Avatar NX User Interface Update 2022.06.00 Acceptance Tests

AV-66743 Summary | Details

'Orders This Episode' field 'Rate Unit' will be cleared when the 'Admin Method' is 'IV Push'.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console - Interactions dialog
Order Entry Console - Warning Dialog - Dosage Range
Orders This Episode
Print pdf dialog

Scenario 1: OE NX - Orders This Episode - New IV Order, Print and Discontinue - IV Push, Remove Rate Unit and Rate Amount from IV Push orders.

Steps

Select a test client (Client A).
Click the 'Orders' tab.
Set the 'New Order' input field to any Intravenous medication (ex: BIVIGAM 100 MG/1 ML SOLUTION INTRAVENOUS)
Select the medication from the drop down list.
Set the 'Dose' to any appropriate dosage.
Select any value from the 'Dose Unit' field.
Select any value from the 'Freq' list field.
Select 'Intravenous' from the 'Route' field.
Select 'Piggyback' from the 'Admin Method' field.
Note that the 'Rate Unit' and 'Rate Amount' fields are displayed.
Populate the 'Rate Unit' and 'Rate Amount' fields.
Change the 'Admin Method' field to 'IV Push'.
Note that the 'Rate Unit' and 'Rate Amount' fields are no longer displayed.
Complete the required fields as needed.
Submit the order to the 'Scratchpad'.
Complete the 'Final Review' process.
Repeat the above steps for a Piggyback IV order, entering data in the 'Rate Unit' and 'Rate Amount' fields.
Open any SQL reporting tool.
Create a report against 'OrderEntry.history_client_order' table.
Include the following fields:
PATID
Rate_Amount
Rate_unit_code
Order_Date
Admin_method _code
Run the report for the test client (Client A). Verify that the Rate_Amount and Rate_unit_code are not populated for the IV Push order but are populated for the Piggyback order.
Close the report.

Topics

• NX • Order Entry Console

AV-69509 Summary | Details

Avatar NX - Document Capture

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Document Capture
Clinical Document Viewer
Document Capture
Staff Document Capture
Entity-Based Document Capture

Scenario 1: Client Document Capture - Import Episodic

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A document must exist for import.

Steps

Access the 'Client Document Capture' form.
Enter "Client A" in the 'Client ID' field.
Select any episode for the 'Episode Number' field.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Click [Close Document Capture].
Close the form.
Access the undocked 'Clinical Document Viewer' form.
Validate the form opens in a new window.
Select "Client" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Client' field.
Enter "Client A" in the 'Select Client' field.
Select the episode from the previous steps in the 'Episode' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].

Scenario 2: Staff Document Capture

Specific Setup:

There must be a practitioner defined (Practitioner A).
A document must exist for import.

Steps

Access the 'Staff Document Capture' form.
Enter "Practitioner A" in the 'Staff ID' field.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the 'Clinical Document Viewer' form.
Select "Staff" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Navigate back to the open 'Staff Document Capture' form.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate a second document capture window opens.
Navigate back to the open 'Staff Document Capture' form.
Click [Discard].
Validate the document capture windows close and the form discards.

Scenario 3: Undocked 'Client Document Capture'

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A document must exist for import.

Steps

Access the undocked 'Client Document Capture' form.
Enter "Client A" in the 'Client ID' field.
Select any episode for the 'Episode Number' field.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the undocked 'Clinical Document Viewer' form.
Validate the form opens in a new window.
Select "Client" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Client' field.
Enter "Client A" in the 'Select Client' field.
Select the episode from the previous steps in the 'Episode' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Access the open undocked 'Client Document Capture' form.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Navigate back to the undocked 'Client Document Capture' form.
Click [Discard] and [Yes].
Validate the undocked windows all close.

Scenario 4: Undocked 'Staff Document Capture'

Specific Setup:

There must be a practitioner defined (Practitioner A).
A document must exist for import.

Steps

Access the undocked 'Staff Document Capture' form.
Validate the form opens in a new window.
Enter "Practitioner A" in the 'Staff ID' field.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the 'Clinical Document Viewer' form.
Select "Staff" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Navigate back to the undocked 'Staff Document Capture' form.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate a second document capture window opens.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the 'Clinical Document Viewer' form.
Select "Staff" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Navigate back to the undocked 'Staff Document Capture' form.
Click [Discard].
Validate the document capture windows close and the form discards.

Scenario 5: Entity-Based Document Capture - Provider

Specific Setup:

Must have a provider defined in the system (Provider A).
A document must exist for import.

Steps

Access the 'Entity-Based Document Capture' form.
Select "Provider" in the 'Entity Type' field.
Select "Provider A" in the 'Entity' field.
Click [Launch POS Capture].
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Access the undocked 'Clinical Document Viewer' form.
Validate the form opens in a new window.
Select "Provider" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Provider' field.
Select "Provider A" in the 'Select Provider' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Validate the image displays.
Click [Close All Documents], [Search] and [Close].
Access the open 'Entity-Based Document Capture' form.
Click [Discard] and [Yes].
Validate the document capture window closes as well as the form.

Topics

• NX • Perceptive • RADplus Utilities

AV-73011 Summary | Details

Avatar NX - Progress Notes

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

User Definition
View Definition
Mental Health Progress Note

Scenario 1: 'Mental Health Progress Note' - Add/Edit note

Specific Setup:

A client must be enrolled in an existing episode and have a treatment plan on file (Client A).
Document routing must be enabled for the 'Mental Health Progress Note' form.

Steps

Select "Client A" and access the 'Mental Health Progress Note' form.
Select any value in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Select any value in the 'Evidence-Based Practices' field.
Populate all required and desired fields.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
Close the form.
Select "Client A" and access the 'Mental Health Progress Note' form.
Select the entry from the previous steps in the 'Select Draft Note To Edit' field.
Select "Treatment Plan" in the 'Select Treatment Plan Version' field.
Click [Select Goal this Note Addresses].
Select the desired goal and click [Return].
Edit any desired fields.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog and click [Sign].
Enter the password associated with the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
Close the form.

Topics

• NX • Progress Notes • Treatment Plan • Widgets

AV-73222 Summary | Details

Avatar NX - Scheduling Calendar

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Scheduling Calendar - Find Existing Appointment
Scheduling Calendar
Dictionary Update (PM)
Scheduling Calendar - Status Update
Scheduling Calendar - Add/Remove Group Members
Client Ledger
Scheduling Calendar - Add Additional Services
Scheduling Calendar - Reports
Registry Settings (PM)
Room Definition
Site Registration
Scheduling Calendar - Find New Appointment

Scenario 1: Scheduling Calendar - Drag and drop appointments

Specific Setup:

A client must be enrolled in an existing episode and have an appointment scheduled (Client A).

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Select the appointment for "Client A" and drag and drop it to any other available time.
Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
Select the appointment for "Client A" and resize it, extending the duration of the appointment.
Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration.
Click [Dismiss].

Scenario 2: Scheduling Calendar - Find Existing Appointment - Search by Client

Specific Setup:

Must have one or more existing appointments scheduled for the current date.

Steps

Access the 'Scheduling Calendar' form.
Click [Find Existing Appointments].
Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
Enter the current date in the 'Search Start Date' field.
Click [Find Appointment].
Verify the 'Find Existing Appointment' window is displayed.
Select any existing appointment in the 'Find Existing Appointment' table.
Click [OK].
Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps is highlighted.
Click [Dismiss].

Scenario 3: Schedule an appointment for a client enrolled in a Clinical Pathway

Specific Setup:

A pathway must be defined in the 'Clinical Pathway Definition' (Pathway A). This pathway must have multiple values selected in the 'Appointment Status to Alert' section (ex. "Scheduled" and "Cancelled"). "Yes" is selected in the 'Alert When Client Is Accessed' field.
A client must be enrolled in "Pathway A". This can be done in the 'Clinical Pathway Enrollment' form (Client A).
The 'Notification Type' of "Clinical Pathways Appointment Status" must be defined to have the "To Do" selected under 'Notification Method'. This is done in the 'Notifications Setup' form.
'CareGuidance' alerts must be enabled. This can be done in the 'Set System Defaults' form.

Steps

Access the 'Scheduling Calendar' form.
Right Click in the 'Appointment Grid' and click [Add Appointment].
Select "Any service code" in the 'Service Code' field.
Select "Scheduled" in the 'Appointment Status' field.
Select "Client A" in the 'Client' field.
Validate a "Client Alert" message is displayed stating: Warning: Selected Client is Enrolled in the following Clinical Pathways: PATHWAY A.
Click [OK].
Select any episode in the 'Episode Number' field.
Click [Submit] and [Dismiss].
Access the 'My To Do's' widget.
Validate the 'My To Do's' widget contains a To Do for the appointment created in the previous steps.
Validate the 'My To Do's' widget contains a CareGuidance alert for the appointment created in the previous steps.
Click [Review To Do Item].
Validate a "Client Alert" message is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: PATHWAY A. Continue?
Click [Yes].
Validate the 'To Do Information' window contains "Client A's appointment for Brief Visit (600) has changed to Scheduled (1). This client is currently enrolled in PATHWAY A."
Select "Reviewed" in the 'Set to Do Item to Reviewed' field.
Click [Submit].
Validate the 'My To Do's' widget no longer contains a To Do for "Client A".
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A" and click [Status Update].
Validate a "Client Alert" message is displayed stating: Warning: selected Client is Enrolled in the following Clinical Pathways: PATHWAY A.
Click [OK].
Select "Cancelled" in the 'Appointment Status' field.
Click [Submit] and [Dismiss].
Access the 'My To Do's' widget.
Validate the 'My To Do's' widget contains a To Do for the appointment updated in the previous steps.
Validate the 'My To Do's' widget contains a CareGuidance alert for the appointment updated in the previous steps.
Click [Review To Do Item].
Validate a "Client Alert" message is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: PATHWAY A. Continue?
Click [Yes].
Validate the 'To Do Information' window contains "Client A's appointment for Brief Visit (600) has changed to Cancelled (5). This client is currently enrolled in PATHWAY A."
Select "Reviewed" in the 'Set to Do Item to Reviewed' field.
Click [Submit].
Validate the 'My To Do's' widget no longer contains a To Do for "Client A".

Scenario 4: 'Scheduling Calendar': Add New, Check- In, and Check Out Individual and Group Appointments

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A group must exist with at least two group members (Group A).

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired episode in the 'Episode Number' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Right click on the appointment and click [Check In].
Validate the 'Scheduling Calendar - Check In' window is displayed.
Click [Submit].
Validate the 'Appointment Grid' contains the checked in appointment.
Right click on the appointment and click [Check Out].
Validate the 'Scheduling Calendar - Check Out' window is displayed.
Click [Submit].
Validate the 'Appointment Grid' contains the checked out appointment.
Right click in any available time slot and click [Add Appointment].
Enter any group service code in the 'Service Code' field.
Enter "Group A" in the 'Group #' field.
Select the desired program in the 'Program' field.
Select the 'Group Members' item.
Validate the 'Current Group Appointment Members' field contains all of the group members.
Click [Submit].
Validate the 'Appointment Grid' contains the group appointment created in the previous steps.
Right click on the group appointment and click [Check In].
Select all group members.
Validate the 'Scheduling Calendar - Check In' window is displayed.
Click [Submit]. Note: this will need to be submitted for all group members.
Right click on the group appointment and click [Check Out].
Select all group members.
Validate the 'Scheduling Calendar - Check Out' window is displayed.
Click [Submit]. Note: this will need to be submitted for all group members.
Validate the 'Appointment Grid' contains the checked out group appointment.
Click [Dismiss].

Scenario 5: Scheduling Calendar - Add Individual/Group/Staff Recurring Appointments

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A group must be defined with two or more clients (Group A).
A staff-only service code must be defined (STAFF).
A practitioner must be defined with hours for scheduling (Practitioner A).

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Select "Client A" in the 'Client' field.
Select the desired individual service code in the 'Service Code' field.
Select "Weekly" in the 'Recurrence Schedule' field.
Select "No End" in the 'Recurrence Pattern' field.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A".
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Enter the desired group service code in the 'Service Code' field.
Select "Group A" in the 'Group #' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Select "Weekly" in the 'Recurrence Schedule' field.
Select "No End" in the 'Recurrence Pattern' field.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A" & the group appointment for "Group A".
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Enter "STAFF" in the 'Service Code' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Select "Weekly" in the 'Recurrence Schedule' field.
Select "No End" in the 'Recurrence Pattern' field.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A", the group appointment for "Group A", and the staff-only appointment for "Practitioner A".
Select the "Month' view.
Validate the weekly recurring appointments for "Client A", "Group A", and "Practitioner A" are displayed each week.
Click [Dismiss].

Scenario 6: Scheduling Calendar - Find Existing Appointment - Search by Practitioner

Specific Setup:

A practitioner must be defined with hours for scheduling (Practitioner A).
"Practitioner A" must have one or more existing appointments scheduled for the current date.

Steps

Access the 'Scheduling Calendar' form.
Click [Find Existing Appointments].
Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
Enter "Practitioner A" in the 'Practitioner' field.
Enter the current date in the 'Search Start Date' and 'Search End Date' fields.
Click [Find Appointment].
Verify the 'Find Existing Appointment' table is displayed with appointments for the current date for "Practitioner A".
Select any existing appointment in the 'Find Existing Appointment' table.
Click [OK].
Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps is highlighted.
Click [Dismiss].

Scenario 7: Scheduling Calendar - Update an individual appointment status to "Cancelled" and validate removal of the appointment

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A "Cancelled" appointment status must be defined with "Yes" selected for the 'Display as Free Time' extended dictionary data element for the 'Appointment Status' dictionary (PM - Client - Data Element #10005).

Steps

Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Click [Status Update].
Select "Cancelled" in the 'Appointment Status' field.
Click [Submit].
Validate that the appointment for "Client A" no longer appears on the scheduling calendar.
Click [Dismiss].

Scenario 8: Scheduling Calendar- Add/Remove Group Members

Specific Setup:

A group must exist in the system (Group A) with at least 2 clients (Client A and Client B).
A client must be admitted to an active episode (Client C).
An existing appointment is scheduled for "Group A".

Steps

Access the 'Scheduling Calendar' form.
Right click on the existing appointment for "Group A" and click [Add/Remove Group Members].
Validate the 'Current Group Appointment Members' field contains "Client A" and "Client B".
Select "Add" in the 'Add or Remove Client from Group Appointment' field.
Select "Client C" in the 'Client' field.
Click [Update Members].
Validate the 'Current Group Appointment Members' field contains "Client A", "Client B", and "Client C".
Select "Remove" in the 'Add or Remove Client from Group Appointment' field.
Select "Client A" in the 'Remove Multiple Clients' field.
Click [Update Members].
Validate the 'Current Group Appointment Members' field contains "Client B" and "Client C".
Close the form and click [Dismiss].

Scenario 9: Scheduling Calendar - Add Additional Services to an Appointment (Individual and Group)

Specific Setup:

Client must be enrolled in an active episode with a scheduled appointment (Client A).
A group must exist with at least two members (Client B & Client C) with a scheduled appointment (Group A).

Steps

Access the 'Scheduling Calendar' form.
Right click on the individual appointment for "Client A".
Click [Additional Services].
Enter the desired service code in the 'Service Code' field.
Enter the desired practitioner in the 'Practitioner' field.
Enter the desired duration in the 'Duration' field.
Click [Submit].
Right click on the appointment and click [Check In].
Check in the appointment.
Right click on the checked in appointment and click [Check Out].
Check out the appointment.
Click [Dismiss].
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
Select "Simple" in the 'Ledger Type' field.
Select "Yes" in the 'Include Zero Charges' field.
Click [Process].
Validate the 'Client Ledger' report contains both the original service & additional service for "Client A".
Close the report and the form.
Access the 'Scheduling Calendar' form.
Right click on the group appointment for "Group A".
Click [Additional Services].
Select "Client B" in the 'Group Member Selection' dialog.
Validate a message is displayed stating: You are about to modify the group member's additional services. Going forward, any changes to the group additional services will not apply to this member. Would you like to continue?
Click [Yes].
Enter the desired service code in the 'Service Code' field.
Enter the desired practitioner in the 'Practitioner' field.
Enter the desired duration in the 'Duration' field.
Click [Submit].
Right click on the appointment and click [Check In].
Select "Client B" in the 'Group Member Selection' dialog.
Check in the appointment.
Right click on the checked in appointment and click [Check Out].
Select "Client B" in the 'Group Member Selection' dialog.
Check out the appointment.
Click [Dismiss].
Access the 'Client Ledger' form.
Enter "Client B" in the 'Client ID' field.
Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
Select "Simple" in the 'Ledger Type' field.
Select "Yes" in the 'Include Zero Charges' field.
Click [Process].
Validate the 'Client Ledger' report contains both the original service & additional service for "Client B".
Close the report and the form.

Scenario 10: Scheduling Calendar - Reschedule Individual and Group Appointments

Specific Setup:

A client must be enrolled in an active episode with an existing appointment scheduled (Client A).
A group must exist with an existing appointment scheduled (Group A).

Steps

Access the 'Scheduling Calendar'.
Right click on the appointment for "Client A" and click [Reschedule].
Validate the selected appointment turns light grey to indicate it is selected.
Right click in the desired new time and click [Paste Appointment].
Validate the rescheduled appointment displays at the new selected time.
Right click on the appointment for "Group A" and click [Reschedule].
Validate the selected appointment turns light grey to indicate it is selected.
Right click in the desired new time and click [Paste Appointment].
Validate the rescheduled appointment displays at the new selected time.
Click [Dismiss].

Scenario 11: Scheduling Calendar: Open and file the 'Progress Notes (Group and Individual)' from the 'Scheduling Calendar'

Specific Setup:

A client must be enrolled in an existing outpatient episode and have an appointment scheduled (Client A).
The logged in user must have the 'Progress Notes (Group and Individual)' form assigned to them in the 'Appointment Scheduling' section of the 'User Definition' form.

Steps

Access 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Select the 'Progress Notes (Group and Individual)' form.
Validate that the 'Progress Notes (Group and Individual)' form opens and you are on the 'Individual Progress Notes' tab.
Select the 'Begin Group Note' tab.
Validate that a message is displayed stating "Section is disabled. Please use the menu to enter group default notes."
Click [OK].
Validate that "Client A" displays in the 'Client ID' field.
Validate that the episode from that the appointment was scheduled for displays in the 'Select Episode' field.
Validate the 'Progress Note For' field contains "Existing Appointment".
Select any value from the 'Note Type' field.
Enter any text in the 'Notes Field'.
Select any value from the 'Draft/Final' field.
Click [Submit Note].
Validate that a Progress Notes message is displayed stating "Note Filed"
Click [OK].
Validate the appointment displays with the "Posted" and "Final Note" disposition icons.
Click [Dismiss].

Scenario 12: Scheduling Calendar: Print Reports (Print Quick Schedule, Print Appointment Reminder, Print Schedule)

Specific Setup:

Practitioner must be defined with prior and/or future appointments (Practitioner A).
A client must be enrolled in an active episode with at least one scheduled appointment (Client A).

Steps

Access the 'Scheduling Calendar' form.
Click [Reports].
Select "Practitioner" in the 'View Point' field.
In the 'Practitioner' selection field, select all of the desired practitioners.
In the 'Site' selection field, select all of the desired sites.
Enter the desired date in the 'Appointment Start Date' field.
Enter the desired date in the 'Appointment End Date' field.
Click [Print Schedule].
Validate the report displays appointments scheduled for the date range, practitioners and sites, as expected.
Close the report.
Select "Client" in the 'View Point' field.
Select "Client A" in the 'Client ID' field.
Enter the desired date in the 'Appointment Start Date' field.
Enter the desired date in the 'Appointment End Date' field.
Validate the report displays appointments scheduled for the date range for "Client A".
Close the report.
Click [Practitioner Quick Schedule].
Validate the report displays appointments for all practitioners.
Close the report.
Select "Client A" in the 'Client ID' field.
Click [Print Appointment Reminder].
Validate the report displays appointments for "Client A".
Close the report and the form.
Click [Dismiss].

Scenario 13: Room Scheduling - Validate rooms reflect the associated site hours

Specific Setup:

The 'Enable Room Scheduling' registry setting is set to "Y".
The 'Enable Enhanced Room Calendar' registry setting is set to "Y".
A site is defined with hours in the 'Site Registration' form (Site A).
A room is defined and associated to "Site A" in the 'Room Definition' form (Room A).
A client is enrolled in an existing episode (Client A).

Steps

Access the 'Scheduling Calendar' form.
Click [Uncheck All] for the filters.
Select "Room A" in the 'Filter' field.
Validate the 'Appointment Grid' is updated according to the filter for "Room A".
Validate the hours displayed reflect the site hours properly and any hours outside of the site's hours are greyed out.
Right click in any available time slot and click [Add Appointment].
Enter the desired practitioner in the 'Practitioner' field.
Enter "Client A" in the 'Client' field.
Enter the desired service code in the 'Service Code' field.
Validate the 'Room' field contains "Room A".
Click [Submit].
Validate the 'Appointment Grid' contains the appointment scheduled for the room/client/practitioner selected.
Click [Dismiss].

Scenario 14: 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.

Steps

Click [Launch Scheduling Calendar] in the 'Control Panel'.
Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
Right click on any available time slot.
Click [Add Appointment].
Enter any value in the 'Service Code' form.
Enter "Client A" in the 'Client' field.
Select any episode in the 'Episode Number' field.
Select any program in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Right click on the appointment and click [Check In].
Click [Submit] to check in the appointment.
Validate the 'Appointment Grid' contains the checked in appointment.
Right click on the appointment and click [Check Out].
Validate the 'Appointment Grid' contains the checked out appointment.
Click [Dismiss].

Scenario 15: Scheduling Calendar - Find New Appointment

Specific Setup:

A client must be enrolled in an existing episode.
A staff member must have hours defined for the current date.

Steps

Access the 'Scheduling Calendar' form.
Click [Find New Appointment].
Click [T] in the 'Search Start Date' field.
Click [Find New Appointment].
Validate a 'Find New Appointment' window is displayed with all available time slots.
Select any available slot.
Click [OK].
Validate the 'Appointment Details' window is displayed.
Validate the 'Appointment Site' field contains the site selected.
Validate the 'Appointment Date' field contains the current date.
Validate the 'Appointment Start Time' and 'Appointment End Time' fields contain the time selected.
Enter the desired client in the 'Client' field.
Enter the desired value in the 'Service Code' field.
Click [Submit].
Validate the 'Appointment Grid' contains the new appointment.
Click [Dismiss].

Scenario 16: Scheduling Calendar - Validate client overbooking warning

Specific Setup:

Two practitioners are defined with hours for scheduling (Practitioner A & Practitioner B).
A client is enrolled in an existing episode (Client A).
The logged in user has overbooking permissions.

Steps

Access the 'Scheduling Calendar' form.
Right click in the 'Appointment Grid' for "Practitioner A".
Click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Validate the 'Practitioner' field contains "Practitioner A".
Populate any other required and desired fields.
Click [Submit].
Validate the 'Appointment Grid' contains the new appointment for "Client A" with "Practitioner A".
Right click in the 'Appointment Grid' for "Practitioner B", selecting the same time as the previous appointment.
Click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Validate a "Warning - Same Day Existing Appointment(s)" dialog is displayed stating: "Client A" has the following appointment(s) scheduled: Appointment information with "Practitioner A".
Click [OK].
Validate a "Client - Overbooking" dialog is displayed stating: "Client A" has appointment(s) scheduled on the following date(s). Do you wish to overbook the following date(s)?
Check off the appointment scheduled with "Practitioner A" and click [OK].
Validate the 'Practitioner' field contains "Practitioner B".
Populate any other required and desired fields.
Click [Submit].
Validate the 'Appointment Grid' contains the new appointment for "Client A" with "Practitioner B".
Click [Dismiss].

Scenario 17: Scheduling Calendar - Status Update for Group Appointment

Specific Setup:

A group is defined with multiple group members (Group A).
An existing appointment is scheduled for "Group A".
A practitioner is defined with hours for scheduling.

