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RADplus 2022 Monthly Release 2022.01.01 Acceptance Tests

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Update 4 Summary | Details
Team Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Team Definition
Scenario 1: Team Definition - field and data validations
Specific Setup:
  • Have an existing team created in form "Team Definition" or create a new one [TeamA]
  • In form "User Definition", have existing users on the system and users with user IDs defined as follows:
  • a user defined with a user ID that is in all lowercase characters
  • a user defined with a user ID that begins with a lowercase character and the rest being in mixed case
  • a user defined with a user ID that is in all uppercase characters
  • a user defined with a user ID that begins with an uppercase character and rest being in mixed case
Steps
  1. Open the "Team Definition" form.
  2. Click [Select Team] and select [TeamA]
  3. Click [Select Users]
  4. Click the "A-J" checkbox, to expand the user list
  5. Validate the entire list of names is displayed in the correct alphabetical order, including any of the users defined in the setup
  6. Select any desired users
  7. Click the "K-Q" checkbox, to expand the user list
  8. Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup
  9. Select the desired users
  10. Click the "R-Z" section checkbox, to expand the user list
  11. Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup
  12. Select any desired users
  13. Click [OK]
  14. Click [File].
  15. Close the form
  16. Open the "Team Definition" form.
  17. Click [Select Team] and select [TeamA]
  18. Click [Select Users]
  19. Validate users selected in step 3 are selected
  20. Click [Cancel]
  21. Validate that the 'Team Information' text field contains the users selected in step 3 along with their user descriptions
Topics
• Forms • NX
Update 14 Summary | Details
Change MR#
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Change MR#
Scenario 1: "Change MR#" process - validate client and updated document data (appended and not appended)
Specific Setup:
  • Have a client [ClientA] whose client ID # will need to be changed via the form "Change MR#" or the "Change MPI MR#" form [FormA]
  • For [ClientA] have:
  • A document created [Doc1], for example "Document Routing" document
  • A "Treatment Plan" record on file [TPrec1] filed via the "Treatment Plan" form
  • A "Progress Note" record on file [PMrec1] filed with a progress note form. For example, form "Ambulatory Progress Notes"
  • A "Modeled Form" record [MFrec1] filed with any user modeled form
Steps
  1. Open [FormA]
  2. Enter the current ID of [ClientA] in the "Client ID" field
  3. Click [Assign MR#]
  4. Validate the "New Client ID#" field is populated with a new client ID#
  5. Click [Submit]
  6. Validate the form submits successfully and in a timely manner
  7. In the "My Clients" widget, enter the old client ID# for [ClientA] in the "Search Clients" field
  8. Validate "No matches found" is displayed
  9. In the "My Clients" widget, enter the new client ID# for [ClientA] in the "Search Clients" field
  10. Validate the client is found
  11. Validate the name of the client is as expected
  12. Open form "Clinical Document Viewer"
  13. In the "Select Client" field, enter the old client ID# for [ClientA]
  14. Validate "No matches found" is displayed
  15. In the "Select Client" field, enter the new client ID# assigned to [ClientA]
  16. Validate [ClientA] is found, select the client
  17. Click [Process]
  18. Validate the document [Doc1], is present in the list of documents
  19. Click [View]
  20. Validate data is displayed as expected in the document
  21. Open the "Treatment Plan" form
  22. In the "Select Client" field, enter the old client ID# for [ClientA]
  23. Validate "No matches found" is displayed
  24. In the "Select Client" field, enter the new client ID# assigned to [ClientA]
  25. Validate [ClientA] is found, select the client to open the form
  26. Validate the treatment plan row filed in the set up [TPrec1] for [ClientA], is present for selection in the pre-display
  27. Select the row
  28. Validate the data displayed in the treatment plan, is as expected
  29. Open the "Progress Note" form
  30. In the "Select Client" field, enter the old client ID# for [ClientA]
  31. Validate "No matches found" is displayed
  32. In the "Select Client" field, enter the new client ID# assigned to [ClientA]
