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Avatar NX User Interface Update 2022.05.00 Acceptance Tests

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AV-73285 Summary | Details
Launch to myAvatar form from Flowsheet assessment in Task List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Flowsheet
  • Significant Findings
Scenario 1: Task List - Task Definition that launches Flowsheet
Specific Setup:
  • 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.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "PulseOx".
  • An Order Code must exist for "Pulse Oximetry".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PulseOx" and press [Tab].
  4. Set the 'Task Title' field to "Pulse Ox".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Set the 'Task Group/Definition' field to "Pulse Ox".
  10. Select "Pulse Ox (PulseOx)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Set the 'Order Code' field to "Pulse Oximetry".
  14. Select "Pulse Oximetry" from the 'Order Code' field.
  15. Click [Update Associations] and [Submit].
  16. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  17. Select "Client A" and access the Order Entry Console.
  18. Search for and select "Pulse Oximetry" from the 'New Order' field.
  19. Select "Every Hour" from the 'Frequency' field.
  20. Set the 'Duration' field to "6" and click [Hours].
  21. Click [Add to Scratchpad] and [Sign].
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Select the first task labeled: 'Pulse Ox' and click [Complete].
  25. Validate that a 'Flowsheet Assessment' is launched in full screen.
  26. Complete all fields for the displayed assessment and click [Sign].
  27. Validate the previously selected task labeled: 'Pulse Ox' has been removed.
Scenario 2: Flowsheet - Launch 'Significant Findings' form after Sepsis Assessment
Specific Setup:
  • 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 'Flowsheet' widget.
  2. Select the 'Sepsis Screen' assessment.
  3. Validate the 'Date Time' field contains "the current date and time".
  4. Set the 'Temperature' field to "104".
  5. Validate the 'Sepsis Temperature Criteria Met?' field contains "Greater Than Or Equal 100.9 F".
  6. Select "Yes" from the 'Respiratory Rate Higher Than Baseline' field.
  7. Select "Yes" from the 'New Onset Altered Mental Status' field.
  8. Select "Greater than 12,000" from the 'Sepsis WBC Criteria' field.
  9. Select "Yes" from the 'Known or Suspected Sepsis' field and click [Sign].
  10. Validate a message is displayed that states: "Patient 'Client A' has screened positive for risk of sepsis. Please notify the supervisor or physician immediately for possible implementation of the sepsis order set and document in the “Significant Findings” form." and click [Open Form].
  11. Validate the 'Significant Findings' form is opened.
  12. Set the 'Significant Finding Date' field to the current date.
  13. Set the 'Significant Finding Time' field to the current time and press [Tab].
  14. Select "Lab Result" from the 'Significant Finding Type' field.
  15. Select "Called In" from the 'Findings' field.
  16. Set the 'Finding Description (Other)' field to "Client negative for sepsis".
  17. Select the 'Communications' tab and click [Add New Item].
  18. Select "Attempt - With Response" from the 'Communication Type' field.
  19. Set the 'Communication Date' field to the current date.
  20. Set the 'Communication Time' field to the current time.
  21. Search for and select any value from the 'Physician Communicated' field.
  22. Select "Yes" from the 'Physician Read Back' field and click [Submit].
Scenario 3: Task List - Launch form after completing Flowsheet task
Specific Setup:
  • 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.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "Sepsis".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Sepsis" and press [Tab].
  4. Set the 'Task Title' field to "Sepsis Assessment".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Search for and select "Sepsis Assessment (Sepsis)" from the 'Task Group/Definition' field.
  10. Select "Add" from the 'Add/Edit/Delete Association' field.
  11. Select "Order Entry" from the 'Order Event' field.
  12. Search for and select "Complete Blood Count (CBC)" from the 'Order Code' field.
  13. Click [Update Associations] and [Submit].
  14. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  15. Select "Client A" and access the Order Entry Console.
  16. Search for and select "Complete Blood Count (CBC)" from the 'New Order' field.
  17. Select "Daily" from the 'Frequency' field.
  18. Set the 'Duration' field to "48" and click [Hours].
  19. Click [Add to Scratchpad] and [Sign].
  20. Access the 'Task List' widget.
  21. Search for and select "Client A" from the 'Search Patients' field.
  22. Validate a task labelled: "Sepsis Assessment" is displayed under the Unscheduled column.
  23. Select the "Sepsis Assessment" task and click [Complete].
  24. Validate a Flowsheet Sepsis assessment is launched.
  25. Validate the 'Date Time' field contains "the current date and time".
  26. Set the 'Temperature' field to "104".
  27. Validate the 'Sepsis Temperature Criteria Met?' field contains "Greater Than Or Equal 100.9 F".
  28. Select "Yes" from the 'Respiratory Rate Higher Than Baseline' field.
  29. Select "Yes" from the 'New Onset Altered Mental Status' field.
  30. Select "Greater than 12,000" from the 'Sepsis WBC Criteria' field.
  31. Select "Yes" from the 'Known or Suspected Sepsis' field and click [Sign].
  32. Validate a message is displayed that states: "Patient 'Client A' has screened positive for risk of sepsis. Please notify the supervisor or physician immediately for possible implementation of the sepsis order set and document in the “Significant Findings” form." and click [Open Form].
  33. Validate the 'Significant Findings' form is opened.
  34. Set the 'Significant Finding Date' field to the current date.
  35. Set the 'Significant Finding Time' field to the current time and press [Tab].
  36. Select "Lab Result" from the 'Significant Finding Type' field.
  37. Select "Called In" from the 'Findings' field.
  38. Set the 'Finding Description (Other)' field to "Client negative for sepsis".
  39. Select the 'Communications' tab and click [Add New Item].
  40. Select "Attempt - With Response" from the 'Communication Type' field.
  41. Set the 'Communication Date' field to the current date.
  42. Set the 'Communication Time' field to the current time.
  43. Search for and select any value from the 'Physician Communicated' field.
  44. Select "Yes" from the 'Physician Read Back' field and click [Submit].
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-73572 Summary | Details
Avatar NX - Undocked Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
  • Scheduling Calendar
  • User Role Definition
Scenario 1: Validate various undocked forms open & close as expected
Specific Setup:
  • User must have access to the 'Admission', 'Pre Admit', 'Scheduling Calendar', 'Individual Progress Note', and 'Ambulatory Progress Notes' form in the 'User Definition' form.
Steps
  1. Access the undocked 'Admission' form.
  2. Validate the undocked 'Admission' form pre-display opens.
  3. Click [Cancel].
  4. Validate the undocked 'Admission' form closes and user is brought back to the myDay view.
  5. Access the undocked 'Pre Admit' form.
  6. Validate the undocked 'Pre Admit' form pre-display opens.
  7. Click [Cancel].
  8. Validate the undocked 'Pre Admit' form closes and user is brought back to the myDay view.
  9. Access the undocked 'Individual Progress Note' form.
  10. Validate the undocked 'Individual Progress Note' form opens.
  11. Click [Discard].
  12. Validate the undocked 'Individual Progress Note' form closes and user is brought back to the myDay view.
  13. Access the undocked 'Scheduling Calendar' form.
  14. Validate the undocked 'Scheduling Calendar' form opens.
  15. Click [Dismiss].
  16. Validate the undocked 'Scheduling Calendar' form closes and user is brought back to the myDay view.
  17. Access the undocked 'User Role Definition' form.
  18. Validate the undocked 'User Role Definition' form opens.
  19. Click [Select User Role].
  20. Select any value from the 'Select one of the following' field.
  21. Click [OK].
  22. Make the desired changes and click [Submit].
  23. Validate a 'Form Return' dialog stating: "User Role Definition has completed. Do you wish to return to form?"
  24. Click [No].
  25. Validate the undocked 'User Role Definition' form closes and user is brought back to the myDay view.
  26. Access the undocked 'Individual Progress Note' form.
  27. Validate the undocked 'Individual Progress Note' form opens.
  28. Access the undocked 'Ambulatory Progress Notes' form.
  29. Validate the undocked 'Ambulatory Progress Notes' form opens.
  30. Switch to the 'Individual Progress Note' window and click [Discard].
  31. Validate the undocked 'Individual Progress Note' form closes.
  32. Switch to the 'Ambulatory Progress Notes' window and click [Cancel].
  33. Validate the undocked 'Ambulatory Progress Notes' form closes and user is brought back to the myDay view.
  34. Access the 'Admission' form.
  35. Validate the 'Admission' form pre-display opens.
  36. Click [Cancel].
  37. Validate the 'Admission' form closes and user is brought back to the myDay view.
Topics
• Admission • NX • Progress Notes • Scheduling Calendar • Widgets
AV-75179 Summary | Details
Avatar NX - 'Quick Actions'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Quick Actions Page
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', 'Problem List', 'Emergency Contact', and 'Alerts' 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. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
  8. Validate the space is automatically removed after the comma.
  9. Click the 'State' field and validate the states are listed alphabetically.
  10. Populate the required and desired fields.
  11. Click [Save].
  12. Click [Emergency Contact - Add].
  13. Click outside of the 'Emergency Contact' dialog.
  14. Validate the dialog is fixed and centered in the screen.
  15. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  16. Validate the space is automatically removed after the comma.
  17. Fill out any required any desired fields.
  18. Click [Save].
  19. Click [Smoking Assessment - Add].
  20. Click outside of the 'Smoking Assessment' dialog.
  21. Validate the dialog is fixed and centered in the screen.
  22. Populate the required fields.
  23. Click [Save].
  24. Click [Problems List - Add].
  25. Click outside of the 'Problems List' dialog.
  26. Validate the dialog is fixed and centered in the screen.
  27. Enter "Anxiety" in the 'Problem' field.
  28. Enter any value in the 'Status' field.
  29. Click [Save].
  30. Click [Alerts - Add].
  31. Select "Warning (Custom)" in the 'Type of Alert' field.
  32. Select "All Episodes" in the 'Episode(s)' field.
  33. Enter any value with a special character in the 'Custom Message' field.
  34. Validate an error message and click [OK].
  35. Enter any value in the 'Custom Message' field.
  36. Select "No" in the 'Disabled' field.
  37. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  38. Validate the 'Start Date' and 'End Date' field populate with the current date.
  39. Click [End Date Y].
  40. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
  41. Validate the 'End Date' field contains the current date.
  42. Enter any future value in the 'End Date' field.
  43. Select any form in the 'Applicable Forms' field (Form A).
  44. Validate the 'Applicable Forms' are listed alphabetically.
  45. Click [Save].
  46. Close the 'Client Dashboard'.
  47. Access 'Form A'.
  48. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  49. Click [OK].
  50. Close the form.
Scenario 2: Validate user can access and file 'Quick Actions' after filing an Order
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • 'Quick Vitals', 'Allergies/Hypersensitivities', and 'Smoking Assessment' Quick Actions must be assigned to the user in the 'NX View Definition' form.
  • Must have the 'Order Entry Console' configured to a view.