Steps

Access the 'Scheduling Calendar' form.
Right click on the appointment for "Group A" and click [Status Update].
In the 'Group Member Selection' dialog, select all group members and click [OK].
Validate the 'Scheduling Calendar - Status Update' form is displayed for the first group member.
Populate the desired fields and click [Submit].
Validate the 'Scheduling Calendar - Status Update' form is displayed for the next group member.
Populate the desired fields and click [Submit].
Repeat the same steps and validate the 'Scheduling Calendar - Status Update' form is displayed for all remaining group members.
Click [Dismiss].

Scenario 18: Scheduling Calendar - Delete Individual and Group Appointments

Specific Setup:

A client has an existing appointment scheduled (Client A).
A group has an existing appointment scheduled (Group A).

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointments for "Client A" and "Group A".
Right click on the appointment for "Client A" and click [Delete].
Validate a "Delete Appointment" dialog is displayed stating: Are you sure?
Click [Yes].
Validate the 'Appointment Grid' no longer contains the appointment for "Client A".
Right click on the appointment for "Group A" and click [Delete].
Validate a "Delete Appointment" dialog is displayed stating: Are you sure?
Click [Yes].
Validate the 'Appointment Grid' no longer contains the appointment for "Group A".
Click [Dismiss].

Topics

• NX • Progress Notes • Registry Settings • Scheduling Calendar

AV-74711 Summary | Details

Avatar NX - Pop-Up Messages

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

User Definition
View Definition

Scenario 1: View Definition - Validate fields

Specific Setup:

Create or modify a view that is associated with other views in "View Definition".
Registry Setting "RADplus->General->Enable Console Widget/Views" must be enabled.

Steps

Access the 'View Definition' form.
Click [Select View].
Select "Add New View" in the 'Select Views' field and click [OK].
Enter "View A" in the 'View ID' field.
Enter any value in the 'View Description' field
Select "Home View" in the 'View Type' field.
Select any value in the 'Allow User To Customize View' field.
Click [Associated Views].
Check all applicable "Associated Views" in the left pane.
Validate that the selected views show up in the right pane.
Rearrange the views in desired order and click [OK].
Click [Launch View Designer].
Validate that the Widgets are listed in alphabetical order in the Widgets pane.
Select one or more widgets and click the right arrow.
Validate the selected widgets appear in the 'Available Widgets' field.
Drag the Available widgets and drop it onto the 'Default Role Layout' field.
Click [Submit], [Submit] and [No].
Access the 'User Definition' form.
Enter "User B" in the 'User ID' field.
Select "Yes" in the 'Is this user a system administrator' field.
Select "No" in the 'Associate User with a User Role' field.
Select 'Forms and Tables'.
Click [Select Forms for User Access].
Select the 'Avatar PM' item and click [OK].
Select "Level 4" in the 'User Security Level' field.
Select "View A" in the 'Home View' field.
Populate any desired and required fields.
Select 'User Definition'.
Click [Generate New Password].
Take note of password and click [Submit].
Validate a 'Form Access' dialog stating: "The following forms are on the menu more than once, and different access levels were selected. The highest selected access will be applied to all menu locations."
Click [OK] and [No].
Logout.
Log into Avatar as "User B".
Validate that the views are displaying on the home view and that they are in the order as rearranged.
Access the 'Registry Setting' form.
Enter "Enable Documentation View" in the 'Limit Registry Settings to the Following Search Criteria' field.
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit], [OK], and [No].
Access the 'View Definition' form.
Click [Select View].
Select "Add New View" in the 'Select Views' field and click [OK].
Enter "View B" in the 'View ID' field.
Enter any value in the 'View Description' field
Select "Documentation View" in the 'View Type' field.
Validate the 'Allow Users to Customize View' field is disabled.
Click [Associated Views].
Check all applicable "Associated Views" in the left pane.
Validate that the selected views show up in the right pane.
Rearrange the views in desired order and click [OK].
Validate the 'All Documents Widget' field is enabled.
Select any value in the 'All Documents Widget' field.
Click [Submit] and [Yes].
Click [Select View].
Select "View B" in the 'Select Views' field and click [OK].
Validate that the view displays as it was entered.
Click [Delete View] and [Yes].
Click [Select View].
Validate the view has been removed.
Close the form.

Topics

• NX • RADplus Utilities

AV-75409 Summary | Details

OE NX - AMR - Duplicate Orders

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Warning Dialog - Duplicate Order
Orders This Episode
Home Medications
Order Entry Console - Admission Med Reconciliation
Order Entry Console - Interactions dialog
Order Entry Console - Warning Dialog - Interactions
Print pdf dialog

Scenario 1: OE NX - Order Entry Console - Duplicate Order checking when adding and removing orders from Scratchpad

Specific Setup:

A client must have an active 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

Select "Client A" and access the Order Entry Console.
Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad].
Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad].
Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad].
Validate the 'Action' column for the first order does not contain an 'Interactions Icon'.
Validate the 'Action' column for the second order contains an 'Interactions Icon'.
Validate the 'Action' column for the third order contains an 'Interactions Icon'.
Click the 'Interactions Icon' for the second order.
Validate the Interactions dialog contains a message that states: "1 order with this same 'Order Code' was found in the scratchpad." and click [Close].
Click the 'Interactions Icon' for the third order.
Validate the Interactions dialog contains a message that states: "2 orders with this same 'Order Code' were found in the scratchpad." and click [Close].
Select the first order and click [Remove from Scratchpad].
Validate the 'Action' column for the first order does not contain an 'Interactions Icon'.
Validate the 'Action' column for the second order contains an 'Interactions Icon'.
Click the 'Interactions Icon' for the second order.
Validate the Interactions dialog contains a message that states: "1 order with this same 'Order Code' was found in the scratchpad." and click [Close].
Select the first order and click [Remove from Scratchpad].
Validate the 'Action' column for the remaining order does not contain an 'Interactions Icon'.
Select the remaining order and click [Remove from Scratchpad].

Topics

• myAvatar/myAvatar NX • NX • Order Entry Console

AV-76396 Summary | Details

OE NX - Voiding Multiple Client Reported Orders In Home Medications

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Home Medications

Scenario 1: OE NX - Void order from 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

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Validate the 'Status' field contains "Active".
Check the 'Client Reported' checkbox.
Create an order for "Order A" in the 'New Order' field and click [Save].
Validate the 'Order Grid' contains an order for "Order A".
Create an order for "Order B" in the 'New Order' field and click [Save].
Validate the 'Order Grid' contains an order for "Order B".
Select both "Order A" and "Order B" from the 'Order Grid' and click [Void].
Select "Entered For Incorrect Client" from the 'Void Reason' field.
Set the 'Void Reason Text' field to any value.
Click [Confirm Void].
Validate the 'Order Grid' does not contain either "Order A" or "Order B".
Select "Voided Client Reported" from the 'Status' field.
Validate the 'Order Grid' contains the order for "Order A" and the order for "Order B" both with an 'Order Status' of "Voided Reported".

Topics

• NX • Order Entry Console

AV-78363 Summary | Details

NX Console Widget Viewer - "Launch Report" button

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Console Widget Viewer
Treatment Plan
All Documents Widget
Registry Settings (PM)
Diagnosis
Results Entry
Review Results

Scenario 1: 'All Documents' widget - Validate 'Family Health History' records

Specific Setup:

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).
This is for Avatar NX systems only.

Steps

Select "Client A" and access the 'Family Health History' form.
Validate "Add New" is selected in the 'Select Family Member' field.
Select any value in the 'Relationship' field.
Populate any desired fields.
Select "Yes" in the 'Health Problems To Record' field.
Click [Enter Health History].
Click [New Row].
Enter any value in the 'Problem' field.
Populate any desired field.
Click [Save], [Submit], and [No].
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Family Health History" in the 'Form Description' field.
Validate the entry from the previous steps is present.
Validate the 'Time' field displays.
Select the entry and validate it displays in the 'Console Widget Viewer'.
Validate the 'Launch Report' button exists.
Click [Launch Report].
Validate a report displays with the information filed in the previous steps.
Close the report.

Scenario 2: All Documents Widget - Validate user access levels

Specific Setup:

A client must be enrolled in an existing episode (Client A).
There must be three users:
A user who has full access to forms and is logged in (User A)
A user who has read-only access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User B).
A user who doesn't have access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User C).
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).
Document routing must be enabled for the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms.

Steps

Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select any value in the 'Progress Note For' field.
Populate all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
Enter the password associated with the logged in user and click [Verify].
Close the form.
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
Validate the time and staff credentials display.
Validate the progress note from the previous steps is present and select it.
Validate the note displays in the 'Console Widget Viewer'.
Validate the 'Open' and 'Open Record' buttons are enabled.
Access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Populate all required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Populate all required and desired fields.
Click [Return to Plan] and [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign].
Enter the password associated with the logged in user and click [Verify].
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Validate the treatment plan from the previous steps is present and select it.
Validate the plan displays in the 'Console Widget Viewer'.
Validate the 'Open' and 'Open Record' buttons are enabled.
Validate the 'Launch Report' button exists.
Click [Launch Report].
Validate a report displays with the information filed in the previous steps.
Close the report.
Log out.
Login as "User B".
Select "Client A" and navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
Validate the progress note from the previous steps is present and select it.
Validate the note displays in the 'Console Widget Viewer'.
Validate the 'Open' and 'Open Record' buttons are disabled.
Select "Treatment Plan" in the 'Form Description' field.
Validate the treatment plan from the previous steps is present and select it.
Validate the plan displays in the 'Console Widget Viewer'.
Validate the 'Open' and 'Open Record' buttons are disabled.
Validate the 'Launch Report' button exists.
Click [Launch Report].
Validate a report displays with the information filed in the previous steps.
Close the report.
Log out.
Login as "User C".
Select "Client A" and navigate to the 'All Documents' view.
Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field.

Scenario 3: 'All Documents' widget - Validate 'Diagnosis' records

Specific Setup:

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

Select "Client A" and access the 'Diagnosis' form.
Select "Admission" in the 'Type Of Diagnosis' field.
Enter the desired time in the 'Time Of Diagnosis' field.
Click [New Row].
Select the desired value in the 'Diagnosis Search' field.
Select the desired practitioner in the 'Diagnosing Practitioner' field.
Click [Submit].
Select "Client A" and navigate to the 'All Documents' view.
Validate "Client A" is in blue text.
Validate 'Primary All Documents Widget' text is blue.
Select 'All Forms'.
Select "Diagnosis" in the 'Form Description' field.
Validate the entry from the previous steps is present.
Validate the 'Time' field displays.
Select the entry and validate it displays in the 'Console Widget Viewer'.
Validate the 'Launch Report' button exists.
Click [Launch Report].
Validate a report displays with the information filed in the previous steps.
Close the report.

Scenario 4: 'All Documents' widget - Validate 'Review Results' records

Specific Setup:

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).
This is for Avatar NX systems only.

Steps

Select "Client A" and access the 'Results Entry' form.
Select "Add" in the 'Add/Edit/Delete Result' field.
Populate all required and desired fields.
Click [File Header Info].
Validate a message is displayed stating: "Header information filed."
Click [OK].
Select 'Result Details'.
Select "Add" in the 'Add/Edit/Delete Result Detail' field.
Validate the 'Header' field contains the data from the previous steps.
Populate all required and desired fields.
Click [File Detail Info].
Validate a message is displayed stating: "Detail information filed."
Click [OK] and [Exit Option].
Access the 'Review Results' form.
Select "Client A" in the 'Client ID' field.
Select the entry from the previous steps in the 'Select Results' field.
Validate the 'Results' field contains the data from the previous steps.
Select any value in the 'Review Status' field.
Click [Submit].
Select "Client A" and access the 'All Documents' view.
Select "All Episodes" in the 'Header Episode' field.
Select 'All Forms'.
Select "Review Results" in the 'Form Description' field.
Validate the entry from the previous steps is present.
Validate the 'Time' field displays.
Select the entry and validate it displays in the 'Console Widget Viewer'.
Validate the 'Launch Report' button exists.
Click [Launch Report].
Validate a report displays with the information filed in the previous steps.
Close the report.

Scenario 5: 'All Documents' widget - validate report for user defined assessment

Specific Setup:

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).
A user defined assessment with a report configured must exist (Form A).

Steps

Select "Client A" and access 'Form A'.
Populate all required and desired fields
Click [Submit].
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Form A" in the 'Form Description' field.
Validate the entry from the previous steps is present.
Validate the 'Time' field displays.
Select the entry and validate it displays in the 'Console Widget Viewer'.
Validate the 'Launch Report' button exists.
Click [Launch Report].
Validate a report displays with the information filed in the previous steps.
Close the report.

Topics

• Console Widget • Diagnosis • NX • Review Results • Widgets

AV-78561 Summary | Details

Avatar NX - 'To-Do's'

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Review To Do Item (PM)

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.
A client must be enrolled in an existing episode (Client A).
Log in as "User A".

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
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.
Click [Accept and Route].
Validate the 'Route Document To' dialog is displayed.
Select the "User A" as the 'Approver'.
Click [Submit].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
Click [OK].
Navigate to the 'My To Do's' widget.
Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
Select the row for "Client A" and click the [Review].
Validate the document is displayed with the expected data and click [Accept].
Click [Cancel].
Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
Click [Review] and validate the document is displayed with the expected data.
Click [Accept] and [Sign].
Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
Validate the To-Do is no longer displayed.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document for "Client A" displays in the document list.
Click to view the document.
Validate that the document displays the expected data.
Close the form.

Scenario 2: Incident Data Form - Review To Do Item

Specific Setup:

Logged in user must have a to do sent to them through the 'Incident Data Form'.
User must have the 'My To Do's' widget configured on a view.

Steps

Navigate to the 'User Menu'.
Select "Preferences" in the 'User Menu'.
Select "Slideout" in the 'To Do's' field
Click [Save].
Navigate to the 'My To Do's' widget.
Validate there is a To-Do for the 'Incident Data Form'.
Click [Review To Do Item].
Validate the slideout To-Do loads.
Click [Discard].
Click [Incident Data Form].
Validate the 'Incident Data Form' loads with the data populated.
Click [Discard].
Close the ToDo's.
Navigate to the 'User Menu'.
Select "Preferences" in the 'User Menu'.
Select "Normal" in the 'To Do's' field
Click [Save].
Navigate to the 'My To Do's' widget.
Click [Incident Data Form].
Validate the 'Incident Data Form' loads with the data populated.
Enter the incident number in the 'Select Incident' field.
Navigate to the 'Supervisor Report' field.
Populate all required and desired fields.
Click [Submit].
Navigate back to the 'My To Do's' widget.
Click [Review To Do Item].
Validate the To-Do loads.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To-Do is no longer present.

Topics

• Document Routing • NX

AV-78657 Summary | Details

OE NX - Order Entry Console - Priority Filter

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Home Medications
Order Entry Console
Order Entry Console - Interactions dialog
Order Entry Console - Warning Dialog - Interactions
Orders This Episode

Scenario 1: OE NX - Home Medications - Priority Filter

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

Select "Client A", access the Order Entry Console and click the 'Home Medications' tab.
Create an order whose priority is "PRN". (Order A)
Create an order whose priority is "STAT". (Order B)
Create an order whose priority is "Routine". (Order C)
Create an order whose priority is "Other". (Order D)
Create an order whose priority is "Unknown" i.e. a reported order. (Order E)
Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", "Order D", and "Order E" are present in the 'Order grid' field.
Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Unknown" and validate only "Order E" is present in the 'Order grid' field.

Scenario 2: OE NX - Orders This Episode - Priority Filter

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

Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab.
Create an order whose priority is "PRN". (Order A)
Create an order whose priority is "STAT". (Order B)
Create an order whose priority is "Routine". (Order C)
Create an order whose priority is "Other". (Order D)
Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", and "Order D" are present in the 'Order grid' field.
Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Unknown" and validate no orders are present in the 'Order grid' field.

Topics

• myAvatar NX Only • NX

AV-78659 Summary | Details

OE NX - Order Entry Console - Priority Filter

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Home Medications
Order Entry Console
Order Entry Console - Interactions dialog
Order Entry Console - Warning Dialog - Interactions
Orders This Episode

Scenario 1: OE NX - Home Medications - Priority Filter

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

Select "Client A", access the Order Entry Console and click the 'Home Medications' tab.
Create an order whose priority is "PRN". (Order A)
Create an order whose priority is "STAT". (Order B)
Create an order whose priority is "Routine". (Order C)
Create an order whose priority is "Other". (Order D)
Create an order whose priority is "Unknown" i.e. a reported order. (Order E)
Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", "Order D", and "Order E" are present in the 'Order grid' field.
Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Unknown" and validate only "Order E" is present in the 'Order grid' field.

Scenario 2: OE NX - Orders This Episode - Priority Filter

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

Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab.
Create an order whose priority is "PRN". (Order A)
Create an order whose priority is "STAT". (Order B)
Create an order whose priority is "Routine". (Order C)
Create an order whose priority is "Other". (Order D)
Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", and "Order D" are present in the 'Order grid' field.
Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
Set the new 'Priority' filter to "Unknown" and validate no orders are present in the 'Order grid' field.

Topics

• myAvatar NX Only • NX

AV-78754 Summary | Details

Avatar NX - 'Treatment Plan' forms

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan

Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing

Specific Setup:

Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code).
The 'Treatment Plan' form must have document routing enabled.
Must have the 'My To Do's' widget configured on a view.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Enter "T" in the 'Plan Date' field.
Validate the current date is displayed in the 'Plan Date' field.
Click [Plan Date T].
Validate the current date is displayed in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select any value from 'Problem List'.
Click [New Row].
Select any value from the 'Role' field in the 'Participation' section.
Select 'Staff ID' and enter "Staff Member A".
Validate that the selected staff member's name displays in the 'Participant Name' field.
Select any value from the 'Plan Author' field.
Select any value from the 'Notification' field.
Add multiple staff members as needed.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the 'Status' field.
Click [Add New Goal].
Enter any value in the 'Goal' field.
Select any value from the 'Status' field.
Click [Add New Objective].
Enter any value in the 'Objective' field.
Select any value from the 'Status' field.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value in the 'Status' field.
Enter any value in the 'Service Code' field.
Validate results display and select the desired value.
Click [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
Validate the 'Confirm Document' text is blue.
Click [Sign and Route].
Validate the 'Verify Password' text is blue.
Enter the password and press the 'Enter' key.
Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]
Validate the 'Route Document to' text is blue.
Click [Submit]
Access the 'My To Do's' widget.
Click [My To Do's].
Validate the record for "Client A" and click [Review].
Validate the 'Documents To Review' text is blue.
Validate the 'Document Preview' contains the treatment plan data in the new TIFF format.
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate the record is no longer present.
Close the 'To Do's'.

Scenario 2: Treatment Plan Copy - Form Validations

Specific Setup:

Client must be enrolled in current episode (Client A).
A copy of the Treatment Plan form exists (Treatment Plan Copy).
The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan Copy' form through the 'Site Specific Section Modeling' form (Service Code).
"Treatment Plan Copy" must have document routing enabled.

Steps

Select "Client A" and access the 'Treatment Plan Copy' form.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Validate the 'Problems' label displays above the 'Problems' grid.
Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
Populate any desired fields.
Click [Submit].
Select "Client A" and access the 'Treatment Plan Copy' form.
Verify the plan filed in the previous steps.
Click [Launch Plan] and [Add New Problem].
Populate required and desired fields.
Click [Add New Intervention].
Populate required fields.
Enter any value in the 'Service Code' field.
Validate results display and select any value.
Click [Return to Plan] and [OK].
Click [Final - Treatment Plan Status] and [Submit].
Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
Click [Accept].
Enter the password associated with the logged in user.
Click [Verify].

Topics

• Document Routing • NX • Treatment Plan

AV-79007 Summary | Details

OE NX - Order Group - One Time Only Frequency - Custom Administration Time

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

App Dashboard
Dynamic Form - Order Group Description or #
Orders This Episode

Scenario 1: OE NX - Order Group - One Time Only Frequency - Custom Administration Time

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

Create a pharmacy order with a frequency of "One Time Only at 11:00 PM" "Order Code A"
Create a pharmacy order with a frequency of "ONE TIME ONLY" "Order Code B"
Create an order group (Order Group A) that contains two order codes (Order Code A and Order Code B)
Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" from the 'New Order' field.
Validate the 'Order Group' dialog displays and contains "Order Code A" and "Order Code B".
Check the checkbox next to "Order Code A".
Validate the 'Frequency' field contains "One Time Only at 11:00 PM".
Validate the 'Duration' field contains "1" and that [Days] is selected.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains "11:00 PM".
Validate the 'Stop Date' field contains a date that is 1 day ahead of the 'Start Date' field.
Validate the 'Stop Time' field contains "10:59 PM".
Check the checkbox next to "Order Code B".
Validate the 'Frequency' field contains "ONE TIME ONLY".
Set the 'Duration' field to "1" and click [Days].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date that is 1 day ahead of the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Custom].
Set the 1st 'Scheduled Administration Time' field to "9" and press Tab.
Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK].
Set the 1st 'Scheduled Administration Time' field to "0000" and click [Save].
Validate the 'Start Date' field contains tomorrow's date.
Validate the 'Start Time' field contains "12:00 AM".
Validate the 'Stop Date' field contains tomorrow's date.
Validate the 'Stop Time' field contains "11:59 PM"
Click [Add to Scratchpad] and [Sign].
Override any interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "Order Code A " and "Order Code B".

Topics

• NX • Order Entry Console

AV-79355 Summary | Details

OE NX - Undo After Edit Pending Reconciliation

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Home Medications
Order Entry Console

Scenario 1: OE NX - Reorder/Modify a Home Medication order in the Order Entry Console (Discharge Med Reconciliation section).

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3 -Enable both Admission and Discharge Medication Reconciliation". Please note: This must be completed by Netsmart Staff.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3 - Both oral solids and liquids".
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

Access the 'Order Entry Console' for "Client A".
Click the 'Home Medications' tab.
Create 3 orders ("Order A" "Order B" and "Order C").
Click the 'Discharge Med Reconciliation' tab.
Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains a green highlight over Order A.
Click [Reorder/Modify].
Click [Update Order].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Reorder/Modify" in the 'Action' Column for Order A.
Select "Order B" and "Order C" from the 'Home Medications Scratchpad (Post-Discharge)' table and click [D/C].
Click [Hold in Pending Status].
Log out and then Log back in.
Access the 'Order Entry Console for "Client A".
Click the 'Home Medications' tab.
Click [Edit Pending Reconciliation].
Select "Order B" and "Order C" from the 'Home Medications Scratchpad (Post-Discharge)' table and click [Undo].
Validate "Order B" and "Order C" contain "CONT" in the 'Action' column.

Topics

• Order Entry Console

AV-79365 Summary | Details

Avatar NX - Color Enhancements

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan
Orders This Episode
Scheduling Calendar
Document Capture
Form Designer (CWS)
View Definition
Console Widget Viewer
Diagnosis

Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing

Specific Setup:

Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code).
The 'Treatment Plan' form must have document routing enabled.
Must have the 'My To Do's' widget configured on a view.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Enter "T" in the 'Plan Date' field.
Validate the current date is displayed in the 'Plan Date' field.
Click [Plan Date T].
Validate the current date is displayed in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select any value from 'Problem List'.
Click [New Row].
Select any value from the 'Role' field in the 'Participation' section.
Select 'Staff ID' and enter "Staff Member A".
Validate that the selected staff member's name displays in the 'Participant Name' field.
Select any value from the 'Plan Author' field.
Select any value from the 'Notification' field.
Add multiple staff members as needed.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the 'Status' field.
Click [Add New Goal].
Enter any value in the 'Goal' field.
Select any value from the 'Status' field.
Click [Add New Objective].
Enter any value in the 'Objective' field.
Select any value from the 'Status' field.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value in the 'Status' field.
Enter any value in the 'Service Code' field.
Validate results display and select the desired value.
Click [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
Validate the 'Confirm Document' text is blue.
Click [Sign and Route].
Validate the 'Verify Password' text is blue.
Enter the password and press the 'Enter' key.
Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]
Validate the 'Route Document to' text is blue.
Click [Submit]
Access the 'My To Do's' widget.
Click [My To Do's].
Validate the record for "Client A" and click [Review].
Validate the 'Documents To Review' text is blue.
Validate the 'Document Preview' contains the treatment plan data in the new TIFF format.
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate the record is no longer present.
Close the 'To Do's'.

