Avatar NX - Signature Capture
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Progress Notes (Group and Individual) - obtain signature
Specific Setup:
- Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
- The 'Progress Notes (Group and Individual)' form must have a signature field.
- A client must be enrolled in an existing episode (Client A).
Steps
- Access the 'Progress Notes (Group and Individual)' form.
- Select "Client A" in the 'Select Client' field.
- Select "Independent Note" in the 'Progress Note For' field.
- Select the desired value in the 'Note Type' field.
- Enter the desired value in the 'Notes Field' field.
- Click [Sign] in the 'Signature' field.
- Validate the 'Please Sign On Signature Pad' dialog is displayed.
- Sign on the signature pad.
- Validate the dialog contains the signature.
- Click [Cancel].
- Disconnect the signature pad.
- Click [Sign] in the 'Signature' field.
- Validate the 'Please Sign Below' dialog is displayed.
- Use the mouse to sign in the dialog box.
- Validate the dialog contains the signature.
- Click [OK].
- Validate the 'Please Sign Below' dialog is no longer displayed.
- Validate the 'Signature' field contains the signature.
- Select "Final" in the 'Draft/Final' field.
- File the note.
Scenario 2: Treatment Plan - obtain signature
Specific Setup:
- Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
- The 'Treatment Plan' form must have a signature field.
- A client must be enrolled in an existing episode (Client A).
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Enter the desired date in the 'Plan Date' field.
- Select the desired value in the 'Plan Type' field.
- Select "Draft" in the 'Treatment Plan Status' field.
- Click [Launch Plan].
- Add the desired treatment plan items.
- Click [Return To Plan].
- Click [Sign] in the 'Signature' field.
- Validate the 'Please Sign On Signature Pad' dialog is displayed.
- Sign on the signature pad.
- Validate the dialog contains the signature.
- Click [Cancel].
- Disconnect the signature pad.
- Click [Sign] in the 'Signature' field.
- Validate the 'Please Sign Below' dialog is displayed.
- Use the mouse to sign in the dialog box.
- Validate the dialog contains the signature.
- Click [OK].
- Validate the 'Please Sign Below' dialog is no longer displayed.
- Validate the 'Signature' field contains the signature.
- Click [Sign] in the 'Signature' field.
- Validate the 'Please Sign On Signature Pad' dialog is displayed.
- Select "Final" in the 'Treatment Plan Status' field.
- Submit the form.