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Avatar NX User Interface Update 2022.04.00.01 Acceptance Tests

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AV-80214 Summary | Details
Episode and Client context in Medical Note.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document.Chief Complaint
  • Document.HPI
  • Document.Medical Decision Making
  • Document.Physical Exam
  • Document.Plan Of Care
  • Finalize.CPT Selection
  • Finalize.Note Details
  • Finalize.Note Summary
  • Note Details
  • Today's E&M Appointments
Scenario 1: Medical Note - Validate client in focus when switching client in context
Specific Setup:
  • User with existing Provider login credentials.
  • User has a new client with an existing appointment. (Client A)
  • User has at least 2 clients. (Client A & Client B)
  • The Medical Note widget is properly configured to allow setting and switching patients in context from a Client widget in the same view.
  • Configuration set on "ClientEventProcessor" is enabled in MedNote admin tool for MedNote to automatically switch client context.
Steps
  1. Login to Avatar as a Provider.
  2. Select the 'Medical Note' widget and verify the existence of 'Todays E&M Appointments/Notes'.
  3. Validate that the existing appointment is displayed for new "Client A" in 'Todays E&M Appointments/Notes'.
  4. Select new "Client A" and validate the 'Facesheet' tab is displayed for new "Client A".
  5. Navigate to the header of the widget, validate that the 'Selected Client' field contains the new "Client A".
  6. Navigate to the 'Recent Clients' widget, validate that the selected new "Client A" is displayed in the 'Recent Clients' widget.
  7. Navigate to the 'HomeviewCLINICIAN' widget, validate that the 'Selected Client' field contains the new "Client A" in the header of the widget.
  8. Navigate to the 'Recent Clients' widget, validate that the selected new "Client A" is displayed in the 'Recent Clients' widget.
  9. Navigate to the 'Orders' widget, validate that the 'Selected Client' field contains the new "Client A" in the header of the widget.
  10. Navigate to the 'Recent Clients' widget, validate that the selected new "Client A" is displayed in the 'Recent Clients' widget.
  11. Navigate to the 'SSO Flowsheet' widget, validate that the 'Selected Client' field contains the new "Client A" in the header of the widget.
  12. Navigate to the 'Recent Clients' widget, validate that the selected new "Client A" is displayed in the 'Recent Clients' widget.
  13. Navigate to the 'Reaching Recovery' widget, validate that the 'Selected Client' field contains the new "Client A" in the header of the widget.
  14. Navigate to the 'Recent Clients' widget, validate that the selected new "Client A" is displayed in the 'Recent Clients' widget.
  15. Select the 'Medical Note' widget and verify the existence of 'Todays E&M Appointments/Notes'.
  16. Validate that the existing appointment is displayed for "Client B" in 'Todays E&M Appointments/Notes'.
  17. Select "Client B" and validate the 'Facesheet' tab is displayed for "Client B".
  18. Navigate to the header of the widget, validate that the 'Selected Client' field contains "Client B".
  19. Navigate to the 'Recent Clients' widget, validate that the selected "Client B" is displayed in the 'Recent Clients' widget.
  20. Navigate to the 'HomeviewCLINICIAN' widget, validate that the 'Selected Client' field contains "Client B" in the header of the widget.
  21. Navigate to the 'Recent Clients' widget, validate that the selected "Client B" is displayed in the 'Recent Clients' widget.
  22. Navigate to the 'Orders' widget, validate that the 'Selected Client' field contains "Client B" in the header of the widget.
  23. Navigate to the 'Recent Clients' widget, validate that the selected "Client B" is displayed in the 'Recent Clients' widget.
  24. Navigate to the 'SSO Flowsheet' widget, validate that the 'Selected Client' field contains "Client B" in the header of the widget.
  25. Navigate to the 'Recent Clients' widget, validate that the selected "Client B" is displayed in the 'Recent Clients' widget.
  26. Navigate to the 'Reaching Recovery' widget, validate that the 'Selected Client' field contains "Client B" in the header of the widget.
  27. Navigate to the 'Recent Clients' widget, validate that the selected "Client B" is displayed in the 'Recent Clients' widget.
Scenario 2: MedNote - Complete a note for an existing client with 'Document Routing' enabled.
Specific Setup:
  • Avatar environment with the Medical Note widget configured.
  • A client must have an active episode with an appointment scheduled using the required E&M code. (Client A)
  • A user must exist with access to the 'Medical Note' view in 'NX View Definition' (User A).
  • "User A" must be associated to a 'User Role' with permissions to use 'Medical Note' in 'User Role Definition'.