Scenario 2: Order Entry Console - Creating a new 'Sliding Scale Insulin' order

Specific Setup:

An order code must have the 'Enable Sliding Scale Insulin' checkbox checked in the 'Order Code Setup' form. (Humalog)
A 'Sliding Scale Insulin' template must exist.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Hover over the various tabs and validate the text turns blue.
Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
Validate [Sliding Scale Instructions] exists.
Validate the 'Dose' field is required and has a red border around the field.
Validate the 'Dose Unit' field is required and has a red border around the field.
Click [Sliding Scale Instructions].
Select any value in the 'Template' field and click [Save].
Validate there is no longer a red border around the 'Dose' and 'Dose Unit' fields.
Set the 'Freq' field to any value.
Set the 'Duration' field to any value.
Click [Days].
Validate the 'Addl Instructions' field contains the values from the template selected.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION".

Scenario 3: 'Scheduling Calendar' - add/edit appointment

Specific Setup:

Avatar CareFabric Module is NOT installed.
A client must be enrolled in more than one episode (Client A).

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Scheduling Calendar' heading is in blue.
Validate the 'Staff Members' checkboxes are blue.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select "Episode 1" in the 'Episode Number' field.
Click [Submit].
Right click on the appointment created in the previous steps.
Click [Details/Edit].
Select "Episode 2" in the 'Episode Number' field.
Click [Submit].
Validate successful submission.
Click [Dismiss].

Scenario 4: Validate Document Capture - Import Non-Episodic

Specific Setup:

Perceptive must be installed and enabled.
A user must be defined (User A).
A document must exist for import.

Steps

Login as "User A".
Validate the loading spinner is blue.
Select a client from "myClients" or from the Client search.
Open the client's dashboard.
Validate the 'Client Dashboard', 'Client Header' text and 'Document Capture' icon are blue.
Using "Document Capture", scan or import in a document.
Select "Non-episodic" in the "Episode" field.
Validate the correct Episode displays in the "Document Properties" pane.
Capture and save the document.
View the document using "Clinical Document Viewer" or the Chart to ensure it has the Non-episodic (-) designation and that it displays.

Scenario 5: 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

Access the 'Form Designer' form.
Select "Progress Notes (Group and Individual)" in the 'Forms' field.
Select "(Individual Progress Notes)" in the 'Section Name' field.
Select "Yes" in the 'Revert To Other Form Designer Copy?' field.
Select "Original Product Copy" in the 'Select Copy to Revert to' field.
Click [Submit].
Access the 'Form Designer' form.
Select "Progress Notes (Group and Individual)" in the 'Forms' field.
Select "(Individual Progress Notes)" in the 'Section Name' field.
Click [Show Section].
Select the 'Notes Field'.
Validate the field has a blue outline.
Validate the 'Notes Field' label is blue as well as the 'Option' and 'Visible' boxes.
Move and resize the 'Notes Field'.
Move and resize the 'Group Documentation Date' field.
Validate the field contains the buttons and arrows.
Move and resize the 'Service Start Time' field.
Validate the field contains the buttons and arrows.
Resize the 'Treatment Plan' field to be much larger.
Select the 'Is This A Transition Of Care?' field and de-select the 'Visible' checkbox.
Hold down the 'Ctrl' key and select a couple of fields to bulk move them.
Click [Save].
Validate a 'Save layout?' dialog with blue text.
Click [Yes] and submit the form.
Access the 'Progress Notes (Group and Individual)' form.
Validate the layout and element placements match what was saved in the previous steps.
Validate the 'Is This A Transition Of Care' field is not visible.
Enter "Client A" in the 'Select Client' field.
Populate all required and desired fields.
Validate the 'Is This A Transition Of Care' field is still not visible.
Click [Submit Note].
Close the form.

Scenario 6: 'All Documents' widget - Validate 'Diagnosis' records

Specific Setup:

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

Select "Client A" and access the 'Diagnosis' form.
Select "Admission" in the 'Type Of Diagnosis' field.
Enter the desired time in the 'Time Of Diagnosis' field.
Click [New Row].
Select the desired value in the 'Diagnosis Search' field.
Select the desired practitioner in the 'Diagnosing Practitioner' field.
Click [Submit].
Select "Client A" and navigate to the 'All Documents' view.
Validate "Client A" is in blue text.
Validate 'Primary All Documents Widget' text is blue.
Select 'All Forms'.
Select "Diagnosis" in the 'Form Description' field.
Validate the entry from the previous steps is present.
Validate the 'Time' field displays.
Select the entry and validate it displays in the 'Console Widget Viewer'.
Validate the 'Launch Report' button exists.
Click [Launch Report].
Validate a report displays with the information filed in the previous steps.
Close the report.

Topics

• Diagnosis • Document Routing • Forms Designer • NX • Order Entry Console • Perceptive • Scheduling Calendar • Treatment Plan • View Definition • Widgets

AV-79366 Summary | Details

Avatar NX- Hyperlinks

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Individual Progress Note

Scenario 1: Validate hyperlink color throughout NX

Specific Setup:

A client must be enrolled in an existing episode (Client A).
"Client A" must have an entry in the 'Problem List' on file.
The 'Individual Progress Note' form must have the 'Diagnosis' Quick Link added to it.
The "SS Label 11" field must be added to the 'Individual Progress Note' form through the 'Site Specific Section Modeling' form ('Click Here to View Interactions').
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

On the myDay view, navigate to the 'Advanced Client Search' text.
Validate the 'Advanced Client Search' text is dark blue.
Hover over the 'Advanced Client Search' text and validate the text turns lighter blue.
Search for "Client A".
Validate the "Client A" text is dark blue.
Hover over the "Client A" text and validate the text turns lighter blue.
Select "Client A" and access the 'Individual Progress Note' form.
Validate the form sections display with black text.
Hover over a form section and validate the text turns light blue.
'Navigate to the 'Diagnosis' quick link and validate the 'Diagnosis' text is dark blue.
Hover over the 'Diagnosis' quick link and validate the text turns light blue.
Navigate to the 'Click here to View Interactions' text and validate the text is dark blue.
Hover over the 'Click here to View Interactions' text and validate the text turns lighter blue.
Close the form.
Navigate to the 'All Documents' view.
Select 'All Forms'.
Validate the 'Problem List' entry has black text.
Hover over the 'Problem List' text and validate the text turns light blue.
Select an entry.
Hover over the entry and validate the text does not turn green.
Access the 'Scheduling Calendar'.
Validate the 'Find New Appointment' text is dark blue.
Hover over the 'Find New Appointment' text and validate the text turns lighter blue.
Click [Dismiss].

Topics

• NX • Progress Notes • Scheduling Calendar

AV-79535 Summary | Details

OE NX - Order Entry - Diagnosis Search

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Diagnosis
Dynamic Form - Pre-Display Confirmation
Order Entry Console
Order Entry User Definition

Scenario 1: OE NX - Order Entry Console - All Tabs - Diagnosis

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

Select "Client A", access the Order Entry Console, and click on the 'Order This Episode' tab.
Create an order, searching for a diagnosis in the 'Diagnosis Search' field.
Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis.
Populate required fields.
Click [Add to Scratchpad] and then click [Sign].
Click on the 'Home Medications' tab and uncheck the 'reported' field.
Create an order, searching for a diagnosis in the 'Diagnosis Search' field.
Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis.
Populate required fields.
Click [Add to Scratchpad], then click [Final Review], and [Sign].
Click on the 'Admission Reconciliation' tab.
Create an order, searching for a diagnosis in the 'Diagnosis Search' field.
Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis.
Populate required fields.
Click [Add to Scratchpad], click [Reconcile & Sign], and then click [Sign].
Click on the 'Discharge Reconciliation' tab and uncheck the 'No Prescription Required' field.
Create an order, searching for a diagnosis in the 'Diagnosis Search' field.
Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis.
Populate required fields.
Click [Add to Scratchpad], click [Review & Sign], and then click [Sign].

Topics

• myAvatar NX Only • NX • Order Entry Console

AV-79582 Summary | Details

'Allowable Parent 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 - 'Allowable Parent Elements' registry setting for Interventions and Objectives

Specific Setup:

The 'Treatment Plan > Objectives > Allowable Parent Elements' registry setting must be set to "G".
The 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting must be set to "O".
Please log out of the application and log back in after completing the above configuration.
A Treatment Plan Library must be configured via the 'Treatment Plan Definition' form. (Library A)
An objective must be linked to the above Treatment Plan Library. (Objective A)
An intervention must be linked to the above Treatment Plan Library. (Intervention A)
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ Form.
In the ‘Treatment Plan’ Pre-Display, select “Episode 1” and click [OK].
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status ‘field and click [Launch Plan].
Click [Add New Problem] and select the ‘New Problem’ item.
Drag and drop “Objective A” to the problem in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: "Type Objective is not allowed to be added to type Problem” and click [OK].
Drag and drop “Intervention A” to the problem in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: "Type Intervention is not allowed to be added to type Problem” and click [OK].
Click [Add New Goal].
Drag and drop “Objective A” to the goal in ‘Tree View’.
Validate “Objective A” is added to the goal.
Drag and drop “Intervention A” to the goal in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: “Type Intervention is not allowed to be added to type Goal” and click [OK].
Click [Add New Objective].
Set the ‘Objective’ field to any value.
Set the ‘Status’ field to any value.
Drag and drop “Intervention A” to the objective in ‘Tree View’.
Validate “Intervention A” is added to the objective.
Click [Back to Plan Page] and [Submit].
Access the 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting and validate the ‘Registry Setting Value’ field contains “O”.
Set the ‘Registry Setting Value’ field to “G&O” and click [Submit], [OK], and Close the form.
Log out and log back into the application.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [OK] and [Edit].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the value previously filed.
Validate the ‘Plan Type’ field contains the value previously filed.
Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
Drag and drop “Intervention A” to the goal in ‘Tree View’.
Validate “Intervention A” is added to the goal.
Click [Back to Plan Page].
Select “Final” in the ‘Treatment Plan Status’ field.
Submit the form.

Topics

• myAvatar/myAvatar NX • Treatment Plan

AV-79584 Summary | Details

'Allowable Parent 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 - 'Allowable Parent Elements' registry setting for Interventions and Objectives

Specific Setup:

The 'Treatment Plan > Objectives > Allowable Parent Elements' registry setting must be set to "G".
The 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting must be set to "O".
Please log out of the application and log back in after completing the above configuration.
A Treatment Plan Library must be configured via the 'Treatment Plan Definition' form. (Library A)
An objective must be linked to the above Treatment Plan Library. (Objective A)
An intervention must be linked to the above Treatment Plan Library. (Intervention A)
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ Form.
In the ‘Treatment Plan’ Pre-Display, select “Episode 1” and click [OK].
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status ‘field and click [Launch Plan].
Click [Add New Problem] and select the ‘New Problem’ item.
Drag and drop “Objective A” to the problem in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: "Type Objective is not allowed to be added to type Problem” and click [OK].
Drag and drop “Intervention A” to the problem in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: "Type Intervention is not allowed to be added to type Problem” and click [OK].
Click [Add New Goal].
Drag and drop “Objective A” to the goal in ‘Tree View’.
Validate “Objective A” is added to the goal.
Drag and drop “Intervention A” to the goal in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: “Type Intervention is not allowed to be added to type Goal” and click [OK].
Click [Add New Objective].
Set the ‘Objective’ field to any value.
Set the ‘Status’ field to any value.
Drag and drop “Intervention A” to the objective in ‘Tree View’.
Validate “Intervention A” is added to the objective.
Click [Back to Plan Page] and [Submit].
Access the 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting and validate the ‘Registry Setting Value’ field contains “O”.
Set the ‘Registry Setting Value’ field to “G&O” and click [Submit], [OK], and Close the form.
Log out and log back into the application.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [OK] and [Edit].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the value previously filed.
Validate the ‘Plan Type’ field contains the value previously filed.
Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
Drag and drop “Intervention A” to the goal in ‘Tree View’.
Validate “Intervention A” is added to the goal.
Click [Back to Plan Page].
Select “Final” in the ‘Treatment Plan Status’ field.
Submit the form.

Topics

• myAvatar/myAvatar NX • Treatment Plan

AV-79586 Summary | Details

The 'Restrict Access To Original Practitioner Category' and 'Default Practitioner Categories Responsible' registry settings.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan

Scenario 1: Treatment Plan - 'Restrict Access to Original Practitioner Category' registry setting set to "Y"

Specific Setup:

The 'Avatar CWS->Treatment Plan->Goals->->Restrict Access To Original Practitioner Category' registry setting must be set to "Y".
The system must be configured with two users who are associated to staff members via the 'User Definition' form and are assigned to two different Practitioner Categories in the 'Practitioner Enrollment' form (User1) and (User2).
A Client must have an active episode. (Client A).
The user "User1" is logged in to the application first.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Set the 'Plan Date' field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select any value in the ‘Status (Problem List) field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ selected for the user logged in.
Click [Back to Plan Page] and [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Validate the 'Plan Date' field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously filed.
Validate the 'Plan Type' field contains the value previously filed.
Validate the 'Treatment Plan Status' field contains the value previously selected and click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are enabled and the ‘Practitioner Category’ associated to the user logged in is selected in the ‘Practitioner Category Responsible’ field.
Click [Back to Plan Page], close the form and sign out of Avatar.
Sign into Avatar using the credentials fo"User2".
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are disabled and the ‘Practitioner Category’ associated to the 1st user is selected in the ‘Practitioner Category Responsible’ field.
Click [Back to Plan Page] and close the form.
Access the ‘Registry Settings (CWS)’ form.
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to "Restrict Access" and click [View Registry Settings].
Select "Treatment Plan > Goals > Restrict Access to Original Category" from the ‘Registry Settings tree’ and click [OK].
Validate the ‘Registry Setting Value’ field is set to “Y”.
Set the ‘Registry Setting Value’ field to “N” and click [Submit].
Close the form.
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are enabled for the current user logged in except for the ‘Practitioner Category Responsible’ field.
Click [Back to Plan Page] and close the form.
Sign out of Avatar and sign in using the credentials for "User1".
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are enabled for the current user logged in and the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ associated to the user selected.
Click [Back to Plan Page] and close the form.

Scenario 2: Treatment Plan - Practitioner Responsible Categories

Specific Setup:

The 'Avatar CWS->Treatment Plan->Treatment Plan->Interventions->-> Default Practitioner Categories Responsible' registry setting must contain at least one practitioner category that is defined in the 'Practitioner Category' data element in the 'Staff File' in the 'Dictionary Update' form.
A Treatment Plan Library must contain one problem and four interventions via the 'Treatment Plan Definition' form. (Library A)
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ to the current date.
Set the ‘Plan Name’ to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field.
Click [Launch Plan].
Validate that "Library A" is displayed.
Drag and drop the problem in the ‘Tree View’.
Validate the ‘Problem’ field contain the full item description entered in previous steps.
Set the ‘Problem Code’ field to any value.
Select any value in the ‘Status(Problem List)’ field.
Select any value in the ‘Status’ field.
Drag and drop the 1^st intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contain the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps.
Drag and drop the 2^nd intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contains the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps.
Drag and drop the 3^rd intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contain the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps.
Drag and drop the 4^th intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contain the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps.
Click [Back to Plan Page].
Select “Final” in the ‘Treatment Plan Status’ field.
Click [Submit].

Topics

• myAvatar/myAvatar NX • Treatment Plan

AV-79590 Summary | Details

'Enable Automatic Backup' registry setting

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan

Scenario 1: Validate 'Treatment Plan' and 'Problem List' forms

Specific Setup:

The 'Avatar CWS->Treatment Plan ->->->->Enable Automatic Backup' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
The system must be configured with multiple staff members. (Staff A) (Staff B) and (Staff C).=
A Client must exist in an active episode (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ to the current date.
Set the ‘Plan Name’ to any value.
Select any value from the ‘Plan Type’ field.
Select “Draft” from the ‘Treatment Plan Status’ field and click [New Row]
Set the 1^st cell in the 'Problems' grid to any value and click [New Row].
Set the 2^nd cell in the 'Problems' grid to any value.
Select the ‘Include in the Plan’ checkbox for the 1^st cell in the ‘Problems grid’.
Set the 1^st ‘Role’ cell in the 'Plan Participants' grid to “Staff”
Set the 1^st ‘Staff ID’ cell in the ‘'Plan Participants' grid to “1”.
Set the 2^nd ‘Role’ cell in the 'Plan Participants' grid to “Staff”.
Set the 2^nd ‘Staff ID’ cell in the ‘'Plan Participants' grid to “4” and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Set the ‘Date of Onset’ field to the current date.
Set the ‘Problem’ field to any value.
Select “Active” in the ‘Status(Problem List)’ field.
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Add New Problem].
Set the ‘Problem’ field to any value and click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [Add].
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes].
Validate the 1^st cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected.
Validate the 2^nd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox not selected.
Validate the 3^rd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected.
Validate the 1^st row in the 'Plan Participants' grid contains “Staff ID 1”.
Validate the 2^nd row in the 'Plan Participants' grid contains “Staff ID 4” and click [New Row].
Set the 3^rd ‘Role’ cell in the 'Plan Participants' grid to “Staff”.
Set the 3^rd ‘Staff ID’ cell in the ‘Plan Participants grid’ to “2” and click [Launch Plan].
Click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [Add].
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes].
Validate the 3^rd Row in the 'Plan Participants' grid contains “Staff ID 2” and click [Launch Plan].
Validate the two problems added to the plan from the ‘Problems grid’ and the ‘Tree view’ problem are displayed.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Problem List’ form.
Click [View/Enter Problems].
Validate the problems added in the previous steps are added with a status of “Active” and click [Save].
Validate the ‘Exit Grid’ dialog is displayed and click [Yes].
Click [Submit].
Access ‘Crystal Reports’ and create a report for the ‘SYSTEM.tx_plan’ table.
Validate the report contains a data row for the treatment plan filed for “Client A”.
Close the report.
Create another report for the ‘SYSTEM.cw_problem list’ table.
Validate the report contains data rows for the problems filed for “Client A”.
Close the report.

Scenario 2: Treatment Plan - Add a Problem, Goal, Objective, and Intervention

Specific Setup:

The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
A client must be enrolled in an existing episode (Client A).
Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ to any value.
Select any value in the ‘Plan Type’ field.
Set the 'Strengths' field to any value.
Set the 'Weaknesses' field to any value.
Set the 'Discharge Planning' field to any value.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field.
Click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
Validate the 'Strengths' field contains the value previously filed.
Validate the 'Weaknesses' field contains the value previously filed.
Validate the 'Discharge Planning' field contains the value previously filed.
Click [Launch Plan].
Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
Click [Exit to Home View].

Scenario 3: Treatment Plan - Validate the 'Enable Automatic Backup' registry setting - accept and route to multiple approvers

Specific Setup:

The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
Document routing must be enable for the 'Treatment Plan' form through 'Document Routing Setup'.
A client must be enrolled in an existing episode (Client A).
Must have two users (User A) and (User B).
Must be logged in as "User A".
Must have the 'My To-Do's' widget on view for both users.

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field.
Click [Back to Plan Page] and [Close Form].
Select “Client A” and access the ‘Treatment Plan’ form.
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
Validate the ‘Plan Date’, ‘Plan Type’, and ‘Treatment Plan Status’ fields contain the values previously filed.
Click [Launch Plan].
Validate the ‘Tree view’ contains the problem, goal, objective, and intervention previously added.
Select "Final" in the 'Treatment Plan Status field and click [Submit].
Validate the treatment plan displays as expected.
Click [Accept and Route].
Enter the password associated with "User A" and click [Verify].
Enter "User A" in the 'Supervisor' field and click [Add].
Enter "User B" in the 'Add Approver' field and click [Add] and [Submit].
Navigate to the 'My To-Do's' widget.
Select the entry for "Client A".
Click [Review].
Validate the treatment plan displays as expected.
Click [Accept] and [Sign].
Validate the to do is no longer present.
Close the To Do's.
Log out.
Login as "User B" and navigate to the 'My To Do's' widget.
Select the entry for "Client A".
Click [Review].
Validate the treatment plan displays as expected.
Click [Accept] and [Sign].
Enter the password associated with "User B" and click [Verify].
Validate the to do is no longer present.
Close the To Do's.

Scenario 4: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"

Specific Setup:

The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Click [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Select the treatment plan previously filed and click [Edit].
Click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Close the form.

Scenario 5: Treatment Plan - 'Enable Automatic Backup' registry setting - Item Deletion

Specific Setup:

The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to “any value’.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Click [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Select the treatment plan previously filed and click [Edit].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously filed.
Validate the ‘Plan Type’ contains the value previously filed.
Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps.
Validate [Delete Items Selected] is disabled.
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to “any value’.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously filed and click [Edit].
Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
Click [Launch Plan].
Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps and the problem, goal, objective, and intervention loaded from the backup.
Select the 2^nd intervention item in the Tree View.
Validate the [Delete Item Selected] is enabled.
Click [Back to Plan Page] and close the form.
Access the ‘Registry Setting (PM)’ form.
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Enable Automatic Backup” and click [View Registry Settings].
Validate the ‘Registry Setting’ field contains “Avatar CWS ->Treatment Plan->->->->Enable Automatic Backup”.
Validate the ‘Registry Setting Value’ field contains “Y”.
Set the ‘Registry Setting Value’ field to “YD” and click [Submit].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously field and click [Edit].
Click [Yes] in the ‘Load From Backup’ dialog.
Click [Launch Plan].
Select the 1^st intervention item in the Tree View.
Validate [Delete Item Selected] is enabled.
Select the 2^nd intervention item in the Tree View.
Validate [Delete Item Selected] is enabled.
Click [Delete Item Selected].
Validate the ‘Warning’ dialog is displayed with a message stating: “Item Deleted” and click [OK].
Select the 1^st intervention item in the Tree View and click [Delete Item Selected].
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously field and click [Edit].
Click [Launch Plan].
Validate the two intervention items are not displayed in the Tree View.
Close the form.

Scenario 6: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans

Specific Setup:

The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
A client must have an active episode. (Client A)
A Treatment Plan copy must exist (Treatment Plan Copy)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan Copy’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Click [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Click [Add].
Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously filed.
Validate the ‘Plan Type’ contains the value previously filed.
Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Treatment Plan Copy’ form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Click [Back to Plan Page] and close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Close the form.

Scenario 7: Treatment Plan - 'Enable Automatic Backup' registry setting - 'Enable Service Entry Restriction by Client Treatment Plan' set to "E"

Specific Setup:

RADplus 2019 Update 51 must be installed to enable full functionality.
The 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' registry setting must be set to "E"
Please log out of the application and log back in after completing the above configuration.
"Program A" must be configured for "All Service Codes" in the 'Program Maintenance' form (Assign Services to Program section).
The 'Enable Service Entry Restriction For Program' field must be set to "Yes" in the 'Program Maintenance' form (Assign Services to Program section).
The 'Assign Service' field must be added to the 'Treatment Plan - Interventions - (CWS64000)' form via 'Site Specific Sections Modeling'.
A Client must be in an active episode for "Program A". (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field.
Set the ‘Date of Onset’ field to the current date and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value” in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value” in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Add Service]
Select “Program A” in the ‘Service Program’ field.
Set the ‘Service Code’ field to any value.
Set the ‘Frequency’ field to any value.
Set the ‘Duration Field’ field to any value.
Click [Add Service]
Select “Program A” in the ‘Service Program’ field.
Set the ‘Service Code’ field to any value.
Set the ‘Frequency’ field to any value.
Set the ‘Duration Field’ field to any value.
Click [Back to Plan Page] and Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [OK] and [Add].
Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted backup of a plan from [the current date] at [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously added.
Validate the ‘Plan Type’ field contains the value previously added.
Validate the ‘Treatment Plan Status’ field contains value previously selected and click [Launch Plan].
Select the ‘Intervention’ item previously added.
Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Click [OK] and [Edit].
Click [Launch Plan].
Select the ‘Intervention’ item previously added.
Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Select “Program A” in the ‘Assigned Services’ table and click [Copy Service].
Validate there is an additional row containing the same service for “Program A”.
Select the second row and click [Delete Service].
Validate the second service is deleted.
Click [Back to Plan Page] and Close the form.