Steps
  1. Select "Client A" and access the 'Orders Entry Console'.
  2. Select the desired episode from the 'Header Episode' field.
  3. Click [Medication History].
  4. Enter and select any value in the 'New Order' field.
  5. Enter any value in the 'Dose' field.
  6. Select any value in the 'Frequency' field.
  7. Select any value in the 'Reason' field.
  8. Enter any future date in the 'Stop Date' field.
  9. Select any value in the 'Reported Source' field.
  10. Click [Save].
  11. Select "Client A" and access the 'Client Dashboard'.
  12. Navigate to the 'Quick Actions'.
  13. Click [Allergies / Hypersensitivities - Add]
  14. Validate the 'Save' and 'Cancel' buttons are present.
  15. Click [Cancel].
  16. Validate the 'Quick Action' is no longer displayed.
  17. Click [Quick Vitals - Add].
  18. Validate the 'Save' and 'Cancel' buttons are present.
  19. Populate the desired fields.
  20. Click [Save].
  21. Validate the 'Quick Action' is no longer displayed.
  22. Click [Smoking Assessment - Add].
  23. Validate the 'Save' and 'Cancel' buttons are present.
  24. Select any value in the 'Smoking Status' field.
  25. Click [Save].
  26. Validate the 'Quick Action' is no longer displayed.
  27. Click [Close].
Topics
• NX • Quick Actions
AV-75836 Summary | Details
OE NX - Remove from Scratchpad
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - AOE Question Dialog
  • Order Entry Console - Sliding Scale Insulin Instructions - Variable
  • Order Entry Console - Taper/Titration dialog
  • Orders This Episode
Scenario 1: OE NX - Removing multiple orders from scratchpad
Specific Setup:
  • 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. On the 'Orders This Episode' tab, add any 13 orders to the scratchpad.
  3. Highlight multiple orders from the scratchpad using the SHIFT button and clicking on orders.
  4. Click [Remove from Scratchpad].
  5. Validate all orders selected no longer display in the scratchpad.
  6. Click [Sign].
  7. Validate all orders not removed display in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-77906 Summary | Details
Order Entry Console - Dialog resizing at various resolutions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
  • Dictionary Update (CWS)
  • Order Group Setup
Internal Test Only
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-77974 Summary | Details
OE NX - Non-Product-Based Ordering - One Option
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Non-Product-Based Ordering - One Option
Specific Setup:
  • The registry setting 'Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode)' must be set to "Y"
  • In the 'Common Order Options Setup' form disable all options except 1 for "WARFARIN SODIUM"
  • 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 "WARFARIN SODIUM" in the 'New Order' field.
  3. Select "Warfarin Sodium et COUMADIN".
  4. Validate the 'Order Options' dialog does not display.
  5. Validate the 'Dose' and 'Dose Unit' default from the non-disabled value from the 'Common Order Options Setup' form.
Topics
• NX • Order Entry Console
AV-78015 Summary | Details
Form Designer - Modeled Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (CWS)
  • Form Designer (PM)
Scenario 1: Form Designer - Modeled Form
Specific Setup:
  • A user modeled form must be defined and configured with event logic to hide/unhide fields (NX Test Form).
Steps
  1. Access the 'Form Designer' form.
  2. Select "NX Test Form' in the 'Select' field.
  3. Select any value in the 'Sections' field.
  4. Click [Show Sections].
  5. Validate text stating "Layout adjustments are disabled for this form."
  6. Select a field and try to move it.
  7. Validate the user is unable to change the layout of the fields.
  8. Validate the 'Subsection' field is disabled.
  9. Click [Scriptlink - Edit]
  10. Validate the 'ScriptLink' dialog displays.
  11. Click [Return to Designer].
  12. Click [QuickLinks - Edit].
  13. Search for and select any form in the 'QuickLink Form Search' field
  14. Click [Save].
  15. Select any field and un-check the 'Visible' field.
  16. Collapse the 'Hidden Elements' region and validate the hidden field is present.
  17. Click [Save].
  18. Validate a 'Confirm' dialog stating: "Form Saved."
  19. Click [OK] and [Submit].
  20. Access the 'NX Test Form'.
  21. Validate the form selected in the previous steps displays as a QuickLink.
  22. Validate the field edited in the previous steps displays correctly.
  23. Close the form.
Topics
• Form Designer • NX • Progress Notes (Group And Individual)
AV-78043 Summary | Details
Avatar NX - 'Console Widget Viewer'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • All Documents Widget
  • Substance Abuse Assessment
Scenario 1: Console Widget Viewer - Progress Notes
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for Progress Notes 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 'Progress Notes (Group and Individual)' for "Client A".
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Submit the note.
  7. Select "Client A" and navigate to "View A".
  8. Validate the 'Progress Notes' console widget contains the draft note filed in the previous steps and select it.
  9. Click [View].
  10. Validate the 'Console Widget Viewer' displays the draft progress note details filed in the previous steps.
  11. Click [Open Record].
  12. Validate the draft note is opened.
  13. Select "Final" in the 'Draft/Final' field.
  14. Submit the note.
  15. Select "Client A" and navigate back to "View A".
  16. Validate the 'Progress Notes' console widget contains the finalized note filed in the previous steps and select it.
  17. Click [View].
  18. Validate the 'Console Widget Viewer' displays the finalized progress note details filed in the previous steps.
  19. Click [Open Record].
  20. Validate a message is displayed stating "This note is already set to 'Final'."
  21. Click [OK] and validate the finalized note is not displayed.
Scenario 2: Console Widget Viewer - Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for the Treatment Plan 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. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add any problem.
  7. Click [Return To Plan] and [OK].
  8. Submit the form.
  9. Select "Client A" and navigate to "View A".
  10. Validate the 'Treatment Plan' console widget contains the draft treatment plan filed in the previous steps and select it.
  11. Click [View].
  12. Validate the 'Console Widget Viewer' displays the draft treatment plan details filed in the previous steps.
  13. Click [Open Record].
  14. Validate the draft treatment plan is opened.
  15. Select "Final" in the 'Treatment Plan Status' field.
  16. Submit the note.
  17. Select "Client A" and navigate back to "View A".
  18. Validate the 'Treatment Plan' console widget contains the finalized treatment plan filed in the previous steps and select it.
  19. Click [View].
  20. Validate the 'Console Widget Viewer' displays the finalized treatment plan details filed in the previous steps.
  21. Click [Open Record].
  22. Validate a message is displayed stating "This plan is marked as Final. Changes are not allowed. Do you want to continue?"
  23. Click [No].
Scenario 3: 'All Documents' Widget - Verification of 'New Record' Display
Specific Setup:
  • This Acceptance Testing Scenario applies to Avatar NX systems only.
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled.
  • A Documentation View containing the 'Primary All Documents' widget and 'Console Widget Viewer' must exist and assigned to a users view.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' field.
  3. Click [New Record].
  4. Select "Medical Note" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit].
  7. Refresh the 'All Documents' widget.
  8. Select the 'All Forms' field.
  9. Select "Medical Note" from the 'Form Description' field.
  10. Validate the 'Medical Note' record displays.
  11. Select the 'Medical Note' and click [Open].
  12. Select "Final" in the 'Final/Draft' field.
  13. Click [Submit].
  14. Refresh the 'All Documents' widget.
  15. Select the 'All Forms' field.
  16. Select "Medical Note" from the 'Form Description' field.
  17. Validate the 'Medical Note' record displays.
  18. Select the 'Medical Note' and click [Open].
  19. Validate an Error dialog stating: "This note cannot be edited in this manner."
  20. Click [OK].
  21. Validate the user is returned to the 'All Documents' view.
  22. Refresh the 'All Documents' widget.
  23. Select the 'All Forms' field.
  24. Click [New Record].
  25. Select "Treatment Plan" from the 'New Record' field.
  26. Fill out any required and desired fields.
  27. Select "Final" in the 'Treatment Plan Status' field.
  28. Click [Submit].
  29. Refresh the 'All Documents' widget.
  30. Select "Treatment Plan" from the 'Form Name' field.
  31. Validate the 'Treatment Plan' record displays.
  32. Select the 'Treatment Plan' and validate it displays in the 'Console Widget Viewer'.
  33. Click [Open Record].
  34. Validate a 'Treatment Plan' dialog stating: "This plan is marked as final. Changes are not allowed. Do you want to continue?"
  35. Click [No].
Scenario 4: Validate modeled forms that do not allow edits cannot be edited in the 'All Documents' widget
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A user must have a modeled form (Form A) configured for the 'All Documents Widget'.
  • "Form A" must have "No Re-Entry" selected in the 'Re-Enter Form?' field and "No" selected for the 'Remove Form Pre Display', 'Allow Deletion of Row From Table', and 'Allow Edit of Table Rows' fields in 'Form Definition'.
  • User must have the 'All Documents' widget and the 'Console Widget Viewer' configured to a view ('All Documents' view).
  • Please note: This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access "Form A".
  2. Fill out all required and desired fields.
  3. Click [Submit].
  4. Navigate to the 'All Documents' view.
  5. Select the 'All Forms' field.
  6. Select "Form A" from the 'Form Description' field.
  7. Validate the record displays and select it.
  8. Validate the 'Open' button is disabled in the 'All Documents' widget.
  9. Validate the record opens in the 'Console Widget Viewer' and that the 'Open Record' button is disabled.
Scenario 5: Validate 'Open Record' button on the 'Console Widget Viewer' - modeled form
Specific Setup:
  • A user must have a console widget configured for a modeled form (Form A) in the 'Console Widget Configuration' form (Widget A).
  • "Form A" must have "No Re-Entry" selected in the 'Re-Enter Form?' field and "Yes" selected in the 'Remove Form Pre Display', 'Allow Deletion of Row From Table' and 'Allow Edit of Table Rows' fields in 'Form Definition'.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer (View A).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Substance Abuse Assessment' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Populate all desired and required fields.
  4. Click [Submit].
  5. Navigate to "View A" and "Widget A".
  6. Select the record from the previous steps and verify the 'Open' button is enabled.
  7. Click [View].
  8. Validate the 'Console Widget Viewer' displays the record.
  9. Click [Open Record].
  10. Validate "Form A" opens and displays the data from the previous steps.
  11. Close the form.
Topics
• NX • Progress Notes • Treatment Plan • Widgets
AV-78072 Summary | Details
Avatar NX - Voided Diagnoses
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
Scenario 1: Diagnosis - Editing a diagnosis
Specific Setup:
  • A Client be enrolled in an existing episode (Client A).
  • "Client A" must have an existing diagnosis entered (Diagnosis A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Validate a Pre-Display is displayed showing existing diagnoses for "Client A".
  3. Select "Diagnosis A".
  4. Click [Edit].
  5. Enter an invalid time in the 'Time of Diagnosis' field.
  6. Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)"
  7. Validate the 'Time of Diagnosis' field defaults to the time that was saved prior.
  8. Change the 'Time of Diagnosis' field to the current time.
  9. Enter a different practitioner in the 'Diagnosing Practitioner' field.
  10. Select "Void" in the 'Status' field.
  11. Validate the voided diagnosis is crossed off.
  12. Navigate to the myDay view.
  13. Navigate back to the open 'Diagnosis' form.
  14. Validate the voided diagnosis is crossed off.
  15. Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps.
  16. Click [Submit].
  17. Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display?
  18. Click [Yes].
  19. Select "Diagnosis A".
  20. Click [Edit].
  21. Select "No" in the 'Show Active Only' field.
  22. Validate the voided diagnosis displays and is crossed off.
  23. Close the form.
Scenario 2: Diagnosis - Validate sorting functionality
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add].
  3. Select any value in the 'Type of Diagnosis' field.
  4. Enter any value in the 'Date of Diagnosis' field.
  5. Enter any value in the 'Time of Diagnosis' field.
  6. Click [New Row].
  7. Enter any value in the 'Diagnosis Search' field.
  8. Select any value in the 'Diagnosing Practitioner' field.
  9. Select any value in the 'Classification' field.
  10. Click [New Row].
  11. Enter any value in the 'Diagnosis Search' field.
  12. Select "Primary" in the 'Ranking' field.
  13. Validate a dialog stating: "'Primary' Ranking is already define for row:1".
  14. Click [OK].
  15. Select "Secondary" in the 'Ranking' field.
  16. Select any value in the 'Classification' field.
  17. Click [New Row].
  18. Enter any value in the 'Diagnosis Search' field.
  19. Select "Tertiary" in the 'Ranking' field.
  20. Select any value in the 'Classification' field.
  21. Select a column header in the 'Diagnosis' grid and validate the entries are sorted.
  22. Select a diagnosis entry and verify the 'Code Crossmapping' field displays the correct data.
  23. Edit the 'Status' field for the diagnosis entry and verify the changes are saved in the grid.
  24. Click [Submit].
  25. Validate a dialog stating: "Do you want to return to the Pre-Display?".
  26. Click [No].
Scenario 3: Validate the 'Client Diagnosis' widget display and open record
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Client Diagnosis' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type of Diagnosis' field.