  33. Validate [ClientA] is found, select the client
  34. Validate the progress note row filed in the set up [PNrec1] for [ClientA], is present for selection in the pre-display
  35. Select the row
  36. Validate the data displayed in the progress note, is as expected
  37. Open the "Modeled" form
  38. In the "Select Client" field, enter the old client ID# for [ClientA]
  39. Validate "No matches found" is displayed
  40. In the "Select Client" field, enter the new client ID# assigned to [ClientA]
  41. Validate [ClientA] is found, select the client to open the form
  42. Validate the modeled form row filed in the set up [MFrec1] for [ClientA], is present for selection in the pre-display
  43. Select the row
  44. Validate the data displayed in the modeled form, is as expected
Topics
• Change MR# • NX
Update 21 Summary | Details
Lock/Unlock an Avatar session
Scenario 1: Validate "Locking/Unlocking" an Avatar Session
Specific Setup:
  • [UserA] has a valid Avatar user login
Steps
  1. Log as [UserA]
  2. On the home view menu bar, click the "Lock" menu item
  3. Validate the "My Avatar" login screen is displayed with "Locked" under the "My Avatar" insignia
  4. Populate the "System Code" field with current logged in system code
  5. Populate the "Username" field with [UserA]
  6. Populate the "Password" with an incorrect password
  7. Click [Sign In]
  8. Validate an error message is displayed "Unlock failed! Incorrect login information"
  9. Click [OK]
  10. Populate the "System Code" field with current logged in system code
  11. Populate the "Username" field with [UserA]
  12. Populate the "Password" with an incorrect password
  13. Click [Sign In]
  14. Validate login is successful
Topics
• Forms • NX
Update 28 Summary | Details
Guardiant
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Guardiant
  • Dynamic Form - Confirm Dialog
  • Dynamic Form - Warning Dialog
Scenario 1: Guardiant form - Field validations
Steps
  1. Open form "Guardiant"
  2. Click the "Guardiant Configuration" section
  3. Click [Test Connectivity]
  4. Validate message "Connectivity Test Successful" is displayed
  5. Click [OK]
  6. Click [Test Daily Collection]
  7. Click [Yes] to the warning message
  8. Validate message "Test Succeeded" is displayed
  9. Click [Test Metrics Collection]
  10. Click [Yes] to the warning message
  11. Validate message "Test Succeeded" is displayed
  12. Click "Export Configuration"
  13. In "File Explorer", select a directory to save file
  14. Click [Save]
  15. Go to the directory where the file was saved
  16. Open the "GuardiantConfiguration.txt" file
  17. Validate data is present in the file
Product Updates - form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Product Updates (PM)
Scenario 1: Product Updates: Validate import, view, and install update(s)
Steps
  • Internal Testing Only
Topics
• Guardiant • NX • Forms
Update 29 Summary | Details
'Treatment Plan' - approve documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Approve To Do Item
  • Review To Do Item
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 a form (Form A),
  • "User A" is defined with an associated staff member.
  • A client must be enrolled in an existing episode (Client A).
  • Log in as "User A".
Steps
  1. Access [FormA] (for this test the 'Progress Notes (Group and Individual)' form is used)
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for 'Form A' for "Client A".
  17. Select the row for "Client A" and click the [Approve Document].
  18. Validate the document is displayed with the expected data.
  19. Click [Accept].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the To-Do is no longer displayed.
  22. Access the 'Clinical Document Viewer' form.
  23. Select "Client" in the 'Select All or Individual Client' field.
  24. Select "Client A" in the 'Select Client' field.
  25. Click [Process].
  26. Validate the document for "Client A" displays in the document list.
  27. Click to view the document.
  28. Validate that the document displays the expected data.
  29. Close the form.
Scenario 2: Treatment Plan - 'Pending Approval' workflow
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The Wiley Libraries must be installed.
  • A staff member must be associated to the logged in user. (Staff Member A)
  • "Staff Member A" must be set up in the 'Notification Users' form.
  • 'Treatment Plan' and "Staff Member A" must be set up in 'Required User List Management' form.