Topics

• myAvatar/myAvatar NX • Treatment Plan

AV-79635 Summary | Details

OE NX - Adding Sliding Scale Instructions on Copy or Modify

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Orders This Episode

Scenario 1: OE NX - Orders This Episode - Sliding Scale Insulin order - with template - New, Copy, Modify, Print and Discontinue

Specific Setup:

The '(544) Character limit for Additional Instructions' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
Please log out and then log back in after completing the above dictionary setting.
A Sliding Scale Insulin template must exist (Sliding Scale Insulin Template A).
An order code must be defined as Sliding Scale Insulin orders in the 'Order Code Setup' form (Order Code A).
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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Populate all required fields, without an SSI template.
Click [Add to Scratchpad] and [Sign].
Select "Order Code A" from the 'Order Grid' field and Click [Modify].
Click [Sliding Scale Instructions].
Validate the 'Sliding Scale Instructions' dialog is displayed.
Select "Sliding Scale Insulin Template A" in the 'Template' field and Click [Save].
Click [Add to Scratchpad], and [Sign].
Validate the 'Order grid' contains the new Sliding Scale Insulin order.
Select "Order Code A" from the 'Order Grid' field and Click [Copy].
Click [Sliding Scale Instructions] and make any necessary changes.
Click [Add to Scratchpad], and [Sign].
Validate the 'Order grid' contains the new Sliding Scale Insulin order.
Select "Order Coder A" from the 'Order Grid field' and Click [Print].
Validate the 'Order Detail Report' generates and Click [Close Report].
Select "Order Coder A" from the 'Order Grid field' and Click [D/C].
Click [Add to Scratchpad] and [Sign].

Scenario 2: OE NX - Orders This Episode - Sliding Scale Insulin order - with template - Reorder

Specific Setup:

The '(544) Character limit for Additional Instructions' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
Please log out and then log back in after completing the above dictionary setting.
A Sliding Scale Insulin template must exist (Sliding Scale Insulin Template A).
An order code must be defined as Sliding Scale Insulin orders in the 'Order Code Setup' form.(Order Code A).
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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Populate all required fields, without an SSI template.
Click [Add to Scratchpad], [Final Review], and [Sign].
Select "Order Code A" from the 'Order grid' and Click [Reorder].
Click [Sliding Scale Instructions].
Validate the 'Sliding Scale Instructions' dialog is displayed.
Select "Sliding Scale Insulin Template A" in the 'Template' field and Click [Save].
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains the new Sliding Scale Insulin order in Row 1 and the original order in Row 2.

Topics

• NX • Order Entry Console

AV-79819 Summary | Details

Avatar NX - Views containing CarePOV's

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Care Connect Inbox

Scenario 1: CC Inbox - Admit Existing Client

Specific Setup:

Client must be admitted to an active episode (Client A).
User must have the 'CareConnect Inbox Summary' widget and 'CC Inbox' view configured.
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).
A practitioner must be associated with the logged in user (Practitioner A).

Steps

Navigate to the 'CareConnect Inbox Summary' widget.
Click on the widget and validate it opens as expected.
Click outside of the widget to close the widget.
Navigate to the 'CC Inbox' view.
Validate view displays as expected.
Select "Referral" from the 'New' field.
Enter a contact in the 'Add Contact' field.
Enter any value in the 'Subject' field.
Click [Search]
Enter "Practitioner A" in the 'Provider Search' field and click [Search].
Select "Practitioner A" and click [Add Provider].
Click [Search].
Enter "Client A" in the 'Client Association' field and click [Search].
Select "Client A" and click [Add Client].
Select any value in the 'Reason for Referral Code' field.
Navigate to another view or open a form.
Navigate back to CC Inbox and validate that you are returned to the section you were previously in with all of the data appearing as expected.
Click [Attach CCD].
On the 'Client Information' form, enter a client ID and click [Search].
Select a CCD and click [Attach CCD].
Click [Send].
Refresh the 'CC Inbox'.
Open the received message.
Click on the CCD.
Click [Manage].
Navigate to another view or open a form.
Navigate back to CC Inbox and validate that you are returned to the section you were previously in with all of the data appearing as expected.
Select "Client A" and click [Admit Existing Client].
Click [Add] on the 'Admission (Outpatient)' pre-display form.
Complete the required fields.
Click [Submit].
Access the 'Clinical Document Viewer' form.
Select "Client A" and select "All" in the 'Episode' field.
Click [Process].
Validate that the CCD saved from 'CC Inbox' displays successfully.
Click [Close].
Access the 'All Documents' view.
Select 'All Forms'.
Validate that the CCD saved from 'CC Inbox' displays successfully.

Scenario 2: Avatar NX - Views configured with associated views and workflow items

Specific Setup:

A client must be admitted to an existing episode (Client A).
User's 'myDay' view must have an associated view that contains CC Inbox POV (View A).
User's 'myDay' view must have an associated view that contains Medical Note POV (View B).
User's 'myDay' view must have several associated views that do not contain POV's (View C).
"View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B).
User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D).

Steps

Select "Client A" and select "View A".
Validate the view opens and displays as expected.
Select "View B".
Validate the view opens and displays as expected.
Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
Validate the 'View Menu' opens and displays as expected.
Close the 'View Menu'.
Select "View C".
Validate the view opens and displays as expected.
Select "Item A" and validate the workflow item opens and displays as expected.
Select "Item B" and validate the workflow item opens and displays as expected.
Continue selecting the desired views and workflow items and validate they open and display as expected.
Access the 'Progress Notes' (Group and Individual)' form.
Select "View A".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Select "View C".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Select "View D".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select "myDay".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Close the form.

Topics

• CCD's • NX

AV-79843 Summary | Details

Avatar NX - 'Select Client' dialog

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

Access the 'Diagnosis' form.
Search for "Client A" with only numbers in the 'Select Client' field.
Validate results display.
Enter "+" in the 'Select Client' field.
Validate no results display.
Search for "Client A" using letters in the 'Select Client' field.
Validate results display.
Select "Client A" from the results.
Validate a Pre-Display is displayed showing existing diagnoses for "Client A".
Select "Diagnosis A".
Click [Edit].
Enter an invalid time in the 'Time of Diagnosis' field.
Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)"
Validate the 'Time of Diagnosis' field defaults to the time that was saved prior.
Change the 'Time of Diagnosis' field to the current time.
Enter a different practitioner in the 'Diagnosing Practitioner' field.
Select "Void" in the 'Status' field.
Validate the voided diagnosis is crossed off.
Navigate to the myDay view.
Navigate back to the open 'Diagnosis' form.
Validate the voided diagnosis is crossed off.
Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps.
Click [Submit].
Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display?
Click [Yes].
Select "Diagnosis A".
Click [Edit].
Select "No" in the 'Show Active Only' field.
Validate the voided diagnosis displays and is crossed off.
Close the form.

Topics

• Diagnosis • NX

AV-79922 Summary | Details

Avatar NX - 'Recent Clients' list

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Clinical Pathway Disenrollment
Clinical Pathway Enrollment

Scenario 1: Validate the 'Recent Clients' list functionality

Specific Setup:

A user must be defined and logged in (User A).
Four clients must have active episodes not part of "User A's" caseload. (Client A, Client B, Client C, and Client D)

Steps

Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client A”.
Close the form.
Validate that "Client A" is displayed under 'Recent Clients'.
Right click “Client A” and select [Remove From List].
Validate that the 'Recent Clients' list does not contain "Client A".
Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client B”.
Close the form.
Validate that “Client B” displays in the ‘Recent Clients’ list.
Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client C”.
Close the form.
Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list.
Right click “Client B” and select [Remove From List].
Validate that “Client B” is not displayed in the ‘Recent Clients’ list.
Right click “Client C” and select [Remove From List].
Validate that “Client C” is not displayed in the ‘Recent Clients’ list.
Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client D”.
Close the form.
Validate that “Client D” displays in the ‘Recent Clients’ list.
Right click “Client D” and select [Remove From List].
Validate that “Client D” is not displayed in the ‘Recent Clients’ list.
Access the ‘Admission’ form.
Fill out all required fields and click [Submit]. This will be "Client E".
Validate that “Client E” displays in the ‘Recent Clients’ list.
Access the ‘Team Definition’ form.
Set the 'Team ID' field to "PT1".
Set the 'Team Description' field to "Physician Team 1".
Select "Yes" In the 'Active' field.
Select "Yes" in the 'Physician Team' field.
Select "Yes" in the 'Team Accepts Consult Orders' field.
Click [Select Users].
Select "User A" and click [OK].
Select "No" in the 'Disable Adding Clients to Caseload' field.
Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field.
Validate the 'Team Information' field contains "User A"
Select the ‘Individual Client Assignment’ section.
Click [Add New Item].
Search for and select “Client E” in the ‘Client ID’ field.
Select the ‘Team Definition’ section and click [File].
Validate a "Filed" message is displayed and click [OK].
Close the form.
Validate that “Client E” displays in the ‘My Clients’ widget.
Right click "Client E" and select [Remove From Physician Team].
Access the ‘Team Definition’ form.
Click [Select Team].
Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
Select the ‘Individual Client Assignment’ section.
Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid.
Close the form.

Scenario 2: Verify Recent Clients - no clients in user caseload

Specific Setup:

Must be logged in as a user with no clients in their caseload.
Two clients must be defined (Client A and Client B).

Steps

Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
Search for and select "Client A".
Validate a "Non-Caseload Access" message is displayed stating: User, "Client A" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client A"?
Enter the desired value and click [OK].
Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
Validate the 'Recent Clients' list now contains "Client A" and is highlighted.
Search for and select "Client B".
Validate a "Non-Caseload Access" message is displayed stating: User, "Client B" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client B"?
Enter the desired value and click [OK].
Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
Validate the 'Recent Clients' list now contains "Client B" and is highlighted.
Access the 'Individual Progress Note' form.
Verify form opens successfully and click [Discard].
Click [Clear Client].
Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
Validate the 'Recent Clients' list contains both "Client A" and "Client B".

Scenario 3: Avatar NX - Validate support for Clinical Pathways in the 'My Clients' list, 'Recent Clients' list, 'Client Information' header, and 'Clients for Today' option

Specific Setup:

A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color and icon (Pathway A).
A client is enrolled in an existing episode and is in the user's caseload. This client is also enrolled in "Pathway A" (Client A).
A client is enrolled in an existing episode and is not in the user's caseload. This client is also enrolled in "Pathway A" (Client B).
The 'Include Client Information header in view' setting is enabled for the user's myDay view.
The logged in user must have an appointment scheduled for the current date for "Client A" and "Client B".
"Clinical Pathway" must be added to the 'Field to Include in Client Header' field in the 'Client Lookup/Header Configuration Manager' form.

Steps

Navigate to the 'My Clients' list.
Validate "Client A" is displayed in the pathway color.
Select "Client A" in the 'My Clients' list.
Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue?
Click [Yes].
Validate the 'Client Information' header displays "Client A" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color.
Validate the 'Client Information' header displays the icon associated to "Pathway A".
Click [Clear Client].
Search for and select "Client B".
Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue?
Click [Yes].
Validate "Client B" is displayed in the 'Recent Clients' list in the pathway color.
Validate the 'Client Information' header displays "Client B" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color.
Validate the 'Client Information' header displays the icon associated to "Pathway A".
Click [Clear Client].
Navigate to the 'Clients for Today' item.
Validate the 'Clients for Today' list contains "Client A" and "Client B" in the pathway color.
Navigate to the 'My Clients' list.
Select the "Site" section.
Select the site that has the appointments for "Client A" and "Client B".
Validate the 'Site' list contains "Client A" and "Client B" in the pathway color.

Topics

• Clinical Pathway • My Clients • NX • To-Do's • Web Services • Widgets

AV-79982 Summary | Details

OE NX - Sorting Patient List in Task List

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Nursing Caseload Assignment

Scenario 1: Task List - Search for Patient outside of Caseload

Specific Setup:

A client must exist outside of the logged in user's caseload. (Client A)
A unit must exist with clients. (Unit A)

Steps

Access the 'Nursing Caseload Assignment' form.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' section contains "Client A".
Validate the 'Current Caseload' section does not contain "Client A".
Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload].
Click [Submit]
Access the 'Task List' widget.
Validate the caseload is listed in ascending order by unit/room/bed
Search for and select "Client A" from the 'Search Patients' field.
Validate that "Client A" is the only patient visible in the 'Task List' widget.
Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view.

Topics

• myAvatar/myAvatar NX

AV-80131 Summary | Details

OE NX - First Dose Now - Second Dose "OK to Administer"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Orders This Episode

Scenario 1: First Dose Now - Second Dose "OK to Administer" - no changes - table valildation

Specific Setup:

Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
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

Select "Client A" and access the Order Entry Console.
Create an order for "Order A".
Select "TWICE A DAY" in the 'Freq' field.
Click [Yes] next to 'Give Initial Dose Now'.
Select "Ok to Administer" in the 'Select One' field.
Set the 'Duration' field to "4" and Click [Doses].
Click [Add to Scratchpad] and [Sign].
Create an order for "Order B".
Select "TWICE A DAY" in the 'Freq' field.
Click [Yes] next to 'Give Initial Dose Now'.
Select "Skip" in the 'Select One' field.
Set the 'Duration' field to "4" and Click [Doses].
Click [Add to Scratchpad] and [Sign].
Select the 'eMAR' widget.
Validate that there are only four administration times for "Order A" in the 'Administration Date/Time' field.
Validate that there are only four administration times for "Order B" in the 'Administration Date/Time' field.
Create a report using the 'OrderEntry.history_client_order' table and include the following fields: 'PATID', 'order_description', 'order_unique_id', 'frequency_description', 'reschd_1st_dose_date', 'reschd_1st_dose_time', 'reschd_2nd_dose_date', 'reschd_2nd_dose_skip_code', 'reschd_2nd_dose_skip_val', and 'reschd_2nd_dose_time'.
Filter the report on 'PATID' by selecting Client A's 'PATID'.
Validate the order information displays correctly.
Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields: 'PATID', 'order_number', 'original_date', 'original_time', 'reason_text', 'rescheduled_date', 'rescheduled_time',
Filter the report on 'PATID' by selecting Client A's 'PATID'.
Validate the order information displays correctly.

Topics

• NX • Order Entry Console

AV-80209 Summary | Details

OE NX - eMAR - iButton

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar eMAR
Orders This Episode

Scenario 1: OE NX - eMAR - iButton

Specific Setup:

The 'Registry Setting' 'RADplus->System Security->User Definition->->->Two-Factor Authentication Method' must be set to "iButton"
The 'Registry Setting' 'RADplus->System Security->User Definition->->->Two-Factor Authentication Process Points' must be set to "4"
Please log out of the application and log back in after completing the above configuration
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

Select "Client A" and access the Order Entry Console.
Create an order for any pharmacy-type order.
Access the eMAR widget.
Complete the 'Order Acknowledgement' and 'Client Education' for the order created.
Populate the required fields in the 'Administration Event' dialog.
Make sure the "iButton" is not plugged in.
Attempt to file the administration.
Validate a message is displayed stating "Two-Factor Authentication is required for filing this action for an order with an Order Type of "Pharmacy". The required Two-Factor Authentication Token for the currently logged-in user is not present. Filing is cancelled. You may insert the correct Two-Factor Authentication Token and try again. (Error: Two-Factor Authentication failed)".
Plug in the "iButton".
File the administration.
Validate the 'Dose' and 'Dose Unit' and 'Administration Time' display in the selected cell.

Topics

• eMAR • iButton

AV-80225 Summary | Details

Diagnosis - Multiple Diagnosis Search

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Diagnosis
Registry Settings (PM)

Scenario 1: Diagnosis - Validate the 'Enable Multiple Diagnosis Search' and 'Age Display Format' registry settings

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A practitioner must be defined (Practitioner A).
The 'Enable Multiple Diagnosis Search' registry setting much be enabled.
The 'Age Display Format' registry setting must be set to "2".

Steps

Select "Client A" and access the 'Diagnosis' form.
Select any value in the 'Type of Diagnosis' field.
Enter the desired date in the 'Date of Diagnosis' field.
Enter the desired time in the 'Time of Diagnosis' field.
Click [Add Multiple].
Validate a 'Multiple Diagnosis Search' dialog is displayed.
Validate the 'Filter by patient age' and 'Filter by patient sex' fields are selected.
Enter any value in the 'Diagnosis Search' field.
Click [Search].
Validate the expected results display.
Select a couple of diagnoses.
Select any value in the 'Status' field.
Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
Click [OK].
Validate the 'Diagnoses' table contains the selections.
Select an entry.
Validate the associated data populates.
Select "Primary" in the 'Ranking' field.
Click [Submit].

Topics

• Diagnosis • NX

AV-80328 Summary | Details

OE NX - Search Bar Functionality in Task List Updated

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Nursing Caseload Assignment

Scenario 1: Task List - Search for Patient outside of Caseload

Specific Setup:

A client must exist outside of the logged in user's caseload. (Client A)
A unit must exist with clients. (Unit A)

Steps

Access the 'Nursing Caseload Assignment' form.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' section contains "Client A".
Validate the 'Current Caseload' section does not contain "Client A".
Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload].
Click [Submit]
Access the 'Task List' widget.
Validate the caseload is listed in ascending order by unit/room/bed
Search for and select "Client A" from the 'Search Patients' field.
Validate that "Client A" is the only patient visible in the 'Task List' widget.
Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view.

Topics

• myAvatar/myAvatar NX

AV-80330 Summary | Details

Additional results displayed in 'New Order' searches.

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 - DMR - Create New Order

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

Select "Client A" and access the Order Entry Console.
Select the 'Discharge Reconciliation' tab.
Search for a new order and validate the search results show up to 25 results per page.
Create the new order.

Topics

• myAvatar/myAvatar NX • NX • Order Entry Console

AV-80476 Summary | Details

Avatar NX - Guardiant Console Log

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView - 'My Day' view

Scenario 1: Placeholder Scenario - Automatic upload of Guardiant logs

Steps

Internal Testing Only

Topics

• NX

AV-80563 Summary | Details

System Security Defaults - 'Application Timeout Behavior'

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

System Security Defaults
User Definition
User Role Definition

Scenario 1: Validate the 'Application Timeout Behavior' functionality

Specific Setup:

A user must have access to all forms (User A).
A user must be defined in the 'User Definition' form (User B) with "10" entered in the 'User Timeout (In Seconds)' field.
A user must be associated with a user role in the 'User Role Definition' (User C) with "10" entered in the 'User Timeout (In Seconds)' field.

Steps

Log in as "User A" and access the 'System Security Defaults' form.
Enter "30" in the 'Lock Screen Timeout (In Seconds)' field.
Select "Lock Application" in the 'Application Timeout Behavior' field.
Click [Submit].
Log out.
Log in as "User B".
Sit idle for 10 seconds.
Validate a 'Lock' dialog stating: "No Activity Detected Locking the system in 15 seconds." displays after 10 seconds.
Let the timer expire.
Validate the application is locked.
Sit idle for 30 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds.
Let the timer expire.
Validate the user is logged out.
Log in as "User B".
Click [Lock Application].
Sit idle for 30 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds.
Let the timer expire.
Validate the user is logged out.
Log in as "User A" and access the 'System Security Defaults' form.
Select "Exit Application" in the 'Application Timeout Behavior' field.
Click [Submit].
Log out.
Log in as "User B".
Sit idle for 10 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds.
Let the time expire.
Validate the user is logged out.
Log in as "User C".
Sit idle for 10 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds.
Let the timer expire.
Validate the user is logged out.

Scenario 2: Validate the 'Application Timeout Behavior' functionality for undocked forms and widgets

Specific Setup:

The following must be configured in the 'System Security Defaults' form:
"Lock Application" is selected in the 'Application Timeout Behavior' field
"30" is entered in the 'Lock Screen Timeout (In Seconds)' field
A user must be defined in the 'User Definition' form (User A) with "10" entered in the 'User Timeout (In Seconds)' field.

Steps

Log in as "User A".
Access any undocked form.
Validate the undocked form opens in a new window.
Switch to the main application window and undock any widget.
Validate the undocked widget opens in a new window.
Switch to the main application window.
Sit idle for 10 seconds.
Validate a 'Lock' dialog stating: "No Activity Detected. Locking the application in 15 seconds." displays after 10 seconds.
Let the timer expire.
Validate the main application and the undocked windows are locked.
Enter the credentials for "User A" to unlock the application.
Validate the main application window and undocked windows are unlocked.
Sit idle for 10 seconds.
Validate a 'Lock' dialog stating: "No Activity Detected. Locking the application in 15 seconds." displays after 10 seconds.
Let the timer expire.
Validate the main application and the undocked windows are locked.
Sit idle for 30 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected. Logging out current user 15 seconds." displays after 30 seconds.
Let the timer expire.
Validate the user is logged out and all undocked windows are closed.

Topics

• NX • Scheduling Calendar • Widgets

AV-80787 Summary | Details

Avatar NX - Approving To-Do's

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Review To Do Item (PM)

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.
A client must be enrolled in an existing episode (Client A).
Log in as "User A".

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
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.
Click [Accept and Route].
Validate the 'Route Document To' dialog is displayed.
Select the "User A" as the 'Approver'.
Click [Submit].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
Click [OK].
Navigate to the 'My To Do's' widget.
Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
Select the row for "Client A" and click the [Review].
Validate the document is displayed with the expected data and click [Accept].
Click [Cancel].
Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
Click [Review] and validate the document is displayed with the expected data.
Click [Accept] and [Sign].
Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
Validate the To-Do is no longer displayed.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document for "Client A" displays in the document list.
Click to view the document.
Validate that the document displays the expected data.
Close the form.

Scenario 2: NIAM user- approving To Do's

Specific Setup:

Have a user with an associated staff member in 'User Definition' and be logged in (User A).
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 B).
"User B" 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 B" must have the 'My ToDo List' widget on their 'myDay' or any view.
A client must have an active episode. (Client A)
Document routing is enabled for the 'Progress Notes (Group and Individual)' form.

Steps

Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select any episode from the 'Select Episode' field.
Select any value in the 'Progress Note For' field.
Select any value from the 'Note Type' field.
Set the 'Notes' field to any value.
Complete the remaining required fields.
Select "Final" from the 'Draft/Final' field.
Click [Submit Note].
Click [Sign and Route].
Enter "User A's" password in the 'Verify Password' field.
Click [Verify].
Set the 'Supervisor' field to "User B".
Click [Add - Supervisor].
Click [Submit].
Close the form.
Log out.
Log in as "User B".
Navigate to the 'My ToDo's' widget.
Select the newly created To Do for "Client A".
Click [Review].
Validate that the 'To Do Information' field displays the data as expected.
Click [Accept] and [Cancel].
Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
Click [Review] and validate the document is displayed with the expected data.
Click [Accept] and [Sign].
Enter "User B's" password in the 'Password' field.
Click [Verify] and [Send me the code].
Enter the one-time verification code in the 'Verification Code' field.
Click [Verify].
Validate the To Do is no longer present.
Click [Close Todos].

Topics

• Document Routing • NX • To-Do's

AV-81079 Summary | Details

Task List - Internal Testing

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission
Nursing Caseload Assignment
Orders This Episode
Task Associations
Task Definitions
Frequency Code Setup

Scenario 1: Task List - Updating 'My Task' view in Task List widget through Nursing Caseload

Steps

Access the 'Admission' form.
Enter values for the 'Last Name', 'First Name', 'Sex', 'Social Security #', and 'Date Of Birth' fields and click [Search].
Click [New Client].
Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
Set the 'Preadmit/Admission Date' field to the current date.
Set the 'Preadmit/Admission Time' field to the current time.
Select any inpatient program from the 'Program' field.
Fill out all other required fields and click [Submit].
Access the 'Task List' widget.
Verify that the new client is not under the "My Caseload" view.
Access the 'Nursing Caseload Assignment' form.
Select the unit the new client was admitted to from the 'Select Clients From Unit' field.
Select the new client from the 'Select Clients To Include In Current Caseload' field and click [Move Selected Clients to Current Caseload].
Validate the client was added to the 'Current Caseload' field and click [Submit].
Access the 'Task List' widget and click [Refresh Tasks].
Validate the new client is now appearing under the "My Caseload" view.
Access the 'Nursing Caseload Assignment' form.
Deselect the new client from the 'Current Caseload' field and click [Submit].
Access the 'Task List' widget and click [Refresh Tasks].
Validate the new client is no longer appearing under the "My Caseload" view.

