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Avatar NX User Interface Update 2022.03.00 Acceptance Tests

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AV-60773 Summary | Details
Avatar NX Forms Label Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Active Clients by Funding Source
  • Active Master Client Info by Program
  • Form Designer (PM)
  • Form Designer Properties
Scenario 1: Avatar NX Forms - Verification of Field Label Display
Steps
  1. Open one or more Avatar NX forms (Avatar PM/MSO/CWS), including User Modeled forms/Report forms.
  2. On opening of Avatar NX form, confirm all field labels are visible/displayed with corresponding form fields as defined/expected.
  3. Open Avatar NX 'Form Designer' form (Avatar PM/MSO/CWS).
  4. Select 'Form Definition' form in 'Forms' field.
  5. Select form section for layout edit in 'Sections' field.
  6. Click 'Show Section' button.
  7. Ensure that Form Designer Layout form is displayed for edit.
  8. On opening of Form Designer Layout form, confirm all field labels are visible/displayed with corresponding form fields for selected form/section as defined/expected.
Topics
• Form Designer
AV-62351 Summary | Details
Internal Client Referrals
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Internal Client Referrals
  • Process Internal Referrals
  • Review To Do Item
  • Form Designer (PM)
Scenario 1: 'Internal Client Referrals' - form validation
Specific Setup:
  • In the 'Internal Referral Type Maintenance' form, must have a referral type defined that is associated to a modeled form and a user associated to receive the internal referrals.
  • A client must be enrolled in an existing episode (Client A).
  • The 'My To's' widget must be assigned to the myDay view.
Steps
  1. Access the 'Internal Client Referrals' form.
  2. Select "Client A" in the 'Client Being Referred' field.
  3. Select any value in the 'Internal Referral Type Category' field.
  4. Select any value in the 'Internal Referral Type Being Requested' field.
  5. Select the desired episode.
  6. Click [Initiate Internal Referral Process].
  7. Validate the modeled form associated with the referral is displayed.
  8. Populate the modeled form.
  9. Click [Submit].
  10. Validate the 'Internal Client Referrals' field remains open and the previous values have been cleared.
  11. Access the 'Process Internal Referrals' form.
  12. Select the row pertaining to "Client A" in the 'Internal Referral' grid.
  13. Select "Accepted" in the 'Internal Referral Status' field.
  14. Click [Process Internal Referral].
  15. Validate a message is displayed stating "The Internal Referral has been processed successfully".
  16. Click [OK]
  17. Navigate to the 'My To Do's' widget.
  18. Validate the referral 'To Do' generated by the modeled form is present in the users to 'My To Do's' list
  19. Click [Review To Do Item].
  20. Validate the 'To Do' information states "The Internal Referral for Client A has been Accepted".
  21. Click [Reviewed] and [Submit].
  22. Validate the 'To Do' is reviewed successfully and removed from the 'To Do' List.
Topics
• Admission • Form Designer • myAvatar NX Only • myAvatar/myAvatar NX • NX • RADplus Utilities
AV-65598 Summary | Details
All Documents Widget- 'Form Specific PreDisplay' filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
Scenario 1: All Documents Widget - 'Form Specific Pre Display' validations
Specific Setup:
  • Have a form [FormA] that contains a "Pre-display" configured in the form. For example, a modeled form with pre-display turned "On" in "Form Definition". (Note the names of the fields defined to display in the pre-display)
  • Have a client [ClientA] that has two or more rows of data filed in [FormA] in an episode [EpisodeA]
  • Have a form [FormB] that does contain a "Pre-display" in the form. For example, a modeled form with pre-display turned "Off" in "Form Definition"
  • Have the "All Documents Widget" configured with both [FormA] and [FormB] in the widget
  • Have the "All Documents Widget" included on a users home view [UserA]
Steps
  1. At the Home View, select [ClientA]
  2. Select "Episode A" from the "Episodes" field drop down list on the home view
  3. Navigate to the "All Documents Widget"
  4. Click the "All Forms" tab
  5. Select [FormB] from the "Form Description" drop down list
  6. Validate the row filed in the setup for [FormA] is displayed in the results list
  7. Scroll to the bottom of the results list
  8. Validate the "Form Specific PreDisplay" checkbox is not enabled, since the form does not contain a "Pre-display"
  9. Deselect [FormB] from the "Form Description" drop down list
  10. Select [FormA] from the "Form Description" drop down list
  11. Validate the rows filed in the setup for [FormB] are displayed in the results list
  12. Scroll to the bottom of the results list
  13. Click the "Form Specific PreDisplay" checkbox
  14. Validate the label name of the "Form Specific PreDisplay" check box field now says ""Form Specific PreDisplay - [FormB]"
  15. Validate the pre-display results list contains results for each a row field in the set up
  16. Validate all pre-display "Column" header labels and data displayed in each column is as expected
  17. Click any desired column, for example a "Draft/Final' column and select a value to filter on
  18. Validate data row pre-display results are displayed as expected based on the value selected
  19. Deselect the "Form Specific PreDisplay" check box
  20. Validate the results are returned to values displayed in step 3d
Topics
• NX • Widgets
AV-70528 Summary | Details
OE NX - Order Group Additional Instructions - Preserve Line Breaks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Order Group Setup
  • Order Entry Console - AOE Question Dialog
  • Order Entry Console - Interactions dialog
  • Order Entry Console - Order Group dialog
  • Order Entry Console - Warning Dialog - Duplicate Order
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Order Group Additional Instructions - Preserve Line Breaks
Specific Setup:
  • An Order Group (Order Group A) must have a pharmacy-type order (Order A) with additional instructions that contains line breaks
  • 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 "Order Group A" from the 'New Order' field.
  3. Click the checkbox for "Order A" from the 'Order Group' dialog and click [Add to Scratchpad].
  4. Select "Order A" from the 'Scratchpad'.
  5. Populate all required fields.
  6. Validate the 'Addl Instructions' field contains the information added preserving the line breaks.
  7. Click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains "Order A" with the appropriate information.
Topics
• NX • Order Entry Console
AV-70814 Summary | Details
Console Widget - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Diagnosis
  • Plan & Notes
  • Dynamic Form - Progress Notes
Scenario 1: 'Progress Notes' console widget - file, sort and view
Specific Setup:
  • A client must admitted in an existing episode (Client A).
  • Client A must have 3 or more Progress Notes on file.
  • The user must have a console widget configured for Progress Notes.
  • The 'Progress Notes' console widget and 'Console Widget Viewer' must be assigned to a view in the 'View Definition' form (View A).
Steps
  1. Select "Client A" and access the 'Progress Note (Group and Individual)' form.
  2. Select the desired episode.
  3. Select any value in the 'Progress Note For' field.
  4. Enter any value in the 'Date of Service' field.
  5. Enter any value in the 'Service Charge Code' field.
  6. Select "Draft" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Navigate to "View A" and the 'Progress Notes' widget.
  9. Validate the note filed in the previous steps is displayed.
  10. Click [View].
  11. Validate the corresponding note opens in the 'Console Widget Viewer'.
  12. Click [Open Record].
  13. Validate the data corresponds with the note previously filed.
  14. Click [Discard].
  15. Click the undock button on the 'Progress Notes' widget.
  16. Click the undock button on the 'Console Widget Viewer'.
  17. Click [View].
  18. Validate the 'Console Widget Viewer' contains the note filed in the previous steps.
  19. Select the 'Date' header.
  20. Validate the entries are sorted by date.
  21. Select the 'Form Description' header and Ctrl + click on the 'Date' header.
  22. Validate the entries are sorted by description and date.
Topics
• Console Widget • Diagnosis • NX • Progress Notes (Group And Individual)
AV-70917 Summary | Details
Form Designer - moving fields on the form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
Scenario 1: Form Designer (Avatar NX) - Validate moving multiple fields within the form layout
Specific Setup:
  • Have a form [FormA] that includes two sub sections with three more fields in each sub section. For example, form "Update Client Data"
Steps
  1. Open "Form Designer"
  2. Select [FormA]
  3. In the "Sections" field, select the desired section and click [Show Section]
  4. On the form layout, hold the CTRL key and click on [FieldA]
  5. Validate the field borders are highlighted to bring the field into focus
  6. While still holding the CTRL key, click on [FieldB]
  7. Validate that field is also brought into focus along with FieldA to create groups of fields to be moved
  8. While still holding the CTRL key, click on [FieldC]
  9. Validate that field is also brought into focus along with [FieldA] and [FieldB] to add to the group
  10. Letting go of the CTRL key click on any component
  11. Validate the group of fields selected are now not selected and not in focus
  12. Repeat steps 4 and 5
  13. While still holding the CTRL key, click on a field in the group and drag the fields to an open space in that section
  14. Validate while dragging, placeholders move with the mouse representing the shape of the group
  15. Validate the components hold their shape and are moved it intended location
  16. Repeat steps 4 and 5
  17. While still holding the CTRL key, drop the group on top of existing elements on the layout
  18. Validate while dragging, placeholders move with the mouse representing the shape of the group
  19. Validate the existing fields make room for the group while the fields hold their shape and are moved it intended location
  20. Repeat steps 4 and 5
  21. While still holding the CTRL key, drag the group toward bottom border into the subsection below
  22. Validate group does not land in the subsection below but is moved the bottom of subsection 1
  23. Move any other fields on the form to adjust the field layout, as desired
  24. Click [Save]
  25. Click [Submit]
  26. Repeat steps 1 thru 3
  27. Validate all field layout changes submitted are displayed as expected on the form layout
Topics
• Form Designer • NX
AV-71012 Summary | Details
Require 'Diagnosis' for controlled substance medication orders in the Order Entry Console (Home Medications and Discharge Med Reconciliation sections).
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Validate 'Diagnosis' is required for controlled medication orders and not for non-controlled medication orders in Home Medications
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Req. Dx for Controlled Substance Rx in the OE Console (Home Meds/Disch Med Rec)' registry setting must be set to "II&III&IV&V".
  • Please log out and log back in after the above configuration has been completed.
  • 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, in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form and Diagnoses of "Achilles rupture, left", "Angina decubitus", and "Heart burn" filed in the 'Diagnosis' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the "Home Medications" tab.
  3. Set the 'New Order' field to "Ritalin 5 MG Tablet Oral (Schedule II)".
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "As Needed" in the 'Frequency' field.
  7. Validate the 'Diagnosis' field is required and does not contain a value.
  8. Click in the 'Diagnosis' field and validate that the following values are displayed: "Angina decubitus", "Achilles rupture, left" and "Heart burn".
  9. Set the 'Days Supply' field to "10".
  10. Validate the 'Dispense Qty' field contains "10".
  11. Validate the 'Dispense Qty Unit' field contains "Tablet".
  12. Validate the 'Start Date' field contains the current date.
  13. Validate the 'Stop Date' field contains a date that is ten days in the future of the 'Start Date'.
  14. Click [Add to Scratchpad]
  15. Validate that the 'Scratchpad' contains the order for "Ritalin" with a red flag in the 'Action' column.
  16. Select the order in the 'Scratchpad'.
  17. Set the 'Diagnosis' search field to "ADD" and select "ADD (attention deficit disorder)"
  18. Click [Update Order] and [Final Review]
  19. Validate the 'Final Review' dialog is displayed and click [Sign].
  20. Validate the 'Order grid' contains the order for "Ritalin 5 MG ORAL Tablet (Schedule II)"
  21. Select the order for "Ritalin" and click [Reorder].
  22. Validate the 'Dose' field contains "1".
  23. Validate the 'Dose Unit' field contains "Tablet".
  24. Validate the 'Frequency' field contains "As Needed".
  25. Validate the 'Diagnosis' field is required.
  26. Validate the 'Diagnosis' field contains "ADD (attention deficit disorder).
  27. Click in the 'Diagnosis' field and validate the following values are displayed: "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", and "Heart burn".
  28. Validate the 'Days Supply' field contains "10".
  29. Validate the 'Dispense Qty' field contains "10".
  30. Validate the 'Dispense Qty Unit' field contains "Tablet".
  31. Set the 'Start Date' field to the day after the original orders 'Stop Date'.
  32. Validate the 'Stop Date' field contains a date that is ten days in the future of the 'Start Date'.
  33. Validate the 'Earliest Fill Date' field contains a date that is five days prior to the original orders 'Stop Date'.
  34. Click [Add to Scratchpad] and [Final Review].
  35. Validate the 'Final Review' dialog is displayed and click [Sign].
  36. Validate the 'Order grid' contains a new order for "Ritalin 5 MG ORAL Tablet (Schedule II).
  37. Set the 'New Order' field to "Suboxone 12 MG-3 MG Film Sublingual (Schedule III)"
  38. Set the 'Dose' field to "1".
  39. Validate the 'Dose Unit' field contains "Film".
  40. Select "As Needed" in the 'Frequency' field.
  41. Validate the 'Diagnosis' field is required and does not contain a value.
  42. Click in the 'Diagnosis' field and validate that the following values are displayed: "Angina decubitus", "Achilles rupture, left", "ADD (attention deficit disorder)", and "Heart burn".