  3. Enter the desired date in the 'Date of Diagnosis' field.
  4. Enter the desired value in the 'Time of Diagnosis' field.
  5. Click [New Row].
  6. Enter any value in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Populate any required and desired fields.
  9. Click [Submit].
  10. Validate a 'Pre-Display Confirmation' dialog stating "Do you want to return to the Pre-Display?"
  11. Click [No].
  12. Navigate to the 'Client Diagnosis' widget.
  13. Select the associated episode in the 'Header Episode' field.
  14. Validate the entry is present in the 'Client Diagnosis' widget.
  15. Select the entry.
  16. Validate a 'Diagnosis' pre-display launches with that entry.
  17. Select the entry and click [Edit].
  18. Select the 'Diagnosis' field and validate all the data populated in the previous steps is present.
  19. Select "Void" in the 'Status' field.
  20. Validate the voided diagnosis is crossed off.
  21. Click [Submit].
  22. Navigate to the 'Client Diagnosis' widget.
  23. Select the associated episode in the 'Header Episode' field.
  24. Validate the voided diagnosis no longer displays in the 'Client Diagnosis' widget.
Topics
• Allergies and Hypersensitivities • Diagnosis • NX
AV-78177 Summary | Details
Avatar NX - Multiple Iteration Tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
Scenario 1: Financial Eligibility - Delete Guarantor
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must not have data saved in the 'Financial Eligibility' form.
Steps
  1. Select "Client A" from the 'My Clients' widget and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' tab.
  3. Click [Add New Item].
  4. Select any value from the 'Guarantor #' field.
  5. Select any value from the 'Guarantor Plan' field.
  6. Select any value from the 'Customize Guarantor Plan' field.
  7. Select any value from the 'Eligibility Verified' field.
  8. Set the 'Coverage Effective Date' field to any value.
  9. Select any value from the 'Client's Relationship To Subscriber' field.
  10. Set the 'Subscriber Group #' field to any value.
  11. Set the 'Subscriber Policy #' field to any value.
  12. Select any value from the 'Subscriber Sex' field.
  13. Select any value from 'Subscriber Assignment Of Benefits' field.
  14. Select any value from the 'Subscriber Release of Info' field.
  15. Set the 'Notes field to any value.
  16. Select the 'Financial Eligibility' tab.
  17. Select the Guarantor previously defined from the 'Guarantor #1' field.
  18. Click [Submit].
  19. Select "Client A" and access the 'Financial Eligibility' form again.
  20. Navigate to the 'Guarantor Selection' section of the form.
  21. Select the eligibility record that was previously entered.
  22. Validate all the data is displayed from the previous steps.
  23. Click [Delete Selected Item].
  24. Validate a dialog stating: "Are you sure?" and click [Yes].
  25. Try to enter any value in the 'Guarantor #' field.
  26. Validate a dialog stating: "A Guarantor Information Item must be selected prior to accessing this field." and click [OK].
  27. Try to enter any value in the 'Guarantor's Phone Number' field.
  28. Validate a dialog stating: "A Guarantor Information Item must be selected prior to accessing this field." and click [OK].
  29. Try to enter any value in the 'Notes' field.
  30. Validate a dialog stating: "A Guarantor Information Item must be selected prior to accessing this field." and click [OK].
  31. Return to the 'Financial Eligibility' section.
  32. Validate the 'Guarantor #1' field is now disabled because there is no eligibility record on file to select.
  33. Exit the form.
Topics
• Financial Eligibility • NX
AV-78582 Summary | Details
'AR Console' Widget - Copy/Paste
Scenario 1: Avatar NX - AR Console widget
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user.
  • The 'Accounts Receivable Console' widget is on the tester's homeview.
  • The 'AR Console Configuration' form has been submitted.
  • The 'AR Console User Defaults Setup' form has been submitted.
  • Unpaid claimed services exist.
  • The 'System Task Scheduler', 'AR Auto Batch Update' has been processed.
  • A client must have an existing episode and a name with an apostrophe (Client A).
Steps
  1. Access the Avatar NX - AR Console widget.
  2. Validate that the 'User Defaults' defaults to the signed in user.
  3. Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget.
  4. Click [Search].
  5. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts.
  6. Click [Reset Defaults]. Note: It will be necessary to click [Reset Defaults] after each search.
  7. Select desired search options to narrow the search results.
  8. Click [Search].
  9. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  10. Click [Reset Defaults].
  11. Click the 'Advanced Filters' link.
  12. Select desired search options to narrow the search results.
  13. Click [Apply].
  14. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  15. Click [Clear Advanced Filters].
  16. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results.
  17. Click [Reset Defaults].
  18. Select 'No' in 'Claim Follow-Up Records Exist'.
  19. Click [Search].
  20. Select "Client A" in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers.
  21. Validate that services display in the 'Claim Service Information' grid.
  22. Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option.
  23. Validate that the authorization form selected in the 'AR Console Configuration' form opens.
  24. If desired, add an authorization record.
  25. Close the authorization form.
  26. Validate that you are returned to the AR Console widget.
  27. Right click on a service in the 'Claim Service Information' grid and select the 'Service History'.
  28. Validate that the 'Service History' grid opens, and that the data displays correctly.
  29. Click [Close/Cancel].
  30. Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available.
  31. Click [Add Claim Follow-Up/Note]
  32. Validate that the 'Claim Follow-Up Entry' section opens.
  33. Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid.
  34. Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid.
  35. Validate that the 'Follow-Up Notes' section contains a note with:
  36. 'Follow-Up Date' equal to the current date.
  37. 'Comments' equal to 'AR Console Follow-Up Created'.
  38. 'Entry Date' equal to current date.
  39. 'Entered By' equal to logged in tester.
  40. Click [New Row].
  41. Copy/paste any value into the 'Comments' field and validate it displays in the grid.
  42. Select the entry in the 'Follow Up Notes' field and press the "Delete" key.
  43. Validate and 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?"
  44. Click [Yes] and validate the row is deleted.
  45. Click [New Row].
  46. Add desired values and click [File Updates].
  47. Click [OK].
  48. Double click the row added and click [Copy Note].
  49. Select the claim to copy the note row to.
  50. Click [Save].
  51. Click [File Updates].
  52. Click [OK].
  53. Change the 'Claim Follow-Up' to the claim the note row was copied to.
  54. Validate that the 'Follow-Up Notes' section contains the copied row.
  55. If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'.
  56. Click [File Updates].
  57. Click [OK].
  58. Click 'AR List'.
  59. Validate that the 'AR List' section opens.
  60. Click 'Claim Follow-Up Entry'.
  61. Validate that the 'Claim Follow-Up Entry' section opens.
  62. Validate that the 'Client' is the same client.
  63. Validate that the 'Claim Follow-Up' is the same claim that was last accessed.
  64. Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist.
  65. Validate that the 'Follow-Up Notes' section contains the two note rows.
  66. Click the 'Undock' widget icon,
  67. Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user.
  68. Click [Search].
  69. Select a claim in the 'Claims with Outstanding Receivables' grid.
  70. Click [Post Transaction].
  71. Note the 'Claim #', 'Service Date / Service Code'.
  72. Enter a 'Posting Date'.
  73. Enter a 'Date of Receipt'.
  74. Note the 'Current Balance'.
  75. Select a 'Transaction Type'.
  76. Enter a partial amount of the 'Current Balance' in 'Amount'.
  77. Select a 'Posting Code'.
  78. If applicable, enter values in 'Transfer To' and 'Check Number'.
  79. Note the value of 'New Balance'.
  80. Click [New Row].
  81. Validate that the 'Current Balance' is equal to the 'New Balance'.
  82. Select a 'Transaction Type'.
  83. Enter an 'Amount'
  84. Select a 'Posting Code'.
  85. If applicable, enter values in 'Transfer To' and 'Check Number'.
  86. Note the value of 'New Balance'.
  87. Click [File].
  88. Click [OK].
  89. Click [Close].
  90. Click [X] to close the new session of the Accounts Receivable Console widget.
  91. Validate that you are returned to the original session of the Accounts Receivable Console widget.
Topics
• Accounts Receivable Management • NX
AV-78604 Summary | Details
OE NX - Scratchpad - Order Details tooltip
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Scratchpad - Order Details tooltip
Specific Setup:
  • 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. Create a pharmacy-type order with a 'Reason', 'Reason Text' and 'Addl Instructions' and add it to the 'Scratchpad'.
  3. Hover over the order in the 'Scratchpad' and validate the tooltip contains all of the 'Order Details' including the 'Reason', 'Reason Text', and 'Addl Instructions'.
  4. Click the 'Home Medications' tab.
  5. Create an order with a 'Reason', 'Reason Text' and 'Note to Pharmacist' and add it to the 'Scratchpad'.
  6. Hover over the order in the 'Scratchpad' and validate the tooltip contains all of the 'Order Details' including the 'Reason', 'Reason Text', and 'Note to Pharmacist'.
  7. Click on the 'Admission Med Reconciliation' tab.
  8. Hover over the order on the 'Home Medications (Pre-Admission)' tab and validate the tooltip contains all of the 'Order Details' including the 'Reason', 'Reason Text', and 'Addl Instructions'.
  9. Click on the 'Discharge Med Reconciliation' tab.
  10. Hover over the order on the 'Home Medications Scratchpad (Post-Discharge)' and validate the tooltip contains all of the 'Order Details' including the 'Reason', 'Reason Text', and 'Note to Pharmacist'.
Topics
• NX • Order Entry Console
AV-79042 Summary | Details
Avatar NX - 'Open Batches' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Batch Creation
  • Close Batch
Scenario 1: Validate the 'Open Batches' widget opens the correct form when selecting 'Edit' or 'Close'
Specific Setup:
  • The 'Open Batches' widget must be assigned to user's view.
Steps
  1. Access the 'Batch Creation' form.
  2. Enter any value in the 'Select Batch' field.
  3. Click [New Batch].
  4. Validate a 'Batch' dialog stating: "Auto Assign Next ID Number?"
  5. Click [Yes].
  6. Enter any value in the 'Total Entries' field.
  7. Enter any value in the 'Total Charges' field.
  8. Click [Submit].
  9. Navigate to the 'Open Batches' widget.
  10. Validate the batch created in the previous step is present.
  11. Click [Edit].
  12. Validate the 'Batch Creation' form opens with the corresponding data.
  13. Click [Discard].
  14. Click [Close].
  15. Validate the 'Close Batch' form opens with the corresponding data.
  16. Click [Discard].
Topics
• NX • Widgets
AV-79062 Summary | Details
Ordering Practitioner - Admission Reconciliation - Discharge Reconciliation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Admission Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B).
  • “Client A” must have two episodes of which the second is the inpatient episode and 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.
  • "Client B" should only have one episode.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Admission Med Reconciliation' tab.