Scenario 2: Task List - Complete, Attempt, and Dismiss generic Scheduled Tasks

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

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Example" and press Tab.
Set the 'Task Title' field to "Task Example" and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" from the 'Task Type' field.
Search for and select "Task Example (Example)" from the 'Task Group/Definition' field.
Select "Add" from the 'Add/Edit/Delete Association' field.
Select "Order Entry" from the 'Order Event' field.
Search for and select "CORGARD 20 MG TABLET ORAL" from the 'Order Code' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Search for and select "CORGARD 20 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "Every Hour" from the 'Freq' field.
Set the 'Duration' field to "6" and click [Hours].
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Validate that six "Task Example" tasks are created under first six hours.
Select the first "Task Example" task.
Validate the "Due" field contains the scheduled date and time of the task.
Click [Complete].
Validate the 'Complete Date' field contains the current date.
Validate the 'Complete Time' field contains the current time and click [Save].
Validate that the first 'Task Example' task is removed.
Select the second "Task Example" task and click 'Mark as Attempted'.
Select "Other" from the 'Rationale for not completing task' field.
Set the 'Reason' field to any value and click [Save].
Validate that the second 'Task Example' task has an orange circle, indicating that the task was Attempted.
Select the second "Task Example" task and click [Complete] and Save.
Validate that the second 'Task Example' task is removed.
Select the third "Task Example" task and click 'Dismiss'.
Select "Patient Refused" from the 'Rationale for not completing task' field and click [Save].
Validate the third 'Task Example' task is removed.

Scenario 3: Task List - Search for Patient outside of Caseload

Specific Setup:

A client must exist outside of the logged in user's caseload. (Client A)
A unit must exist with clients. (Unit A)

Steps

Access the 'Nursing Caseload Assignment' form.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' section contains "Client A".
Validate the 'Current Caseload' section does not contain "Client A".
Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload].
Click [Submit]
Access the 'Task List' widget.
Validate the caseload is listed in ascending order by unit/room/bed
Search for and select "Client A" from the 'Search Patients' field.
Validate that "Client A" is the only patient visible in the 'Task List' widget.
Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view.

Scenario 4: Task List - Create Unscheduled 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.

Steps

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Unschedule" and press Tab.
Set the 'Task Title' field to "Unscheduled Task" and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" from the 'Task Type' field.
Search for and select "Unscheduled Task (Unschedule)" from the 'Task Group/Definition' field.
Select "Add" from the 'Add/Edit/Delete Association' field.
Select "Order Entry" from the 'Order Event' field.
Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'Order Code' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "EVERY DAY" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ECHINACEA 167 MG TABLET ORAL".
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Validate that an "Unscheduled Task" task appears under the Unscheduled column.
Select the first "Unscheduled Task" task.
Validate the 'Due' field contains the current date and no time.