  43. Set the 'Diagnosis' search field to "Substance abuse" and select "Substance abuse".
  44. Set the 'Days Supply' field to "10".
  45. Validate the 'Dispense Qty' field contains "10".
  46. Validate the 'Dispense Qty Unit' field contains "Film".
  47. Validate the 'Start Date' contains the current date.
  48. Validate the 'Stop Date' contains a date that is ten days in the future of the 'Start Date'.
  49. Click [Add to Scratchpad] and [Final Review].
  50. Validate the 'Final Review' dialog is displayed and click [Sign].
  51. Validate the 'Order grid' contains an order for "Suboxone 12 MG-3MG SUBLINGUAL Film (Schedule III).
  52. Set the 'New Order' field to "traMADol HCl 100 MG Tablet Oral (Schedule IV)".
  53. Set the 'Dose' field to "1".
  54. Validate the 'Dose Unit' field contains "Tablet".
  55. Select "As Needed" in the 'Frequency' field.
  56. Validate the 'Diagnosis' field is required and does not contain a value.
  57. Select "Achilles rupture, left" in the 'Diagnosis' field.
  58. Set the 'Days Supply' field to "14".
  59. Validate the 'Dispense Qty' field contains "14".
  60. Validate the 'Dispense Qty Unit' field contains "Tablet"
  61. Validate the 'Start Date' field contains the current date.
  62. Validate the 'Stop Date' field contains a date that is fourteen days in the future of the 'Start Date'.
  63. Click [Add to Scratchpad] and [Final Review].
  64. Validate the 'Interactions' dialog is displayed.
  65. Override all interactions and click [Save Override and Exit].
  66. Validate the 'Final Review' dialog is displayed and click [Sign].
  67. Validate the 'Order grid' contains an order for "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  68. Select the order and click [Modify].
  69. Set the 'Dose' field contains "2".
  70. Validate the 'Dose Unit' field contains "Tablet".
  71. Validate the 'Frequency' field contains "As Needed".
  72. Validate the 'Diagnosis' field is required and contains "Achilles rupture, left".
  73. Validate the 'Days Supply' field contains "14"
  74. Validate the 'Dispense Qty' field contains "28".
  75. Validate the 'Dispense Qty Unit' field contains "Tablet".
  76. Validate the 'Start Date' field contains the current date.
  77. Validate the 'Stop Date' field contains a date that is fourteen days in the future of the 'Start Date'.
  78. Click [Add to Scratchpad] and [Final Review].
  79. Validate the 'Interactions' dialog is displayed.
  80. Override all interactions and click [Save Override and Exit].
  81. Validate the 'Final Review' dialog is displayed and click [Sign].
  82. Validate the 'Order grid' contains a new order for "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  83. Set the 'New Order' field to "Lomotil 0.025 MG-2.5 MG Tablet Oral (Schedule V)".
  84. Set the 'Dose' field to "1".
  85. Validate the 'Dose Unit' field contains "Tablet".
  86. Select "As Needed" in the 'Frequency' field.
  87. Validate the 'Diagnosis' field is required and contains no value.
  88. Click in the 'Diagnosis' field and validate that the following values are displayed: "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", "Heart burn" and, "Substance abuse".
  89. Select "Heart burn" in the 'Diagnosis' field.
  90. Set the 'Days Supply' field to "30".
  91. Validate the 'Dispense Qty' field contains "30
  92. Validate the 'Dispense Qty Unit' field contains "Tablet".
  93. Validate the 'Start Date' field contains the current date.
  94. Validate the 'Stop Date' field contains a date that is thirty days in the future of the 'Start Date'.
  95. Click [Add to Scratchpad] and [Final Review].
  96. Validate the 'Interactions' dialog is displayed.
  97. Override all interactions and click [Save Override and Exit].
  98. Validate that the 'Final Review' dialog is displayed and click [Sign].
  99. Validate the 'Order grid' contains the order for "Lomotil".
  100. Set the 'New Order' field to "Eliquis 5 MG Tablet Oral".
  101. Set the 'Dose' field to "1".
  102. Validate the 'Dose Unit' field contains "Tablet".
  103. Select "Every Day" in the 'Frequency' field.
  104. Validate the 'Diagnosis' field is not required and contains "No Entry".
  105. Click in the 'Diagnosis' field and validate that the following values are displayed: "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", "Heart burn", "Substance abuse", "Side Effects", "Transitory Illness" and "No Entry".
  106. Set the 'Duration' field to "28"and click [Days].
  107. Validate the 'Days Supply' field contains "30".
  108. Validate the 'Dispense Qty' field contains "30".
  109. Validate the 'Dispense Qty Unit' field contains "Tablet".
  110. Validate the 'Start Date' contains the current date.
  111. Validate the 'Stop Date' contains a date that is thirty days in the future of the 'Start Date'.
  112. Click [Add to Scratchpad] and [Final Review].
  113. Validate the 'Final Review' dialog is displayed and click [Sign].
  114. Validate the 'Order grid' contains a new order for "Eliquis".
Scenario 2: Validate 'Diagnosis' is required for controlled medication orders and not for non-controlled medication orders in Discharge Med Reconciliation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Req. Dx for Controlled Substance Rx in the OE Console (Home Meds/Disch Med Rec)' registry setting must be set to "II&&III&IV&V".
  • Please log out and log back in after the above configuration has been completed.
  • 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, in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form and the following Diagnoses filed in the 'Diagnosis' form: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "LISINOPRIL 40 MG TABLET ORAL".
  3. Validate the 'Order grid contains an order for "LISINOPRIL 40 MG TABLET ORAL".
  4. Create an order for "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG TABLET ORAL (Schedule III)".
  5. Validate the 'Order grid' contains an order for "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG ORAL TABLET (Schedule III)".
  6. Click the 'Home Medications' tab.
  7. Search for and select "Lyrica 200 MG Capsule Oral (Schedule V)" in the 'New Order' field.
  8. Set the 'Dose' field to "1".
  9. Validate the 'Dose Unit' field contains "Capsule".
  10. Select "3 Times A Day" in the 'Frequency' field.
  11. Validate the 'Diagnosis' field is required and does not contain a value.
  12. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  13. Select "Achilles rupture, left" in the 'Diagnosis' field.
  14. Set the 'Days Supply' field to "15".
  15. Validate the 'Dispense Qty' field contains "45".
  16. Validate the 'Dispense Qty Unit' field contains "Capsule".
  17. Click [Add to Scratchpad] and [Final Review].
  18. Validate the 'Final Review' dialog is displayed and click [Sign].
  19. Validate the 'Order grid' contains the order for "Lyrica 200 MG ORAL Capsule (Schedule V)".
  20. Search for and select "traMADol HCl 100 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Validate the 'Dose Unit' field contains "Tablet".
  23. Select "As Needed" in the 'Frequency' field.
  24. Validate the 'Diagnosis' field is required and does not contain a value.
  25. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  26. Select "Achilles rupture, left" in the 'Diagnosis' field.
  27. Set the 'Days Supply' field to "14".
  28. Validate the 'Dispense Qty' field contains "14".
  29. Validate the 'Dispense Qty Unit' field contains "Tablet".
  30. Click [Add to Scratchpad] and [Final Review].
  31. Validate the 'Interactions' dialog is displayed.
  32. Override all interactions and click [Save Override and Exit].
  33. Validate the 'Final Review' dialog is displayed and click [Sign].
  34. Validate the 'Order grid' contains the order for "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  35. Click the 'Discharge Med Reconciliation' tab.
  36. Validate that 'Inpatient Medications' contains an order for "LISINOPRIL 40 MG ORAL TABLET" and "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG ORAL TABLET (Schedule III)".
  37. Validate that 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Lyrica 200 MG ORAL Capsule (Schedule V)" and "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  38. Select the order for "LISINOPRIL 40 MG ORAL TABLET", hit Shift and select the order for "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG ORAL TABLET (Schedule III)" in 'Inpatient Medications' and click [Add to Scratchpad As Rx].
  39. Validate the orders for "Lisinopril" and "Tylenol with Codeine" are displayed in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column for both orders,
  40. Select the order for "Lisinopril".
  41. Validate the 'Diagnosis' field is not required and contains a value of "No Entry".
  42. Click in the 'Diagnosis' field and validate that the following values are displayed "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", "Side Effects", "Transitory Illness", and "No Entry".
  43. Set the 'Days Supply' field to "30"
  44. Validate the 'Dispense Qty' field contains "30".
  45. Validate the 'Dispense Qty Unit' field contains "Tablet".
  46. Click [Update Order].
  47. Validate the order for "Lisinopril" is displayed in 'Home Medications Scratchpad (Post-Discharge)' with no red flag in the 'Action' column,
  48. Select the "Tylenol with Codeine" order,
  49. Validate the 'Diagnosis' field is not required and contains no value.
  50. Click in the 'Diagnosis' field and validate that the following values are displayed "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  51. Set the 'Days Supply' field to "10"
  52. Validate the 'Dispense Qty" field contains "40".
  53. Validate the 'Dispense Qty Unit' field contains "Tablet".
  54. Click [Update Order].
  55. Validate the order for "Tylenol with Codeine" is displayed in 'Home Medications Scratchpad (Post-Discharge)' with no red flag in the 'Action' column,
  56. Select the order for "Lyrica" in 'Home Medications Scratchpad (Post-Discharge)' and click [Reorder/Modify].
  57. Validate the 'Diagnosis' field is required and contains a value of "Achilles left, rupture".
  58. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  59. Click [Update Order].
  60. Select the order for "traMADol" in 'Home Medications Scratchpad (Post-Discharge)' and click [Reorder/Modify].
  61. Validate the 'Diagnosis' field is required and contains a value of "Achilles left, rupture".
  62. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  63. Click [Update Order].
  64. Search and select "Ritalin 20 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  65. Validate the 'Diagnosis' field is required and contains no value.
  66. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Heart burn", "Angina decubitus", and "ADD (attention deficit disorder)".
  67. Select "ADD (attention deficit disorder)" in the 'Diagnosis' field.
  68. Fill out all required fields.
  69. Click [Add to Scratchpad] and [Review and Sign].
  70. Validate the 'Interactions' dialog is displayed.
  71. Override all interactions and click [Save Override and Exit].
  72. Validate that the 'Final Review' dialog is displayed and contains the following orders:
  73. "traMADol 100 MG Tablet (Schedule IV)" with an 'Action' of "REORDER/MODIFY"
  74. "Lyrica 200 MG Capsule (Schedule V) with an 'Action' of "REORDER/MODIFY".
  75. "Lisinopril 40 MG Tablet" with an 'Action' of "ADD".
  76. "Tylenol with Codeine No. 3 300 MG-30 MG Tablet (Schedule III)" with an 'Action' of "ADD".
  77. "Ritalin 20 MG Tablet (Schedule II)" with an 'Action' of "NEW".
  78. Click [Sign] and validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  79. Select the 'Home Medications' tab
  80. Validate the 'Order grid' contains the following orders:
  81. "Ritalin 20 MG ORAL Tablet (Schedule II)"
  82. "Tylenol with Codeine No. 3 300 MG-30 MG ORAL Tablet (Schedule III)"
  83. "Lisinopril 40 MG ORAL Tablet"
  84. "Lyrica 200 MG ORAL Capsule (Schedule V)"
  85. "traMADol HCl 100 MG ORAL Tablet (Schedule IV)"
Topics
• Order Entry Console
AV-71384 Summary | Details
Avatar NX - Clinical Pathways
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alert dialog
  • Clinical Pathway Disenrollment
  • Clinical Pathway Enrollment
Scenario 1: Clinical Pathway Disenrollment - Disenroll from a clinical pathway
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form.
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Verify the 'Date of Enrollment' field defaults to the current date.
  3. Select "Pathway A" in the 'Pathway Name' field.
  4. Select "Yes" for 'Primary Pathway'.
  5. Click [Submit] and [No].
  6. Validate the 'My Clients' list contains "Client A" in the pathway color.
  7. Select "Client A" and access the 'Clinical Pathway Disenrollment' form.
  8. Validate the 'Date of Disenrollment' field defaults the current date.
  9. Select "Pathway A" in the 'Pathway Name' field.
  10. Select desired value in the 'Reason for Disenrollment' field.
  11. Click [Submit] and [No].
  12. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  13. Validate the Pre-Display contains the prior enrollment record in "Pathway A" and the 'Disenrollment Date' field contains the date of disenrollment.
  14. Click [Edit].
  15. Validate a "Clinical Pathway Enrollment" message is displayed stating: Disenrollment exists. Enrollment can only be viewed.
  16. Click [OK].
  17. Validate the 'Date of Enrollment' field is disabled and cannot be edited.
  18. Validate the 'Pathway Name' field is disabled and cannot be edited.
  19. Validate the 'Primary Pathway' field is disabled and cannot be edited.
  20. Close the form.
  21. Validate the 'My Clients' list contains "Client A" without the pathway color.
Scenario 2: Clinical Pathway Enrollment - Add an enrollment
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • Multiple other pathways are defined with colors in the 'Clinical Pathway Definition' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Verify the 'Date of Enrollment' field defaults to the current date.
  3. Select "Pathway A" in the 'Pathway Name' field.
  4. Select "Yes" for 'Primary Pathway'.
  5. Click [Submit] and [No].
  6. Validate the 'My Clients' list contains "Client A" in the pathway color.
  7. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  8. Click [Add] to add an additional pathway.
  9. Select "Pathway A" in the 'Pathway Name' field.
  10. Validate a message is displayed stating: Client is already enrolled in the selected Clinical Pathway.
  11. Click [OK].
  12. Select any new value in the 'Pathway Name' field.
  13. Select "Yes" for 'Primary Pathway'.
  14. Validate a message is displayed stating: Primary Pathway already exists. "Pathway A" is the current Primary Pathway.
  15. Click [OK].
  16. Select "No" in the 'Primary Pathway' field.
  17. Click [Submit] and [No].
  18. Validate the 'My Clients' list contains "Client A" in the primary pathway color.
Scenario 3: Clinical Pathway Enrollment - Delete an enrollment
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Verify the 'Date of Enrollment' field defaults to the current date.
