28. Select a status of "Active" for the problem
  29. Click [Launch Plan]
  30. Validate the treatment plan tree loads without a warning
  31. Validate all three problems are listed in grid
  32. Select the problem just added
  33. Populate any other required fields in the "Problem" section
  34. Click [Back to Plan Page]
  35. Submit the treatment plan
  36. Return to the form and select the treatment plan just submitted
  37. Click [Launch Plan]
  38. Validate all three problems are displayed and populated, as expected
  39. Close the form
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).
  • 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'.
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. 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. Select any problem from the library section
  40. Drag the problem to tree view for Client A's 'Treatment Plan' item.
  41. Search and select any value from the 'Problem Code' field.
  42. Select any value from the 'Status (Problem List)' field.
  43. Select any value from the 'Status' field.
  44. Click [Return to Plan].
  45. Select "Final" in the 'Draft/Final' field.
  46. Click [Submit] and [Sign].
  47. Enter your password in the 'Enter Password' field and click [Verify].
  48. In 'Route Document To' set 'Supervisor' to "Staff Member A" and click [Add].
  49. Click [Submit]
  50. Select Client A and navigate to the 'Documentation' view.
  51. Validate the recently filed 'Treatment Plan' is displayed in the 'Console Widget Viewer' when selected.
Scenario 3: Treatment Plan - Problems
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add] to add a new record.
  3. Enter the current date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Click [Add New Problem].
  8. Enter "1" in the 'Problem Description' field.
  9. Click [Return To Plan].
  10. Validate a message is displayed stating "Plan saved successfully."
  11. Click [OK] and validate the plan page is displayed.
  12. Click [Launch Plan].
  13. Validate the 'Problem Description' field contains "1".
  14. Select the desired value in the 'Problem' field.
  15. Select the desired value in the 'Status (Problem List)' field.
  16. Select the desired value in the 'Status' field.
  17. Click [Return To Plan].
  18. Validate a message is displayed stating "Plan saved successfully."
  19. Click [OK] and [Submit].
  20. Select "Client A" and access the 'Treatment Plan' form.
  21. Select the record added in the previous steps and click [Edit].
  22. Validate the 'Plan Date' field contains the current date.
  23. Validate the 'Plan Type' field contains the value selected in the previous steps.
  24. Click [Launch Plan].
  25. Validate the problem added in the previous steps is displayed.
  26. Validate the 'Problem' field contains the value selected in the previous steps.
  27. Validate the 'Problem Description' field contains "1".
  28. Validate the 'Status (Problem List)' field contains the value selected in the previous steps.
  29. Validate the 'Status' field contains the value selected in the previous steps.
  30. Click [Return To Plan].
  31. Validate a message is displayed stating "Plan saved successfully."
  32. Click [OK].
  33. Select "Final" in the 'Treatment Plan Status' field.
  34. Click [Submit].
Topics
• NX • Treatment Plan