Topics

• Admission • myAvatar/myAvatar NX • Order Entry Console

AV-66743 Summary \| Details 'Orders This Episode' field 'Rate Unit' will be cleared when the 'Admin Method' is 'IV Push'. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console - Interactions dialog Order Entry Console - Warning Dialog - Dosage Range Orders This Episode Print pdf dialog Scenario 1: OE NX - Orders This Episode - New IV Order, Print and Discontinue - IV Push, Remove Rate Unit and Rate Amount from IV Push orders. Steps Select a test client (Client A). Click the 'Orders' tab. Set the 'New Order' input field to any Intravenous medication (ex: BIVIGAM 100 MG/1 ML SOLUTION INTRAVENOUS) Select the medication from the drop down list. Set the 'Dose' to any appropriate dosage. Select any value from the 'Dose Unit' field. Select any value from the 'Freq' list field. Select 'Intravenous' from the 'Route' field. Select 'Piggyback' from the 'Admin Method' field. Note that the 'Rate Unit' and 'Rate Amount' fields are displayed. Populate the 'Rate Unit' and 'Rate Amount' fields. Change the 'Admin Method' field to 'IV Push'. Note that the 'Rate Unit' and 'Rate Amount' fields are no longer displayed. Complete the required fields as needed. Submit the order to the 'Scratchpad'. Complete the 'Final Review' process. Repeat the above steps for a Piggyback IV order, entering data in the 'Rate Unit' and 'Rate Amount' fields. Open any SQL reporting tool. Create a report against 'OrderEntry.history_client_order' table. Include the following fields: PATID Rate_Amount Rate_unit_code Order_Date Admin_method _code Run the report for the test client (Client A). Verify that the Rate_Amount and Rate_unit_code are not populated for the IV Push order but are populated for the Piggyback order. Close the report.	Topics • NX • Order Entry Console
AV-69509 Summary \| Details Avatar NX - Document Capture Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Document Capture Clinical Document Viewer Document Capture Staff Document Capture Entity-Based Document Capture Scenario 1: Client Document Capture - Import Episodic Specific Setup: A client must be enrolled in an existing episode (Client A). A document must exist for import. Steps Access the 'Client Document Capture' form. Enter "Client A" in the 'Client ID' field. Select any episode for the 'Episode Number' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Click [Close Document Capture]. Close the form. Access the undocked 'Clinical Document Viewer' form. Validate the form opens in a new window. Select "Client" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Client' field. Enter "Client A" in the 'Select Client' field. Select the episode from the previous steps in the 'Episode' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Scenario 2: Staff Document Capture Specific Setup: There must be a practitioner defined (Practitioner A). A document must exist for import. Steps Access the 'Staff Document Capture' form. Enter "Practitioner A" in the 'Staff ID' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the 'Clinical Document Viewer' form. Select "Staff" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Navigate back to the open 'Staff Document Capture' form. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate a second document capture window opens. Navigate back to the open 'Staff Document Capture' form. Click [Discard]. Validate the document capture windows close and the form discards. Scenario 3: Undocked 'Client Document Capture' Specific Setup: A client must be enrolled in an existing episode (Client A). A document must exist for import. Steps Access the undocked 'Client Document Capture' form. Enter "Client A" in the 'Client ID' field. Select any episode for the 'Episode Number' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the undocked 'Clinical Document Viewer' form. Validate the form opens in a new window. Select "Client" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Client' field. Enter "Client A" in the 'Select Client' field. Select the episode from the previous steps in the 'Episode' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Access the open undocked 'Client Document Capture' form. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Navigate back to the undocked 'Client Document Capture' form. Click [Discard] and [Yes]. Validate the undocked windows all close. Scenario 4: Undocked 'Staff Document Capture' Specific Setup: There must be a practitioner defined (Practitioner A). A document must exist for import. Steps Access the undocked 'Staff Document Capture' form. Validate the form opens in a new window. Enter "Practitioner A" in the 'Staff ID' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the 'Clinical Document Viewer' form. Select "Staff" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Navigate back to the undocked 'Staff Document Capture' form. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate a second document capture window opens. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the 'Clinical Document Viewer' form. Select "Staff" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Navigate back to the undocked 'Staff Document Capture' form. Click [Discard]. Validate the document capture windows close and the form discards. Scenario 5: Entity-Based Document Capture - Provider Specific Setup: Must have a provider defined in the system (Provider A). A document must exist for import. Steps Access the 'Entity-Based Document Capture' form. Select "Provider" in the 'Entity Type' field. Select "Provider A" in the 'Entity' field. Click [Launch POS Capture]. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Access the undocked 'Clinical Document Viewer' form. Validate the form opens in a new window. Select "Provider" in the 'Select Type' field. Select "Individual" in the 'Select All or Individual Provider' field. Select "Provider A" in the 'Select Provider' field. Click [Process]. Locate and select the document that was saved in the previous steps. Validate the image displays. Click [Close All Documents], [Search] and [Close]. Access the open 'Entity-Based Document Capture' form. Click [Discard] and [Yes]. Validate the document capture window closes as well as the form.	Topics • NX • Perceptive • RADplus Utilities
AV-73011 Summary \| Details Avatar NX - Progress Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: User Definition View Definition Mental Health Progress Note Scenario 1: 'Mental Health Progress Note' - Add/Edit note Specific Setup: A client must be enrolled in an existing episode and have a treatment plan on file (Client A). Document routing must be enabled for the 'Mental Health Progress Note' form. Steps Select "Client A" and access the 'Mental Health Progress Note' form. Select any value in the 'Progress Note For' field. Select any value in the 'Note Type' field. Select any value in the 'Evidence-Based Practices' field. Populate all required and desired fields. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form. Select "Client A" and access the 'Mental Health Progress Note' form. Select the entry from the previous steps in the 'Select Draft Note To Edit' field. Select "Treatment Plan" in the 'Select Treatment Plan Version' field. Click [Select Goal this Note Addresses]. Select the desired goal and click [Return]. Edit any desired fields. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog and click [Sign]. Enter the password associated with the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form.	Topics • NX • Progress Notes • Treatment Plan • Widgets
AV-73222 Summary \| Details Avatar NX - Scheduling Calendar Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar - Find Existing Appointment Scheduling Calendar Dictionary Update (PM) Scheduling Calendar - Status Update Scheduling Calendar - Add/Remove Group Members Client Ledger Scheduling Calendar - Add Additional Services Scheduling Calendar - Reports Registry Settings (PM) Room Definition Site Registration Scheduling Calendar - Find New Appointment Scenario 1: Scheduling Calendar - Drag and drop appointments Specific Setup: A client must be enrolled in an existing episode and have an appointment scheduled (Client A). Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointment for "Client A". Select the appointment for "Client A" and drag and drop it to any other available time. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot. Select the appointment for "Client A" and resize it, extending the duration of the appointment. Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration. Click [Dismiss]. Scenario 2: Scheduling Calendar - Find Existing Appointment - Search by Client Specific Setup: Must have one or more existing appointments scheduled for the current date. Steps Access the 'Scheduling Calendar' form. Click [Find Existing Appointments]. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed. Enter the current date in the 'Search Start Date' field. Click [Find Appointment]. Verify the 'Find Existing Appointment' window is displayed. Select any existing appointment in the 'Find Existing Appointment' table. Click [OK]. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps is highlighted. Click [Dismiss]. Scenario 3: Schedule an appointment for a client enrolled in a Clinical Pathway Specific Setup: A pathway must be defined in the 'Clinical Pathway Definition' (Pathway A). This pathway must have multiple values selected in the 'Appointment Status to Alert' section (ex. "Scheduled" and "Cancelled"). "Yes" is selected in the 'Alert When Client Is Accessed' field. A client must be enrolled in "Pathway A". This can be done in the 'Clinical Pathway Enrollment' form (Client A). The 'Notification Type' of "Clinical Pathways Appointment Status" must be defined to have the "To Do" selected under 'Notification Method'. This is done in the 'Notifications Setup' form. 'CareGuidance' alerts must be enabled. This can be done in the 'Set System Defaults' form. Steps Access the 'Scheduling Calendar' form. Right Click in the 'Appointment Grid' and click [Add Appointment]. Select "Any service code" in the 'Service Code' field. Select "Scheduled" in the 'Appointment Status' field. Select "Client A" in the 'Client' field. Validate a "Client Alert" message is displayed stating: Warning: Selected Client is Enrolled in the following Clinical Pathways: PATHWAY A. Click [OK]. Select any episode in the 'Episode Number' field. Click [Submit] and [Dismiss]. Access the 'My To Do's' widget. Validate the 'My To Do's' widget contains a To Do for the appointment created in the previous steps. Validate the 'My To Do's' widget contains a CareGuidance alert for the appointment created in the previous steps. Click [Review To Do Item]. Validate a "Client Alert" message is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: PATHWAY A. Continue? Click [Yes]. Validate the 'To Do Information' window contains "Client A's appointment for Brief Visit (600) has changed to Scheduled (1). This client is currently enrolled in PATHWAY A." Select "Reviewed" in the 'Set to Do Item to Reviewed' field. Click [Submit]. Validate the 'My To Do's' widget no longer contains a To Do for "Client A". Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A" and click [Status Update]. Validate a "Client Alert" message is displayed stating: Warning: selected Client is Enrolled in the following Clinical Pathways: PATHWAY A. Click [OK]. Select "Cancelled" in the 'Appointment Status' field. Click [Submit] and [Dismiss]. Access the 'My To Do's' widget. Validate the 'My To Do's' widget contains a To Do for the appointment updated in the previous steps. Validate the 'My To Do's' widget contains a CareGuidance alert for the appointment updated in the previous steps. Click [Review To Do Item]. Validate a "Client Alert" message is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: PATHWAY A. Continue? Click [Yes]. Validate the 'To Do Information' window contains "Client A's appointment for Brief Visit (600) has changed to Cancelled (5). This client is currently enrolled in PATHWAY A." Select "Reviewed" in the 'Set to Do Item to Reviewed' field. Click [Submit]. Validate the 'My To Do's' widget no longer contains a To Do for "Client A". Scenario 4: 'Scheduling Calendar': Add New, Check- In, and Check Out Individual and Group Appointments Specific Setup: A client must be enrolled in an existing episode (Client A). A group must exist with at least two group members (Group A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot and click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired episode in the 'Episode Number' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Right click on the appointment and click [Check In]. Validate the 'Scheduling Calendar - Check In' window is displayed. Click [Submit]. Validate the 'Appointment Grid' contains the checked in appointment. Right click on the appointment and click [Check Out]. Validate the 'Scheduling Calendar - Check Out' window is displayed. Click [Submit]. Validate the 'Appointment Grid' contains the checked out appointment. Right click in any available time slot and click [Add Appointment]. Enter any group service code in the 'Service Code' field. Enter "Group A" in the 'Group #' field. Select the desired program in the 'Program' field. Select the 'Group Members' item. Validate the 'Current Group Appointment Members' field contains all of the group members. Click [Submit]. Validate the 'Appointment Grid' contains the group appointment created in the previous steps. Right click on the group appointment and click [Check In]. Select all group members. Validate the 'Scheduling Calendar - Check In' window is displayed. Click [Submit]. Note: this will need to be submitted for all group members. Right click on the group appointment and click [Check Out]. Select all group members. Validate the 'Scheduling Calendar - Check Out' window is displayed. Click [Submit]. Note: this will need to be submitted for all group members. Validate the 'Appointment Grid' contains the checked out group appointment. Click [Dismiss]. Scenario 5: Scheduling Calendar - Add Individual/Group/Staff Recurring Appointments Specific Setup: A client must be enrolled in an existing episode (Client A). A group must be defined with two or more clients (Group A). A staff-only service code must be defined (STAFF). A practitioner must be defined with hours for scheduling (Practitioner A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Client A" in the 'Client' field. Select the desired individual service code in the 'Service Code' field. Select "Weekly" in the 'Recurrence Schedule' field. Select "No End" in the 'Recurrence Pattern' field. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A". Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Enter the desired group service code in the 'Service Code' field. Select "Group A" in the 'Group #' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Select "Weekly" in the 'Recurrence Schedule' field. Select "No End" in the 'Recurrence Pattern' field. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A" & the group appointment for "Group A". Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Enter "STAFF" in the 'Service Code' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Select "Weekly" in the 'Recurrence Schedule' field. Select "No End" in the 'Recurrence Pattern' field. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A", the group appointment for "Group A", and the staff-only appointment for "Practitioner A". Select the "Month' view. Validate the weekly recurring appointments for "Client A", "Group A", and "Practitioner A" are displayed each week. Click [Dismiss]. Scenario 6: Scheduling Calendar - Find Existing Appointment - Search by Practitioner Specific Setup: A practitioner must be defined with hours for scheduling (Practitioner A). "Practitioner A" must have one or more existing appointments scheduled for the current date. Steps Access the 'Scheduling Calendar' form. Click [Find Existing Appointments]. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed. Enter "Practitioner A" in the 'Practitioner' field. Enter the current date in the 'Search Start Date' and 'Search End Date' fields. Click [Find Appointment]. Verify the 'Find Existing Appointment' table is displayed with appointments for the current date for "Practitioner A". Select any existing appointment in the 'Find Existing Appointment' table. Click [OK]. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps is highlighted. Click [Dismiss]. Scenario 7: Scheduling Calendar - Update an individual appointment status to "Cancelled" and validate removal of the appointment Specific Setup: A client must be enrolled in an existing episode (Client A). A "Cancelled" appointment status must be defined with "Yes" selected for the 'Display as Free Time' extended dictionary data element for the 'Appointment Status' dictionary (PM - Client - Data Element #10005). Steps Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Status Update]. Select "Cancelled" in the 'Appointment Status' field. Click [Submit]. Validate that the appointment for "Client A" no longer appears on the scheduling calendar. Click [Dismiss]. Scenario 8: Scheduling Calendar- Add/Remove Group Members Specific Setup: A group must exist in the system (Group A) with at least 2 clients (Client A and Client B). A client must be admitted to an active episode (Client C). An existing appointment is scheduled for "Group A". Steps Access the 'Scheduling Calendar' form. Right click on the existing appointment for "Group A" and click [Add/Remove Group Members]. Validate the 'Current Group Appointment Members' field contains "Client A" and "Client B". Select "Add" in the 'Add or Remove Client from Group Appointment' field. Select "Client C" in the 'Client' field. Click [Update Members]. Validate the 'Current Group Appointment Members' field contains "Client A", "Client B", and "Client C". Select "Remove" in the 'Add or Remove Client from Group Appointment' field. Select "Client A" in the 'Remove Multiple Clients' field. Click [Update Members]. Validate the 'Current Group Appointment Members' field contains "Client B" and "Client C". Close the form and click [Dismiss]. Scenario 9: Scheduling Calendar - Add Additional Services to an Appointment (Individual and Group) Specific Setup: Client must be enrolled in an active episode with a scheduled appointment (Client A). A group must exist with at least two members (Client B & Client C) with a scheduled appointment (Group A). Steps Access the 'Scheduling Calendar' form. Right click on the individual appointment for "Client A". Click [Additional Services]. Enter the desired service code in the 'Service Code' field. Enter the desired practitioner in the 'Practitioner' field. Enter the desired duration in the 'Duration' field. Click [Submit]. Right click on the appointment and click [Check In]. Check in the appointment. Right click on the checked in appointment and click [Check Out]. Check out the appointment. Click [Dismiss]. Access the 'Client Ledger' form. Enter "Client A" in the 'Client ID' field. Select "All Episodes" in the 'Claim/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the 'Client Ledger' report contains both the original service & additional service for "Client A". Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the group appointment for "Group A". Click [Additional Services]. Select "Client B" in the 'Group Member Selection' dialog. Validate a message is displayed stating: You are about to modify the group member's additional services. Going forward, any changes to the group additional services will not apply to this member. Would you like to continue? Click [Yes]. Enter the desired service code in the 'Service Code' field. Enter the desired practitioner in the 'Practitioner' field. Enter the desired duration in the 'Duration' field. Click [Submit]. Right click on the appointment and click [Check In]. Select "Client B" in the 'Group Member Selection' dialog. Check in the appointment. Right click on the checked in appointment and click [Check Out]. Select "Client B" in the 'Group Member Selection' dialog. Check out the appointment. Click [Dismiss]. Access the 'Client Ledger' form. Enter "Client B" in the 'Client ID' field. Select "All Episodes" in the 'Claim/Episode/All Episodes' field. Select "Simple" in the 'Ledger Type' field. Select "Yes" in the 'Include Zero Charges' field. Click [Process]. Validate the 'Client Ledger' report contains both the original service & additional service for "Client B". Close the report and the form. Scenario 10: Scheduling Calendar - Reschedule Individual and Group Appointments Specific Setup: A client must be enrolled in an active episode with an existing appointment scheduled (Client A). A group must exist with an existing appointment scheduled (Group A). Steps Access the 'Scheduling Calendar'. Right click on the appointment for "Client A" and click [Reschedule]. Validate the selected appointment turns light grey to indicate it is selected. Right click in the desired new time and click [Paste Appointment]. Validate the rescheduled appointment displays at the new selected time. Right click on the appointment for "Group A" and click [Reschedule]. Validate the selected appointment turns light grey to indicate it is selected. Right click in the desired new time and click [Paste Appointment]. Validate the rescheduled appointment displays at the new selected time. Click [Dismiss]. Scenario 11: Scheduling Calendar: Open and file the 'Progress Notes (Group and Individual)' from the 'Scheduling Calendar' Specific Setup: A client must be enrolled in an existing outpatient episode and have an appointment scheduled (Client A). The logged in user must have the 'Progress Notes (Group and Individual)' form assigned to them in the 'Appointment Scheduling' section of the 'User Definition' form. Steps Access 'Scheduling Calendar' form. Right click on the appointment for "Client A". Select the 'Progress Notes (Group and Individual)' form. Validate that the 'Progress Notes (Group and Individual)' form opens and you are on the 'Individual Progress Notes' tab. Select the 'Begin Group Note' tab. Validate that a message is displayed stating "Section is disabled. Please use the menu to enter group default notes." Click [OK]. Validate that "Client A" displays in the 'Client ID' field. Validate that the episode from that the appointment was scheduled for displays in the 'Select Episode' field. Validate the 'Progress Note For' field contains "Existing Appointment". Select any value from the 'Note Type' field. Enter any text in the 'Notes Field'. Select any value from the 'Draft/Final' field. Click [Submit Note]. Validate that a Progress Notes message is displayed stating "Note Filed" Click [OK]. Validate the appointment displays with the "Posted" and "Final Note" disposition icons. Click [Dismiss]. Scenario 12: Scheduling Calendar: Print Reports (Print Quick Schedule, Print Appointment Reminder, Print Schedule) Specific Setup: Practitioner must be defined with prior and/or future appointments (Practitioner A). A client must be enrolled in an active episode with at least one scheduled appointment (Client A). Steps Access the 'Scheduling Calendar' form. Click [Reports]. Select "Practitioner" in the 'View Point' field. In the 'Practitioner' selection field, select all of the desired practitioners. In the 'Site' selection field, select all of the desired sites. Enter the desired date in the 'Appointment Start Date' field. Enter the desired date in the 'Appointment End Date' field. Click [Print Schedule]. Validate the report displays appointments scheduled for the date range, practitioners and sites, as expected. Close the report. Select "Client" in the 'View Point' field. Select "Client A" in the 'Client ID' field. Enter the desired date in the 'Appointment Start Date' field. Enter the desired date in the 'Appointment End Date' field. Validate the report displays appointments scheduled for the date range for "Client A". Close the report. Click [Practitioner Quick Schedule]. Validate the report displays appointments for all practitioners. Close the report. Select "Client A" in the 'Client ID' field. Click [Print Appointment Reminder]. Validate the report displays appointments for "Client A". Close the report and the form. Click [Dismiss]. Scenario 13: Room Scheduling - Validate rooms reflect the associated site hours Specific Setup: The 'Enable Room Scheduling' registry setting is set to "Y". The 'Enable Enhanced Room Calendar' registry setting is set to "Y". A site is defined with hours in the 'Site Registration' form (Site A). A room is defined and associated to "Site A" in the 'Room Definition' form (Room A). A client is enrolled in an existing episode (Client A). Steps Access the 'Scheduling Calendar' form. Click [Uncheck All] for the filters. Select "Room A" in the 'Filter' field. Validate the 'Appointment Grid' is updated according to the filter for "Room A". Validate the hours displayed reflect the site hours properly and any hours outside of the site's hours are greyed out. Right click in any available time slot and click [Add Appointment]. Enter the desired practitioner in the 'Practitioner' field. Enter "Client A" in the 'Client' field. Enter the desired service code in the 'Service Code' field. Validate the 'Room' field contains "Room A". Click [Submit]. Validate the 'Appointment Grid' contains the appointment scheduled for the room/client/practitioner selected. Click [Dismiss]. Scenario 14: 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. Steps Click [Launch Scheduling Calendar] in the 'Control Panel'. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window. Right click on any available time slot. Click [Add Appointment]. Enter any value in the 'Service Code' form. Enter "Client A" in the 'Client' field. Select any episode in the 'Episode Number' field. Select any program in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Right click on the appointment and click [Check In]. Click [Submit] to check in the appointment. Validate the 'Appointment Grid' contains the checked in appointment. Right click on the appointment and click [Check Out]. Validate the 'Appointment Grid' contains the checked out appointment. Click [Dismiss]. Scenario 15: Scheduling Calendar - Find New Appointment Specific Setup: A client must be enrolled in an existing episode. A staff member must have hours defined for the current date. Steps Access the 'Scheduling Calendar' form. Click [Find New Appointment]. Click [T] in the 'Search Start Date' field. Click [Find New Appointment]. Validate a 'Find New Appointment' window is displayed with all available time slots. Select any available slot. Click [OK]. Validate the 'Appointment Details' window is displayed. Validate the 'Appointment Site' field contains the site selected. Validate the 'Appointment Date' field contains the current date. Validate the 'Appointment Start Time' and 'Appointment End Time' fields contain the time selected. Enter the desired client in the 'Client' field. Enter the desired value in the 'Service Code' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment. Click [Dismiss]. Scenario 16: Scheduling Calendar - Validate client overbooking warning Specific Setup: Two practitioners are defined with hours for scheduling (Practitioner A & Practitioner B). A client is enrolled in an existing episode (Client A). The logged in user has overbooking permissions. Steps Access the 'Scheduling Calendar' form. Right click in the 'Appointment Grid' for "Practitioner A". Click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Validate the 'Practitioner' field contains "Practitioner A". Populate any other required and desired fields. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment for "Client A" with "Practitioner A". Right click in the 'Appointment Grid' for "Practitioner B", selecting the same time as the previous appointment. Click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Validate a "Warning - Same Day Existing Appointment(s)" dialog is displayed stating: "Client A" has the following appointment(s) scheduled: Appointment information with "Practitioner A". Click [OK]. Validate a "Client - Overbooking" dialog is displayed stating: "Client A" has appointment(s) scheduled on the following date(s). Do you wish to overbook the following date(s)? Check off the appointment scheduled with "Practitioner A" and click [OK]. Validate the 'Practitioner' field contains "Practitioner B". Populate any other required and desired fields. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment for "Client A" with "Practitioner B". Click [Dismiss]. Scenario 17: Scheduling Calendar - Status Update for Group Appointment Specific Setup: A group is defined with multiple group members (Group A). An existing appointment is scheduled for "Group A". A practitioner is defined with hours for scheduling. Steps Access the 'Scheduling Calendar' form. Right click on the appointment for "Group A" and click [Status Update]. In the 'Group Member Selection' dialog, select all group members and click [OK]. Validate the 'Scheduling Calendar - Status Update' form is displayed for the first group member. Populate the desired fields and click [Submit]. Validate the 'Scheduling Calendar - Status Update' form is displayed for the next group member. Populate the desired fields and click [Submit]. Repeat the same steps and validate the 'Scheduling Calendar - Status Update' form is displayed for all remaining group members. Click [Dismiss]. Scenario 18: Scheduling Calendar - Delete Individual and Group Appointments Specific Setup: A client has an existing appointment scheduled (Client A). A group has an existing appointment scheduled (Group A). Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointments for "Client A" and "Group A". Right click on the appointment for "Client A" and click [Delete]. Validate a "Delete Appointment" dialog is displayed stating: Are you sure? Click [Yes]. Validate the 'Appointment Grid' no longer contains the appointment for "Client A". Right click on the appointment for "Group A" and click [Delete]. Validate a "Delete Appointment" dialog is displayed stating: Are you sure? Click [Yes]. Validate the 'Appointment Grid' no longer contains the appointment for "Group A". Click [Dismiss].	Topics • NX • Progress Notes • Registry Settings • Scheduling Calendar
AV-74711 Summary \| Details Avatar NX - Pop-Up Messages Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: User Definition View Definition Scenario 1: View Definition - Validate fields Specific Setup: Create or modify a view that is associated with other views in "View Definition". Registry Setting "RADplus->General->Enable Console Widget/Views" must be enabled. Steps Access the 'View Definition' form. Click [Select View]. Select "Add New View" in the 'Select Views' field and click [OK]. Enter "View A" in the 'View ID' field. Enter any value in the 'View Description' field Select "Home View" in the 'View Type' field. Select any value in the 'Allow User To Customize View' field. Click [Associated Views]. Check all applicable "Associated Views" in the left pane. Validate that the selected views show up in the right pane. Rearrange the views in desired order and click [OK]. Click [Launch View Designer]. Validate that the Widgets are listed in alphabetical order in the Widgets pane. Select one or more widgets and click the right arrow. Validate the selected widgets appear in the 'Available Widgets' field. Drag the Available widgets and drop it onto the 'Default Role Layout' field. Click [Submit], [Submit] and [No]. Access the 'User Definition' form. Enter "User B" in the 'User ID' field. Select "Yes" in the 'Is this user a system administrator' field. Select "No" in the 'Associate User with a User Role' field. Select 'Forms and Tables'. Click [Select Forms for User Access]. Select the 'Avatar PM' item and click [OK]. Select "Level 4" in the 'User Security Level' field. Select "View A" in the 'Home View' field. Populate any desired and required fields. Select 'User Definition'. Click [Generate New Password]. Take note of password and click [Submit]. Validate a 'Form Access' dialog stating: "The following forms are on the menu more than once, and different access levels were selected. The highest selected access will be applied to all menu locations." Click [OK] and [No]. Logout. Log into Avatar as "User B". Validate that the views are displaying on the home view and that they are in the order as rearranged. Access the 'Registry Setting' form. Enter "Enable Documentation View" in the 'Limit Registry Settings to the Following Search Criteria' field. Enter "Y" in the 'Registry Setting Value' field. Click [Submit], [OK], and [No]. Access the 'View Definition' form. Click [Select View]. Select "Add New View" in the 'Select Views' field and click [OK]. Enter "View B" in the 'View ID' field. Enter any value in the 'View Description' field Select "Documentation View" in the 'View Type' field. Validate the 'Allow Users to Customize View' field is disabled. Click [Associated Views]. Check all applicable "Associated Views" in the left pane. Validate that the selected views show up in the right pane. Rearrange the views in desired order and click [OK]. Validate the 'All Documents Widget' field is enabled. Select any value in the 'All Documents Widget' field. Click [Submit] and [Yes]. Click [Select View]. Select "View B" in the 'Select Views' field and click [OK]. Validate that the view displays as it was entered. Click [Delete View] and [Yes]. Click [Select View]. Validate the view has been removed. Close the form.	Topics • NX • RADplus Utilities
AV-75409 Summary \| Details OE NX - AMR - Duplicate Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Order Entry Console - Warning Dialog - Duplicate Order Orders This Episode Home Medications Order Entry Console - Admission Med Reconciliation Order Entry Console - Interactions dialog Order Entry Console - Warning Dialog - Interactions Print pdf dialog Scenario 1: OE NX - Order Entry Console - Duplicate Order checking when adding and removing orders from Scratchpad Specific Setup: A client must have an active 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 Select "Client A" and access the Order Entry Console. Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad]. Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad]. Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad]. Validate the 'Action' column for the first order does not contain an 'Interactions Icon'. Validate the 'Action' column for the second order contains an 'Interactions Icon'. Validate the 'Action' column for the third order contains an 'Interactions Icon'. Click the 'Interactions Icon' for the second order. Validate the Interactions dialog contains a message that states: "1 order with this same 'Order Code' was found in the scratchpad." and click [Close]. Click the 'Interactions Icon' for the third order. Validate the Interactions dialog contains a message that states: "2 orders with this same 'Order Code' were found in the scratchpad." and click [Close]. Select the first order and click [Remove from Scratchpad]. Validate the 'Action' column for the first order does not contain an 'Interactions Icon'. Validate the 'Action' column for the second order contains an 'Interactions Icon'. Click the 'Interactions Icon' for the second order. Validate the Interactions dialog contains a message that states: "1 order with this same 'Order Code' was found in the scratchpad." and click [Close]. Select the first order and click [Remove from Scratchpad]. Validate the 'Action' column for the remaining order does not contain an 'Interactions Icon'. Select the remaining order and click [Remove from Scratchpad].	Topics • myAvatar/myAvatar NX • NX • Order Entry Console
AV-76396 Summary \| Details OE NX - Voiding Multiple Client Reported Orders In Home Medications Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Scenario 1: OE NX - Void order from 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 Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Validate the 'Status' field contains "Active". Check the 'Client Reported' checkbox. Create an order for "Order A" in the 'New Order' field and click [Save]. Validate the 'Order Grid' contains an order for "Order A". Create an order for "Order B" in the 'New Order' field and click [Save]. Validate the 'Order Grid' contains an order for "Order B". Select both "Order A" and "Order B" from the 'Order Grid' and click [Void]. Select "Entered For Incorrect Client" from the 'Void Reason' field. Set the 'Void Reason Text' field to any value. Click [Confirm Void]. Validate the 'Order Grid' does not contain either "Order A" or "Order B". Select "Voided Client Reported" from the 'Status' field. Validate the 'Order Grid' contains the order for "Order A" and the order for "Order B" both with an 'Order Status' of "Voided Reported".	Topics • NX • Order Entry Console