  3. Select "Pathway A" in the 'Pathway Name' field.
  4. Select "Yes" for 'Primary Pathway'.
  5. Click [Submit] and [No].
  6. Validate the 'My Clients' list contains "Client A" in the pathway color.
  7. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  8. Select the existing enrollment in the pre-display.
  9. Click [Delete].
  10. Validate a message is displayed stating: Are you sure you want to delete this item?
  11. Click [Yes].
  12. Validate a message is displayed stating: Enrollment was successfully deleted.
  13. Click [OK] and exit the form.
  14. Validate the 'My Clients' list contains "Client A" without the pathway color.
Scenario 4: Avatar NX - Validate support for Clinical Pathways in the 'My Clients' list, 'Recent Clients' list, 'Client Information' header, and 'Clients for Today' option
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color and icon (Pathway A).
  • A client is enrolled in an existing episode and is in the user's caseload. This client is also enrolled in "Pathway A" (Client A).
  • A client is enrolled in an existing episode and is not in the user's caseload. This client is also enrolled in "Pathway A" (Client B).
  • The 'Include Client Information header in view' setting is enabled for the user's myDay view.
  • The logged in user must have an appointment scheduled for the current date for "Client A" and "Client B".
  • "Clinical Pathway" must be added to the 'Field to Include in Client Header' field in the 'Client Lookup/Header Configuration Manager' form.
Steps
  1. Navigate to the 'My Clients' list.
  2. Validate "Client A" is displayed in the pathway color.
  3. Select "Client A" in the 'My Clients' list.
  4. Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue?
  5. Click [Yes].
  6. Validate the 'Client Information' header displays "Client A" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color.
  7. Validate the 'Client Information' header displays the icon associated to "Pathway A".
  8. Click [Clear Client].
  9. Search for and select "Client B".
  10. Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue?
  11. Click [Yes].
  12. Validate "Client B" is displayed in the 'Recent Clients' list in the pathway color.
  13. Validate the 'Client Information' header displays "Client B" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color.
  14. Validate the 'Client Information' header displays the icon associated to "Pathway A".
  15. Click [Clear Client].
  16. Navigate to the 'Clients for Today' item.
  17. Validate the 'Clients for Today' list contains "Client A" and "Client B" in the pathway color.
  18. Navigate to the 'My Clients' list.
  19. Select the "Site" section.
  20. Select the site that has the appointments for "Client A" and "Client B".
  21. Validate the 'Site' list contains "Client A" and "Client B" in the pathway color.
Topics
• Clinical Pathway • My Clients • NX • Widgets
AV-73984 Summary | Details
'Client Reported' - Modify
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 - Client Reported - Variable Dose - New Order, Edit, Make Rx and Discontinue
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. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "Lisinopril 30 MG Tablet Oral" in the 'New Order' field.
  5. Check the 'Variable Dose' checkbox.
  6. Validate the 'Variable Dose' dialog is displayed.
  7. Set the 1st 'Dose' field to "1".
  8. Validate the 1st 'Dose Unit' field contains "Tablet".
  9. Select "TWICE A DAY" in the 1st 'Frequency' field.
  10. Set the 2nd 'Dose' field to "2".
  11. Validate the 2nd 'Dose Unit' field contains "Tablet".
  12. Select "AS NEEDED" in the 2nd 'Frequency' field.
  13. Click [Save].
  14. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  15. Click [View] in the 'History' column.
  16. Validate the 'Order History' dialog is displayed.
  17. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  18. Uncheck the 'Client Reported' checkbox.
  19. Select the "Lisinopril" order and click [Edit].
  20. Validate the 'Client Reported' checkbox is checked.
  21. Validate the 'Client Reported' checkbox is disabled.
  22. Validate the 'Variable Dose' checkbox is checked.
  23. Set the 'Stop Date' field to a date that is 10 days in the future of the current date and click [Save].
  24. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  25. Click [View] in the 'History' column.
  26. Validate the 'Order History' dialog is displayed.
  27. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  28. Check the 'Client Reported' checkbox.
  29. Select the "Lisinopril" order and click [Make Rx].
  30. Validate the 'Client Reported' checkbox is unchecked.
  31. Validate the 'Variable Dose' checkbox is checked.
  32. Set the 'Days Supply' field to "12" and press Tab.
  33. Validate the 'Dispense Qty' field contains "48".
  34. Validate the 'Dispense Qty Unit' field contains "Tablet".
  35. Click [Add to Scratchpad] and [Final Review].
  36. Validate the 'Final Review' dialog is displayed.
  37. Select "None" in the 'Output' column and click [Sign].
  38. Validate the 'Order grid' contains an order for "Lisinopril 30 MG ORAL Tablet Take one (1) tablet by mouth twice a day AND two (2) tablets as needed (Refills: 0, Disp. Qty: 48 Tablet)".
  39. Click [View] in the 'History' column.
  40. Validate the 'Order History' dialog is displayed.
  41. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
  42. Select the "Lisinopril" order and click [D/C].
  43. Click [Add to Scratchpad] and [Final Review].
  44. Validate the 'Final Review' dialog is displayed.
  45. Select "None" in the 'Output' column and click [Sign].
  46. Select "Discontinued" in the 'Status' field.
  47. Click [View] - in the 'History' column.
  48. Validate the 'Order History' dialog is displayed.
  49. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
Scenario 2: OE NX - Home Medications - Reorder/ modify - Dose Unit
Specific Setup:
  • The user logged into the application must not 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. Click the 'Home Medications' Tab.
  3. Validate the 'Client Reported' checkbox is unchecked.
  4. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "TWICE A DAY" from the 'Freq' field.
  8. Set the 'Days Supply' field to "12" and press Tab.
  9. Validate the 'Dispense Qty' field contains "48".
  10. Click [Add to Scratchpad].
  11. Validate the 'Scratchpad' contains the order "Advil 200 MG Tablet OralTake two (2) tablets by mouth twice a day".
  12. Click [Final Review] and [Sign].
  13. Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day".
  14. Check the 'Client Reported' checkbox.
  15. Select the order from the 'Order grid' and click [Reorder].
  16. Validate the 'Client Reported' checkbox is unchecked.
  17. Validate the 'Dose' field contains "2".
  18. Validate the 'Dose Unit' field contains "Tablet".
  19. Validate the 'Frequency' field contains "TWICE A DAY".
  20. Validate the 'Days Supply' field contains "12".
  21. Validate the 'Dispense Qty' field contains "48".
  22. Validate the 'Directions' field contains "Take two (2) tablets by mouth twice a day".
  23. Click [Refresh Orders].
  24. Check the 'Client Reported' checkbox.
  25. Select the order from the 'Order grid' and click [Modify].
  26. Validate the 'Client Reported' checkbox is unchecked.
  27. Validate the 'Client Reported' checkbox is disabled.
  28. Validate the 'Dose' field contains "2".
  29. Validate the 'Dose Unit' field contains "Tablet".
  30. Validate the 'Frequency' field contains "TWICE A DAY".
  31. Validate the 'Days Supply' field contains "12".
  32. Validate the 'Dispense Qty' field contains "48".
  33. Validate the 'Directions' field contains "Take two (2) tablets by mouth twice a day".
  34. Click [Add to Scratchpad].
  35. Check the 'Client Reported' checkbox.
  36. Select the order from the 'Scratchpad'.
  37. Validate the 'Client Reported' checkbox is unchecked.
  38. Validate the 'Client Reported' checkbox is disabled.
  39. Click [Update Order].
  40. Validate the 'Scratchpad' contains the order "Advil 200 MG Tablet OralTake two (2) tablets by mouth twice a day".
  41. Click [Refresh Orders].
Topics
• NX • Order Entry Console
AV-74239 Summary | Details
Inpatient Medications scratchpad - Discharge Med Reconciliation - Strength and Form.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
Scenario 1: OE NX -OTE - Discharge Med Reconciliation - New Schedule III Order - Xyrem - Add to Scratchpad As/No RX
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. Search for and select " ADVIL (IBUPROFEN) 200 MG TABLET ORAL (AS NEEDED)" in the 'New Order' field.
  3. Set the ‘Dose field’ to "1".
  4. Click the ‘Dose Unit’ field.
  5. Select "TABLET" from the ‘Dose Unit’ field.
  6. Validate the ‘Freq’ field contains "AS NEEDED".
  7. Set the ‘Duration’ field to "14" and click [Days].
  8. Select "Take with food" from the ‘Instructions’ field.
  9. Validate the ‘Addl Instructions’ field contains "Take with food".
  10. Click [Add to Scratchpad].
  11. Search for and select " TYLENOL (ACETAMINOPHEN) 325 MG TABLET ORAL " in the 'New Order' field.
  12. Set the ‘Dose’ field to "1".
  13. Select "TABLET" from the ‘Dose Unit’ field.
  14. Select "3 TIMES A DAY" from the ‘Freq’ field.
  15. Set the ‘Duration’ field to "7" and click [Days].
  16. Click [Add to Scratchpad] and [Sign].
  17. Validate the 'Interactions' dialog is displayed.
  18. Override all interactions and click [Save Override and Exit].
  19. Validate the 'Order grid' contains the orders for " TYLENOL (ACETAMINOPHEN)" and " ADVIL (IBUPROFEN)".
  20. Click the 'Home Medications' tab.
  21. Validate the ‘Client Reported’ checkbox is checked.
  22. Search for and select " Lisinopril 10 MG Tablet Oral " in the 'New Order' field.
  23. Click [Save].
  24. Validate the 'Order grid' contains an order for " Lisinopril - 10 MG, TAB, PO ".
  25. Click the 'Discharge Med Reconciliation' tab.
  26. Validate the 'Inpatient Medications' contains the orders for " ADVIL (IBUPROFEN) 200 MG ORAL 1 TABLET, AS NEEDED " and "TYLENOL (ACETAMINOPHEN) 325 MG ORAL 1 TABLET, 3 TIMES A DAY".
  27. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Lisinopril - 10 MG, TAB, PO".
  28. Select the "Advil" order from ‘Inpatient Medications’.
  29. Click [Add to Scratchpad No RX].
  30. Select the "Tylenol 325 MG" order from ‘Inpatient Medications’.
  31. Click [Add to Scratchpad As RX].
  32. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for " Tylenol 325 MG Tablet Oral Take one (1) tablet by mouth three times a day " and contains a red flag.
  33. Select the "Tylenol 325 MG" order from the ‘Home Medications Scratchpad (Post-Discharge)’.
  34. Validate the ‘Dose’ field contains "1".
  35. Validate the ‘Frequency’ field contains "3 TIMES A DAY".
  36. Validate the ‘Diagnosis’ field contains "No Entry".
  37. Set the ‘Days Supply’ field to "15".
  38. Validate the ‘Dispense Qty’ field contains "45".
  39. Validate the ‘Directions’ field contains "Take one (1) tablet by mouth three times a day".
  40. Validate the ‘Dispense Qty’ field contains "Tablet".
  41. Click [Update Order].
  42. Access the 'Discharge Med Reconciliation' tab.
  43. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
  44. Set the 'Dose' field to "2".
  45. Select the "TWICE A DAY" in the 'Frequency' field.
  46. Select "Milliliter" from the 'Dose Unit' field.
  47. Set the 'Days Supply' field to "12".
  48. Set the 'Dispense Qty Unit' field to "milliliter".
  49. Set the 'reason' field to "testing".
  50. Validate the 'Directions field' contains "Take two (2) milliliters by mouth twice a day".
  51. Click [Add to Scratchpad].
  52. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML Solution Oral 500 MG/1 ML Solution (Schedule III)Take two (2) milliliters by mouth twice a day".
  53. Click [Review and Sign].
  54. Validate the 'Final Review' dialog is displayed.
  55. Click [Sign].
  56. Select the order "Xyrem 500 MG/1 ML Solution Oral 500 MG/1 ML Solution (Schedule III)Take two (2) milliliters by mouth twice a day'' from the order grid.
  57. Click [D/C] and [Add to Scratchpad].
  58. Click [Final Review].
  59. Validate the 'Final Review' dialog is displayed.
  60. Click [Sign].
  61. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Home Medications - Reorder/ modify - Dose Unit
Specific Setup:
  • The user logged into the application must not 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. Click the 'Home Medications' Tab.
  3. Validate the 'Client Reported' checkbox is unchecked.
  4. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "TWICE A DAY" from the 'Freq' field.
  8. Set the 'Days Supply' field to "12" and press Tab.
  9. Validate the 'Dispense Qty' field contains "48".
  10. Click [Add to Scratchpad].
  11. Validate the 'Scratchpad' contains the order "Advil 200 MG Tablet OralTake two (2) tablets by mouth twice a day".
  12. Click [Final Review] and [Sign].
  13. Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day".