  3. Search for and select " AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "Every Day" in the 'Freq' field.
  7. Set the 'Duration' field to "10" and click [Days].
  8. Validate the 'Days Supply' field contains "10".
  9. Validate the 'Dispense Qty' field contains "10".
  10. Select "Tablet" in the 'Dispense Qty Unit' field.
  11. Click [Add to Scratchpad].
  12. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  13. Search for and select "Practitioner B" in the 'Ordering Practitioner' field, click [Reconcile & Sign].
  14. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  15. Validate that the 'Ordering Practitioner' field contains "Practitioner B".
  16. Select "Client B" in the 'My Clients' widget
  17. Validate the 'Ordering Practitioner' field contains "Practitioner A".


Scenario 2: OE NX - Discharge Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B).
  • “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. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Discharge Med Reconciliation' tab.
  3. Click the 'No Prescription Required' checkbox.
  4. Search for and select "Zubsolv 11.4 MG-2.9 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "As Needed" in the 'Freq' field.
  8. Set the 'Days Supply' field to "15" and press Tab.
  9. Validate the 'Dispense Qty' field contains "15".
  10. Validate the 'Dispense Qty Unit' field contains "Tablet".
  11. Click [Add to Scratchpad].
  12. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  13. Search for and select "Practitioner B" in the 'Ordering Practitioner' field, click [Hold in Pending Status].
  14. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode aside from the following being enabled: [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile].
  15. Validate the 'Ordering Practitioner' field contains "Practitioner B".
  16. Select "Client B" in the 'My Clients' widget
  17. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".
  18. Select "Client A" in the 'My Clients' widget
  19. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner B".
  20. Click [Activate & Reconcile] and [Sign].
  21. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  22. Validate the 'Ordering Practitioner' field contains "Practitioner B".
  23. Select "Client B" in the 'My Clients' widget
  24. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".
Topics
• Order Entry Console
AV-79271 Summary | Details
Admission Med Reconciliation - Taper/Titrate - Duration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Admission Medication Reconciliation - Taper/Titrate - Calendar
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. Select the ‘Admission Medication Reconciliation’ tab.
  3. Search for and select "Prednisone 10 MG Tablet Oral" in the ‘New Order’ field.
  4. Click [Taper/Titrate].
  5. Validate that 'Calendar' is selected.
  6. Click the ‘Add Step’ link.
  7. Set the 1st ‘Dose’ field to “3” and press [Tab].
  8. Validate the 1st ‘Dose Unit’ field contains “Tablet”.
  9. Validate the 'Days' field does not contain a value and is required.
  10. Set the 1st ‘Days’ field to “3”.
  11. Select “3 TIMES A DAY” in the ‘Freq’ field.
  12. Set the 2nd ‘Dose’ field to “2” and press [Tab].
  13. Validate the 2nd ‘Dose Unit’ field contains “Tablet”.
  14. Validate the 'Days' field does not contain a value and is required.
  15. Set the 2nd ‘Days’ field to “”.
  16. Select “TWICE A DAY” in the ‘Freq’ field.
  17. Click [Add to Scratchpad].
  18. Validate the Error dialog is displayed "Days field is required." and click [OK].
  19. Select "3" from the Days field.
  20. Click [Add to Scratchpad].
  21. Validate the ‘Inpatient Medications Scratchpad’ contains an order for “Prednisone 10 MG Tablet Oral, TWICE A DAY” and an order for “Prednisone 10 MG Tablet Oral, 3 TIMES A DAY” with a duration in 'Minutes'.
  22. Click [Reconcile & Sign].
  23. Validate the 'Interactions' dialog is displayed.
  24. Override all interactions and click [Save Override and Exit].
  25. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Admission Medication Reconciliation - Taper/Titrate - 24-hr
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. Select the ‘Admission Medication Reconciliation’ tab.
  3. Search for and select "Prednisone 10 MG Tablet Oral" in the ‘New Order’ field.
  4. Click [Taper/Titrate].
  5. Validate that 'Calendar' is selected.
  6. Click [24-hr].
  7. Click the ‘Add Step’ link.
  8. Set the 1st ‘Dose’ field to “3” and press [Tab].
  9. Validate the 1st ‘Dose Unit’ field contains “Tablet”.
  10. Validate the 'Days' field does not contain a value and is required.
  11. Set the 1st ‘Days’ field to “3”.
  12. Select “3 TIMES A DAY” in the ‘Freq’ field.
  13. Set the 2nd ‘Dose’ field to “2” and press [Tab].
  14. Validate the 2nd ‘Dose Unit’ field contains “Tablet”.
  15. Validate the 'Days' field does not contain a value and is required.
  16. Set the 2nd ‘Days’ field to “”.
  17. Select “TWICE A DAY” in the ‘Freq’ field.
  18. Click [Add to Scratchpad].
  19. Validate the Error dialog is displayed "Days field is required." and click [OK].
  20. Select "3" from the Days field.
  21. Click [Add to Scratchpad].
  22. Validate the ‘Inpatient Medications Scratchpad’ contains an order for “Prednisone 10 MG Tablet Oral, TWICE A DAY” and an order for “Prednisone 10 MG Tablet Oral, 3 TIMES A DAY” with a duration in 'Days'.
  23. Click [Reconcile & Sign].
  24. Validate the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-79371 Summary | Details
'Managed Care Authorization' - Service Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Managed Care Authorizations
Scenario 1: Managed Care Authorizations - 'Include Type of Authorization as First Column in Grid' registry setting = N
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified or a new guarantor is created. Note the guarantor code/name.
  • Registry Settings:
  • Set the 'Include Type of Authorization as First Column in Grid' registry setting is set to 'N'.
  • Admission:
  • An existing client is identified or new client is added in the system (Client A) Note the client id/name, admission program code/value.
  • Financial Eligibility:
  • The guarantor identified is assigned to the "Client A".
Steps
  1. Select "Client A" and access the 'Managed Care Authorizations' form.
  2. Select the 'Managed Care Authorization Data' field.
  3. Verify the 'Managed Care Authorization History' table does not contain 'Type Of Authorization' as the first column.
  4. Click [Add New Item].
  5. Select any value in the 'Guarantor Number' field.
  6. Select any value in the 'Service Code(s)' field.
  7. Enter any value in the 'Authorization Number' field.
  8. Enter an 'Authorization Start Date' equal to the 'Coverage Effective Date'.
  9. Enter an 'Authorization End Date'.
  10. Enter the 'Maximum Dollar Amount', or 'Maximum Units', or 'Maximum Visits'.
  11. Select a 'Type Of Authorization'.
  12. Select any value in the 'U/R Staff Person' field.
  13. Verify the 'Managed Care Authorization History' table populates correctly with the data entered in the previous steps.
  14. Click [Submit].
  15. Verify the form submitted successfully.
  16. Select "Client A" and access the 'Managed Care Authorizations' form.
  17. Select the 'Managed Care Authorization Data' field.
  18. Click [Edit Selected Item].
  19. Verify the correct value are selected in the 'Guarantor Number' and 'Service Code(s)' fields.
  20. De-select the selected 'Guarantor Number' and select a different value.
  21. Click outside of the 'Guarantor Number' field and validate the 'Service Code(s)' field clears.
  22. Continue clicking around. Validate that selecting a new 'Guarantor Number' will clear the 'Service Code(s)' field.
  23. Close the form.
Topics
• NX
AV-79479 Summary | Details
'Hide Inactive Treatment Plan Elements' registry setting.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Registry Setting 'Hide Inactive Treatment Plan Elements'
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Include Status in Treeview Displays' registry setting must be set to "P".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Open the Registry Settings form.
  2. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
  3. Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
  4. Set the 'Registry Setting Value' field to "N".
  5. Click [Submit].
  6. Validate a message displays stating "Submitting has completed do you wish to return to form?".
  7. Click [No].
  8. Log out of the application and log back in.
  9. Select "Client A" and access the 'Treatment Plan' form.
  10. Click [OK].
  11. Click [Add].
  12. Set the 'Plan Date' field to the current date.
  13. Set the 'Plan Name' field to any value.
  14. Select any value from the 'Plan Type' field.
  15. Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan].
  16. Validate the 'Hide Inactive' checkbox does not display.
  17. Click [Add New Problem].
  18. Set the 'Status' field to "Active".
  19. Click [Add New Goal].
  20. Set the 'Status' field to "Active".
  21. Click [Add New Objective].
  22. Set the 'Status' field to "inactive".
  23. Click [Add New Intervention].
  24. Set the Status field to "Inactive".
  25. Click [Back to Plan Page].
  26. Click [Submit].
  27. Open the 'Registry Settings' form.
  28. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
  29. Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
  30. Set the 'Registry Setting Value' field to "Y".
  31. Click [Submit] and [OK].
  32. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
  33. Log out of the application and log back in.
  34. Select "Client A" and access the 'Treatment Plan' form.
  35. Click [OK].
  36. Select "Treatment Plan Test" and click [Edit].
  37. Click [Launch Plan].
  38. Validate the 'Hide Inactive' checkbox displays.
  39. Click the 'Hide Inactive' checkbox.
  40. Validate the "Goal" and "Objective" rows no longer display.
  41. Click [Exit to Home View].
  42. Open the 'Registry Settings' form.
  43. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
  44. Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
  45. Set the 'Registry Setting Value' field to "YD".
  46. Click [Submit] and [OK].
  47. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
  48. Log out of the application and log back in.
  49. Select "Client A" and access the 'Treatment Plan' form.
  50. Click [OK].
  51. Select "Treatment Plan Test" and click [Edit].
  52. Click [Launch Plan].
  53. Validate the 'Hide Inactive' checkbox displays and is checked.
  54. Validate the "Intervention" and "Objective" rows do not display.
Topics
• myAvatar/myAvatar NX • Treatment Plan
AV-79480 Summary | Details
'Set System Defaults' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan Interventions - Site Specific Section Modeling
Specific Setup:
  • The following fields must be enabled and not excluded from data collection in the 'Treatment Plan - Interventions (CWS64000)' form within 'Site Specific Section Modeling':
  • ‘'Is this an education?'
  • ‘Practitioner Categories Responsible'
  • ‘Task Frequency'
  • A client must have an active episode (Client A)
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Click [Add New Problem].
  8. Select any value in the ‘Problem Code’ field.
  9. Select the desired value in the 'Status (Problem List)' field.
  10. Select the desired value in the 'Status' field.
  11. Click [Add New Intervention].
  12. Set the 'Intervention' field to the desired value.
  13. Select the desired value in the 'Status' field.
  14. Validate that the ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed.
  15. Select “No” in the ‘Is this an education?’ field.
  16. Select any value in the ‘Practitioner Categories Responsible’ field.
  17. Select any value in the ‘Task Frequency’ field.
  18. Click [Back To Plan Page].
  19. Click [Launch Plan].
  20. Validate that the values selected in ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed.
  21. Click [Back to Plan Page].
  22. Select "Final" in the 'Treatment Plan Status' field.
  23. Click [Submit].
Topics
• myAvatar/myAvatar NX • Treatment Plan
AV-79481 Summary | Details
'Set System Defaults' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan Interventions - Site Specific Section Modeling
Specific Setup:
  • The following fields must be enabled and not excluded from data collection in the 'Treatment Plan - Interventions (CWS64000)' form within 'Site Specific Section Modeling':
  • ‘'Is this an education?'
  • ‘Practitioner Categories Responsible'
  • ‘Task Frequency'
  • A client must have an active episode (Client A)
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Click [Add New Problem].
