Client Merge - Current Census
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Current Unit Census
Scenario 1: Client Merge - Existing episode - Validate Census after merge
Specific Setup:
- Add hospital beds to the unit using "Maintain Hospital Bed File" form.
- Admit source client to an outpatient episode.
- Admit target client a day after the source client into first a different outpatient episode than the source client and then into an inpatient episode.
Steps
- Open the "Client Merge" form.
- Enter the Source client from setup,
- Click "Yes" on "Merge All Client Data Through Single Filing".
- Enter the Target client from setup.
- Click "No" on "Create New Episode on Merge".
- Complete merge.
- Open "Current Unit Census" form and verify the target client is still listed n the hospital bed they were admitted to.
Scenario 2: Client Merge - Create new episode - Validate Census after merge
Specific Setup:
- Add hospital beds to the unit using "Maintain Hospital Bed File" form.
- Admit source client to an outpatient episode.
- Admit target client a day after the source client into first a different outpatient episode than the source client and then into an inpatient episode.
Steps
- Open the "Client Merge" form.
- Enter the Source client from setup,
- Click "Yes" on "Merge All Client Data Through Single Filing".
- Enter the Target client from setup.
- Click "Yes" on "Create New Episode on Merge".
- Complete merge.
- Open "Current Unit Census" form and verify the target client is still listed n the hospital bed they were admitted to.
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Topics
• Client Merge
• NX
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Compile and Post Residential/Inpatient services - Medical diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Compile And Post Residential/Inpatient Charges
- Diagnosis
- Financial Eligibility
- Program Maintenance
- Post Residential/Inpatient Worklist
Scenario 1: Compile and Post Residential/Inpatient Charges - Validate Worklist Diagnosis
Specific Setup:
- Using "Program Maintenance", select or enter an inpatient service code that has the "Primary Medical Program" selected.
- Admit a client into an inpatient episode.
- Add insurance information into "Financial Eligibility" form.
- Enter a diagnosis for the client using the "Diagnosis" form.
Steps
- Using the "Verify Unit Census", verify the census for the test client for the date of admission only.
- Using the "Compile and Post Residential/Inpatient Charges" form, compile and post the inpatient services.
- Using the preferred method to validate SQL tables, validate the column "jointodiagnosisobject1" is populated with the diagnosis code
Scenario 2: Post Resident/Inpatient Charges - Validate worklist diagnosis
Specific Setup:
- Using "Program Maintenance", select or enter an inpatient service code that has the "Primary Medical Program" selected.
- Admit a client into an inpatient episode.
- Add insurance information into "Financial Eligibility" form.
- Enter a diagnosis for the client using the "Diagnosis" form.
Steps
- Using the "Verify Unit Census", verify the census for the test client for the date of admission only.
- Using the "Compile Residential/Inpatient Charges" form, compile the inpatient services.
- Using the "Post Residential/Inpatient Charges" form, post the compiled worklist.
- Using the preferred method to validate SQL table "SYSTEM.billing_tx_history column "jointodiagnosisobject1" is populated with the diagnosis code
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Topics
• Inpatient Worklist
• NX
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Chart Review - Attached forms from child namespaces
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Attach Other Application Form to Menu (CWS)
- Chart Review
- Diagnosis
- Leaves
Scenario 1: Chart Review - Validate Diagnosis form attached to a child namespace menu
Specific Setup:
- Admit or select a test client using the "Admission" form.
- Enter or verify the client has diagnosis data using the "Diagnosis" form.
- Add the "Diagnosis" form that was attached to the child namespace menu to the chart using "Chart Review".
Steps
- Open the "Attach Other Application Form to Menu" form from a child namespace such as CWS.
- Select "Avatar PM" from the "Application" dropdown list.
- Select the form to be attached to a CWS menu.
- Add the form to a child namespace menu.
- Open the "Chart Review" form.
- Open the "Diagnosis" form that was attached to the child namespace menu from the chart.
- Validate the Diagnosis data appears on the chart.
- Click the "Edit" button.
- The "Diagnosis" form launches.
- Add another diagnosis and file the data.
- After returning to the chart, click "Refresh" button.
- Validate the diagnosis data that was just added appears on the chart.
- Click "Report".
- Validate all diagnosis data for the client appears on the report.
Scenario 2: Chart Review - Validate Leaves form attached to a child namespace menu
Specific Setup:
- Admit or select a test client in an inpatient episode using the "Admission" form.
- Enter or verify the client has leave data using the "Leaves" form.
- Add the "Leaves" form that was attached to the child namespace menu to the chart using "Chart Review".
Steps
- Open the "Attach Other Application Form to Menu" form from a child namespace such as CWS.
- Select "Avatar PM" from the "Application" dropdown list.
- Select the "Leaves" form to be attached to a CWS menu.
- Add the form to a child namespace menu.
- Open the "Chart Review" form.
- Open the "Leaves" form that was attached to the child namespace menu from the chart.
- Validate the Leave data appears on the chart.
- Click "Report".
- Validate all leave data for the client appears on the report.
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Topics
• Leaves
• NX
• RADplus Utilities
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