  14. Check the 'Client Reported' checkbox.
  15. Select the order from the 'Order grid' and click [Reorder].
  16. Validate the 'Client Reported' checkbox is unchecked.
  17. Validate the 'Dose' field contains "2".
  18. Validate the 'Dose Unit' field contains "Tablet".
  19. Validate the 'Frequency' field contains "TWICE A DAY".
  20. Validate the 'Days Supply' field contains "12".
  21. Validate the 'Dispense Qty' field contains "48".
  22. Validate the 'Directions' field contains "Take two (2) tablets by mouth twice a day".
  23. Click [Refresh Orders].
  24. Check the 'Client Reported' checkbox.
  25. Select the order from the 'Order grid' and click [Modify].
  26. Validate the 'Client Reported' checkbox is unchecked.
  27. Validate the 'Client Reported' checkbox is disabled.
  28. Validate the 'Dose' field contains "2".
  29. Validate the 'Dose Unit' field contains "Tablet".
  30. Validate the 'Frequency' field contains "TWICE A DAY".
  31. Validate the 'Days Supply' field contains "12".
  32. Validate the 'Dispense Qty' field contains "48".
  33. Validate the 'Directions' field contains "Take two (2) tablets by mouth twice a day".
  34. Click [Add to Scratchpad].
  35. Check the 'Client Reported' checkbox.
  36. Select the order from the 'Scratchpad'.
  37. Validate the 'Client Reported' checkbox is unchecked.
  38. Validate the 'Client Reported' checkbox is disabled.
  39. Click [Update Order].
  40. Validate the 'Scratchpad' contains the order "Advil 200 MG Tablet OralTake two (2) tablets by mouth twice a day".
  41. Click [Refresh Orders].
Topics
• NX • Order Entry Console
AV-75131 Summary | Details
Rule Based Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Routing Worklist Item
  • Rule Based Routing
  • Routing Admin Dashboard
Scenario 1: Validate 'Rule Based Routing' document routing functionality
Specific Setup:
  • Avatar PM 2018 Update 204 is required for full functionality.
  • Multiple users must be created with access to all forms: USER A, USER B, USER C, and USER D.
  • A user modeled form must be imported that has 'Service Documentation' fields.
  • The 'Rule Based Routing' widget must be added to the myDay view.
  • Must create four roles in the 'Routing Role Definition' form.
  • Must assign users with each of the roles created in the 'Routing Role Assignment' form.
  • Must create queues and assign a form to them in the 'Routing Queue Definition' form (Queue 1, Queue 2, and Queue 3).
  • Must create statuses associated with each queue in the 'Routing Status Definition' form.
  • Must configure each queue in the 'Routing Assignment Definition' form.
  • Must select a form in the 'Routing Configuration Definition' form (For example Ambulatory Progress Notes).
  • Must configure header fields and worklist widget details for each queue in the 'Routing Views Definition' form.
  • Must have specific actions configured to route documents to subsequent queues in the 'Routing Action Definition' form.
  • Must be signed in as User A.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select any value in the 'Progress Note For' field.
  3. Select any value in the 'Note Type' field.
  4. Populate all required and desired fields.
  5. Select "Final" in the 'Draft/Final' field.
  6. Click [Submit] and [Sign and Route/Notify].
  7. Input password associated with "User A" and click [Verify].
  8. Select the practitioner associated with "User A" in the 'Approver' field.
  9. Click [Add] and [Submit].
  10. Navigate to the 'My To-Do's' widget.
  11. Validate the document filed is in the 'Documents to Sign' column.
  12. Click [Review].
  13. Validate the document opens.
  14. Click [Accept] and [Sign].
  15. Enter the password associated with "User A" and click [Verify].
  16. Logout.
  17. Login with "User B".
  18. Navigate to the 'Rule Based Routing' widget.
  19. Select "Queue 1" in the queue field.
  20. Select the entry associated with "Client A".
  21. Click [Launch Worklist Item].
  22. Fill out the desired and required fields.
  23. Click [Save for Later].
  24. Validate the entry is now "In Process" in the 'Status' field.
  25. Select the item again and click [Launch Worklist Item].
  26. Click [Submit].
  27. Refresh the 'Rule Based Routing' widget.
  28. Validate the entry is no longer present.
  29. Logout.
  30. Login with "User C".
  31. Navigate to the 'Rule Based Routing' widget.
  32. Select "Queue 2" in the queue field.
  33. Select the entry associated with "Client A".
  34. Click [Launch Worklist Item].
  35. Fill out the desired and required fields.
  36. Click [Submit].
  37. Refresh the 'Rule Based Routing' widget.
  38. Validate the entry is no longer present.
  39. Logout.
  40. Login with "User D".
  41. Navigate to the 'Rule Based Routing' widget.
  42. Select "Queue 3" in the queue field.
  43. Select the entry associated with "Client A".
  44. Click [Launch Worklist Item].
  45. Fill out the desired and required fields.
  46. Click [Submit].
  47. Refresh the 'Rule Based Routing' widget.
  48. Validate the entry is now "Completed" in the 'Status' field.
  49. Logout.
Scenario 2: Routing Admin Dashboard - Re-assign items
Specific Setup:
  • A client must have multiple documents on file that have passed through the 'Coding QA' form.
Steps
  1. Access the 'Routing Admin Dashboard' form.
  2. Select "Unassigned Documents" in the 'Queue' field.
  3. Click [Search].
  4. Select any record and click [Reassign].
  5. Select "Direct Assignment" in the 'Assignment Type' field.
  6. Select "Queue 1" in the 'New Queue' field.
  7. Select the desired value in the 'New Status' field.
  8. Select the desired user in the 'New User' field.
  9. Click [File].
  10. Validate the 'Results' field no longer contains the entry.
  11. Select "Queue 1" in the 'Queue field.'
  12. Click [Search].
  13. Validate the 'Results' field contains the reassigned entry.
  14. Select "Unassigned Documents" in the 'Queue' field.
  15. Select any record and click [Reassign].
  16. Click "Apply Assignment" in the 'Assignment Type' field.
  17. Validate the 'Assignment Type' field does not contain "Queue 1".
  18. Click [Cancel] and exit the form.
Scenario 3: Routing Admin Dashboard - Validate the ability to apply a 'Workflow Complete' type assignment to documents
Specific Setup:
  • The system is set up for 'Rule Based Routing' with a queue that has the 'Medical Coding' form selected.
  • A staff member is associated with the current user in 'User Definition'.
  • An existing outpatient client is identified with a guarantor assigned to the client (Client A).
  • "Client A" has two finalized independent notes filed in the 'Progress Notes (Group and Individual)' form.
  • Must have at least one assignment defined with "Yes" selected in the 'Will this assignment complete a workflow" field in the 'Routing Assignment Definition' form.
Steps
  1. Open the 'Routing Admin Dashboard' form.
  2. Select "Client A" from the 'Client' field.
  3. Click [Search].
  4. Verify the documents created are listed in the 'Results' field while it is pending re-assignment.
  5. Click [Select/Deselect All].
  6. Verify all results in the grid become selected.
  7. Click [Select/Deselect All].
  8. Verify all results in the grid become deselected.
  9. Click the [Select/Deselect All] again.
  10. Verify all results in the grid become selected.
  11. Click the [Re-assign].
  12. Verify all results selected in the grid are represented in the 'Document Reassignment' grid.
  13. Select "Apply Assignment" from the 'Assignment Type' field.
  14. Verify that the "Complete" type assignment is included in the 'Assignment' field.
  15. Click [File].
  16. Verify the 'Results' field no longer contain the documents from "Client A".
  17. Click [Exit Form].
Topics
• Document Routing • NX • Routing Admin Dashboard • Rule Based Routing
AV-75625 Summary | Details
Special characters (<,>,&,",') - OE Console - Reason or Directions field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Order Entry Console - Admission Med Reconciliation
  • Orders This Episode
Scenario 1: OE NX - OTE - Home Medications - Admission Med Rec - Create new order - Add to scratch pad
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox unchecked 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. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL (AS NEEDED)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Validate the 'Freq' field contains "AS NEEDED".
  6. Set the 'Duration' field to "15" and click [Days].
  7. Select "Take with food" from the 'Instructions' field.
  8. Set the 'Reason Text' field to "<<<Test>>>&"""Test"""&'''Test'''".
  9. Set the 'Addl Instructions' field to "Take with food <<<Test>>>&"""Test"""&'''Test'''".
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Interactions' dialog is displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate the 'Order grid' contains the order "ADVIL (IBUPROFEN) 200 MG ORAL TABLET1 TABLET, AS NEEDED Reason: <<<Test>>>&"""Test"""&'''Test'''".
  14. Validate the 'Addl Instructions' contains "Take with food <<<Test>>>&"""Test"""&'''Test'''".
  15. Click the 'Home Medications' tab.
  16. Uncheck the 'Client Reported' checkbox.
  17. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" from the 'New Order' field.
  18. Set the 'Dose' field to "1".
  19. Validate the 'Dose Unit' field contains "Capsule".
  20. Select "TWICE A DAY" from the 'Frequency' field.
  21. Set the 'Days Supply' field to "14".
  22. Validate the 'Dispense Qty' field contains "28".
  23. Set the 'Reason Text' field to "<<<Test>>>&"""Test"""&'''Test'''".
  24. Validate the 'Directions' field contains "Take one (1) capsule by mouth twice a day ".
  25. Set the 'Directions' field to "Take one (1) capsule by mouth twice a day Take with food <<<Test>>>&"""Test"""&'''Test'''".
  26. Click [Add to Scratchpad].
  27. Validate the 'Scratchpad' contains the order "PriLOSEC 20 MG Capsule, Delayed Release OralTake one (1) capsule by mouth twice a day Take with food <<<Test>>>&"""Test"""&'''Test''' (Refills: 0, Dispense Quantity: 28)".
  28. Click [Final Review].
  29. Validate the 'Interactions' dialog is displayed.
  30. Override all interactions and click [Save Override and Exit].
  31. Validate the 'Final Review' dialog is displayed and click [Sign].
  32. Validate the 'Order grid' contains the order "PriLOSEC 20 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth twice a day Take with food <<<Test>>>&"""Test"""&'''Test''' (Refills: 0, Disp. Qty: 28 Capsule) Reason: <<<Test>>>&"""Test"""&'''Test'''".
  33. Click the 'Admission Reconciliation' tab.
  34. Validate the 'Home Medications (Pre-Admission)' grid contains orders for "Lisinopril 10 MG ORAL Tablet Take one (1) tablet by mouth daily <<<Test>>>&"""Test"""&'''Test''' (Refills: 0, Disp. Qty: 18 Tablet) Reason: <<<Test>>>&"""Test"""&'''Test'''".
  35. Validate the 'Inpatient Medications Scratchpad' contains the order "ADVIL (IBUPROFEN) 200 MG ORAL TABLET1 TABLET, AS NEEDEDReason: <<<Test>>>&"""Test"""&'''Test'''".
  36. Select the order in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad].
  37. Validate the 'Inpatient Medications Scratchpad' contains the order "LISINOPRIL 10 MG TABLET ORAL10 MG, DAILY Reason: <<<Test>>>&"""Test"""&'''Test'''".
  38. Validate the 'Action' cell for the "LISINOPRIL" order contains "ADD" and a red flag.
  39. Select the "LISINOPRIL" in the 'Inpatient Medications Scratchpad'.
  40. Set the 'Duration' field to "15" and click [Days].
  41. Set the 'Addl Instructions' field to "<<<Test>>>&"""Test"""&'''Test'''" and click [Update Order].
  42. Select the "LISINOPRIL" in the 'Inpatient Medications Scratchpad'.
  43. Click [Modify].
  44. Validate the 'Reason Text' field contains "<<<Test>>>&"""Test"""&'''Test'''".
  45. Validate the 'Addl Instructions' field contains "<<<Test>>>&"""Test"""&'''Test'''".
  46. Click [Update Order].
  47. Validate the Row 2 - Home Medications (Pre-Admission) - Order Details cell is equal to "LISINOPRIL 10 MG TABLET10 MG, DAILY Reason: <<<Test>>>&"""Test"""&'''Test'''"
  48. Search for and select "TYLENOL (ACETAMINOPHEN) 325 MG TABLET ORAL" from the 'New Order' field.
  49. Set the 'Dose' field to "1".
  50. Select "TABLET" from the 'Dose Unit' field.
  51. Select "3 TIMES A DAY" from the 'Freq' field.
  52. Set the 'Duration' field to "16" and click [Days].
  53. Set the 'Addl Instructions' field to "<<<Test>>>&"""Test"""&'''Test'''".
  54. Click [Add to Scratchpad] and click [Reconcile & Sign].
  55. Validate the 'Interactions' dialog is displayed.
  56. Override all interactions and click [Save Override and Exit].
  57. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-76292 Summary | Details
Document Routing - 'Add Members to Acknowledge'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Dynamic Form - Progress Notes
  • Treatment Plan
Scenario 1: Document Routing - Sending and receiving "Acknowledgement" To-Do(s)
Specific Setup:
  • A client must be admitted in an existing episode. (Client A)
  • Must have two users (User A and User B) and be logged in as User A.
  • Must have the "Console Widget Viewer" widget and the "My To Do's" widget assigned to views.
  • Document routing must be enabled for the 'Mental Status Assessment' form in 'Document Routing Setup' with the following fields set.
  • Have the 'Approver Required' field set to "Yes".
  • Have the 'Acknowledgment Allowed' field set to "Yes".
  • Have the 'Allow Notifications When Final' field set to "No".
  • Have the 'Allow Comments During Approval' field set to "No".