Steps
  1. Navigate to the 'Medical Note' view.
  2. Start a note for "Client A" with an existing appointment on today's date.
  3. Select any value from the 'Client Type' field.
  4. Fill out the required fields and click [Save].
  5. Verify the 'Facesheet' tab loads.
  6. Add or edit the 'Psychiatry History' section under 'Past Health History'.
  7. Add or edit the 'Family Psychiatry History' section under 'Family Health History'.
  8. Navigate to the 'Social History' section.
  9. Add or edit the 'Social History' section.
  10. Navigate to the 'Family Health History' section
  11. Add or edit the 'Family Health History' section
  12. Navigate to another view or open a form.
  13. Navigate back to Medical Note and validate that you are returned to the section you were previously in with all data appearing as expected.
  14. Go to the 'Document' tab.
  15. Fill out the required sections on the 'Document' tab.
  16. Navigate to the 'HPI' section.
  17. Navigate to another view or open a form.
  18. Navigate back to Medical Note and validate that you are returned to the section you were previously in with all data appearing as expected.
  19. Validate the 'Psychiatry History' and 'Family Psychiatry History' fields are equal to the values saved on the 'Facesheet'.
  20. Change the 'Psychiatry History' and 'Family Psychiatry History' fields to any value.
  21. Navigate to the "MDM" section.
  22. Validate that the "Problems Addressed This Visit" section is not required.
  23. Validate that the "Risk of Significant Complications, Morbidity, and/or Mortality" field is not required.
  24. Complete the "MDM" fields.
  25. Go to the 'Facesheet' tab.
  26. Validate that your changes from the 'Document' tab are saved.
  27. Validate that the "Past Health History" section is reviewed.
  28. Validate that the "Family Health History" section is reviewed.
  29. Validate that the "Social History" section is reviewed.
  30. Go to the 'Finalize' tab.
  31. Fill out the required sections on the 'Finalize' tab.
  32. Click [Generate] in the "Note Summary" section.
  33. Sign off on the note and validate the document routing screen is displayed.
  34. Click [Sign and Route] and route it to the current user.
  35. Validate the appointment is removed from the appointment list.
  36. Navigate to the 'My To Do's' widget.
  37. Click [Documents To Sign].
  38. Validate there is a To Do for "Client A".
  39. Click [Review] and [Accept].
  40. Validate the 'Document Preview' contains a preview for the note generated via Medical Note in the previous steps.
  41. Click [Sign].
  42. Enter the password for the logged in user in the 'Password' field and click [Verify].
  43. Validate the To Do is no longer displayed for "Client A".
Scenario 3: Flowsheet - Switching between a specific episode and "All Episodes"
Specific Setup:
  • A Collection of assessments must be configured to appear as a tab in Flowsheet. "Collection A"
  • A 'Vital Signs' assessment must be configured to appear as part of "Collection A".
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'Flowsheet' widget.
  2. Validate the "Collection A" tab is selected.
  3. Validate no assessments are displayed.
  4. Validate a message is displayed that states: "Please select a patient to get started."
  5. Select "Client A".
  6. Validate any assessments associated to 'Collection A' are displayed.
  7. Complete the 'Vital Signs' assessment and click [Sign].
  8. Select "All Episodes" from the 'Header Episode' field.
  9. Validate a message is displayed that states: "Please select an episode to get started."
  10. Select the most recent episode from the 'Header Episode' field.
  11. Validate the previously saved assessment for "Client A" is displayed.
Scenario 4: Flowsheet - Switching between different clients
Specific Setup:
  • A Collection of assessments must be configured to appear as a tab in Flowsheet. (Collection A)
  • A 'Vital Signs' assessment must be configured to appear as part of "Collection A".
  • Two clients must exist with active episodes. (Client A & Client B)
Steps
  1. Access the 'Flowsheet' widget.
  2. Validate the "Collection A" tab is selected.
  3. Validate no assessments are displayed.
  4. Validate a message is displayed that states: "Please select a patient to get started."
  5. Select "Client A".
  6. Validate any assessments associated to 'Collection A' are displayed.
  7. Complete the 'Vital Signs' assessment and click [Sign].
  8. Validate the data entered in the 'Vital Signs' assessment is saved in a new column with the current date and time.
  9. Select "Client B".
  10. Validate the assessment saved for "Client A" is not displayed.
  11. Select "Client A".
  12. Validate the previously saved assessment for "Client A" is displayed.
Topics
• Medical Note • myAvatar NX Only • myAvatar/myAvatar NX • NX