AV-78363 Summary \| Details NX Console Widget Viewer - "Launch Report" button Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Console Widget Viewer Treatment Plan All Documents Widget Registry Settings (PM) Diagnosis Results Entry Review Results Scenario 1: 'All Documents' widget - Validate 'Family Health History' records Specific Setup: 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). This is for Avatar NX systems only. Steps Select "Client A" and access the 'Family Health History' form. Validate "Add New" is selected in the 'Select Family Member' field. Select any value in the 'Relationship' field. Populate any desired fields. Select "Yes" in the 'Health Problems To Record' field. Click [Enter Health History]. Click [New Row]. Enter any value in the 'Problem' field. Populate any desired field. Click [Save], [Submit], and [No]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Family Health History" in the 'Form Description' field. Validate the entry from the previous steps is present. Validate the 'Time' field displays. Select the entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Scenario 2: All Documents Widget - Validate user access levels Specific Setup: A client must be enrolled in an existing episode (Client A). There must be three users: A user who has full access to forms and is logged in (User A) A user who has read-only access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User B). A user who doesn't have access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User C). 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). Document routing must be enabled for the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms. Steps Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select any value in the 'Progress Note For' field. Populate all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign]. Enter the password associated with the logged in user and click [Verify]. Close the form. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Progress Notes (Group and Individual)" in the 'Form Description' field. Validate the time and staff credentials display. Validate the progress note from the previous steps is present and select it. Validate the note displays in the 'Console Widget Viewer'. Validate the 'Open' and 'Open Record' buttons are enabled. Access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Populate all required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Populate all required and desired fields. Click [Return to Plan] and [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a 'Confirm Document' dialog displays the progress note from the previous steps and click [Sign]. Enter the password associated with the logged in user and click [Verify]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Validate the treatment plan from the previous steps is present and select it. Validate the plan displays in the 'Console Widget Viewer'. Validate the 'Open' and 'Open Record' buttons are enabled. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Log out. Login as "User B". Select "Client A" and navigate to the 'All Documents' view. Select 'All Forms'. Select "Progress Notes (Group and Individual)" in the 'Form Description' field. Validate the progress note from the previous steps is present and select it. Validate the note displays in the 'Console Widget Viewer'. Validate the 'Open' and 'Open Record' buttons are disabled. Select "Treatment Plan" in the 'Form Description' field. Validate the treatment plan from the previous steps is present and select it. Validate the plan displays in the 'Console Widget Viewer'. Validate the 'Open' and 'Open Record' buttons are disabled. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Log out. Login as "User C". Select "Client A" and navigate to the 'All Documents' view. Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field. Scenario 3: 'All Documents' widget - Validate 'Diagnosis' records Specific Setup: 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 Select "Client A" and access the 'Diagnosis' form. Select "Admission" in the 'Type Of Diagnosis' field. Enter the desired time in the 'Time Of Diagnosis' field. Click [New Row]. Select the desired value in the 'Diagnosis Search' field. Select the desired practitioner in the 'Diagnosing Practitioner' field. Click [Submit]. Select "Client A" and navigate to the 'All Documents' view. Validate "Client A" is in blue text. Validate 'Primary All Documents Widget' text is blue. Select 'All Forms'. Select "Diagnosis" in the 'Form Description' field. Validate the entry from the previous steps is present. Validate the 'Time' field displays. Select the entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Scenario 4: 'All Documents' widget - Validate 'Review Results' records Specific Setup: 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). This is for Avatar NX systems only. Steps Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate all required and desired fields. Click [File Header Info]. Validate a message is displayed stating: "Header information filed." Click [OK]. Select 'Result Details'. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the data from the previous steps. Populate all required and desired fields. Click [File Detail Info]. Validate a message is displayed stating: "Detail information filed." Click [OK] and [Exit Option]. Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Select the entry from the previous steps in the 'Select Results' field. Validate the 'Results' field contains the data from the previous steps. Select any value in the 'Review Status' field. Click [Submit]. Select "Client A" and access the 'All Documents' view. Select "All Episodes" in the 'Header Episode' field. Select 'All Forms'. Select "Review Results" in the 'Form Description' field. Validate the entry from the previous steps is present. Validate the 'Time' field displays. Select the entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report. Scenario 5: 'All Documents' widget - validate report for user defined assessment Specific Setup: 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). A user defined assessment with a report configured must exist (Form A). Steps Select "Client A" and access 'Form A'. Populate all required and desired fields Click [Submit]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Form A" in the 'Form Description' field. Validate the entry from the previous steps is present. Validate the 'Time' field displays. Select the entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report.	Topics • Console Widget • Diagnosis • NX • Review Results • Widgets
AV-78561 Summary \| Details Avatar NX - 'To-Do's' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Review To Do Item (PM) 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. A client must be enrolled in an existing episode (Client A). Log in as "User A". Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. 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. Click [Accept and Route]. Validate the 'Route Document To' dialog is displayed. Select the "User A" as the 'Approver'. Click [Submit]. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed." Click [OK]. Navigate to the 'My To Do's' widget. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A". Select the row for "Client A" and click the [Review]. Validate the document is displayed with the expected data and click [Accept]. Click [Cancel]. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK]. Click [Review] and validate the document is displayed with the expected data. Click [Accept] and [Sign]. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify]. Validate the To-Do is no longer displayed. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document for "Client A" displays in the document list. Click to view the document. Validate that the document displays the expected data. Close the form. Scenario 2: Incident Data Form - Review To Do Item Specific Setup: Logged in user must have a to do sent to them through the 'Incident Data Form'. User must have the 'My To Do's' widget configured on a view. Steps Navigate to the 'User Menu'. Select "Preferences" in the 'User Menu'. Select "Slideout" in the 'To Do's' field Click [Save]. Navigate to the 'My To Do's' widget. Validate there is a To-Do for the 'Incident Data Form'. Click [Review To Do Item]. Validate the slideout To-Do loads. Click [Discard]. Click [Incident Data Form]. Validate the 'Incident Data Form' loads with the data populated. Click [Discard]. Close the ToDo's. Navigate to the 'User Menu'. Select "Preferences" in the 'User Menu'. Select "Normal" in the 'To Do's' field Click [Save]. Navigate to the 'My To Do's' widget. Click [Incident Data Form]. Validate the 'Incident Data Form' loads with the data populated. Enter the incident number in the 'Select Incident' field. Navigate to the 'Supervisor Report' field. Populate all required and desired fields. Click [Submit]. Navigate back to the 'My To Do's' widget. Click [Review To Do Item]. Validate the To-Do loads. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the To-Do is no longer present.	Topics • Document Routing • NX
AV-78657 Summary \| Details OE NX - Order Entry Console - Priority Filter Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Entry Console Order Entry Console - Interactions dialog Order Entry Console - Warning Dialog - Interactions Orders This Episode Scenario 1: OE NX - Home Medications - Priority Filter 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 Select "Client A", access the Order Entry Console and click the 'Home Medications' tab. Create an order whose priority is "PRN". (Order A) Create an order whose priority is "STAT". (Order B) Create an order whose priority is "Routine". (Order C) Create an order whose priority is "Other". (Order D) Create an order whose priority is "Unknown" i.e. a reported order. (Order E) Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", "Order D", and "Order E" are present in the 'Order grid' field. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field. Set the new 'Priority' filter to "Unknown" and validate only "Order E" is present in the 'Order grid' field. Scenario 2: OE NX - Orders This Episode - Priority Filter 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 Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab. Create an order whose priority is "PRN". (Order A) Create an order whose priority is "STAT". (Order B) Create an order whose priority is "Routine". (Order C) Create an order whose priority is "Other". (Order D) Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", and "Order D" are present in the 'Order grid' field. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field. Set the new 'Priority' filter to "Unknown" and validate no orders are present in the 'Order grid' field.	Topics • myAvatar NX Only • NX
AV-78659 Summary \| Details OE NX - Order Entry Console - Priority Filter Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Entry Console Order Entry Console - Interactions dialog Order Entry Console - Warning Dialog - Interactions Orders This Episode Scenario 1: OE NX - Home Medications - Priority Filter 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 Select "Client A", access the Order Entry Console and click the 'Home Medications' tab. Create an order whose priority is "PRN". (Order A) Create an order whose priority is "STAT". (Order B) Create an order whose priority is "Routine". (Order C) Create an order whose priority is "Other". (Order D) Create an order whose priority is "Unknown" i.e. a reported order. (Order E) Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", "Order D", and "Order E" are present in the 'Order grid' field. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field. Set the new 'Priority' filter to "Unknown" and validate only "Order E" is present in the 'Order grid' field. Scenario 2: OE NX - Orders This Episode - Priority Filter 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 Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab. Create an order whose priority is "PRN". (Order A) Create an order whose priority is "STAT". (Order B) Create an order whose priority is "Routine". (Order C) Create an order whose priority is "Other". (Order D) Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", and "Order D" are present in the 'Order grid' field. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field. Set the new 'Priority' filter to "Unknown" and validate no orders are present in the 'Order grid' field.	Topics • myAvatar NX Only • NX
AV-78754 Summary \| Details Avatar NX - 'Treatment Plan' forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Enter any value in the 'Service Code' field. Validate results display and select the desired value. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format. Validate the 'Confirm Document' text is blue. Click [Sign and Route]. Validate the 'Verify Password' text is blue. Enter the password and press the 'Enter' key. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Validate the 'Route Document to' text is blue. Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the 'Documents To Review' text is blue. Validate the 'Document Preview' contains the treatment plan data in the new TIFF format. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Scenario 2: Treatment Plan Copy - Form Validations Specific Setup: Client must be enrolled in current episode (Client A). A copy of the Treatment Plan form exists (Treatment Plan Copy). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan Copy' form through the 'Site Specific Section Modeling' form (Service Code). "Treatment Plan Copy" must have document routing enabled. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Validate the 'Problems' label displays above the 'Problems' grid. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid. Populate any desired fields. Click [Submit]. Select "Client A" and access the 'Treatment Plan Copy' form. Verify the plan filed in the previous steps. Click [Launch Plan] and [Add New Problem]. Populate required and desired fields. Click [Add New Intervention]. Populate required fields. Enter any value in the 'Service Code' field. Validate results display and select any value. Click [Return to Plan] and [OK]. Click [Final - Treatment Plan Status] and [Submit]. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format. Click [Accept]. Enter the password associated with the logged in user. Click [Verify].	Topics • Document Routing • NX • Treatment Plan
AV-79007 Summary \| Details OE NX - Order Group - One Time Only Frequency - Custom Administration Time Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Dynamic Form - Order Group Description or # Orders This Episode Scenario 1: OE NX - Order Group - One Time Only Frequency - Custom Administration Time 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 Create a pharmacy order with a frequency of "One Time Only at 11:00 PM" "Order Code A" Create a pharmacy order with a frequency of "ONE TIME ONLY" "Order Code B" Create an order group (Order Group A) that contains two order codes (Order Code A and Order Code B) Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" from the 'New Order' field. Validate the 'Order Group' dialog displays and contains "Order Code A" and "Order Code B". Check the checkbox next to "Order Code A". Validate the 'Frequency' field contains "One Time Only at 11:00 PM". Validate the 'Duration' field contains "1" and that [Days] is selected. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains "11:00 PM". Validate the 'Stop Date' field contains a date that is 1 day ahead of the 'Start Date' field. Validate the 'Stop Time' field contains "10:59 PM". Check the checkbox next to "Order Code B". Validate the 'Frequency' field contains "ONE TIME ONLY". Set the 'Duration' field to "1" and click [Days]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains a date that is 1 day ahead of the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Click [Custom]. Set the 1st 'Scheduled Administration Time' field to "9" and press Tab. Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK]. Set the 1st 'Scheduled Administration Time' field to "0000" and click [Save]. Validate the 'Start Date' field contains tomorrow's date. Validate the 'Start Time' field contains "12:00 AM". Validate the 'Stop Date' field contains tomorrow's date. Validate the 'Stop Time' field contains "11:59 PM" Click [Add to Scratchpad] and [Sign]. Override any interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Order Code A " and "Order Code B".	Topics • NX • Order Entry Console
AV-79355 Summary \| Details OE NX - Undo After Edit Pending Reconciliation Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Entry Console Scenario 1: OE NX - Reorder/Modify a Home Medication order in the Order Entry Console (Discharge Med Reconciliation section). Specific Setup: The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3 -Enable both Admission and Discharge Medication Reconciliation". Please note: This must be completed by Netsmart Staff. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3 - Both oral solids and liquids". 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 Access the 'Order Entry Console' for "Client A". Click the 'Home Medications' tab. Create 3 orders ("Order A" "Order B" and "Order C"). Click the 'Discharge Med Reconciliation' tab. Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' table. Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains a green highlight over Order A. Click [Reorder/Modify]. Click [Update Order]. Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Reorder/Modify" in the 'Action' Column for Order A. Select "Order B" and "Order C" from the 'Home Medications Scratchpad (Post-Discharge)' table and click [D/C]. Click [Hold in Pending Status]. Log out and then Log back in. Access the 'Order Entry Console for "Client A". Click the 'Home Medications' tab. Click [Edit Pending Reconciliation]. Select "Order B" and "Order C" from the 'Home Medications Scratchpad (Post-Discharge)' table and click [Undo]. Validate "Order B" and "Order C" contain "CONT" in the 'Action' column.	Topics • Order Entry Console
AV-79365 Summary \| Details Avatar NX - Color Enhancements Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Orders This Episode Scheduling Calendar Document Capture Form Designer (CWS) View Definition Console Widget Viewer Diagnosis Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value in the 'Status' field. Enter any value in the 'Service Code' field. Validate results display and select the desired value. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format. Validate the 'Confirm Document' text is blue. Click [Sign and Route]. Validate the 'Verify Password' text is blue. Enter the password and press the 'Enter' key. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Validate the 'Route Document to' text is blue. Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the 'Documents To Review' text is blue. Validate the 'Document Preview' contains the treatment plan data in the new TIFF format. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'. Scenario 2: Order Entry Console - Creating a new 'Sliding Scale Insulin' order Specific Setup: An order code must have the 'Enable Sliding Scale Insulin' checkbox checked in the 'Order Code Setup' form. (Humalog) A 'Sliding Scale Insulin' template must exist. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Hover over the various tabs and validate the text turns blue. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field. Validate [Sliding Scale Instructions] exists. Validate the 'Dose' field is required and has a red border around the field. Validate the 'Dose Unit' field is required and has a red border around the field. Click [Sliding Scale Instructions]. Select any value in the 'Template' field and click [Save]. Validate there is no longer a red border around the 'Dose' and 'Dose Unit' fields. Set the 'Freq' field to any value. Set the 'Duration' field to any value. Click [Days]. Validate the 'Addl Instructions' field contains the values from the template selected. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION". Scenario 3: 'Scheduling Calendar' - add/edit appointment Specific Setup: Avatar CareFabric Module is NOT installed. A client must be enrolled in more than one episode (Client A). Steps Access the 'Scheduling Calendar' form. Validate the 'Scheduling Calendar' heading is in blue. Validate the 'Staff Members' checkboxes are blue. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select "Episode 1" in the 'Episode Number' field. Click [Submit]. Right click on the appointment created in the previous steps. Click [Details/Edit]. Select "Episode 2" in the 'Episode Number' field. Click [Submit]. Validate successful submission. Click [Dismiss]. Scenario 4: Validate Document Capture - Import Non-Episodic Specific Setup: Perceptive must be installed and enabled. A user must be defined (User A). A document must exist for import. Steps Login as "User A". Validate the loading spinner is blue. Select a client from "myClients" or from the Client search. Open the client's dashboard. Validate the 'Client Dashboard', 'Client Header' text and 'Document Capture' icon are blue. Using "Document Capture", scan or import in a document. Select "Non-episodic" in the "Episode" field. Validate the correct Episode displays in the "Document Properties" pane. Capture and save the document. View the document using "Clinical Document Viewer" or the Chart to ensure it has the Non-episodic (-) designation and that it displays. Scenario 5: 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 Access the 'Form Designer' form. Select "Progress Notes (Group and Individual)" in the 'Forms' field. Select "(Individual Progress Notes)" in the 'Section Name' field. Select "Yes" in the 'Revert To Other Form Designer Copy?' field. Select "Original Product Copy" in the 'Select Copy to Revert to' field. Click [Submit]. Access the 'Form Designer' form. Select "Progress Notes (Group and Individual)" in the 'Forms' field. Select "(Individual Progress Notes)" in the 'Section Name' field. Click [Show Section]. Select the 'Notes Field'. Validate the field has a blue outline. Validate the 'Notes Field' label is blue as well as the 'Option' and 'Visible' boxes. Move and resize the 'Notes Field'. Move and resize the 'Group Documentation Date' field. Validate the field contains the buttons and arrows. Move and resize the 'Service Start Time' field. Validate the field contains the buttons and arrows. Resize the 'Treatment Plan' field to be much larger. Select the 'Is This A Transition Of Care?' field and de-select the 'Visible' checkbox. Hold down the 'Ctrl' key and select a couple of fields to bulk move them. Click [Save]. Validate a 'Save layout?' dialog with blue text. Click [Yes] and submit the form. Access the 'Progress Notes (Group and Individual)' form. Validate the layout and element placements match what was saved in the previous steps. Validate the 'Is This A Transition Of Care' field is not visible. Enter "Client A" in the 'Select Client' field. Populate all required and desired fields. Validate the 'Is This A Transition Of Care' field is still not visible. Click [Submit Note]. Close the form. Scenario 6: 'All Documents' widget - Validate 'Diagnosis' records Specific Setup: 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 Select "Client A" and access the 'Diagnosis' form. Select "Admission" in the 'Type Of Diagnosis' field. Enter the desired time in the 'Time Of Diagnosis' field. Click [New Row]. Select the desired value in the 'Diagnosis Search' field. Select the desired practitioner in the 'Diagnosing Practitioner' field. Click [Submit]. Select "Client A" and navigate to the 'All Documents' view. Validate "Client A" is in blue text. Validate 'Primary All Documents Widget' text is blue. Select 'All Forms'. Select "Diagnosis" in the 'Form Description' field. Validate the entry from the previous steps is present. Validate the 'Time' field displays. Select the entry and validate it displays in the 'Console Widget Viewer'. Validate the 'Launch Report' button exists. Click [Launch Report]. Validate a report displays with the information filed in the previous steps. Close the report.	Topics • Diagnosis • Document Routing • Forms Designer • NX • Order Entry Console • Perceptive • Scheduling Calendar • Treatment Plan • View Definition • Widgets
AV-79366 Summary \| Details Avatar NX- Hyperlinks Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Individual Progress Note Scenario 1: Validate hyperlink color throughout NX Specific Setup: A client must be enrolled in an existing episode (Client A). "Client A" must have an entry in the 'Problem List' on file. The 'Individual Progress Note' form must have the 'Diagnosis' Quick Link added to it. The "SS Label 11" field must be added to the 'Individual Progress Note' form through the 'Site Specific Section Modeling' form ('Click Here to View Interactions'). 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 On the myDay view, navigate to the 'Advanced Client Search' text. Validate the 'Advanced Client Search' text is dark blue. Hover over the 'Advanced Client Search' text and validate the text turns lighter blue. Search for "Client A". Validate the "Client A" text is dark blue. Hover over the "Client A" text and validate the text turns lighter blue. Select "Client A" and access the 'Individual Progress Note' form. Validate the form sections display with black text. Hover over a form section and validate the text turns light blue. 'Navigate to the 'Diagnosis' quick link and validate the 'Diagnosis' text is dark blue. Hover over the 'Diagnosis' quick link and validate the text turns light blue. Navigate to the 'Click here to View Interactions' text and validate the text is dark blue. Hover over the 'Click here to View Interactions' text and validate the text turns lighter blue. Close the form. Navigate to the 'All Documents' view. Select 'All Forms'. Validate the 'Problem List' entry has black text. Hover over the 'Problem List' text and validate the text turns light blue. Select an entry. Hover over the entry and validate the text does not turn green. Access the 'Scheduling Calendar'. Validate the 'Find New Appointment' text is dark blue. Hover over the 'Find New Appointment' text and validate the text turns lighter blue. Click [Dismiss].	Topics • NX • Progress Notes • Scheduling Calendar
AV-79535 Summary \| Details OE NX - Order Entry - Diagnosis Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Dynamic Form - Pre-Display Confirmation Order Entry Console Order Entry User Definition Scenario 1: OE NX - Order Entry Console - All Tabs - Diagnosis 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 Select "Client A", access the Order Entry Console, and click on the 'Order This Episode' tab. Create an order, searching for a diagnosis in the 'Diagnosis Search' field. Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis. Populate required fields. Click [Add to Scratchpad] and then click [Sign]. Click on the 'Home Medications' tab and uncheck the 'reported' field. Create an order, searching for a diagnosis in the 'Diagnosis Search' field. Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis. Populate required fields. Click [Add to Scratchpad], then click [Final Review], and [Sign]. Click on the 'Admission Reconciliation' tab. Create an order, searching for a diagnosis in the 'Diagnosis Search' field. Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis. Populate required fields. Click [Add to Scratchpad], click [Reconcile & Sign], and then click [Sign]. Click on the 'Discharge Reconciliation' tab and uncheck the 'No Prescription Required' field. Create an order, searching for a diagnosis in the 'Diagnosis Search' field. Validate the 'Diagnosis Search Results' dialog generates and choose your diagnosis. Populate required fields. Click [Add to Scratchpad], click [Review & Sign], and then click [Sign].	Topics • myAvatar NX Only • NX • Order Entry Console
AV-79582 Summary \| Details 'Allowable Parent 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 - 'Allowable Parent Elements' registry setting for Interventions and Objectives Specific Setup: The 'Treatment Plan > Objectives > Allowable Parent Elements' registry setting must be set to "G". The 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting must be set to "O". Please log out of the application and log back in after completing the above configuration. A Treatment Plan Library must be configured via the 'Treatment Plan Definition' form. (Library A) An objective must be linked to the above Treatment Plan Library. (Objective A) An intervention must be linked to the above Treatment Plan Library. (Intervention A) A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ Form. In the ‘Treatment Plan’ Pre-Display, select “Episode 1” and click [OK]. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status ‘field and click [Launch Plan]. Click [Add New Problem] and select the ‘New Problem’ item. Drag and drop “Objective A” to the problem in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: "Type Objective is not allowed to be added to type Problem” and click [OK]. Drag and drop “Intervention A” to the problem in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: "Type Intervention is not allowed to be added to type Problem” and click [OK]. Click [Add New Goal]. Drag and drop “Objective A” to the goal in ‘Tree View’. Validate “Objective A” is added to the goal. Drag and drop “Intervention A” to the goal in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: “Type Intervention is not allowed to be added to type Goal” and click [OK]. Click [Add New Objective]. Set the ‘Objective’ field to any value. Set the ‘Status’ field to any value. Drag and drop “Intervention A” to the objective in ‘Tree View’. Validate “Intervention A” is added to the objective. Click [Back to Plan Page] and [Submit]. Access the 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting and validate the ‘Registry Setting Value’ field contains “O”. Set the ‘Registry Setting Value’ field to “G&O” and click [Submit], [OK], and Close the form. Log out and log back into the application. Select “Client A” and access the ‘Treatment Plan’ form. Click [OK] and [Edit]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the value previously filed. Validate the ‘Plan Type’ field contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Drag and drop “Intervention A” to the goal in ‘Tree View’. Validate “Intervention A” is added to the goal. Click [Back to Plan Page]. Select “Final” in the ‘Treatment Plan Status’ field. Submit the form.	Topics • myAvatar/myAvatar NX • Treatment Plan
AV-79584 Summary \| Details 'Allowable Parent 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 - 'Allowable Parent Elements' registry setting for Interventions and Objectives Specific Setup: The 'Treatment Plan > Objectives > Allowable Parent Elements' registry setting must be set to "G". The 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting must be set to "O". Please log out of the application and log back in after completing the above configuration. A Treatment Plan Library must be configured via the 'Treatment Plan Definition' form. (Library A) An objective must be linked to the above Treatment Plan Library. (Objective A) An intervention must be linked to the above Treatment Plan Library. (Intervention A) A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ Form. In the ‘Treatment Plan’ Pre-Display, select “Episode 1” and click [OK]. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status ‘field and click [Launch Plan]. Click [Add New Problem] and select the ‘New Problem’ item. Drag and drop “Objective A” to the problem in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: "Type Objective is not allowed to be added to type Problem” and click [OK]. Drag and drop “Intervention A” to the problem in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: "Type Intervention is not allowed to be added to type Problem” and click [OK]. Click [Add New Goal]. Drag and drop “Objective A” to the goal in ‘Tree View’. Validate “Objective A” is added to the goal. Drag and drop “Intervention A” to the goal in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: “Type Intervention is not allowed to be added to type Goal” and click [OK]. Click [Add New Objective]. Set the ‘Objective’ field to any value. Set the ‘Status’ field to any value. Drag and drop “Intervention A” to the objective in ‘Tree View’. Validate “Intervention A” is added to the objective. Click [Back to Plan Page] and [Submit]. Access the 'Treatment Plan > Interventions > Allowable Parent Elements' registry setting and validate the ‘Registry Setting Value’ field contains “O”. Set the ‘Registry Setting Value’ field to “G&O” and click [Submit], [OK], and Close the form. Log out and log back into the application. Select “Client A” and access the ‘Treatment Plan’ form. Click [OK] and [Edit]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the value previously filed. Validate the ‘Plan Type’ field contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Drag and drop “Intervention A” to the goal in ‘Tree View’. Validate “Intervention A” is added to the goal. Click [Back to Plan Page]. Select “Final” in the ‘Treatment Plan Status’ field. Submit the form.	Topics • myAvatar/myAvatar NX • Treatment Plan
AV-79586 Summary \| Details The 'Restrict Access To Original Practitioner Category' and 'Default Practitioner Categories Responsible' registry settings. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - 'Restrict Access to Original Practitioner Category' registry setting set to "Y" Specific Setup: The 'Avatar CWS->Treatment Plan->Goals->->Restrict Access To Original Practitioner Category' registry setting must be set to "Y". The system must be configured with two users who are associated to staff members via the 'User Definition' form and are assigned to two different Practitioner Categories in the 'Practitioner Enrollment' form (User1) and (User2). A Client must have an active episode. (Client A). The user "User1" is logged in to the application first. Steps Select "Client A" and access the 'Treatment Plan' form. Set the 'Plan Date' field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select any value in the ‘Status (Problem List) field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Validate the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ selected for the user logged in. Click [Back to Plan Page] and [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Validate the 'Plan Date' field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the 'Plan Type' field contains the value previously filed. Validate the 'Treatment Plan Status' field contains the value previously selected and click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are enabled and the ‘Practitioner Category’ associated to the user logged in is selected in the ‘Practitioner Category Responsible’ field. Click [Back to Plan Page], close the form and sign out of Avatar. Sign into Avatar using the credentials fo"User2". Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are disabled and the ‘Practitioner Category’ associated to the 1st user is selected in the ‘Practitioner Category Responsible’ field. Click [Back to Plan Page] and close the form. Access the ‘Registry Settings (CWS)’ form. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to "Restrict Access" and click [View Registry Settings]. Select "Treatment Plan > Goals > Restrict Access to Original Category" from the ‘Registry Settings tree’ and click [OK]. Validate the ‘Registry Setting Value’ field is set to “Y”. Set the ‘Registry Setting Value’ field to “N” and click [Submit]. Close the form. Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are enabled for the current user logged in except for the ‘Practitioner Category Responsible’ field. Click [Back to Plan Page] and close the form. Sign out of Avatar and sign in using the credentials for "User1". Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are enabled for the current user logged in and the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ associated to the user selected. Click [Back to Plan Page] and close the form. Scenario 2: Treatment Plan - Practitioner Responsible Categories Specific Setup: The 'Avatar CWS->Treatment Plan->Treatment Plan->Interventions->-> Default Practitioner Categories Responsible' registry setting must contain at least one practitioner category that is defined in the 'Practitioner Category' data element in the 'Staff File' in the 'Dictionary Update' form. A Treatment Plan Library must contain one problem and four interventions via the 'Treatment Plan Definition' form. (Library A) A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field. Click [Launch Plan]. Validate that "Library A" is displayed. Drag and drop the problem in the ‘Tree View’. Validate the ‘Problem’ field contain the full item description entered in previous steps. Set the ‘Problem Code’ field to any value. Select any value in the ‘Status(Problem List)’ field. Select any value in the ‘Status’ field. Drag and drop the 1^st intervention in the ‘Tree View’. Validate the ‘Intervention’ field contain the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps. Drag and drop the 2^nd intervention in the ‘Tree View’. Validate the ‘Intervention’ field contains the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps. Drag and drop the 3^rd intervention in the ‘Tree View’. Validate the ‘Intervention’ field contain the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps. Drag and drop the 4^th intervention in the ‘Tree View’. Validate the ‘Intervention’ field contain the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps. Click [Back to Plan Page]. Select “Final” in the ‘Treatment Plan Status’ field. Click [Submit].	Topics • myAvatar/myAvatar NX • Treatment Plan