Steps
  1. Select "Client A" and access the 'Mental Status Assessment' form.
  2. Enter the desired date in the 'Assessing Date' field.
  3. Select any value in the 'Assessing Clinician' field.
  4. Enter any value in the 'Assessment Time' field.
  5. Select "Final" in the 'Assessment Status' field.
  6. Click [Submit] and [Sign and Route].
  7. Enter the password associated with "User A" and click [Verify].
  8. Enter "User A" in the 'Add Approver' field and click [Add].
  9. Verify the 'Add Members to Acknowledge' field is present.
  10. Enter "User B" in the 'Add Members to Acknowledge' field and click [Add] and [Submit].
  11. Navigate to the 'My To-Do's' widget.
  12. Validate the assessment filed in the previous steps is present in the 'Documents To Sign' column.
  13. Click [Review].
  14. Validate the 'Document Preview' contains the assessment data filed in the previous steps.
  15. Click [Accept] and [Sign].
  16. Enter the password associated with "User A" and click [Verify].
  17. Validate the 'To-Do' is no longer present in the 'Documents To Sign' column.
  18. Log out.
  19. Login as "User B".
  20. Validate the assessment filed in the previous steps is present in the 'Additional ToDos' column.
  21. Click [Acknowledge Document] and [Acknowledge].
  22. Enter the password associated with "User B" and click [Verify].
  23. Validate the 'To-Do' is no longer present in the 'Additional ToDos' column.
  24. Close the 'ToDos'.
  25. Select "Client A" and navigate to the 'All Documents' widget.
  26. Refresh the widget.
  27. Select the "All Forms" section.
  28. Select "Mental Status Assessment" in the 'Form Description' field.
  29. Click on the Mental Status Assessment' record filed in the previous steps.
  30. Validate the assessment displays in the 'Console Widget Viewer'.
Scenario 2: Progress Note (Group and Individual) - Document Routing - Validate "Acknowledgement" To-Do functionality
Specific Setup:
  • A client must be admitted in an existing episode. (Client A)
  • Must have two users (User A and User B) and be logged in as User A.
  • Must have the "Console Widget Viewer" widget and the "My To Do's" widget assigned to views.
  • Document routing must be enabled for the 'Progress Note (Group and Individual)' form in 'Document Routing Setup' with the following fields set.
  • Have the 'Approver Required' field set to "Yes".
  • Have the 'Acknowledgment Allowed' field set to "Yes".
  • Have the 'Allow Notifications When Final' field set to "No".
  • Have the 'Allow Comments During Approval' field set to "No".
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value in the 'Progress Note For' field.
  3. Select any value in the 'Note Type' field.
  4. Populate any required and desired fields.
  5. Select "Final" in the 'Draft/Final' field.
  6. Click [Submit Note] and [Sign and Route].
  7. Enter the password associated with "User A" and click [Verify].
  8. Enter "User B" in the 'Add Approver' field and click [Add].
  9. Verify the 'Add Members to Acknowledge' field is present.
  10. Enter "User A" in the 'Add Members to Acknowledge' field and click [Add] and [Submit].
  11. Close the form.
  12. Navigate to the 'My To-Do's' widget.
  13. Validate the progress note filed in the previous steps is present in the 'Documents To Sign' column.
  14. Click [Review].
  15. Validate the 'Document Preview' contains the progress note data filed in the previous steps.
  16. Click [Accept] and [Sign].
  17. Enter the password associated with "User A" and click [Verify].
  18. Validate the 'To-Do' is no longer present in the 'Documents To Sign' column.
  19. Log out.
  20. Login as "User B".
  21. Validate the progress note filed in the previous steps is present in the 'Additional ToDos' column.
  22. Click [Acknowledge Document] and [Acknowledge].
  23. Enter the password associated with "User B" and click [Verify].
  24. Validate the 'To-Do' is no longer present in the 'Additional ToDos' column.
  25. Close the 'ToDos'.
  26. Select "Client A" and navigate to the 'All Documents' widget.
  27. Refresh the widget.
  28. Select the "All Forms" section.
  29. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  30. Click on the 'Progress Notes (Group and Individual)' record filed in the previous steps.
  31. Validate the progress note displays in the 'Console Widget Viewer'.
Scenario 3: Treatment Plan - Document Routing - Validate "Acknowledgement" To-Do functionality
Specific Setup:
  • A client must be admitted in an existing episode. (Client A)
  • Must have two users (User A and User B) and be logged in as User A.
  • Must have the "Console Widget Viewer" widget and the "My To Do's" widget assigned to views.
  • Document routing must be enabled for the 'Treatment Plan' form in 'Document Routing Setup' with the following fields set.
  • Have the 'Approver Required' field set to "Yes".
  • Have the 'Acknowledgment Allowed' field set to "Yes".
  • Have the 'Allow Notifications When Final' field set to "No".
  • Have the 'Allow Comments During Approval' field set to "No".
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select any value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Click [Add New Problem].
  7. Populate any required and desired fields.
  8. Click [Return to Plan] and [OK].
  9. Select "Final" in the 'Treatment Plan Status' field.
  10. Click [Submit] and [Sign and Route].
  11. Enter the password associated with "User A" and click [Verify].
  12. Enter "User A" in the 'Add Approver' field and click [Add].
  13. Verify the 'Add Members to Acknowledge' field is present.
  14. Enter "User B" in the 'Add Members to Acknowledge' field and click [Add] and [Submit].
  15. Close the form.
  16. Navigate to the 'My To-Do's' widget.
  17. Validate the treatment plan filed in the previous steps is present in the 'Documents To Sign' column.
  18. Click [Review].
  19. Validate the 'Document Preview' contains the treatment plan data filed in the previous steps.
  20. Click [Accept] and [Sign].
  21. Enter the password associated with "User A" and click [Verify].
  22. Validate the 'To-Do' is no longer present in the 'Documents To Sign' column.
  23. Log out.
  24. Login as "User B".
  25. Validate the treatment plan filed in the previous steps is present in the 'Additional ToDos' column.
  26. Click [Acknowledge Document] and [Acknowledge].
  27. Enter the password associated with "User B" and click [Verify].
  28. Validate the 'To-Do' is no longer present in the 'Additional ToDos' column.
  29. Close the 'ToDos'.
  30. Select "Client A" and navigate to the 'All Documents' widget.
  31. Refresh the widget.
  32. Select the "All Forms" section.
  33. Select "Treatment Plan" in the 'Form Description' field.
  34. Click on the 'Treatment Plan' record filed in the previous steps.
  35. Validate the treatment plan displays in the 'Console Widget Viewer'.
Topics
• Document Routing • NX • Progress Notes (Group And Individual) • Treatment Plan
AV-76853 Summary | Details
'Columbia Suicide Risk Assessment' - Event Logic
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alert dialog
  • Columbia Suicide Risk Assessment
  • Ambulatory Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Individual Progress Note
  • Diagnosis
Scenario 1: Columbia Suicide Risk Assessment - Final Assessment
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • One or more clinical pathways defined in the 'Clinical Pathway Definition' form.
Steps
  1. Access the 'Columbia Suicide Risk Assessment' form.
  2. Select "Client A" and the desired episode.
  3. Set 'Assessment Date' to the current date.
  4. Select "Yes" in the 'Wish to be Dead: In Your Lifetime (When You Felt Most Suicidal)' field.
  5. Verify the 'In the Past Month?' field is required and select any value.
  6. Verify the 'If Yes, Describe field' is required and enter any value.
  7. Select "No" in the 'Non-Specific Active Suicidal Thoughts: In Your Lifetime (When You Felt Most Suicidal)' field.
  8. Verify the 'In the Past Month?' field is disabled.
  9. Verify the 'If Yes, Describe' field is disabled.
  10. Select any value in the 'Active Suicidal Ideation with Any Methods (Not Plan) Without Intent to Act: In Your Lifetime (When You Felt Most Suicidal)' field and validate the event logic works as expected.
  11. Populate any required and desired fields and validate the event logic works as expected.
  12. Select "Final" in the 'Status' field.
  13. Click [OK] on the 'Once set to 'Final', the data cannot be edited in the future' prompt.
  14. Select "Yes" in the 'Enroll in Clinical Pathway' field.
  15. Select desired pathway from the 'Pathway Name' field.
  16. Click [Submit].
Topics
• Diagnosis • Document Routing • myAvatar/myAvatar NX • NX • Progress Notes
AV-76981 Summary | Details
'Fast Service Entry' - 'Location' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Financial Eligibility
  • Fast Service Entry
Scenario 1: 'Fast Service Entry' - Form Verification [MSO]
Specific Setup:
  • Avatar MSO Registry Setting 'Fast Service Entry -> Show Additional Fields' must be set to 'Y' (ENABLED)
  • Member without current 'Member Specific Information' entry (Client A).
Steps
  1. Access the 'Fast Service Entry' form.
  2. Click [Add New Item].
  3. Enter "Client A" in the 'Member Name of ID' field.
  4. Enter the desired value in the 'Funding Source' field.
  5. Enter the desired value in the 'Provider' field.
  6. Enter the desired value in the 'Location' field.
  7. Populate all required and desired fields.
  8. Click [Add New Item].
  9. Select the first entry in the 'Fast Service Entry Summary' table.
  10. Click [Edit Selected Item].
  11. Validate the 'Location' field contains the value entered in the previous steps.
  12. Populate/update the desired fields.
  13. Submit the form.
Topics
• myAvatar/myAvatar NX • NX
AV-77413 Summary | Details
Scheduling Calendar - 'Current Group Appointment Members' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Form Designer (PM)
  • Group Registration
  • Form Designer (CWS)
Scenario 1: 'Scheduling Calendar': Add New, Check- In, and Check Out Individual and Group Appointments
Specific Setup:
  • Client A must be enrolled in an existing episode.
  • A practitioner is enrolled and has hours defined in the 'Staff Members Hours and Exceptions' form.
  • Group must exist with at least two group members (Group A)
  • A group appointment must exist for Group A.
  • The 'Pre Payment Default Posting Code' registry setting is set to a payment code.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot and click [Add Appointment].
  3. Enter the desired value in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired episode in the 'Episode Number' field.
  6. Select the desired value in the 'Program' field.
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  9. Right click on the appointment and click [Check In].
  10. Validate the 'Scheduling Calendar - Check In' window is displayed.
  11. Click [Submit].
  12. Validate the 'Appointment Grid' contains the checked in appointment.
  13. Right click on the appointment and click [Check Out].
  14. Validate the 'Scheduling Calendar - Check Out' window is displayed.
  15. Click [Submit].
  16. Validate the 'Appointment Grid' contains the checked out appointment.
  17. Right click in any available time slot and click [Add Appointment].
  18. Enter any group service code in the 'Service Code' field.
  19. Enter "Group A" in the 'Group #' field.
  20. Select the desired program in the 'Program' field.
  21. Select the 'Group Members' item.
  22. Validate the size of the 'Current Group Appointment Members' field.
  23. Validate the 'Current Group Appointment Members' field contains all of the group members.
  24. Click [Submit].
  25. Validate the 'Appointment Grid' contains the group appointment created in the previous steps.
  26. Right click on the group appointment and click [Check In].
  27. Select all group members.
  28. Validate the 'Scheduling Calendar - Check In' window is displayed.
  29. Click [Submit]. Note: this will need to be submitted for all group members.
  30. Right click on the group appointment and click [Check Out].
  31. Select all group members.
  32. Validate the 'Scheduling Calendar - Check Out' window is displayed.
  33. Click [Submit]. Note: this will need to be submitted for all group members.
  34. Validate the 'Appointment Grid' contains the checked out group appointment.
  35. Click [Dismiss].
Topics
• Admission • Form Designer • Group Registration • myAvatar NX Only • NX • Progress Notes (Group And Individual) • Registry Settings • Scheduling Calendar
AV-77672 Summary | Details
Home Medications - client reported free text medications include 'Route' and 'Dosage Form' fields.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Current Medication Profile
  • Home Medications
  • Medication History
  • Non-OrderConnect Rx
  • OrderConnect
Scenario 1: OE NX - Home Medications - Free Text Client Reported orders
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 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. Click the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' check box.
  4. Check the 'Free Text Medication' check box.
  5. Validate the 'Client Reported' check box becomes checked.
  6. Set the 'Medication Name' field to any value. (TYLENOL WITH CODEINE 3)
  7. Set the 'Dose' field to "1".
  8. Select "Capsule" in the 'Dose Unit' field.
  9. Select any value in the "Frequency" field. (Every 6 Hours)
  10. Select "Oral" in the 'Route' field.
  11. Select "Capsule, Delayed Release" in the 'Drug Form' field.
  12. Select any value in the 'Reason' field. (As per Doctor's request)
  13. Set the 'Reason Text' field to any value. (This is the reason text)
  14. Validate the 'Start Date' field contains the current date.
  15. Validate the 'Directions' field contains "Take one (1) capsule as directed every 6 hours".
  16. Click [Save].
  17. Validate the 'Order grid' contains an order for "TYLENOL WITH CODEINE 3 Oral, Capsule, Delayed Release Take one (1) capsule as directed every 6 hours Reason: As per Doctor's request - This is the reason text"
  18. Access the 'Launch OrderConnect' form.
  19. Click [Launch InfoScriber Prescriptions].
  20. Verify that 'Client Member Profile' is displayed and contains an order for "TYLENOL WITH CODEINE 3".
  21. Select the 'RxHx' tab.
  22. Validate that 'Medication History' is displayed and contains and order for "TYLENOL WITH CODEINE 3" with a 'Status' of "Active NonISC" and a 'Start Date' of the current date.