  8. Select any value in the ‘Problem Code’ field.
  9. Select the desired value in the 'Status (Problem List)' field.
  10. Select the desired value in the 'Status' field.
  11. Click [Add New Intervention].
  12. Set the 'Intervention' field to the desired value.
  13. Select the desired value in the 'Status' field.
  14. Validate that the ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed.
  15. Select “No” in the ‘Is this an education?’ field.
  16. Select any value in the ‘Practitioner Categories Responsible’ field.
  17. Select any value in the ‘Task Frequency’ field.
  18. Click [Back To Plan Page].
  19. Click [Launch Plan].
  20. Validate that the values selected in ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed.
  21. Click [Back to Plan Page].
  22. Select "Final" in the 'Treatment Plan Status' field.
  23. Click [Submit].
Topics
• myAvatar/myAvatar NX • Treatment Plan
AV-79482 Summary | Details
'Duplicate Plan Element Checking' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
Scenario 1: Treatment Plan - 'Enable Duplicate Plan Element Checking' registry setting
Specific Setup:
  • The 'Avatar CWS ->Treatment Plan->->->->Enable Duplicate Plan Element Checking' registry setting must be set to "Y".
  • Please log out of the application and back in after completing the above configuration.
  • A Treatment Plan Library must be defined in the 'Treatment Plan Definition' form with a Problem, Goal, Objective, and Intervention. (Library A)
  • A client must be in an active episode. (Client A)
Steps
  1. Access the 'Site Specific Section Modeling (CWS)' form.
  2. Select "CWS60000 (Treatment Plan) Objectives" in the 'Site Specific Section' field and click [OK].
  3. Validate the 'Site Specific Section Description' contains "Objectives".
  4. Set the 'Site Specific Section Description' field to "Short Term Goals". Please note this can be set to any value.
  5. Select the 'Prompt Definition' tab.
  6. Select "Objective" in the 'Prompt Definition' grid and click [Edit Item].
  7. Validate the 'Label' field contains "Objectives".
  8. Set the 'Label' field to "Short Term Goals" and click [Submit].
  9. Select “Client A” and access the ‘Treatment Plan’ form.
  10. Set the ‘Plan Date’ field to the desired date.
  11. Set the ‘Plan Name’ field to the desired name.
  12. Set the ‘Plan Type’ field to the desired value.
  13. Select "Draft" from the ‘Treatment Plan Status’ field.
  14. Click [Launch Plan].
  15. Validate the Library window contains "Library A".
  16. Validate that "Library A" contains "Short Term Goals".
  17. Validate the Tree View contains a button that reflects [Add Short Term Goals].
  18. Drag and drop the "Problem" to the Tree View.
  19. Validate the ‘Problem’ field contains the Problem description defined.
  20. Set the ‘Problem Code’ field to the desired value.
  21. Select the desired value from the ‘Status (Problem List)’ field.
  22. Select "Active" in the ‘Status’ field.
  23. Drag and drop the "Goal" to the Tree View.
  24. Validate the ‘Goal’ field contains the Goal description defined.
  25. Select "Active" in the ‘Status’ field.
  26. Drag and drop the "Short Term Goal" from previous steps to the Tree View.
  27. Validate the ‘Short Term Goals' field contains the Short Term Goal description defined.
  28. Select "Active" from the ‘Status’ field.
  29. Drag and drop the "Intervention" to the Tree View.
  30. Validate the ‘Intervention’ field contains the Intervention description defined.
  31. Select "Active" in the ‘Status’ field.
  32. Drag and drop the "Problem" from the previous steps in the Tree View.
  33. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  34. Drag and drop the "Goal" from the previous steps to the Tree View.
  35. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  36. Drag and drop the "Short Term Goal" filed in the previous steps to the Tree View.
  37. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  38. Drag and drop the "Intervention" from previous steps to the Tree View.
  39. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  40. Select the "Problem" added from previous steps in the Tree View.
  41. Select "Inactive" in the 'Status' field.
  42. Select the "Goal" added from previous steps in the Tree View.
  43. Select "Inactive" in the ‘Status’ field.
  44. Select the "Short Term Goal" added from previous steps in the Tree View.
  45. Select "Inactive" in the ‘Status’ field.
  46. Select the "Intervention" added from previous steps in the Tree View.
  47. Select "Inactive" in the ‘Status’ field.
  48. Drag and drop the "Problem" from previous steps in the Tree View.
  49. Drag and drop the "Goal" from previous steps in the Tree View.
  50. Drag and drop the "Short Term Goal" from previous steps in the Tree View.
  51. Drag and drop the "Intervention" from previous steps in the Tree View.
  52. Validate the Tree View contains duplicates of the same "Problem", "Goal", "Short Term Goal", and "Intervention" added from the previous steps.
  53. Click [Exit to Home View].
Topics
• Site Specific Section Modeling • Treatment Plan • Treatment Plan Definition
AV-79483 Summary | Details
'Duplicate Plan Element Checking' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
Scenario 1: Treatment Plan - 'Enable Duplicate Plan Element Checking' registry setting
Specific Setup:
  • The 'Avatar CWS ->Treatment Plan->->->->Enable Duplicate Plan Element Checking' registry setting must be set to "Y".
  • Please log out of the application and back in after completing the above configuration.
  • A Treatment Plan Library must be defined in the 'Treatment Plan Definition' form with a Problem, Goal, Objective, and Intervention. (Library A)
  • A client must be in an active episode. (Client A)
Steps
  1. Access the 'Site Specific Section Modeling (CWS)' form.
  2. Select "CWS60000 (Treatment Plan) Objectives" in the 'Site Specific Section' field and click [OK].
  3. Validate the 'Site Specific Section Description' contains "Objectives".
  4. Set the 'Site Specific Section Description' field to "Short Term Goals". Please note this can be set to any value.
  5. Select the 'Prompt Definition' tab.
  6. Select "Objective" in the 'Prompt Definition' grid and click [Edit Item].
  7. Validate the 'Label' field contains "Objectives".
  8. Set the 'Label' field to "Short Term Goals" and click [Submit].
  9. Select “Client A” and access the ‘Treatment Plan’ form.
  10. Set the ‘Plan Date’ field to the desired date.
  11. Set the ‘Plan Name’ field to the desired name.
  12. Set the ‘Plan Type’ field to the desired value.
  13. Select "Draft" from the ‘Treatment Plan Status’ field.
  14. Click [Launch Plan].
  15. Validate the Library window contains "Library A".
  16. Validate that "Library A" contains "Short Term Goals".
  17. Validate the Tree View contains a button that reflects [Add Short Term Goals].
  18. Drag and drop the "Problem" to the Tree View.
  19. Validate the ‘Problem’ field contains the Problem description defined.
  20. Set the ‘Problem Code’ field to the desired value.
  21. Select the desired value from the ‘Status (Problem List)’ field.
  22. Select "Active" in the ‘Status’ field.
  23. Drag and drop the "Goal" to the Tree View.
  24. Validate the ‘Goal’ field contains the Goal description defined.
  25. Select "Active" in the ‘Status’ field.
  26. Drag and drop the "Short Term Goal" from previous steps to the Tree View.
  27. Validate the ‘Short Term Goals' field contains the Short Term Goal description defined.
  28. Select "Active" from the ‘Status’ field.
  29. Drag and drop the "Intervention" to the Tree View.
  30. Validate the ‘Intervention’ field contains the Intervention description defined.
  31. Select "Active" in the ‘Status’ field.
  32. Drag and drop the "Problem" from the previous steps in the Tree View.
  33. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  34. Drag and drop the "Goal" from the previous steps to the Tree View.
  35. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  36. Drag and drop the "Short Term Goal" filed in the previous steps to the Tree View.
  37. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  38. Drag and drop the "Intervention" from previous steps to the Tree View.
  39. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  40. Select the "Problem" added from previous steps in the Tree View.
  41. Select "Inactive" in the 'Status' field.
  42. Select the "Goal" added from previous steps in the Tree View.
  43. Select "Inactive" in the ‘Status’ field.
  44. Select the "Short Term Goal" added from previous steps in the Tree View.
  45. Select "Inactive" in the ‘Status’ field.
  46. Select the "Intervention" added from previous steps in the Tree View.
  47. Select "Inactive" in the ‘Status’ field.
  48. Drag and drop the "Problem" from previous steps in the Tree View.
  49. Drag and drop the "Goal" from previous steps in the Tree View.
  50. Drag and drop the "Short Term Goal" from previous steps in the Tree View.
  51. Drag and drop the "Intervention" from previous steps in the Tree View.
  52. Validate the Tree View contains duplicates of the same "Problem", "Goal", "Short Term Goal", and "Intervention" added from the previous steps.
  53. Click [Exit to Home View].
Topics
• Site Specific Section Modeling • Treatment Plan • Treatment Plan Definition
AV-79550 Summary | Details
Avatar NX - undocked 'Console Widget Viewer'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • perceptive
  • Console Widget Viewer
Scenario 1: Clinical Document Viewer - View documents for an individual client
Specific Setup:
  • A client has one or more documents on file (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Enter "Client A" in the 'Select Client' field.
  4. Select "All" in the 'Episode' field.
  5. Click [Process].
  6. Select the desired document in the 'Search Results' field.
  7. Click to view the document.
  8. Validate document data is displayed.
  9. Click [Close All Documents].
  10. Navigate back to the "Search" section.
  11. Leave the 'Clinical Document Viewer' open and idle for 10 minutes.
  12. After 10 minutes, validate there is no timeout error.
  13. Click [Close].
Scenario 2: Document Capture Avatar NX: Validation of Import/Save/Retrieve/View
Specific Setup:
  • Perceptive must be enabled.
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Steps
  1. Select "Client A".
  2. Open the 'Client's Dashboard'.
  3. Click 'Document Capture' icon.
  4. Click [Import].
  5. Select the desired episode from the 'Select Episode' field.
  6. Click [OK].
  7. Select any value in the 'Document Type' field.
  8. Enter any value in the 'Document Description' field.
  9. Click [Capture].
  10. Click [Browse].
  11. Browse to the location of the file to be imported.
  12. Click [Open].
  13. Click [Done].
  14. Click [Save].
  15. Validate the document was successfully file/stored.
  16. Click [Close Document Capture].
  17. Close the 'Client Dashboard' and navigate to the 'All Documents' view.
  18. Validate the document can be displayed in the 'Console Widget Viewer'.
Scenario 3: Console Widget Viewer (Avatar NX) - Validate Document display in "Perceptive" enabled systems
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Perceptive" document storage method is enabled and configured in the system.
  • A form has been enabled for document routing (Form A).
  • A console widget (Widget A) has been created for "Form A" in the 'Console Widget Configuration' form.
  • "Form A" has been submitted for "Client A" and the document has been routed and approved.
  • User has "Widget A" and the 'Console Widget Viewer' widget on their myDay view (User A).
  • Log in as "User A".