  • The 'My To Do's' widget must be set up on a user's view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select the desired episode if present.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select the desired value for the 'Plan Type' field.
  5. Populate any required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Select the desired problem and drag it into the Treatment Plan.
  9. Populate all desired fields.
  10. Select a desired goal and drag it into the Treatment Plan.
  11. Populate all desired fields.
  12. Select a desired objective and drag it into the Treatment Plan.
  13. Populate all desired fields.
  14. Click [Return to Plan].
  15. Validate a 'Plan Save' dialog stating: "Plan saved successfully."
  16. Click [OK].
  17. Select "Pending Approval" in the 'Treatment Plan Status' field.
  18. Select "Staff Member A" in the 'Team Member To Notify' field.
  19. Click [Submit].
  20. Navigate to the 'My To Do's' widget.
  21. Click [Approve To Do Item] for "Client A".
  22. Select "Yes" in the 'Approve To Do Item' field.
  23. Enter the desired value in the 'Comments' field.
  24. Click [Submit].
  25. Click [Review To Do Item] for "Client A".
  26. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  27. Click [Submit].
  28. Validate the item is no longer present for "Client A".
Scenario 3: Treatment Plan Copy- 'Pending Approval' workflow
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The Wiley Libraries must be installed.
  • A staff member must be associated to the logged in user. (Staff Member A)
  • "Staff Member A" must be set up in the 'Notification Users' form.
  • A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).
  • 'Treatment Plan Copy' and "Staff Member A" must be set up in 'Required User List Management' form.
  • The 'My To Do's' widget must be set up on a user's view.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Select the desired episode if present.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select the desired value for the 'Plan Type' field.
  5. Populate any required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Select the desired problem and drag it into the Treatment Plan.
  9. Populate all desired fields.
  10. Select a desired goal and drag it into the Treatment Plan.
  11. Populate all desired fields.
  12. Select a desired objective and drag it into the Treatment Plan.
  13. Populate all desired fields.
  14. Click [Return to Plan].
  15. Validate a 'Plan Save' dialog stating: "Plan saved successfully."
  16. Click [OK].
  17. Select "Pending Approval" in the 'Treatment Plan Status' field.
  18. Select "Staff Member A" in the 'Team Member To Notify' field.
  19. Click [Submit].
  20. Navigate to the 'My To Do's' widget.
  21. Click [Approve To Do Item] for "Client A".
  22. Select "Yes" in the 'Approve To Do Item' field.
  23. Enter the desired value in the 'Comments' field.
  24. Click [Submit].
  25. Click [Review To Do Item] for "Client A".
  26. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  27. Click [Submit].
  28. Validate the item is no longer present for "Client A".
Scenario 4: 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 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field,
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the Status field.
  23. Click [Add New Goal].
  24. Enter any value (a large amount of data) in the 'Goal' field.
  25. Validate that the data wraps correctly and displays as expected.
  26. Select any value from the Status field.
  27. Click [Add New Objective].
  28. Enter any value (a large amount of data) in the 'Objective' field.
  29. Validate that the data wraps correctly and displays as expected.
  30. Select any value from the Status field.
  31. Click [Add New Intervention].
  32. Enter any value in the 'Intervention' field.
  33. Select any value in the 'Status' field.
  34. Click [Return to Plan].
  35. Select "Final" in the 'Draft/Final' field.
  36. Click [Submit] and [Sign and Route].
  37. Enter the password and press the 'Enter' key.
  38. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add].