  23. Select the 'Non-ISC Rx' tab.
  24. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "TYLENOL WITH CODEINE 3" with a 'Start Date' of the current date and 'Reported By' contains "Patient Reported".
  25. Click [Close Chart] and close the form.
  26. Validate that "Client A" is selected and access the Order Entry Console.
  27. Click the 'Home Medications' tab.
  28. Select the "TYLENOL WITH CODEINE 3" order and click [Compliance].
  29. Select any value in the 'Compliance' field and click [Save].
  30. Validate the 'Order grid' contains the current date and the value selected in the 'Compliance' field is displayed in the 'Last Compliance' column.
  31. Click [View] in the 'Last Compliance' column.
  32. Validate that the value selected in the 'Compliance' field, the 'Username' of the person that entered the information and the date and time it was entered is displayed.
  33. Click [Close].
  34. Select the order and click [Edit].
  35. Add "extended release" to the end of the 'Medication Name' so that it is now "TYLENOL WITH CODEINE 3 extended release".
  36. Set the 'Dose' field to "2".
  37. Select "Tablet" in the 'Dose Unit' field.
  38. Select "TWICE A DAY" in the 'Frequency' field.
  39. Select "Route Not Applicable" in the 'Route' field.
  40. Select "Tablet Disintegration, Delayed Release" in the 'Drug Form' field.
  41. Select a different value in the 'Reason' field. (For pain or fever)
  42. Add "for pain or fever" to the end of the value in 'Reason Text' so it contains "This is the reason text for pain or fever".
  43. Set the 'Start Date' field to a date that is 4 days in the past.
  44. Click [Save]
  45. Validate the 'Order grid' contains the order for "TYLENOL WITH CODEINE 3 extended release Route Not Applicable, Tablet Disintegrating, Delayed Release Take two (2) tablets as directed twice a day Reason: For pain or fever - This is the reason text for pain or fever"
  46. Access the 'Launch OrderConnect' form.
  47. Click [Launch InfoScriber Prescriptions].
  48. Verify that 'Client Member Profile' is displayed and contains an order for "TYLENOL WITH CODEINE 3 extended release".
  49. Select the 'RxHx' tab.
  50. Validate that 'Medication History' is displayed and contains and order for "TYLENOL WITH CODEINE 3 extended release" with a 'Status' of "Active NonISC" and a 'Start Date' of the current date.
  51. Select the 'Non-ISC Rx' tab.
  52. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "TYLENOL WITH CODEINE 3 extended release" with a 'Start Date' that is 4 days in the past and 'Reported By' contains "Patient Reported".
  53. Click [Close Chart] and close the form.
  54. Validate that "Client A" is selected and access the Order Entry Console.
  55. Click the 'Home Medications' tab.
  56. Select the "TYLENOL WITH CODEINE 3 extended release" order and click [Void].
  57. Select "Other" in the 'Void Reason' field.
  58. Set the 'Void Reason Text' field to any value. (This medication was entered completely wrong)
  59. Click [Confirm Void].
  60. Validate the 'Order grid' does not contain the order for "TYLENOL WITH CODEINE 3 extended release".
  61. Select "All" in the 'Status' field.
  62. Validate the 'Order grid' contains an order for "TYLENOL WITH CODEINE 3 extended release Route Not Applicable, Tablet Disintegrating, Delayed Release Take two (2) tablets by mouth twice a day Reason: For pain or fever - This is the reason text for pain or fever Void Reason: Other - This medication was entered completely wrong" with an 'Order Status' of "Voided Client Reported".
  63. Select "Active" in the 'Status' field.
  64. Access the 'Launch OrderConnect' form.
  65. Click [Launch InfoScriber Prescriptions].
  66. Verify that 'Client Member Profile' is displayed and does not contain an order for "TYLENOL WITH CODEINE 3 extended release".
  67. Select the 'RxHx' tab.
  68. Validate that 'Medication History' is displayed and contains and order for "TYLENOL WITH CODEINE 3 extended release" with a 'Status' of "Cancel NonISC" and a 'Start Date' that is 4 days in the past.
  69. Select the 'Non-ISC Rx' tab.
  70. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "TYLENOL WITH CODEINE 3 extended release" with a 'Start Date' that is 4 days in the past and 'Reported By' contains "Patient Reported".
  71. Click [Close Chart] and close the form.
  72. Validate that "Client A" is selected and access the Order Entry Console.
  73. Click the 'Home Medications' tab.
  74. Uncheck the 'Client Reported' check box.
  75. Check the 'Free Text Medication' check box.
  76. Validate the 'Client Reported' check box becomes checked.
  77. Set the 'Medication Name' field to any value. (ADVIL EXTENDED RELEASE)
  78. Set the 'Dose' field to "1".
  79. Select "Capsule" in the 'Dose Unit' field.
  80. Select any value in the "Frequency" field. (As Needed)
  81. Select "Oral" in the 'Route' field.
  82. Select "Capsule, Delayed Release" in the 'Drug Form' field.
  83. Select any value in the 'Reason' field. (As per Doctor's request)
  84. Set the 'Reason Text' field to any value. (This is the reason text)
  85. Validate the 'Start Date' field contains the current date.
  86. Validate the 'Directions' field contains "Take one (1) capsule as directed as needed".
  87. Click [Save].
  88. Validate the 'Order grid' contains an order for "ADVIL EXTENDED RELEASE Oral, Capsule, Extended Release Take one (1) capsule as directed as needed"
  89. Select the "ADVIL EXTENDED RELEASE" order and click [Edit].
  90. Set the 'Stop Date' to the current date and click [Save].
  91. Validate the 'Order grid' does not contain the order for "ADVIL EXTENDED RELEASE".
  92. Select "All" in the 'Status' field.
  93. Validate the 'Order grid' contains an order for "ADVIL EXTENDED RELEASE" with an 'Order Status' of "Discontinued Client Reported".
  94. Select "Active" in the 'Status' field.
  95. Access the 'Launch OrderConnect' form.
  96. Click [Launch InfoScriber Prescriptions].
  97. Verify that 'Client Member Profile' is displayed and does not contain an order for "ADVIL EXTENDED RELEASE".
  98. Select the 'RxHx' tab.
  99. Validate that 'Medication History' is displayed and contains and order for "ADVIL EXTENDED RELEASE" with a 'Status' of "Discontinue NonISC" and a 'Start Date' and 'End Date' that is equal to the current date.
  100. Select the 'Non-ISC Rx' tab.
  101. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "ADVIL EXTENDED RELEASE" with a 'Start Date' and 'End Date' of the current date and 'Reported By' contains "Patient Reported".
  102. Click [Close Chart] and close the form.
  103. Validate that "Client A" is selected and access the Order Entry Console.
  104. Select "All" in the 'Status' field.
  105. Select the "ADVIL EXTENDED RELEASE" order and click [Edit].
  106. Remove the value in the 'Stop Date' field and click [Save].
  107. Select "All" in the 'Status' field.
  108. Validate the 'Order grid' does contains the order for "ADVIL EXTENDED RELEASE".
  109. Access the 'Launch OrderConnect' form.
  110. Click [Launch InfoScriber Prescriptions].
  111. Verify that 'Client Member Profile' is displayed and contains an order for "ADVIL EXTENDED RELEASE".
  112. Select the 'RxHx' tab.
  113. Validate that 'Medication History' is displayed and contains and order for "ADVIL EXTENDED RELEASE" with a 'Status' of "Active NonISC", a 'Start Date' of the current date and no 'End Date'.
  114. Select the 'Non-ISC Rx' tab.
  115. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "ADVIL EXTENDED RELEASE" with a 'Start Date' of the current date, no 'End Date' and 'Reported By' contains "Patient Reported".
  116. Click [Close Chart] and close the form.
Topics
• Order Entry Console
AV-77688 Summary | Details
Avatar NX - Keyboard navigation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Diagnosis
  • Individual Progress Note
  • Order Code Setup
Scenario 1: Using keyboards keys to move forward through various forms
Specific Setup:
  • A client must have more than one episode and have a Diagnosis on file (Client A).
  • There must be a Practitioner enrolled (Practitioner A).
Steps
  1. Access the 'Client Ledger' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Validate the 'Results' field populates.
  4. Press the [Down Arrow] key to highlight "Client A" and press the [Enter] key.
  5. Validate the 'Client ID' field contains "Client A".
  6. Press the [Shift] key + [Home] key.
  7. Validate the field is selected.
  8. Press the [Backspace] key and validate the 'Client ID' field is cleared.
  9. Access the 'Individual Progress Note' form.
  10. Enter "Client A" in the 'Select Client' field.
  11. Validate the 'Results' field populates.
  12. Press the [Down Arrow] key to highlight "Client A" and press the [Enter] key.
  13. Validate the 'Select Client' field contains "Client A".
  14. Press the [Tab] key.
  15. Validate the 'Select Episode' field is highlighted.
  16. Press the [Down Arrow] key to highlight episode and press the [Tab] key.
  17. Validate the field retains the episode information.
  18. Navigate to the 'Service Information' section and click on the 'Practitioner' field.
  19. Enter "Practitioner A" in the 'Practitioner' field.
  20. Press the [Down Arrow] key to highlight the "Practitioner A" and press the [Enter] key.
  21. Access the 'Diagnosis' form.
  22. Enter "Client A" in the 'Select Client' field.
  23. Validate the results populate.
  24. Press the [Down Arrow] key to highlight "Client A" and press the [Enter] key.
  25. Select the desired episode.
  26. Validate the 'Select Record' screen displays.
  27. Press the [Tab] key to highlight a record and press the [Enter] key.
  28. Validate the record is selected.
  29. Press the [Tab] key until the 'Edit' button is highlighted.
  30. Press the [Enter] key and validate the 'Diagnosis' record opens.
  31. Click [New Row].
  32. Enter the desired value in the 'Diagnosis Search' field and press the [Enter] key.
  33. Validate the 'Diagnosis' results populate.
  34. Press the [Down Arrow] key to highlight a diagnosis and press the [Enter] key.
  35. Validate the 'Diagnosis Search' field contains the entry.
  36. Access the 'Order Code Setup' form.
  37. Select 'Edit Existing Code' in the 'Add/Edit Order Code' field.
  38. Press the [Tab] key.
  39. Enter the desired value in the 'Existing Order Code' field.
  40. Press the [Down Arrow] to highlight an entry and press the [Enter] key.
  41. Validate the 'Existing Order Code' field contains the selection and the form populates.
  42. Click [Close all Open Form] and [Yes].
  43. Validate the forms close as expected and are returned to the myDay view.
Topics
• NX
AV-78068 Summary | Details
'Treatment Plan Definition' - Copy Library
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Crystal Report Viewer
  • Treatment Plan Definition
Scenario 1: 'Treatment Plan Definition' - creating and copying a library
Specific Setup:
  • There must be two root system codes defined (Code A and Code B).
  • The user must be logged in to "Code A".
Steps
  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].
  19. Select "Objectives" in the 'Select Item Type' field.
  20. Enter the desired value in the 'Item Name' field.
  21. Enter any value in the 'Item Description' field.
  22. Click [Setup Links].
  23. Select "Library A" in the 'Library Selections' window.
  24. Click [OK] and [File].
  25. Validate a "Treatment Plan Setup" message is displayed stating: Item Filed.
  26. Click [OK].
  27. Select "Problems" in the 'Select Item Type' field.
  28. Enter the desired value in the 'Item Name' field.
  29. Enter any value in the 'Item Description' field.
  30. Click [Setup Links].
  31. Select "Library A" in the 'Library Selections' window.
  32. Click [OK] and [File].
  33. Validate a "Treatment Plan Setup" message is displayed stating: Item Filed.
  34. Click [OK].
  35. Select the 'Copy Library' item.
  36. Click [Select Library].
  37. Select "Library A" and click [Return].
  38. Select "Code B" in the 'Select Root System Codes' field.
  39. Click [Copy Library].
  40. Click [Yes], [OK], and close the form.
  41. Sign out.
  42. Login to 'Code B'.
  43. Access the 'Treatment Plan Definition' form.
  44. Click [Select Library].
  45. Select "Library A" and click [Return].
  46. Click [Print Library].
  47. Validate the 'Treatment Plan Library' report contains "Library A".
Topics
• NX • Treatment Plan
AV-78121 Summary | Details
Avatar NX - 'Online Documentation' links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (CWS)
  • Diagnosis
Scenario 1: Avatar NX - Validate 'Online Documentation' links
Specific Setup:
  • User must have an 'Online Documentation' link set up in 'Form Designer' in myAvatar for the 'Progress Notes (Group and Individual)' form.
  • User must have an 'Online Documentation' link set up in 'From Designer' in myAvatar for the 'Diagnosis' form.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Validate the 'Online Documentation' link is present.
  3. Click the 'Online Documentation' link and verify a new browser window opens to the URL set up in the pre-conditions.
  4. Validate when you close the new browser window, the NX screen should still be open and you can close the form successfully.
  5. Access the 'Diagnosis' form.
  6. Validate the 'Online Documentation' link is present.
  7. Click the 'Online Documentation' link and verify a new browser window opens to the URL set up in the pre-conditions.
  8. Validate when you close the new browser window, the NX screen should still be open and you can close the form successfully.
Topics
• Diagnosis • Form Designer • NX • Progress Notes • Progress Notes (Group And Individual)
AV-78191 Summary | Details
Avatar NX - 'Last Name' spacing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Update Client Data
  • Admission (Outpatient)
Scenario 1: 'Update Client Data' - Verification of form filing
Specific Setup:
  • If custom Form Designer changes are present in 'Update Client Data' form, please use 'Form Designer' to revert to 'Netsmart Produced Changes'.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter any new value that contains a space in the 'Client Last Name' field.