Steps
  1. Select "Client A".
  2. Select "All Episodes" from the 'Episodes' field on the myDay view.
  3. On the myDay view, navigate to "Widget A".
  4. Locate the row filed for "Form A".
  5. Click the [View] button for the row.
  6. Validate a tab is opened for "Form A" in the 'Console Widget Viewer'.
  7. Validate the data displayed is as expected.
  8. Validate the document image properties contains a 'Thumbnail Image' object.
  9. Click [Show/Hide Thumbnails].
  10. Validate the 'Thumbnail Image' object is removed.
  11. Click [Show/Hide Thumbnails].
  12. Verify the 'Thumbnail Image' object is returned to the document.
  13. Click [Annotations].
  14. Click [Create Annotation].
  15. Select an area to annotate and select an annotation type (For example "Highlight").
  16. Click [Add].
  17. Validate the selected are is annotated on the document.
  18. Click the [Save] Icon in the top left of the document image.
  19. Validate the selected area is saved annotated on the document as expected.
  20. Click the 'Zoom Slider' arrow icon on the bottom left of the document image.
  21. Drag the slider to the left to reduce the document text size.
  22. Validate the document text size is reduced.
  23. Drag the slider to the right to reduce increase the document text size.
  24. Validate the document text size is increased.
  25. Click [Close All].
  26. Validate the tab for "Form A" is removed in the 'Console Widget Viewer'.
  27. Undock the 'Console Widget Viewer'.
  28. Validate the 'Console Widget Viewer' opens in a new window.
  29. Navigate to "Widget A".
  30. Select the record in step 4.
  31. Validate a tab is opened for "Form A" in the undocked 'Console Widget Viewer'.
  32. Resize the 'Console Widget Viewer' to be smaller.
  33. Validate the document preview does not shrink after resizing.
  34. Click [Close All].
  35. Validate the tab for "Form A" is removed in the undocked 'Console Widget Viewer'.
  36. Close the undocked 'Console Widget Viewer'.
Topics
• Console Widget • NX
AV-79733 Summary | Details
Avatar NX Console Widget Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • NX View Definition
  • Provider File Attach
  • Provider File Attach Widget
  • View Definition
Scenario 1: Console Widget Viewer - Avatar MSO 'Provider File Attach'
Specific Setup:
  • Avatar PM/RADplus Registry Setting 'Enable Console Widgets/Views' must be enabled
  • Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
  • Avatar MSO 'Provider File Attach' Widget must be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • Avatar NX 'Console Widget Viewer' must be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • One or more .PDF (Adobe Portable Document Format) and/or .TIF (Tagged Image File Format) files uploaded/stored via Avatar MSO 'Provider File Attach' form
  • Avatar MSO 'Provider File Attach' Form and Widget added via Avatar MSO 2022 Update 10
Steps
  1. Navigate/select Home View, Chart View or Client Dashboard View where Avatar MSO 'Provider File Attach' Widget and Avatar NX/myAvatar 'Console Widget Viewer' are assigned/present.
  2. Click 'View' button in 'Provider File Attach' Widget to view selected File Attachment.
  3. Ensure that selected .PDF or .TIF File Attachment image is opened for display in Avatar NX/myAvatar 'Console Widget Viewer'.
  4. Ensure multiple File Attachments may be opened/displayed in Avatar NX/myAvatar 'Console Widget Viewer' from 'Provider File Attach' Widget simultaneously.
  5. Ensure File Attachment images may be closed within Avatar NX/myAvatar 'Console Widget Viewer' (by closing individual files/tabs within viewer, or use of the 'Close All' button).
Topics
• Console Widget • NX • Widgets
AV-79771 Summary | Details
Avatar NX - Data Trail
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Data Trail Purge
  • Data Trail Configuration
Scenario 1: Validate the 'Data Trail Purge' form purges the correct table
Specific Setup:
  • The "SYSTEM.billing_tx_history' table must be selected as a table for audit in the 'Data Trail Configuration' form.
  • The user must have access to the 'AUDIT.billing_tx_history' SQL table in 'User Definition'.
Steps
  1. Open 'Crystal Reports' or any other SQL reporting tool.
  2. Create a report for AUDIT.billing_tx_history.
  3. Verify no information displays.
  4. Open the 'Client Charge Input' form.
  5. Set the 'Date of Service' field to the current date.
  6. Set the 'Service Code' field to "Service Code A".
  7. Set the 'Client ID' field to "Client A".
  8. Select "Episode 1" from the 'Episode Number' field.
  9. Set the 'Practitioner' field to "Practitioner A".
  10. Set the 'Duration (Minutes)' field to "30".
  11. Click [Submit].
  12. Click [No].
  13. Refresh the AUDIT.billing_tx_history report.
  14. Verify the 'Service_code' field displays "Service Code A".
  15. Verify the 'PATID' field displays "Client A's" ID number.
  16. Open the 'Data Trail Purge' form.
  17. Validate the form opens without any issue.
  18. Click the [Today] - 'Purge Data Through The Following Date' button.
  19. Click the 'AUDIT.billing_tx_history' checkbox in the 'Select The Table(s) You Want To Purge' field.
  20. Click [Submit].
  21. Click [OK].
  22. Refresh the AUDIT.billing_tx_history report.
  23. Verify no information displays.
Scenario 2: Validate 'Data Trail Configuration' submission
Specific Setup:
  • The "Avatar Data Trail" module is installed and updated with the latest updates.
  • User must have access to one or more tables in the 'User Definition' form. For testing, the following tables were used:
  • SYSTEM.admission_data
  • SYSTEM.episode_history
  • SYSTEM.cw_patient_notes
  • SYSTEM.call_intake_history
Steps
  1. Access the 'Data Trail Configuration' form.
  2. Validate the 'Sort Report By' field contains two values: "Option" and "Table".
  3. Select "Table" in the 'Sort Report By' field.
  4. Click [Select Tables To Audit].
  5. Select the following tables:
  6. SYSTEM.admission_data
  7. SYSTEM.episode_history
  8. SYSTEM.cw_patient_notes
  9. SYSTEM.call_intake_history
  10. Click [OK] and [Submit].
  11. Access the 'Data Trail Configuration' form.
  12. Select "Table" in the 'Sort Report by' field.
  13. Click [Run Report]
  14. Validate the 'Data Trail Configuration' report is displayed
  15. In the main section of the report, search the list for the "SYSTEM.admission_data" table.
  16. Validate the 'Audited Y/N' column indicates "Y" for the table.
  17. Search the list for the "SYSTEM.episode_history" table.
  18. Validate the 'Audited Y/N' column indicates "Y" for the table.
  19. Search the list for the "SYSTEM.cw_patient_notes" table.
  20. Validate the 'Audited Y/N' column indicates "Y" for the table.
  21. Search the list for the "SYSTEM.call_intake_histrory" table.
  22. Validate the 'Audited Y/N' column indicates "N" for the table, as the table was not selected in step 3.
  23. Search for any other table in the list.
  24. Validate for any other table, the 'Audited Y/N' column indicates "N" for that table, as they were not selected in step 3.
  25. Close the report.
  26. Select "Option" in the 'Sort Report By' field.
  27. Click [Run Report].
  28. Validate the 'Data Trail Configuration' report is displayed.
  29. In the main section of the report, search the list for the "SYSTEM.admission_data" table.
  30. Validate the 'Audited Y/N' column indicates "Y" for the table.
  31. Search the list for the "SYSTEM.episode_history".
  32. Validate the Audited Y/N' column indicates "Y" for the table.
  33. Search the list for the "SYSTEM.cw_patient_notes"
  34. Validate the 'Audited Y/N' column indicates "Y" for the table.
  35. Search the list for the "SYSTEM.call_intake_histrory" table.
  36. Validate the 'Audited Y/N' column indicates "N" for the table, as the table was not selected in step 3.
  37. Search for any other table in the list.
  38. Validate for any other table, the 'Audited Y/N' column indicates "N" for that table, as they were not selected in step 3.
  39. Close the report and the form.
Topics
• Client Charge Input • Diagnosis • NX
AV-79871 Summary | Details
My To Do's - Document sign off
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Individual Progress Note
Scenario 1: 'My To Do's' widget - Approving Documents
Specific Setup:
  • A user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • Document routing is enabled for the 'Progress Notes (Group and Individual)' form.
  • "User A" is defined with an associated staff member.
  • A client must be enrolled in an existing episode (Client A).
  • Log in as "User A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  17. Select the row for "Client A" and click the [Approve Document].
  18. Validate the document is displayed with the expected data.
  19. Click [Accept].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the To-Do is no longer displayed.
  22. Access the 'Clinical Document Viewer' form.
  23. Select "Client" in the 'Select All or Individual Client' field.
  24. Select "Client A" in the 'Select Client' field.
  25. Click [Process].
  26. Validate the document for "Client A" displays in the document list.
  27. Click to view the document.
  28. Validate that the document displays the expected data.
  29. Close the form.
Scenario 2: Document Routing - Reject document
Specific Setup:
  • Must have two users with associated practitioners (User A) and (User B).
  • Two clients must be enrolled in an existing episode (Client A) and (Client B).
  • "User A" must have the 'My To Do's' widget on their myDay view and be logged in.
  • "Client A" must and have a progress note routed to "User A" for approval.
  • Document routing must be enabled for the 'Individual Progress Note' form.
Steps
  1. Navigate to the 'My To Do's' widget.
  2. Select the 'Document to Sign' for "Client A" and click [Review].
  3. Click [Reject].
  4. Open a new browser tab and log in as "User B".
  5. Access the 'Individual Progress Note' form.
  6. Select "Client B" in the 'Select Client' field.
  7. Populate all required and desired fields.
  8. Select "Final' in the 'Draft/Final' field.'
  9. Click [Submit Note].
  10. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  11. Click [Sign and Route].
  12. Enter the password associated with the logged in user and click [Verify].
  13. Validate the 'Route Document To' dialog is displayed.
  14. Select the "User A" as the 'Approver'.
  15. Click [Submit].
  16. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  17. Click [OK]
  18. Switch to the 'Documents to Review' tab.
  19. Validate a 'Confirm' dialog stating "There are one or more items within your Workflow Management To Do List."
  20. Click [OK].
  21. Enter any value in the 'Comments for Rejected' field.
  22. Click [Sign].
  23. Validate the rejected document for "Client A" is no longer present.
  24. Validate the new document for "Client B" is present.
  25. Close the To Do's.
Scenario 3: Undocked Form - Signing off on documents in the 'My To Do's' widget
Specific Setup:
  • Two clients must be enrolled in an existing episode (Client A) and (Client B).
  • A user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • "User A" is defined with an associated staff member and logged in.
  • "Client A" must and have a progress note routed to "User A" for approval.
  • Document routing must be enabled for the 'Individual Progress Note' form.
Steps
  1. Access the undocked 'Individual Progress Note' form.
  2. Validate the undocked 'Individual Progress Note' form opens.
  3. Switch to the myDay view.
  4. Navigate to the 'My To Dos' widget.
  5. Navigate to the 'Document to Sign' for "Client A" and click [Review].
  6. Switch to the undocked 'Individual Progress Note' form.
  7. Select "Client B" in the 'Select Client' field.
  8. Populate all required and desired fields.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [Submit Note].
  11. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  12. Click [Sign and Route].
  13. Enter the password associated with the logged in user and click [Verify].
  14. Validate the 'Route Document To' dialog is displayed.
  15. Select the "User A" as the 'Approver'.
  16. Click [Submit].
  17. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  18. Click [OK]
  19. Switch to the 'Documents to Review' window.
  20. Validate a 'Confirm' dialog stating "There are one or more items within your Workflow Management To Do List."
  21. Click [OK].
  22. Click [Accept] and [Sign].
  23. Validate the 'Documents to Review' window closes.
  24. Validate the To-Do is no longer displayed for "Client A".
  25. Validate the To-Do is displayed for "Client B" and click [Review].
  26. Click [Accept] and [Sign].
  27. Enter the password associated with "User A" and click [Verify].
  28. Validate the 'Documents to Review' window closes.
  29. Close the To Do's.
  30. Switch to the undocked 'Individual Progress Note' form.
  31. Close the form.
Topics
• Document Routing • myAvatar/myAvatar NX • NX • Progress Notes • Widgets
AV-79903 Summary | Details
Form Designer - Hidden 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 - 'Progress Notes (Group and Individual)'
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Is This A Transition Of Care' field must be enabled for 'Progress Notes (Group and Individual)' through the 'Site Specific Section Modeling' form.
Steps
  1. Access the 'Form Designer' form.
  2. Select "Progress Notes (Group and Individual)" in the 'Forms' field.
  3. Select "(Individual Progress Notes)" in the 'Section Name' 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 'Form Designer' form.