AV-79590 Summary \| Details 'Enable Automatic Backup' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Validate 'Treatment Plan' and 'Problem List' forms Specific Setup: The 'Avatar CWS->Treatment Plan ->->->->Enable Automatic Backup' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. The system must be configured with multiple staff members. (Staff A) (Staff B) and (Staff C).= A Client must exist in an active episode (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ to the current date. Set the ‘Plan Name’ to any value. Select any value from the ‘Plan Type’ field. Select “Draft” from the ‘Treatment Plan Status’ field and click [New Row] Set the 1^st cell in the 'Problems' grid to any value and click [New Row]. Set the 2^nd cell in the 'Problems' grid to any value. Select the ‘Include in the Plan’ checkbox for the 1^st cell in the ‘Problems grid’. Set the 1^st ‘Role’ cell in the 'Plan Participants' grid to “Staff” Set the 1^st ‘Staff ID’ cell in the ‘'Plan Participants' grid to “1”. Set the 2^nd ‘Role’ cell in the 'Plan Participants' grid to “Staff”. Set the 2^nd ‘Staff ID’ cell in the ‘'Plan Participants' grid to “4” and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Set the ‘Date of Onset’ field to the current date. Set the ‘Problem’ field to any value. Select “Active” in the ‘Status(Problem List)’ field. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Add New Problem]. Set the ‘Problem’ field to any value and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes]. Validate the 1^st cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected. Validate the 2^nd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox not selected. Validate the 3^rd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected. Validate the 1^st row in the 'Plan Participants' grid contains “Staff ID 1”. Validate the 2^nd row in the 'Plan Participants' grid contains “Staff ID 4” and click [New Row]. Set the 3^rd ‘Role’ cell in the 'Plan Participants' grid to “Staff”. Set the 3^rd ‘Staff ID’ cell in the ‘Plan Participants grid’ to “2” and click [Launch Plan]. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes]. Validate the 3^rd Row in the 'Plan Participants' grid contains “Staff ID 2” and click [Launch Plan]. Validate the two problems added to the plan from the ‘Problems grid’ and the ‘Tree view’ problem are displayed. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Problem List’ form. Click [View/Enter Problems]. Validate the problems added in the previous steps are added with a status of “Active” and click [Save]. Validate the ‘Exit Grid’ dialog is displayed and click [Yes]. Click [Submit]. Access ‘Crystal Reports’ and create a report for the ‘SYSTEM.tx_plan’ table. Validate the report contains a data row for the treatment plan filed for “Client A”. Close the report. Create another report for the ‘SYSTEM.cw_problem list’ table. Validate the report contains data rows for the problems filed for “Client A”. Close the report. Scenario 2: Treatment Plan - Add a Problem, Goal, Objective, and Intervention Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must be enrolled in an existing episode (Client A). Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Set the 'Strengths' field to any value. Set the 'Weaknesses' field to any value. Set the 'Discharge Planning' field to any value. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the 'Strengths' field contains the value previously filed. Validate the 'Weaknesses' field contains the value previously filed. Validate the 'Discharge Planning' field contains the value previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Click [Exit to Home View]. Scenario 3: Treatment Plan - Validate the 'Enable Automatic Backup' registry setting - accept and route to multiple approvers Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". Document routing must be enable for the 'Treatment Plan' form through 'Document Routing Setup'. A client must be enrolled in an existing episode (Client A). Must have two users (User A) and (User B). Must be logged in as "User A". Must have the 'My To-Do's' widget on view for both users. Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page] and [Close Form]. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the ‘Plan Date’, ‘Plan Type’, and ‘Treatment Plan Status’ fields contain the values previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains the problem, goal, objective, and intervention previously added. Select "Final" in the 'Treatment Plan Status field and click [Submit]. Validate the treatment plan displays as expected. Click [Accept and Route]. Enter the password associated with "User A" and click [Verify]. Enter "User A" in the 'Supervisor' field and click [Add]. Enter "User B" in the 'Add Approver' field and click [Add] and [Submit]. Navigate to the 'My To-Do's' widget. Select the entry for "Client A". Click [Review]. Validate the treatment plan displays as expected. Click [Accept] and [Sign]. Validate the to do is no longer present. Close the To Do's. Log out. Login as "User B" and navigate to the 'My To Do's' widget. Select the entry for "Client A". Click [Review]. Validate the treatment plan displays as expected. Click [Accept] and [Sign]. Enter the password associated with "User B" and click [Verify]. Validate the to do is no longer present. Close the To Do's. Scenario 4: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N" Specific Setup: The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N". A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Close the form. Scenario 5: Treatment Plan - 'Enable Automatic Backup' registry setting - Item Deletion Specific Setup: The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to “any value’. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the ‘Plan Type’ contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps. Validate [Delete Items Selected] is disabled. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to “any value’. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously filed and click [Edit]. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes]. Click [Launch Plan]. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps and the problem, goal, objective, and intervention loaded from the backup. Select the 2^nd intervention item in the Tree View. Validate the [Delete Item Selected] is enabled. Click [Back to Plan Page] and close the form. Access the ‘Registry Setting (PM)’ form. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Enable Automatic Backup” and click [View Registry Settings]. Validate the ‘Registry Setting’ field contains “Avatar CWS ->Treatment Plan->->->->Enable Automatic Backup”. Validate the ‘Registry Setting Value’ field contains “Y”. Set the ‘Registry Setting Value’ field to “YD” and click [Submit]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously field and click [Edit]. Click [Yes] in the ‘Load From Backup’ dialog. Click [Launch Plan]. Select the 1^st intervention item in the Tree View. Validate [Delete Item Selected] is enabled. Select the 2^nd intervention item in the Tree View. Validate [Delete Item Selected] is enabled. Click [Delete Item Selected]. Validate the ‘Warning’ dialog is displayed with a message stating: “Item Deleted” and click [OK]. Select the 1^st intervention item in the Tree View and click [Delete Item Selected]. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously field and click [Edit]. Click [Launch Plan]. Validate the two intervention items are not displayed in the Tree View. Close the form. Scenario 6: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans Specific Setup: The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must have an active episode. (Client A) A Treatment Plan copy must exist (Treatment Plan Copy) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan Copy’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the ‘Plan Type’ contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan Copy’ form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Close the form. Scenario 7: Treatment Plan - 'Enable Automatic Backup' registry setting - 'Enable Service Entry Restriction by Client Treatment Plan' set to "E" Specific Setup: RADplus 2019 Update 51 must be installed to enable full functionality. The 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' registry setting must be set to "E" Please log out of the application and log back in after completing the above configuration. "Program A" must be configured for "All Service Codes" in the 'Program Maintenance' form (Assign Services to Program section). The 'Enable Service Entry Restriction For Program' field must be set to "Yes" in the 'Program Maintenance' form (Assign Services to Program section). The 'Assign Service' field must be added to the 'Treatment Plan - Interventions - (CWS64000)' form via 'Site Specific Sections Modeling'. A Client must be in an active episode for "Program A". (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Set the ‘Date of Onset’ field to the current date and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value” in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value” in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Add Service] Select “Program A” in the ‘Service Program’ field. Set the ‘Service Code’ field to any value. Set the ‘Frequency’ field to any value. Set the ‘Duration Field’ field to any value. Click [Add Service] Select “Program A” in the ‘Service Program’ field. Set the ‘Service Code’ field to any value. Set the ‘Frequency’ field to any value. Set the ‘Duration Field’ field to any value. Click [Back to Plan Page] and Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Click [OK] and [Add]. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted backup of a plan from [the current date] at [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously added. Validate the ‘Plan Type’ field contains the value previously added. Validate the ‘Treatment Plan Status’ field contains value previously selected and click [Launch Plan]. Select the ‘Intervention’ item previously added. Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Click [OK] and [Edit]. Click [Launch Plan]. Select the ‘Intervention’ item previously added. Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps. Select “Program A” in the ‘Assigned Services’ table and click [Copy Service]. Validate there is an additional row containing the same service for “Program A”. Select the second row and click [Delete Service]. Validate the second service is deleted. Click [Back to Plan Page] and Close the form.	Topics • myAvatar/myAvatar NX • Treatment Plan
AV-79635 Summary \| Details OE NX - Adding Sliding Scale Instructions on Copy or Modify Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Orders This Episode - Sliding Scale Insulin order - with template - New, Copy, Modify, Print and Discontinue Specific Setup: The '(544) Character limit for Additional Instructions' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. Please log out and then log back in after completing the above dictionary setting. A Sliding Scale Insulin template must exist (Sliding Scale Insulin Template A). An order code must be defined as Sliding Scale Insulin orders in the 'Order Code Setup' form (Order Code A). 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Populate all required fields, without an SSI template. Click [Add to Scratchpad] and [Sign]. Select "Order Code A" from the 'Order Grid' field and Click [Modify]. Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Instructions' dialog is displayed. Select "Sliding Scale Insulin Template A" in the 'Template' field and Click [Save]. Click [Add to Scratchpad], and [Sign]. Validate the 'Order grid' contains the new Sliding Scale Insulin order. Select "Order Code A" from the 'Order Grid' field and Click [Copy]. Click [Sliding Scale Instructions] and make any necessary changes. Click [Add to Scratchpad], and [Sign]. Validate the 'Order grid' contains the new Sliding Scale Insulin order. Select "Order Coder A" from the 'Order Grid field' and Click [Print]. Validate the 'Order Detail Report' generates and Click [Close Report]. Select "Order Coder A" from the 'Order Grid field' and Click [D/C]. Click [Add to Scratchpad] and [Sign]. Scenario 2: OE NX - Orders This Episode - Sliding Scale Insulin order - with template - Reorder Specific Setup: The '(544) Character limit for Additional Instructions' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. Please log out and then log back in after completing the above dictionary setting. A Sliding Scale Insulin template must exist (Sliding Scale Insulin Template A). An order code must be defined as Sliding Scale Insulin orders in the 'Order Code Setup' form.(Order Code A). 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Populate all required fields, without an SSI template. Click [Add to Scratchpad], [Final Review], and [Sign]. Select "Order Code A" from the 'Order grid' and Click [Reorder]. Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Instructions' dialog is displayed. Select "Sliding Scale Insulin Template A" in the 'Template' field and Click [Save]. Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains the new Sliding Scale Insulin order in Row 1 and the original order in Row 2.	Topics • NX • Order Entry Console
AV-79819 Summary \| Details Avatar NX - Views containing CarePOV's Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Care Connect Inbox Scenario 1: CC Inbox - Admit Existing Client Specific Setup: Client must be admitted to an active episode (Client A). User must have the 'CareConnect Inbox Summary' widget and 'CC Inbox' view configured. 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). A practitioner must be associated with the logged in user (Practitioner A). Steps Navigate to the 'CareConnect Inbox Summary' widget. Click on the widget and validate it opens as expected. Click outside of the widget to close the widget. Navigate to the 'CC Inbox' view. Validate view displays as expected. Select "Referral" from the 'New' field. Enter a contact in the 'Add Contact' field. Enter any value in the 'Subject' field. Click [Search] Enter "Practitioner A" in the 'Provider Search' field and click [Search]. Select "Practitioner A" and click [Add Provider]. Click [Search]. Enter "Client A" in the 'Client Association' field and click [Search]. Select "Client A" and click [Add Client]. Select any value in the 'Reason for Referral Code' field. Navigate to another view or open a form. Navigate back to CC Inbox and validate that you are returned to the section you were previously in with all of the data appearing as expected. Click [Attach CCD]. On the 'Client Information' form, enter a client ID and click [Search]. Select a CCD and click [Attach CCD]. Click [Send]. Refresh the 'CC Inbox'. Open the received message. Click on the CCD. Click [Manage]. Navigate to another view or open a form. Navigate back to CC Inbox and validate that you are returned to the section you were previously in with all of the data appearing as expected. Select "Client A" and click [Admit Existing Client]. Click [Add] on the 'Admission (Outpatient)' pre-display form. Complete the required fields. Click [Submit]. Access the 'Clinical Document Viewer' form. Select "Client A" and select "All" in the 'Episode' field. Click [Process]. Validate that the CCD saved from 'CC Inbox' displays successfully. Click [Close]. Access the 'All Documents' view. Select 'All Forms'. Validate that the CCD saved from 'CC Inbox' displays successfully. Scenario 2: Avatar NX - Views configured with associated views and workflow items Specific Setup: A client must be admitted to an existing episode (Client A). User's 'myDay' view must have an associated view that contains CC Inbox POV (View A). User's 'myDay' view must have an associated view that contains Medical Note POV (View B). User's 'myDay' view must have several associated views that do not contain POV's (View C). "View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B). User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D). Steps Select "Client A" and select "View A". Validate the view opens and displays as expected. Select "View B". Validate the view opens and displays as expected. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'. Validate the 'View Menu' opens and displays as expected. Close the 'View Menu'. Select "View C". Validate the view opens and displays as expected. Select "Item A" and validate the workflow item opens and displays as expected. Select "Item B" and validate the workflow item opens and displays as expected. Continue selecting the desired views and workflow items and validate they open and display as expected. Access the 'Progress Notes' (Group and Individual)' form. Select "View A". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Select "View C". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Select "View D". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select "myDay". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Close the form.	Topics • CCD's • NX
AV-79843 Summary \| Details Avatar NX - 'Select Client' dialog 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 Access the 'Diagnosis' form. Search for "Client A" with only numbers in the 'Select Client' field. Validate results display. Enter "+" in the 'Select Client' field. Validate no results display. Search for "Client A" using letters in the 'Select Client' field. Validate results display. Select "Client A" from the results. Validate a Pre-Display is displayed showing existing diagnoses for "Client A". Select "Diagnosis A". Click [Edit]. Enter an invalid time in the 'Time of Diagnosis' field. Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)" Validate the 'Time of Diagnosis' field defaults to the time that was saved prior. Change the 'Time of Diagnosis' field to the current time. Enter a different practitioner in the 'Diagnosing Practitioner' field. Select "Void" in the 'Status' field. Validate the voided diagnosis is crossed off. Navigate to the myDay view. Navigate back to the open 'Diagnosis' form. Validate the voided diagnosis is crossed off. Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps. Click [Submit]. Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display? Click [Yes]. Select "Diagnosis A". Click [Edit]. Select "No" in the 'Show Active Only' field. Validate the voided diagnosis displays and is crossed off. Close the form.	Topics • Diagnosis • NX
AV-79922 Summary \| Details Avatar NX - 'Recent Clients' list Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Pathway Disenrollment Clinical Pathway Enrollment Scenario 1: Validate the 'Recent Clients' list functionality Specific Setup: A user must be defined and logged in (User A). Four clients must have active episodes not part of "User A's" caseload. (Client A, Client B, Client C, and Client D) Steps Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client A”. Close the form. Validate that "Client A" is displayed under 'Recent Clients'. Right click “Client A” and select [Remove From List]. Validate that the 'Recent Clients' list does not contain "Client A". Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client B”. Close the form. Validate that “Client B” displays in the ‘Recent Clients’ list. Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client C”. Close the form. Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list. Right click “Client B” and select [Remove From List]. Validate that “Client B” is not displayed in the ‘Recent Clients’ list. Right click “Client C” and select [Remove From List]. Validate that “Client C” is not displayed in the ‘Recent Clients’ list. Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client D”. Close the form. Validate that “Client D” displays in the ‘Recent Clients’ list. Right click “Client D” and select [Remove From List]. Validate that “Client D” is not displayed in the ‘Recent Clients’ list. Access the ‘Admission’ form. Fill out all required fields and click [Submit]. This will be "Client E". Validate that “Client E” displays in the ‘Recent Clients’ list. Access the ‘Team Definition’ form. Set the 'Team ID' field to "PT1". Set the 'Team Description' field to "Physician Team 1". Select "Yes" In the 'Active' field. Select "Yes" in the 'Physician Team' field. Select "Yes" in the 'Team Accepts Consult Orders' field. Click [Select Users]. Select "User A" and click [OK]. Select "No" in the 'Disable Adding Clients to Caseload' field. Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field. Validate the 'Team Information' field contains "User A" Select the ‘Individual Client Assignment’ section. Click [Add New Item]. Search for and select “Client E” in the ‘Client ID’ field. Select the ‘Team Definition’ section and click [File]. Validate a "Filed" message is displayed and click [OK]. Close the form. Validate that “Client E” displays in the ‘My Clients’ widget. Right click "Client E" and select [Remove From Physician Team]. Access the ‘Team Definition’ form. Click [Select Team]. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK]. Select the ‘Individual Client Assignment’ section. Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid. Close the form. Scenario 2: Verify Recent Clients - no clients in user caseload Specific Setup: Must be logged in as a user with no clients in their caseload. Two clients must be defined (Client A and Client B). Steps Validate the 'Recent Clients' field is displayed right below the 'My Clients' field. Search for and select "Client A". Validate a "Non-Caseload Access" message is displayed stating: User, "Client A" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client A"? Enter the desired value and click [OK]. Validate the 'Recent Clients' field is displayed right below the 'My Clients' field. Validate the 'Recent Clients' list now contains "Client A" and is highlighted. Search for and select "Client B". Validate a "Non-Caseload Access" message is displayed stating: User, "Client B" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client B"? Enter the desired value and click [OK]. Validate the 'Recent Clients' field is displayed right below the 'My Clients' field. Validate the 'Recent Clients' list now contains "Client B" and is highlighted. Access the 'Individual Progress Note' form. Verify form opens successfully and click [Discard]. Click [Clear Client]. Validate the 'Recent Clients' field is displayed right below the 'My Clients' field. Validate the 'Recent Clients' list contains both "Client A" and "Client B". Scenario 3: Avatar NX - Validate support for Clinical Pathways in the 'My Clients' list, 'Recent Clients' list, 'Client Information' header, and 'Clients for Today' option Specific Setup: A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color and icon (Pathway A). A client is enrolled in an existing episode and is in the user's caseload. This client is also enrolled in "Pathway A" (Client A). A client is enrolled in an existing episode and is not in the user's caseload. This client is also enrolled in "Pathway A" (Client B). The 'Include Client Information header in view' setting is enabled for the user's myDay view. The logged in user must have an appointment scheduled for the current date for "Client A" and "Client B". "Clinical Pathway" must be added to the 'Field to Include in Client Header' field in the 'Client Lookup/Header Configuration Manager' form. Steps Navigate to the 'My Clients' list. Validate "Client A" is displayed in the pathway color. Select "Client A" in the 'My Clients' list. Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue? Click [Yes]. Validate the 'Client Information' header displays "Client A" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color. Validate the 'Client Information' header displays the icon associated to "Pathway A". Click [Clear Client]. Search for and select "Client B". Validate an alert is displayed stating: Selected Client is Enrolled in the following Clinical Pathways: "Pathway A". Continue? Click [Yes]. Validate "Client B" is displayed in the 'Recent Clients' list in the pathway color. Validate the 'Client Information' header displays "Client B" in the pathway color. Please note: the client name above the 'Client Information' header with the white background will display the pathway color. The client name in the 'Client Information' header with the blue background will not display the pathway color. Validate the 'Client Information' header displays the icon associated to "Pathway A". Click [Clear Client]. Navigate to the 'Clients for Today' item. Validate the 'Clients for Today' list contains "Client A" and "Client B" in the pathway color. Navigate to the 'My Clients' list. Select the "Site" section. Select the site that has the appointments for "Client A" and "Client B". Validate the 'Site' list contains "Client A" and "Client B" in the pathway color.	Topics • Clinical Pathway • My Clients • NX • To-Do's • Web Services • Widgets
AV-79982 Summary \| Details OE NX - Sorting Patient List in Task List Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Nursing Caseload Assignment Scenario 1: Task List - Search for Patient outside of Caseload Specific Setup: A client must exist outside of the logged in user's caseload. (Client A) A unit must exist with clients. (Unit A) Steps Access the 'Nursing Caseload Assignment' form. Select "Unit A" from the 'Select Clients From Unit' field. Validate the 'Select Clients To Include In Current Caseload' section contains "Client A". Validate the 'Current Caseload' section does not contain "Client A". Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload]. Click [Submit] Access the 'Task List' widget. Validate the caseload is listed in ascending order by unit/room/bed Search for and select "Client A" from the 'Search Patients' field. Validate that "Client A" is the only patient visible in the 'Task List' widget. Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view.	Topics • myAvatar/myAvatar NX
AV-80131 Summary \| Details OE NX - First Dose Now - Second Dose "OK to Administer" Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: First Dose Now - Second Dose "OK to Administer" - no changes - table valildation Specific Setup: Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM". 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 Select "Client A" and access the Order Entry Console. Create an order for "Order A". Select "TWICE A DAY" in the 'Freq' field. Click [Yes] next to 'Give Initial Dose Now'. Select "Ok to Administer" in the 'Select One' field. Set the 'Duration' field to "4" and Click [Doses]. Click [Add to Scratchpad] and [Sign]. Create an order for "Order B". Select "TWICE A DAY" in the 'Freq' field. Click [Yes] next to 'Give Initial Dose Now'. Select "Skip" in the 'Select One' field. Set the 'Duration' field to "4" and Click [Doses]. Click [Add to Scratchpad] and [Sign]. Select the 'eMAR' widget. Validate that there are only four administration times for "Order A" in the 'Administration Date/Time' field. Validate that there are only four administration times for "Order B" in the 'Administration Date/Time' field. Create a report using the 'OrderEntry.history_client_order' table and include the following fields: 'PATID', 'order_description', 'order_unique_id', 'frequency_description', 'reschd_1st_dose_date', 'reschd_1st_dose_time', 'reschd_2nd_dose_date', 'reschd_2nd_dose_skip_code', 'reschd_2nd_dose_skip_val', and 'reschd_2nd_dose_time'. Filter the report on 'PATID' by selecting Client A's 'PATID'. Validate the order information displays correctly. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields: 'PATID', 'order_number', 'original_date', 'original_time', 'reason_text', 'rescheduled_date', 'rescheduled_time', Filter the report on 'PATID' by selecting Client A's 'PATID'. Validate the order information displays correctly.	Topics • NX • Order Entry Console
AV-80209 Summary \| Details OE NX - eMAR - iButton Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: OE NX - eMAR - iButton Specific Setup: The 'Registry Setting' 'RADplus->System Security->User Definition->->->Two-Factor Authentication Method' must be set to "iButton" The 'Registry Setting' 'RADplus->System Security->User Definition->->->Two-Factor Authentication Process Points' must be set to "4" Please log out of the application and log back in after completing the above configuration 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 Select "Client A" and access the Order Entry Console. Create an order for any pharmacy-type order. Access the eMAR widget. Complete the 'Order Acknowledgement' and 'Client Education' for the order created. Populate the required fields in the 'Administration Event' dialog. Make sure the "iButton" is not plugged in. Attempt to file the administration. Validate a message is displayed stating "Two-Factor Authentication is required for filing this action for an order with an Order Type of "Pharmacy". The required Two-Factor Authentication Token for the currently logged-in user is not present. Filing is cancelled. You may insert the correct Two-Factor Authentication Token and try again. (Error: Two-Factor Authentication failed)". Plug in the "iButton". File the administration. Validate the 'Dose' and 'Dose Unit' and 'Administration Time' display in the selected cell.	Topics • eMAR • iButton
AV-80225 Summary \| Details Diagnosis - Multiple Diagnosis Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Registry Settings (PM) Scenario 1: Diagnosis - Validate the 'Enable Multiple Diagnosis Search' and 'Age Display Format' registry settings Specific Setup: A client must be enrolled in an existing episode (Client A). A practitioner must be defined (Practitioner A). The 'Enable Multiple Diagnosis Search' registry setting much be enabled. The 'Age Display Format' registry setting must be set to "2". Steps Select "Client A" and access the 'Diagnosis' form. Select any value in the 'Type of Diagnosis' field. Enter the desired date in the 'Date of Diagnosis' field. Enter the desired time in the 'Time of Diagnosis' field. Click [Add Multiple]. Validate a 'Multiple Diagnosis Search' dialog is displayed. Validate the 'Filter by patient age' and 'Filter by patient sex' fields are selected. Enter any value in the 'Diagnosis Search' field. Click [Search]. Validate the expected results display. Select a couple of diagnoses. Select any value in the 'Status' field. Enter "Practitioner A" in the 'Diagnosing Practitioner' field. Click [OK]. Validate the 'Diagnoses' table contains the selections. Select an entry. Validate the associated data populates. Select "Primary" in the 'Ranking' field. Click [Submit].	Topics • Diagnosis • NX
AV-80328 Summary \| Details OE NX - Search Bar Functionality in Task List Updated Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Nursing Caseload Assignment Scenario 1: Task List - Search for Patient outside of Caseload Specific Setup: A client must exist outside of the logged in user's caseload. (Client A) A unit must exist with clients. (Unit A) Steps Access the 'Nursing Caseload Assignment' form. Select "Unit A" from the 'Select Clients From Unit' field. Validate the 'Select Clients To Include In Current Caseload' section contains "Client A". Validate the 'Current Caseload' section does not contain "Client A". Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload]. Click [Submit] Access the 'Task List' widget. Validate the caseload is listed in ascending order by unit/room/bed Search for and select "Client A" from the 'Search Patients' field. Validate that "Client A" is the only patient visible in the 'Task List' widget. Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view.	Topics • myAvatar/myAvatar NX
AV-80330 Summary \| Details Additional results displayed in 'New Order' searches. 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 - DMR - Create New Order 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 Select "Client A" and access the Order Entry Console. Select the 'Discharge Reconciliation' tab. Search for a new order and validate the search results show up to 25 results per page. Create the new order.	Topics • myAvatar/myAvatar NX • NX • Order Entry Console
AV-80476 Summary \| Details Avatar NX - Guardiant Console Log Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView - 'My Day' view Scenario 1: Placeholder Scenario - Automatic upload of Guardiant logs Steps Internal Testing Only	Topics • NX
AV-80563 Summary \| Details System Security Defaults - 'Application Timeout Behavior' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: System Security Defaults User Definition User Role Definition Scenario 1: Validate the 'Application Timeout Behavior' functionality Specific Setup: A user must have access to all forms (User A). A user must be defined in the 'User Definition' form (User B) with "10" entered in the 'User Timeout (In Seconds)' field. A user must be associated with a user role in the 'User Role Definition' (User C) with "10" entered in the 'User Timeout (In Seconds)' field. Steps Log in as "User A" and access the 'System Security Defaults' form. Enter "30" in the 'Lock Screen Timeout (In Seconds)' field. Select "Lock Application" in the 'Application Timeout Behavior' field. Click [Submit]. Log out. Log in as "User B". Sit idle for 10 seconds. Validate a 'Lock' dialog stating: "No Activity Detected Locking the system in 15 seconds." displays after 10 seconds. Let the timer expire. Validate the application is locked. Sit idle for 30 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds. Let the timer expire. Validate the user is logged out. Log in as "User B". Click [Lock Application]. Sit idle for 30 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds. Let the timer expire. Validate the user is logged out. Log in as "User A" and access the 'System Security Defaults' form. Select "Exit Application" in the 'Application Timeout Behavior' field. Click [Submit]. Log out. Log in as "User B". Sit idle for 10 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds. Let the time expire. Validate the user is logged out. Log in as "User C". Sit idle for 10 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds. Let the timer expire. Validate the user is logged out. Scenario 2: Validate the 'Application Timeout Behavior' functionality for undocked forms and widgets Specific Setup: The following must be configured in the 'System Security Defaults' form: "Lock Application" is selected in the 'Application Timeout Behavior' field "30" is entered in the 'Lock Screen Timeout (In Seconds)' field A user must be defined in the 'User Definition' form (User A) with "10" entered in the 'User Timeout (In Seconds)' field. Steps Log in as "User A". Access any undocked form. Validate the undocked form opens in a new window. Switch to the main application window and undock any widget. Validate the undocked widget opens in a new window. Switch to the main application window. Sit idle for 10 seconds. Validate a 'Lock' dialog stating: "No Activity Detected. Locking the application in 15 seconds." displays after 10 seconds. Let the timer expire. Validate the main application and the undocked windows are locked. Enter the credentials for "User A" to unlock the application. Validate the main application window and undocked windows are unlocked. Sit idle for 10 seconds. Validate a 'Lock' dialog stating: "No Activity Detected. Locking the application in 15 seconds." displays after 10 seconds. Let the timer expire. Validate the main application and the undocked windows are locked. Sit idle for 30 seconds. Validate a 'Logout' dialog stating: "No Activity Detected. Logging out current user 15 seconds." displays after 30 seconds. Let the timer expire. Validate the user is logged out and all undocked windows are closed.	Topics • NX • Scheduling Calendar • Widgets
AV-80787 Summary \| Details Avatar NX - Approving To-Do's Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Review To Do Item (PM) 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. A client must be enrolled in an existing episode (Client A). Log in as "User A". Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. 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. Click [Accept and Route]. Validate the 'Route Document To' dialog is displayed. Select the "User A" as the 'Approver'. Click [Submit]. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed." Click [OK]. Navigate to the 'My To Do's' widget. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A". Select the row for "Client A" and click the [Review]. Validate the document is displayed with the expected data and click [Accept]. Click [Cancel]. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK]. Click [Review] and validate the document is displayed with the expected data. Click [Accept] and [Sign]. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify]. Validate the To-Do is no longer displayed. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document for "Client A" displays in the document list. Click to view the document. Validate that the document displays the expected data. Close the form. Scenario 2: NIAM user- approving To Do's Specific Setup: Have a user with an associated staff member in 'User Definition' and be logged in (User A). 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 B). "User B" 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 B" must have the 'My ToDo List' widget on their 'myDay' or any view. A client must have an active episode. (Client A) Document routing is enabled for the 'Progress Notes (Group and Individual)' form. Steps Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select any episode from the 'Select Episode' field. Select any value in the 'Progress Note For' field. Select any value from the 'Note Type' field. Set the 'Notes' field to any value. Complete the remaining required fields. Select "Final" from the 'Draft/Final' field. Click [Submit Note]. Click [Sign and Route]. Enter "User A's" password in the 'Verify Password' field. Click [Verify]. Set the 'Supervisor' field to "User B". Click [Add - Supervisor]. Click [Submit]. Close the form. Log out. Log in as "User B". Navigate to the 'My ToDo's' widget. Select the newly created To Do for "Client A". Click [Review]. Validate that the 'To Do Information' field displays the data as expected. Click [Accept] and [Cancel]. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK]. Click [Review] and validate the document is displayed with the expected data. Click [Accept] and [Sign]. Enter "User B's" password in the 'Password' field. Click [Verify] and [Send me the code]. Enter the one-time verification code in the 'Verification Code' field. Click [Verify]. Validate the To Do is no longer present. Click [Close Todos].	Topics • Document Routing • NX • To-Do's
AV-81079 Summary \| Details Task List - Internal Testing Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Nursing Caseload Assignment Orders This Episode Task Associations Task Definitions Frequency Code Setup Scenario 1: Task List - Updating 'My Task' view in Task List widget through Nursing Caseload Steps Access the 'Admission' form. Enter values for the 'Last Name', 'First Name', 'Sex', 'Social Security #', and 'Date Of Birth' fields and click [Search]. Click [New Client]. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes]. Set the 'Preadmit/Admission Date' field to the current date. Set the 'Preadmit/Admission Time' field to the current time. Select any inpatient program from the 'Program' field. Fill out all other required fields and click [Submit]. Access the 'Task List' widget. Verify that the new client is not under the "My Caseload" view. Access the 'Nursing Caseload Assignment' form. Select the unit the new client was admitted to from the 'Select Clients From Unit' field. Select the new client from the 'Select Clients To Include In Current Caseload' field and click [Move Selected Clients to Current Caseload]. Validate the client was added to the 'Current Caseload' field and click [Submit]. Access the 'Task List' widget and click [Refresh Tasks]. Validate the new client is now appearing under the "My Caseload" view. Access the 'Nursing Caseload Assignment' form. Deselect the new client from the 'Current Caseload' field and click [Submit]. Access the 'Task List' widget and click [Refresh Tasks]. Validate the new client is no longer appearing under the "My Caseload" view. Scenario 2: Task List - Complete, Attempt, and Dismiss generic Scheduled Tasks 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 Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Example" and press Tab. Set the 'Task Title' field to "Task Example" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Task Example (Example)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "Every Hour" from the 'Freq' field. Set the 'Duration' field to "6" and click [Hours]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that six "Task Example" tasks are created under first six hours. Select the first "Task Example" task. Validate the "Due" field contains the scheduled date and time of the task. Click [Complete]. Validate the 'Complete Date' field contains the current date. Validate the 'Complete Time' field contains the current time and click [Save]. Validate that the first 'Task Example' task is removed. Select the second "Task Example" task and click 'Mark as Attempted'. Select "Other" from the 'Rationale for not completing task' field. Set the 'Reason' field to any value and click [Save]. Validate that the second 'Task Example' task has an orange circle, indicating that the task was Attempted. Select the second "Task Example" task and click [Complete] and Save. Validate that the second 'Task Example' task is removed. Select the third "Task Example" task and click 'Dismiss'. Select "Patient Refused" from the 'Rationale for not completing task' field and click [Save]. Validate the third 'Task Example' task is removed. Scenario 3: Task List - Search for Patient outside of Caseload Specific Setup: A client must exist outside of the logged in user's caseload. (Client A) A unit must exist with clients. (Unit A) Steps Access the 'Nursing Caseload Assignment' form. Select "Unit A" from the 'Select Clients From Unit' field. Validate the 'Select Clients To Include In Current Caseload' section contains "Client A". Validate the 'Current Caseload' section does not contain "Client A". Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload]. Click [Submit] Access the 'Task List' widget. Validate the caseload is listed in ascending order by unit/room/bed Search for and select "Client A" from the 'Search Patients' field. Validate that "Client A" is the only patient visible in the 'Task List' widget. Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view. Scenario 4: Task List - Create Unscheduled 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. Steps Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Unschedule" and press Tab. Set the 'Task Title' field to "Unscheduled Task" and click [Submit]. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Unscheduled Task (Unschedule)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ECHINACEA 167 MG TABLET ORAL". Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate that an "Unscheduled Task" task appears under the Unscheduled column. Select the first "Unscheduled Task" task. Validate the 'Due' field contains the current date and no time.	Topics • Admission • myAvatar/myAvatar NX • Order Entry Console