  3. Validate the 'Client Name' field reflects this change.
  4. Click [Submit].
  5. Validate the 'Client Header' reflects the change.
  6. Clear the client.
Scenario 2: Admission - Outpatient - Admit New Client
Steps
  1. Access the 'Admission (OutPatient)' form
  2. Enter a last name with a space in the 'Last Name' field.
  3. Enter any value in the 'First Name' field.
  4. Enter any value in the 'Sex' field.
  5. Click [Search], [New Client] and [Yes].
  6. Validate the 'Client Name' field retains the space for the last name.
  7. Enter any value in the 'Date of Birth' field.
  8. Populate all desired and required fields.
  9. Click [Submit].
  10. Validate the client name with the space is displayed in the 'Client Header'.
Topics
• Admission • NX
AV-78421 Summary | Details
'All Documents' Widget - Console Widget Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis Widget
  • HomeView - Console Widget Viewer
  • Admission
  • Diagnosis
  • Plan & Notes
Scenario 1: Validate Problem List records display in the All Documents Widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a problem filed in the 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "All Forms" section.
  3. Select "Problem List" in the 'Form Description' field.
  4. Validate only 'Problem List' records are now displayed.
  5. Click on the existing 'Problem List' record for "Client A".
  6. Validate the problem displays in the 'Console Widget Viewer'.
Scenario 2: Validate Undocked Diagnosis Widget documents display in Console Viewer Widget
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for Diagnosis in the 'Console Widget Configuration' form.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer.
Steps
  1. Select "Client A" and access the 'Diagnosis' window.
  2. Undock the 'Diagnosis' widget and verify it opens in a new window.
  3. Undock the 'Console Widget Viewer' and verify it opens in a new window.
  4. Click [View] on a Diagnosis entry.
  5. Validate the 'Console Widget Viewer' displays the diagnosis entry.
  6. Click [Open Record].
  7. Validate the 'Diagnosis' form opens in the main screen.
Scenario 3: Validate CCDs display in the All Documents widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a CCD on file (Client A).
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "Documents" section.
  3. Validate a 'Continuity of Care Document' record is displayed and select it.
  4. Validate the CCD displays in the 'Console Widget Viewer'.
Scenario 4: Console Widget Viewer - validate print preview and print output
Specific Setup:
  • User has the 'Primary All Documents Widget' and the 'Console Widget Viewer' on their myDay view.
  • "Client A" has data filed in various forms.
Steps
  1. Select "Client A" and access the 'Primary All Documents Widget'.
  2. Select the 'All Forms' tab.
  3. Select the first desired form, for example 'Diagnosis'.
  4. Click [Print Current].
  5. In the 'Console Widget Viewer', validate the print preview displays as expected without any truncation.
  6. Select several other desired forms.
  7. Click [Print All].
  8. In the 'Console Widget Viewer', validate the print preview displays as expected for all forms, without any truncation.
  9. Click [Print].
  10. Validate the printed forms display as expected, without any truncation.
Scenario 5: Console Widget Viewer - Diagnosis
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for Diagnosis in the 'Console Widget Configuration' form.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer (View A).
Steps
  1. Access the 'Diagnosis' form for "Client A".
  2. Select "Admission" in the 'Type Of Diagnosis' field.
  3. Enter the desired time in the 'Time Of Diagnosis' field.
  4. Click [New Row].
  5. Select the desired value in the 'Diagnosis Search' field.
  6. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  7. Click [Submit].
  8. Select "Client A" and navigate to "View A".
  9. Validate the 'Diagnosis' console widget contains diagnosis filed in the previous steps and select it.
  10. Click [View].
  11. Validate the 'Console Widget Viewer' displays the diagnosis details filed in the previous steps.
  12. Click [Open Record].
  13. Validate the 'Diagnosis' form is opened for the existing diagnosis and contains the filed information.
  14. Close the form.
Topics
• Console Widget • Diagnosis • NX • Problem List
AV-78433 Summary | Details
User Modeled Forms - 'Form Return' dialog
Scenario 1: User Modeled Form - Validate 'Form Return' functionality
Specific Setup:
  • User must have a modeled form defined (Form A).
Steps
  1. Access "Form A".
  2. Populate all required and desired fields.
  3. Click [Submit]
  4. Validate the 'Form Return' dialog is displayed and click [Yes].
  5. Validate the form pre-display is displayed and click [Add].
  6. Populate all required and desired fields.
  7. Click [Submit]
  8. Validate the 'Form Return' dialog is displayed and click [No].
  9. Validate the form closes and you're brought back to the myDay view.
Topics
• NX • RADplus Utilities
AV-78563 Summary | Details
Quick Action - Update Client Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • App Dashboard
  • Dynamic Form - NX View Definition
  • Dynamic Form - View Definition - Select Views
  • MPI Search
  • NX View Definition
  • Quick Actions Page
  • Update Client Data
  • View Definition
  • Registry Settings (PM)
Scenario 1: Quick Action - Update Client Data - 9 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 9-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Scenario 2: Quick Action - Emergency Contact Information - Sort Episodes by Admission Date registry setting enabled
Specific Setup:
  • Registry Setting "Sort Episodes By Admission Date" is enabled.
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the "Emergency Contact Information" form to the available "Quick Actions".
Steps
  1. Select a test client.
  2. Navigate to the "Quick Actions" widget.
  3. Select the "Emergency Contact Information Quick Action".
  4. Fill out the form, noting that the Episodes are sorted in admission date order.
Scenario 3: Quick Action - Emergency Contact Information - Sort Episodes by Admission Date disabled
Specific Setup:
  • Registry Setting "Sort Episodes By Admission Date" is disabled.
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the "Emergency Contact Information" form to the available "Quick Actions".
Steps
  1. Select a test client.
  2. Navigate to the "Quick Actions" widget.
  3. Select the "Emergency Contact Information Quick Action".
  4. Fill out the form, noting that the Episodes aren't sorted in admission date order.
Scenario 4: Quick Action - Update Client Data - 5 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 5-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Topics
• NX • Update Client Data
AV-78580 Summary | Details
Client Dashboard
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Actions Page
  • Update Client Data
  • App Dashboard
Scenario 1: Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • 'Update Client Data', 'Smoking Assessment', and 'Problem List' Quick Actions must be assigned to the user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Validate there is no grey box behind the client's name.
  3. Navigate to the 'Quick Actions' widget.
  4. Click [Update Client Data - Add].
  5. Click outside of the 'Update Client Data' dialog.
  6. Validate the dialog is fixed and centered in the screen.
  7. Populate the required and desired fields.
  8. Click [Save].
  9. Click [Smoking Assessment - Add].
  10. Click outside of the 'Smoking Assessment' dialog.
  11. Validate the dialog is fixed and centered in the screen.
  12. Populate the required fields.
  13. Click [Save].
  14. Click [Problems List - Add].
  15. Click outside of the 'Problems List' dialog.
  16. Validate the dialog is fixed and centered in the screen.
  17. Populate the required and desired fields.
  18. Click [Save].
  19. Close the 'Client Dashboard'.
Scenario 2: Validate accessing and filing 'Oxygen' Quick Action from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • The 'Oxygen' Quick Action must be assigned to the logged in user in the 'NX View Definition' form.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Validate there is no grey box behind the client's name.
  3. Navigate to the 'Oxygen' Quick Action and click [Add].
  4. Validate the dialog is fixed and centered in the screen.
  5. Enter "asd" in the 'Oxygen' field.
  6. Click outside of the dialog.
  7. Validate an 'Error' message is displayed stating "Oxygen Saturation must be a whole number no more than three digits long."
  8. Click [OK].
  9. Enter "80" in the 'Oxygen' field.
  10. Click [Save].
  11. Navigate to the 'Oxygen' Quick Action and validate data has been saved.
  12. Close the 'Client Dashboard'.
Topics
• NX
AV-78653 Summary | Details
Form Designer - hide/unhide fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (CWS)
Scenario 1: Form Designer (Avatar NX) - Validate hide/unhide of fields and field components
Specific Setup:
  • Have a form [FormA] that contains fields that contain field components, For example, radio buttons, check boxes or buttons contained within "Date", "Time" and "Signature" fields
  • Have other fields on the form that do not contain field components, for example a "Text" field
  • [UserA] has access to [FormA] and access to form "Form Designer"
  • Log in as [UserA]
Steps
  1. Open "Form Designer"
  2. Select [FormA]
  3. In the "Sections" field, select a section and click [Show Section]
  4. Click on a field with field components, for this example a "Date" field
  5. On left side panel, navigate to the "Option" and "Visible" section
  6. Under the "Option" column, validate all the components of the field are listed with a check mark in the "Visible" column
  7. Uncheck the "Visible" check box for one of the components, for example the "Calendar" component
  8. Validate the "Calendar" component is removed from the "Date" field on the layout
  9. Save the changes and submit the form
  10. At the home view launch [FormA]
  11. Validate the "Calendar" component is not displayed in the "Date" field as expected
  12. Repeat step 4, this time selecting the "Visible" check box for the "Calendar" component
  13. Save the changes and submit the form
  14. At the home view launch [FormA]
  15. Validate the "Date" field contains the "Calendar" component, as expected
  16. Repeat steps 4 thru 7 hiding and hiding components for any other fields on the form containing field components
  17. Validate the results are as expected
  18. Open "Form Designer"
  19. Select [FormA]
  20. In the "Sections" field, select a section and click [Show Section]
  21. Click on any field [FieldA] that does not contain field components
  22. On the left side panel, validate the "Option" and "Visible" section is not present
  23. On the left side panel in the "General" section, uncheck the "Visible" checkbox
  24. Validate [FieldA] is removed from the form layout
  25. Save the changes and submit the form
  26. At the home view launch [FormA]
  27. Validate [FieldA] is hidden from the form, as expected
  28. Open "Form Designer"
  29. Select [FormA]
  30. In the "Sections" field, select the desired section and click [Show Section]
  31. On the right side, click the "Hidden Elements" field
  32. Select [FieldA] from the list
  33. Validate [FieldA] is added back to the layout
  34. Save the changes and submit the form
  35. At the home view, launch [FormA]
  36. Validate [FieldA] is displayed on the form, as expected
Topics
• Form Designer • NX
AV-78813 Summary | Details
Order Entry Console (Orders This Episode and Admission Med Reconciliation sections) -'Dose' and 'Dose Unit' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: Order Entry Console - Creating a new 'Sliding Scale Insulin' order
Specific Setup:
  • An order code must have the 'Enable Sliding Scale Insulin' checkbox checked in the 'Order Code Setup' form. (Humalog)
  • A 'Sliding Scale Insulin' template must exist.
  • 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 "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Validate [Sliding Scale Instructions] exists.
  4. Validate the 'Dose' field is required and has a red border around the field.
  5. Validate the 'Dose Unit' field is required and has a red border around the field.
  6. Click [Sliding Scale Instructions].
  7. Select any value in the 'Template' field and click [Save].
  8. Validate there is no longer a red border around the 'Dose' and 'Dose Unit' fields.
  9. Set the 'Freq' field to any value.
  10. Set the 'Duration' field to any value.
  11. Click [Days].
  12. Validate the 'Addl Instructions' field contains the values from the template selected.
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION".
Scenario 2: OE NX - Orders This Episode - non-controlled substance - New and Discontinue for a client that is not in external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Range Expressions In Order Quantity Field' registry setting must be set to "N".
  • 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. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the ‘New Order’ field.
  3. Validate the 'Dose' field is required and has a red border around the field.
  4. Validate the 'Dose Unit' field is required and has a red border around the field.
  5. Set the 'Dose' field to "2"
  6. Select “Tablet” in the ‘Dose Unit’ field.
  7. Set the Freq’ field to "TWICE A DAY".
  8. Set the ‘Duration’ field to "10" and click [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the ‘Order grid’ contains the order for “ADVIL”.
Scenario 3: OE NX - Admission Med Reconciliation - Schedule III - Suboxone - New Order and Discontinue
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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. Click the Admission Reconciliation tab.
  3. Search for and select "SUBOXONE 12 MG-3 MG FILM SUBLINGUAL (Schedule III)" in the 'New Order' field.
  4. Validate the 'Dose' field is required and has a red border around the field.
  5. Validate the 'Dose Unit' field is required and has a red border around the field.
  6. Set the 'Dose' field to "2".
  7. Validate the 'Dose Unit' field contains "Film".
  8. Select "TWICE A DAY" in the 'Freq' field.
  9. Set the 'Duration' field to "15" and click [Days].
  10. Validate the 'Dispense Qty' field contains "60".
  11. Select "Film" in the 'Dispense Qty Unit' field.
  12. Validate the 'Directions' field contains "Place two (2) films under the tongue twice a day"
  13. Click [Add to Scratchpad] and [Reconcile & Review]
  14. Validate the 'Final Review' dialog is displayed and contains an order for "SUBOXONE 12 MG-3 MG FILM SUBLINGUAL (Schedule III)".
  15. Select "None" in the 'Output' column and click [Sign].
  16. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  17. Validate the 'Inpatient Medications Scratchpad' contains an order for "SUBOXONE 12 MG-3 MG FILM SUBLINGUAL (Schedule III)".