  8. Select "Progress Notes (Group and Individual)" in the 'Forms' field.
  9. Select "(Individual Progress Notes)" in the 'Section Name' field.
  10. Click [Show Section].
  11. Move and resize the 'Notes Field'.
  12. Move and resize the 'Group Documentation Date' field.
  13. Validate the field contains the buttons and arrows.
  14. Move and resize the 'Service Start Time' field.
  15. Validate the field contains the buttons and arrows.
  16. Resize the 'Treatment Plan' field to be much larger.
  17. Select the 'Is This A Transition Of Care?' field and de-select the 'Visible' checkbox.
  18. Hold down the 'Ctrl' key and select a couple of fields to bulk move them.
  19. Click [Save], [Yes] and submit the form.
  20. Access the 'Progress Notes (Group and Individual)' form.
  21. Validate the layout and element placements match what was saved in the previous steps.
  22. Validate the 'Is This A Transition Of Care' field is not visible.
  23. Enter "Client A" in the 'Select Client' field.
  24. Populate all required and desired fields.
  25. Validate the 'Is This A Transition Of Care' field is still not visible.
  26. Click [Submit Note].
  27. Close the form.
Topics
• Form Designer • NX • Progress Notes (Group And Individual)
AV-79925 Summary | Details
'Hide Inactive Treatment Plan Elements' registry setting.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Registry Setting 'Hide Inactive Treatment Plan Elements'
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Include Status in Treeview Displays' registry setting must be set to "P".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Open the Registry Settings form.
  2. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
  3. Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
  4. Set the 'Registry Setting Value' field to "N".
  5. Click [Submit].
  6. Validate a message displays stating "Submitting has completed do you wish to return to form?".
  7. Click [No].
  8. Log out of the application and log back in.
  9. Select "Client A" and access the 'Treatment Plan' form.
  10. Click [OK].
  11. Click [Add].
  12. Set the 'Plan Date' field to the current date.
  13. Set the 'Plan Name' field to any value.
  14. Select any value from the 'Plan Type' field.
  15. Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan].
  16. Validate the 'Hide Inactive' checkbox does not display.
  17. Click [Add New Problem].
  18. Set the 'Status' field to "Active".
  19. Click [Add New Goal].
  20. Set the 'Status' field to "Active".
  21. Click [Add New Objective].
  22. Set the 'Status' field to "inactive".
  23. Click [Add New Intervention].
  24. Set the Status field to "Inactive".
  25. Click [Back to Plan Page].
  26. Click [Submit].
  27. Open the 'Registry Settings' form.
  28. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
  29. Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
  30. Set the 'Registry Setting Value' field to "Y".
  31. Click [Submit] and [OK].
  32. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
  33. Log out of the application and log back in.
  34. Select "Client A" and access the 'Treatment Plan' form.
  35. Click [OK].
  36. Select "Treatment Plan Test" and click [Edit].
  37. Click [Launch Plan].
  38. Validate the 'Hide Inactive' checkbox displays.
  39. Click the 'Hide Inactive' checkbox.
  40. Validate the "Goal" and "Objective" rows no longer display.
  41. Click [Exit to Home View].
  42. Open the 'Registry Settings' form.
  43. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
  44. Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
  45. Set the 'Registry Setting Value' field to "YD".
  46. Click [Submit] and [OK].
  47. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
  48. Log out of the application and log back in.
  49. Select "Client A" and access the 'Treatment Plan' form.
  50. Click [OK].
  51. Select "Treatment Plan Test" and click [Edit].
  52. Click [Launch Plan].
  53. Validate the 'Hide Inactive' checkbox displays and is checked.
  54. Validate the "Intervention" and "Objective" rows do not display.
Topics
• myAvatar/myAvatar NX • Treatment Plan
AV-79946 Summary | Details
Avatar NX - AR Console
Scenario 1: Avatar NX - AR Console widget
Specific Setup:
  • The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values.
  • User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user.
  • The 'Accounts Receivable Console' widget is on the tester's homeview.
  • The 'AR Console Configuration' form has been submitted.
  • The 'AR Console User Defaults Setup' form has been submitted.
  • Unpaid claimed services exist.
  • The 'System Task Scheduler', 'AR Auto Batch Update' has been processed.
  • A client must have an existing episode and a name with an apostrophe (Client A).
Steps
  1. Access the Avatar NX - AR Console widget.
  2. Validate that the 'User Defaults' defaults to the signed in user.
  3. Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget.
  4. Click [Search].
  5. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts.
  6. Click [Reset Defaults]. Note: It will be necessary to click [Reset Defaults] after each search.
  7. Select desired search options to narrow the search results.
  8. Click [Search].
  9. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  10. Click [Reset Defaults].
  11. Click the 'Advanced Filters' link.
  12. Select desired search options to narrow the search results.
  13. Click [Apply].
  14. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
  15. Click [Clear Advanced Filters].
  16. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results.
  17. Click [Reset Defaults].
  18. Select 'No' in 'Claim Follow-Up Records Exist'.
  19. Click [Search].
  20. Select "Client A" in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers.
  21. Validate that services display in the 'Claim Service Information' grid.
  22. Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option.
  23. Validate that the authorization form selected in the 'AR Console Configuration' form opens.
  24. If desired, add an authorization record.
  25. Close the authorization form.
  26. Validate that you are returned to the AR Console widget.
  27. Right click on a service in the 'Claim Service Information' grid and select the 'Service History'.
  28. Validate that the 'Service History' grid opens, and that the data displays correctly.
  29. Click [Close/Cancel].
  30. Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available.
  31. Click [Add Claim Follow-Up/Note]
  32. Validate that the 'Claim Follow-Up Entry' section opens.
  33. Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid.
  34. Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid.
  35. Validate that the 'Follow-Up Notes' section contains a note with:
  36. 'Follow-Up Date' equal to the current date.
  37. 'Comments' equal to 'AR Console Follow-Up Created'.
  38. 'Entry Date' equal to current date.
  39. 'Entered By' equal to logged in tester.
  40. Click [New Row].
  41. Copy/paste any value into the 'Comments' field and validate it displays in the grid.
  42. Select the entry in the 'Follow Up Notes' field and press the "Delete" key.
  43. Validate and 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?"
  44. Click [Yes] and validate the row is deleted.
  45. Click [New Row].
  46. Add desired values and click [File Updates].
  47. Click [OK].
  48. Double click the row added and click [Copy Note].
  49. Select the claim to copy the note row to.
  50. Click [Save].
  51. Click [File Updates].
  52. Click [OK].
  53. Change the 'Claim Follow-Up' to the claim the note row was copied to.
  54. Validate that the 'Follow-Up Notes' section contains the copied row.
  55. If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'.
  56. Click [File Updates].
  57. Click [OK].
  58. Click 'AR List'.
  59. Validate that the 'AR List' section opens.
  60. Click 'Claim Follow-Up Entry'.
  61. Validate that the 'Claim Follow-Up Entry' section opens.
  62. Validate that the 'Client' is the same client.
  63. Validate that the 'Claim Follow-Up' is the same claim that was last accessed.
  64. Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist.
  65. Validate that the 'Follow-Up Notes' section contains the two note rows.
  66. Click the 'Undock' widget icon,
  67. Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user.
  68. Click [Search].
  69. Select a claim in the 'Claims with Outstanding Receivables' grid.
  70. Click [Post Transaction].
  71. Note the 'Claim #', 'Service Date / Service Code'.
  72. Enter a 'Posting Date'.
  73. Enter a 'Date of Receipt'.
  74. Note the 'Current Balance'.
  75. Select a 'Transaction Type'.
  76. Enter a partial amount of the 'Current Balance' in 'Amount'.
  77. Select a 'Posting Code'.
  78. If applicable, enter values in 'Transfer To' and 'Check Number'.
  79. Note the value of 'New Balance'.
  80. Click [New Row].
  81. Validate that the 'Current Balance' is equal to the 'New Balance'.
  82. Select a 'Transaction Type'.
  83. Enter an 'Amount'
  84. Select a 'Posting Code'.
  85. If applicable, enter values in 'Transfer To' and 'Check Number'.
  86. Note the value of 'New Balance'.
  87. Click [File].
  88. Click [OK].
  89. Click [Close].
  90. Click [X] to close the new session of the Accounts Receivable Console widget.
  91. Validate that you are returned to the original session of the Accounts Receivable Console widget.
Topics
• Accounts Receivable Management • NX • Widgets
AV-79963 Summary | Details
Avatar NX - User Modeled Assessment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Treatment Plan
  • Treatment Plan
Scenario 1: User Modeled Assessment - Treatment Plan Progress
Specific Setup:
  • A user modeled assessment is defined (Treatment Plan Progress) with the following fields:
  • Assessment Date
  • Select Outpatient Goal/Objective
  • Select Treatment Plan Item
  • Status
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must have an existing record for the 'Treatment Plan Progress' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan Progress' form.
  2. Enter any value in the 'Assessment Date' field.
  3. Click [Clear].
  4. Validate nothing displays in the 'Select Outpatient Goal/Objective' field.
  5. Click [Select Treatment Plan Item].
  6. Select any value and click [Return].
  7. Validate the 'Select Outpatient Goal/Objective' field displays the selected value.
  8. Populate any desired fields.
  9. Select "Draft" in the 'Status' field.
  10. Click [Submit].
  11. Select "Client A" and access the 'Treatment Plan Progress' form.
  12. Select the newly added record in the 'Select Record' field.
  13. Click [Edit].
  14. Validate the 'Select Outpatient Goal/Objective' field displays the selected value.
  15. Close the form.
Topics
• NX • Treatment Plan
AV-79992 Summary | Details
'Admission' form - quick links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Bundler (CWS)
  • Admission
  • Update Client Data
Scenario 1: Validate the 'Admission' form with quick links for an existing client
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Admission' form has a quick link for the 'Update Client Data' form.
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Click [Add].
  3. Enter the desired date in the 'Preadmit/Admission Date' field.
  4. Enter the desired time in the 'Preadmit/Admission Time' field.
  5. Select the desired program in the 'Program' field.
  6. Validate a message is displayed stating: Client is Active in Other Episodes.
  7. Click [OK].
  8. Select the desired value in the 'Type of Admission' field.
  9. Select the desired practitioner in the 'Admitting Practitioner' field.
  10. Click the [Update Client Data] quick link.
  11. Validate the 'Update Client Data' form is displayed.
  12. Populate any desired fields.
  13. Click [Submit] and verify successful submission.
  14. Navigate back to the 'Admission' form.
  15. Populate any other desired fields.
  16. Click [Submit] and verify successful submission.
Topics
• Admission • Form Bundles • NX
AV-80054 Summary | Details
Avatar NX - Undocked 'Scheduling Calendar'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
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'.
  • Prior to testing user must set the lockout time to "360" and timeout behavior to "Lock Application" in 'System Security Defaults'.
Steps
  1. Click [Launch Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
  3. Minimize the main application window and go to the 'Scheduling Calendar' window.
  4. Select "Week" in the 'View' field.
  5. Start a six minute timer and move the mouse away from the screen.
  6. When the timer is up, select "Day" in the 'View' field.
  7. Go to the main application window and validate there is no lockout dialog.
  8. Navigate back to the 'Scheduling Calendar'.
  9. Right click on any available time slot.
  10. Click [Add Appointment].
  11. Enter any value in the 'Service Code' form.
  12. Enter "Client A" in the 'Client' field.
  13. Select any episode in the 'Episode Number' field.
  14. Validate the 'Program' field contains all programs in alphanumerical order.
  15. Select any program in the 'Program' field.
  16. Click [Submit].
  17. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  18. Right click on the appointment and click [Check In].
  19. Click [Submit] to check in the appointment.
  20. Validate the 'Appointment Grid' contains the checked in appointment.
  21. Right click on the appointment and click [Check Out].
  22. Validate the 'Appointment Grid' contains the checked out appointment.
  23. Click [Dismiss].
Topics
• Forms • NX • Scheduling Calendar • Widgets
AV-80059 Summary | Details
Avatar NX - Finalized Treatment Plans
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document Routing is enabled on the 'Treatment Plan' Form.
  • 'My To Do's' widget is enabled on the 'myDay' view.
  • Please note: Text wrap feature is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter "T" in the 'Plan Date' field.
  3. Validate the current date is displayed in the 'Plan Date' field.
  4. Click [Plan Date T].
  5. Validate the current date is displayed in the 'Plan Date' field.
  6. Select the desired date in the 'Plan Date' field.
  7. Select the desired value in the 'Plan Type' field.
  8. Select "Draft" in the 'Treatment Plan Status' field.
  9. Validate the 'Problems' label displays above the 'Problems' grid.
  10. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  11. Populate any desired fields.
  12. Click [Submit].
  13. Select "Client A" and access the 'Treatment Plan' form.
  14. Verify the plan filed in the previous steps.
  15. Click [Launch Plan] and [Add New Problem].
  16. Populate required and desired fields.
  17. Enter a very long string of characters in the 'Problem' field.
  18. Click [Add New Goal].
  19. Enter a very long string of characters in the 'Goal' field.
  20. Click [Add New Objective].
  21. Enter a very long string of characters in the 'Objective' field.
  22. Click [Add New Intervention].
  23. Enter a very long string of characters in the 'Intervention' field.
  24. Check off the 'Wrap Text' field.
  25. Validate the text is wrapped.
  26. Uncheck the 'Wrap Text' field.
  27. Validate the text is not wrapped.
  28. Click [Return to Plan] and [OK].
  29. Click [Final - Treatment Plan Status] and [Submit].
  30. Sign the plan.
  31. Select "Client A" and navigate to 'To Do's' widget.
  32. Verify the 'Documents to Sign' field contains the Treatment Plan filed in the previous steps.
  33. Click [Review].
  34. Verify the 'Document Preview' contains the information filed in the previous steps.
  35. Click [Sign] and [Close].
  36. Select "Client A" and access the 'Treatment Plan' form.
  37. Select the finalized treatment plan from the previous steps.
  38. Click [Edit]
  39. Validate a 'Treatment Plan' dialog stating "This plan is marked as Final. Changes are not allowed. Do you want to continue?"
  40. Click [Yes].
  41. Validate the data displays.
  42. Click [Launch Plan].
  43. Select an item from the treatment plan.
  44. Validate the field are disabled.
  45. Validate the user is unable to drag and drop an item from the library to the treatment plan.
  46. Click [Return to Plan].
  47. Close the form.
Topics
• NX • Treatment Plan
AV-80176 Summary | Details
'All Documents' widget - "PDF" documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • perceptive
  • Treatment Plan
Scenario 1: Progress Notes (Group and Individual) - File an independent note with document routing enabled
Specific Setup:
  • Document routing must be enabled on the 'Progress Notes (Group and Individual)' form.
  • A client must each be enrolled in an existing episode (Client A).
  • User must have the 'My To Do's' widget and 'All Documents' widget accessible on their myDay view.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select “Client A” in the ‘Select Client’ field.
  3. Select an episode in the ‘Select Episode’ field.
  4. Select "Independent Note" in the ‘Progress Note For’ field.
  5. Select any value in the ‘Note Type’ field.
  6. Enter any value in the ‘Notes Field’ field.
  7. Select "Final" in the ‘Draft/Final’ field.
  8. Click [Submit Note].
  9. Validate the "Confirm Document" dialog is displayed with the progress note data.
  10. Click [Sign and Route].
  11. Select the practitioner associated to the logged in user in the 'Supervisor' field.
  12. Click [Submit].
  13. Enter the password associated to the logged in user and click [Verify].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Navigate to the 'My To Do's' widget.
  17. Click [Documents To Sign].
  18. Validate a To-Do is displayed for the progress note filed in the previous steps.
  19. Click [Review].
  20. Validate the 'Document Preview' displays the progress note data.
  21. Click [Accept] and [Sign].
  22. Enter the password associated to the logged in user and click [Verify].
  23. Validate the To-Do is no longer displayed.
  24. Click [Close].
  25. Select "Client A" and navigate to the 'All Documents' widget.
  26. Click [Refresh].
  27. Validate the progress note is displayed and select it.
  28. Validate the 'Console Widget Viewer' displays the progress note data.
  29. Click [Close All].
Scenario 2: Treatment Plan - Document Routing with Crystal Report Template
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'Treatment Plan' form with the following:
  • "Yes" selected in the 'Use Crystal Report Template' field.
  • A crystal report template selected in the 'Crystal Report' field.
  • User must have the 'My To Do's' widget and 'All Documents' widget accessible on their myDay view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select the desired episode and click [OK].
  3. Click [Add].
  4. Enter the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field.
  6. Populate all other required and desired fields.
  7. Select "Final" in the 'Treatment Plan Status' field.
  8. Click [Submit].
  9. Validate the "Confirm Document" dialog is displayed with the crystal report template.
  10. Click [Sign and Route].
  11. Select the practitioner associated to the logged in user in the 'Supervisor' field.
  12. Click [Submit].
  13. Enter the password associated to the logged in user and click [Verify].
  14. Navigate to the 'My To Do's' widget.
  15. Click [Documents To Sign].
  16. Validate a To-Do is displayed for the treatment plan filed in the previous steps.
  17. Click [Review].
  18. Validate the 'Document Preview' displays the crystal report template.
  19. Click [Accept] and [Sign].
  20. Enter the password associated to the logged in user and click [Verify].
  21. Validate the To-Do is no longer displayed.
  22. Click [Close].
  23. Select "Client A" and navigate to the 'All Documents' widget.
  24. Click [Refresh].
  25. Validate the 'Treatment Plan' is displayed and select it.
  26. Validate the 'Console Widget Viewer' displays the crystal report template.
  27. Click [Close All].
Scenario 3: Progress Notes (Group and Individual) - Document Routing with Crystal Report Template
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form with the following:
  • "Yes" selected in the 'Use Crystal Report Template' field.
  • A crystal report template selected in the 'Crystal Report' field.
  • User must have the 'My To Do's' widget and 'All Documents' widget accessible on their myDay view.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Populate all other required and desired fields.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate the "Confirm Document" dialog is displayed with the crystal report template.
  9. Click [Sign and Route].
  10. Select the practitioner associated to the logged in user in the 'Supervisor' field.
  11. Click [Submit].
  12. Enter the password associated to the logged in user and click [Verify].
  13. Validate a message is displayed stating: Note Filed.
  14. Click [OK] and close the form.
  15. Navigate to the 'My To Do's' widget.
  16. Click [Documents To Sign].
  17. Validate a To-Do is displayed for the progress note filed in the previous steps.
  18. Click [Review].
  19. Validate the 'Document Preview' displays the crystal report template.
  20. Click [Accept] and [Sign].
  21. Enter the password associated to the logged in user and click [Verify].
  22. Validate the To-Do is no longer displayed.
  23. Click [Close].
  24. Select "Client A" and navigate to the 'All Documents' widget.
  25. Click [Refresh].
  26. Validate the progress note is displayed and select it.
  27. Validate the 'Console Widget Viewer' displays the crystal report template.
  28. Click [Close All].
Topics
• Console Widget • Document Routing • NX • Progress Notes • Treatment Plan
AV-80281 Summary | Details
OE NX - Home Medications - Interactions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Drug-Drug interactions on Home Medications
Specific Setup:
  • 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 and click the Home Medications tab.
  2. Search for and select "Ondansetron 8 MG Tablet Oral" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field is equal to "Tablet".
  5. Select "EVERY DAY" from the 'Frequency' field.
  6. Set the 'Days Supply' field to "12" and press "TAB".
  7. Validate the 'Dispense Qty' field is equal to "12" and click [Add to Scratchpad].
  8. Search for and select "Amiodarone 200 MG Tablet Oral" from the 'New Order' field.
  9. Set the 'Dose' field to "1".
  10. Validate the 'Dose Unit' field is equal to "Tablet".
  11. Select "EVERY DAY" from the 'Frequency' field.
  12. Set the 'Days Supply' field to "12" and press "TAB".
  13. Validate the 'Dispense Qty' field is equal to "12" and click [Add to Scratchpad].
  14. Search for and select "Diflucan 150 MG Tablet Oral" from the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Validate the 'Dose Unit' field is equal to "Tablet".
  17. Select "EVERY DAY" from the 'Frequency' field.
  18. Set the 'Days Supply' field to "12" and press "TAB".
  19. Validate the 'Dispense Qty' field is equal to "12" and click [Add to Scratchpad] and [Final Review].
  20. Validate the Interactions dialog is displayed with the appropriate Drug-Drug interactions.
  21. Populate all interactions and click [Save Override and Exit].
  22. Validate the [Final Review] dialog is displayed and click [Sign].
Topics
• Home Medications
AV-80531 Summary | Details
NIAM user - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Individual Progress Note
Scenario 1: NIAM user - Submitting a note from the undocked Scheduling Calendar
Specific Setup:
  • Have a system with “Netsmarts "(NIAM) Netsmart’s Identity and Access Management" functionality” configured.
  • Have a user that has been assigned an external login ID and password to login using the '(ODIC) Identity Provider' solution, in the 'User Definition' form (User A).
  • "User A" is configured in the 'User Definition' form with prompt 'User External Login' set to "Yes" and field 'External Login ID' populated with external login ID assigned by the '(ODIC) Identity Provider'. This will be used as "Netsmart ID" during login.
  • "User A" must be logged in and have the 'My To Do's' widget configured to a view.
  • A client must have an active episode (Client A).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the undocked 'Scheduling Calendar' form.
  2. Validate the 'Scheduling Calendar' opens in a new window.
  3. Right click on an open time slot and select 'Add Appointment'.
  4. Select "Client A" in the 'Client' field.
  5. Populate all required and desired fields.
  6. Click [Submit].
  7. Right click on the appointment for "Client A" and select 'Progress Notes (Group and Individual)'.
  8. Validate the 'Progress Notes (Group and Individual)' form opens and populates with the appointment information.
  9. Select any value in the 'Note Type' field.
  10. Populate all required and desired fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit Note].
  13. Validate a 'Confirm Document' dialog displays and click [Sign and Route].
  14. Enter User A's (the current logged in user's) password in the 'Password' field.
  15. Click [Verify] and [Send me the code].
  16. Enter the one-time verification code in the 'Verification Code' field.
  17. Click [Verify].
  18. Validate a 'Route Document to' displays.
  19. Enter "User A" in the 'Search here - Supervisor' field.
  20. Click [Add] and [Submit].
  21. Validate the 'Progress Notes (Group and Individual)' form closes.
  22. Navigate to the 'My ToDo's' widget.
  23. Select the newly created To Do for "Client A".
  24. Click [Review].
  25. Validate that the 'To Do Information' field displays the data as expected.
  26. Click [Accept] and [Sign].
  27. Enter User A's (the current logged in user's) password in the 'Password' field.
  28. Click [Verify] and [Send me the code].
  29. Enter the one-time verification code in the 'Verification Code' field.
  30. Click [Verify].
  31. Validate the To Do is no longer present.
  32. Click [Close Todos].
Topics
• Document Routing • NX • Progress Notes • To-Do's • Widgets