  18. Click the 'Orders This Episode' tab.
  19. Validate the 'Order grid' contains an order for "SUBOXONE".
Topics
• NX • Order Entry Console
AV-78836 Summary | Details
Edit Service Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
Scenario 1: Edit Service Information - Editing 'Open' services
Specific Setup:
  • Identify an existing client that have at least one existing open service.
Steps
  1. Open the 'Edit Service Information' form.
  2. Select the desired client in the 'Client ID' field.
  3. Select desired episode from the 'Episode Number' field.
  4. Click [Select Service(s) To Edit].
  5. Verify the 'Select Service(s) To Edit' dialog is displayed.
  6. Select desired service from the 'Select Service(s) To Edit' dialog.
  7. Enter a different value in the 'Duration (Minutes)' field.
  8. Select a new service code in the 'Service Code' field.
  9. Click [OK].
  10. Submit the form.
  11. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  12. Click [No].
  13. Query the 'SYSTEM.billing_tx_history' SQL table.
  14. Validate the 'PATID' column is equal to the correct client id identified in the setup.
  15. Validate the 'date_of_service' column is equal to correct date of service rendered to the client.
  16. Validate the 'Service Code' column contains correct service code entered in the 'Edit Service Information' form.
  17. Validate the 'data_entry_source' column contains 'Edit Service Information'.
Topics
• Diagnosis • myAvatar/myAvatar NX • NX • Progress Notes
AV-78837 Summary | Details
Document Routing - Google Chrome Autofill Passwords
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Document Routing Setup (PM)
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 and the logged in user's password has been saved.
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 'Document Routing' dialog is displayed with the progress note data.
  11. Click [Accept].
  12. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome.
  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 and the logged in user's password has been saved.
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. Select "Draft" in the 'Draft/Final' field.
  19. Click [Launch Plan].
  20. Select the problem from the 'Tree View'.
  21. Select any value from the Status field.
  22. Click [Add New Goal].
  23. Enter any value (a large amount of data) in the 'Goal' field.
  24. Validate that the data wraps correctly and displays as expected.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value (a large amount of data) in the 'Objective' field.
  28. Validate that the data wraps correctly and displays as expected.
  29. Select any value from the Status field.
  30. Click [Add New Intervention].
  31. Enter any value in the 'Intervention' field.
  32. Select any value in the 'Status' field.
  33. Click [Return to Plan].
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [Submit] and [Sign].
  36. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome.
  37. Press the 'Enter' key.
  38. Select the desired staff member in the 'Route Document To' field and click [Add].
  39. Click [Submit]
  40. Select "Client A" and navigate to the 'Documentation' view.
  41. Validate the recently filed 'Treatment Plan' is displayed in the 'Console Widget Viewer' when selected.
Topics
• Document Routing • NX • Progress Notes
AV-78877 Summary | Details
Avatar NX - Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Avatar eMAR
  • Coming In Today - Netsmart
  • Diagnosis
  • My Calendar - Netsmart
  • Next Of Kin
  • Update Client Data
  • Current Database Locks
  • Treatment Plan
  • Undocked Client Diagnosis Widget (form based)
  • Undocked Client Diagnosis Widget (home view)
Scenario 1: Validate Undocked Scheduling Calendar
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A staff member must have hours defined for scheduling.
  • More than 50 programs are defined in 'Program Maintenance'.
Steps
  1. Click [Launch Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
  3. Right click on any available time slot.
  4. Click [Add Appointment].
  5. Enter any value in the 'Service Code' form.
  6. Enter "Client A" in the 'Client' field.
  7. Select any episode in the 'Episode Number' field.
  8. Validate the 'Program' field contains all programs in alphanumerical order.
  9. Select any program in the 'Program' field.
  10. Click [Submit].
  11. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  12. Right click on the appointment and click [Check In].
  13. Click [Submit] to check in the appointment.
  14. Validate the 'Appointment Grid' contains the checked in appointment.
  15. Right click on the appointment and click [Check Out].
  16. Validate the 'Appointment Grid' contains the checked out appointment.
  17. Click [Dismiss].
Scenario 2: Validate Undocked Forms/Widgets
Specific Setup:
  • One or more clients enrolled in existing episodes.
  • One or more scheduled appointments exist.
  • The 'Coming In Today' and 'My Calendar' widgets are on the MyDay view.
  • A client has a diagnosis record on file (Client A).
  • The 'Diagnosis' form has quick links for 'Next Of Kin' and 'Update Client Data'.
Steps
  1. Click [Undock Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed.
  3. Validate the window title displays as: Scheduling Calendar - Netsmart.
  4. Validate the 'Appointment Grid' contains any scheduled appointments.
  5. Click [Dismiss].
  6. Access the 'Avatar eMAR' View.
  7. Click [Avatar eMAR Undock Widget].
  8. Validate the undocked 'Avatar eMAR' widget is displayed.
  9. Validate the window title displays as: Avatar eMAR - Netsmart.
  10. Select any client and navigate back to the undocked 'Avatar eMAR' widget.
  11. Validate the 'Latest Client Information' field contains the selected client's information.
  12. Close the window.
  13. Select "Client A" and access the undocked 'Diagnosis' form.
  14. Select to edit any existing record.
  15. Validate the window title displays as: Diagnosis - Netsmart.
  16. Click the [Next Of Kin] quick link.
  17. Validate the 'Next Of Kin' undocked form is displayed.
  18. Validate the window title displays as: Next Of Kin - Netsmart.
  19. Navigate back to the undocked 'Diagnosis' form.
  20. Click the [Update Client Data] quick link.
  21. Validate the 'Update Client Data' undocked form is displayed.
  22. Validate the window titles displays as: Update Client Data - Netsmart.
  23. Navigate back to the 'Next Of Kin'' window.
  24. Close all the forms.
  25. Undock the 'Coming In Today' widget.
  26. Validate the window title displays as: Coming In Today - Netsmart.
  27. Validate any appointments for today are displayed.
  28. Close the window.
  29. Undock the 'My Calendar' widget.
  30. Validate the window title displays as: My Calendar - Netsmart.
  31. Click [day].
  32. Validate the practitioner's appointments for today are displayed.
  33. Undock any desired widgets.
  34. Logout
  35. Validate all undocked browser windows close.
Scenario 3: Validate undocked 'Treatment Plan'
Specific Setup:
  • Must be logged in as User A.
  • Must have a client enrolled in an existing episode (Client A).
Steps
  1. Access the 'Treatment Plan' form undocked.
  2. Enter "Client A" in the 'Select Client' field.
  3. Enter any value in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Access the 'Current Database Locks' form.
  6. Validate the displays shows locks for "User A".
  7. Close the undocked 'Treatment Plan'.
  8. Click [Update Display].
  9. Validate the display no longer shows locks for "User A".
  10. Close the form.
Scenario 4: Docked/Undocked Widgets - Validate widget data
Specific Setup:
  • User A has a client episode based widget on their myDay view. For this example the 'Client Diagnosis' widget is used.
  • Client A has diagnosis filed in 'Episode 1' and 'Episode 2'.
  • Client B has diagnosis filed in 'Episode 1' and 'Episode 2'.
  • The form 'Progress Notes (Group and Individual)' has the 'Client Diagnosis' widget added to the form.
Steps
  1. Log in as "User A".
  2. Select "Client A".
  3. Select "Episode 1" in the 'Episodes' drop down list.
  4. Validate the 'Client Diagnosis' widget displays the diagnosis record filed for "Client A" in "Episode 1".
  5. Click the 'Undock' icon on the widget.
  6. Validate the 'Client Diagnosis' widget displays the diagnosis record filed for "Client A" in "Episode 1".
  7. Close the undocked 'Client Diagnosis' widget.
  8. Select "Episode 2" in the 'Episodes' drop down list.
  9. Validate the 'Client Diagnosis' widget displays the diagnosis record filed for "Client A" in "Episode 2".
  10. Click the 'Undock' icon on the widget.
  11. Validate the undocked 'Client Diagnosis' widget displays the diagnosis record filed for "Client A" in "Episode 2".
  12. Close the undocked 'Client Diagnosis' widget.
  13. Open the 'Progress Notes (Group and Individual)' form.
  14. Select "Client B" in the 'Select Client' field.
  15. Select "Episode 1" in the 'Select Episode' field.
  16. Undock the 'Client Diagnosis' widget on the form.
  17. Validate the 'Client Diagnosis' widget displays the diagnosis record filed for "Client B" in "Episode 1".
  18. Close the undocked widget.
  19. Click back to the myDay view.
  20. Validate the 'Client Diagnosis' widget displays the diagnosis record filed for "Client A" in "Episode 2".
  21. Select "Episode 1" in the 'Episodes' drop down list.
  22. Click the 'Undock' icon on the widget.
  23. Validate the 'Client Diagnosis' widget displays the diagnosis record filed for "Client A" in "Episode 1".
  24. Log out.
  25. Validate all undocked browser windows close.
Topics
• Forms • NX • Scheduling Calendar • Treatment Plan • Widgets
AV-79075 Summary | Details
OE NX - Final Review - Updating Pharmacy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Final Review dialog - Note To Pharmacist
  • Order Entry Console - Interactions dialog
  • Order Entry Console - Warning Dialog - Dosage Range
  • Orders This Episode
Scenario 1: OE NX - Creating an order with special Characters in the free text fields of the Order Entry Console (Orders This Episode section) - external pharmacy mode
Specific Setup:
  • A client must have an active episode where the program or unit are set up in the 'External Pharmacy Setup' form. (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. Set the New Order field to "ADVIL".
  3. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "TWICE A DAY" from the 'Frequency' field.
  7. Set the Duration field to "28" and click [Days].
  8. Validate the 'Dispense QTY' field contains "56".
  9. Validate the 'Dispense QTY Unit' field contains "Tablet".
  10. Set the 'Addl Instructions' field to "This is test data that contains a degree° symbol and a character with an accent Â"
  11. Set the 'Directions' field to "This is test data that contains a degree° symbol and a character with an accent Â."
  12. Click [Add to Scratchpad] and [Final Review].
  13. Select any pharmacy from the 'Pharmacy' field.
  14. Validate the 'Pharmacy' cell is updated to match the pharmacy selected and click [Sign].
  15. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 1 Tablet, TWICE A DAY". This is test data that contains a degree° symbol and a character with an accent Â".
Topics
• NX
AV-79128 Summary | Details
Client Header - Client Pictures
Scenario 1: Client Header - Validate client pictures
Specific Setup:
  • Must have two clients admitted into existing episodes that have pictures (Client A and Client B).
Steps
  1. Select "Client A" in the 'My Clients' list.
  2. Validate the client header contains the picture for "Client A".
  3. Select "Client B" in the 'My Clients' list.
  4. Validate the client header contains the picture for "Client B".
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select "Client A" in the 'My Clients' list.
  7. Verify the form minimizes and the client header contains the picture for "Client A".
  8. Continue navigating through views and forms and verify the correct client picture is displayed in the client header.
Topics
• NX • RADplus Utilities
AV-79141 Summary | Details
Form Designer - Field Size/Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
  • Group Registration
  • Guarantors/Payors
Scenario 1: Form Designer - 'Group Registration' form
Specific Setup:
  • A group is defined in the 'Group Registration' form.
Steps
  1. Access the 'Form Designer' form.
  2. Select "Group Registration" from the 'Forms' field.
  3. Select "Group Registration" from the 'Sections' field.
  4. Click [Show Section].
  5. Resize the 'Associated Groups' field to span the entire width of the form.
  6. Click [Save] and submit the form.
  7. Access the 'Group Registration' form.
  8. Select the desired group.
  9. Validate the 'Associated Groups' field spans the entire width of the form.
  10. Close the form.
Scenario 2: 'Form Designer' - 'Guarantors/Payors' form
Steps
  1. Access the 'Form Designer' form.
  2. Select "Guarantor/Payors" in the 'Select' field.
  3. Select "Guarantor/Payors" in the 'Sections' field.
  4. Select "Yes" in the 'Revert To Other Form Designer Copy?' field.
  5. Select "Original Product Copy" in the 'Select Copy to Revert to' field.
  6. Click [Submit].
  7. Access the 'Guarantors/Payors' form.
  8. Validate the form displays.
  9. Take note of the 'Inhibit Billing if Practitioner is not Covered by this Guarantor' field.
  10. Take note of the 'Types of Services to Include in No-Pay ##0 Claims' field.
  11. Access the 'Form Designer' form.
  12. Select "Guarantor/Payors" in the 'Select' field.
  13. Select "Guarantor/Payors" in the 'Sections' field.
  14. Click [Show Sections].
  15. Resize the 'Inhibit Billing if Practitioner is not Covered by' field.
  16. Move the 'Insurance Company Number (NEIC)' field to the right of the 'Inhibit Billing it Practitioner is not Covered by' field.
  17. Move the 'Update Client Data' field down.
  18. Resize the 'Types of Service to Include In No-Pay ##0 Claims' field.
  19. Move the 'Only Include Ancillary Charges in No-Pay ##0 Claims' field down.
  20. Click [Save], [Yes], [OK], and [Submit].
  21. Access the 'Guarantors/Payors' form.
  22. Validate the form displays.
  23. Validate the 'Inhibit Billing if Practitioner is not Covered by this Guarantor' field is not cut off or overlapping.
  24. Validate the 'Types of Services to Include in No-Pay ##0 Claims field is not cut off or overlapping.
  25. Close the form.
Topics
• Form Designer • Group Registration • myAvatar NX Only • NX • Scheduling Calendar