  39. Click [Submit]
  40. Access the 'My To Do's' widget.
  41. Click [My To Do's].
  42. Validate the record for "Client A" and click [Review].
  43. Validate the 'Document Preview' contains the treatment plan from the previous steps.
  44. Click [Accept] and [Sign].
  45. Enter the password and click [Verify].
  46. Validate the record is no longer present.
  47. Close the 'To Do's'.
Topics
• Document Routing • Treatment Plan
Update 31 Summary | Details
Required Field Checking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Modeled Form with Draft/Final
  • Dynamic Form - Filing Error
Scenario 1: Form Submission - Required Field Validation
Specific Setup:
  • Have a modeled form with at least two sections and also includes a "Draft/Final" type field on the form [FormA]
  • In each section of the modeled form have some fields that are set to be required and some that are not
  • Have a modeled form with at least two sections and that does not include "Draft/Final" type field on the form [FormB]
  • In each section of the modeled form have some fields that are set to be required and some that are not
  • Have access to any progress note form containing a "Draft/Final" field
  • Have access to any treatment plan form containing a "Draft/Final" field
  • Have a client [ClientA] enrolled in an active episode [EpisodeA]
Steps
  1. Open [FormA]
  2. Select [ClientA] and then [EpisodeA]
  3. Populate desired fields in each section of the form but leave at least one required field blank in each section
  4. Click [Submit]
  5. Validate a message is displayed indicating which required fields are not populated
  6. Click [OK]
  7. Click [Final]
  8. Validate a message is displayed indicating which required fields are not populated
  9. Click [OK]
  10. Validate a message is displayed indicating the "Final" cannot be selected until all the required prompts within the form contain information
  11. Click [OK]
  12. Validate that the sections on the left panel with missing required fields have a red flag next to the section name
  13. Select just one of the sections
  14. Populate the necessary required fields on that section
  15. Click [Final]
  16. Validate a message is displayed indicating which required fields are not populated
  17. Click [OK]
  18. Validate a message is displayed indicating the "Final" cannot be selected until all the required prompts within the form contain information
  19. Click [OK]
  20. Select the other section
  21. Populate the necessary required fields on that section
  22. Click [Final]
  23. Click [Submit]
  24. Validate the form files successfully
  25. Open [FormB]
  26. Select [ClientA] and then [EpisodeA]
  27. Populate desired fields in each section of the form but leave at least one required field blank in each section
  28. Click [Submit]
  29. Validate a message is displayed indicating which required fields are not populated
  30. Click [OK]
  31. Validate that the sections on the left panel with missing required fields have a red flag next to the section name
  32. Select just one of the sections
  33. Populate the necessary required fields on that section
  34. Click [Submit]
  35. Validate a message is displayed indicating which required fields are not populated
  36. Click [OK]
  37. Select the other section
  38. Populate the necessary required fields on that section
  39. Click [Submit]
  40. Validate the form files successfully
  41. Open the progress note form
  42. Select a client in the "Select Client" field
  43. Select an episode in the "Select Episode" field
  44. Select a progress note type from the "Progress Note For" field
  45. Select a note type from the "Note Type" field
  46. Do not populate the required field, "Notes Field"
  47. Set the "Draft/Final" field to "Final"
  48. Click [File Note]
  49. Validate that the error message "The following fields are missing 'Notes Field'", is displayed
  50. Click [OK]
  51. Validate the section listed on the left panel that contains the missing required field, has a red flag next to the section name
  52. Populate the "Notes Field"
  53. Click [File Note]
  54. Validate the form files successfully
  55. Open the treatment plan form
  56. Click the [Submit] button.
  57. Verify an error is received warning about missing required fields.
  58. Click the [T] button in the 'Plan Date' field to input today's date.
  59. Populate the 'Plan Name' field (If applicable)
  60. Select any value from the 'Plan Type' field.
  61. Select "Final" from the 'Draft/Final' field.
  62. Click [Submit].
  63. Validate the form files successfully
Topics
• Forms • NX
Update 33 Summary | Details
NX - Envelope Import
Scenario 1: Validate importing an existing "Envelope" containing form designer changes
Specific Setup:
  • Have an existing modeled form [FormA] on the system, that includes "Form Designer" changes made to the form. Make note of the existing form designer changes
  • Export the "Envelope" [EnvelopeA], that contains [FormA], setting prompt "Include Form Designer Changes" to "Yes"
Steps
  1. Open form "Envelope Import"
  2. Click [Select Envelope For Import]
  3. Navigate the location of [ExportA]
  4. Select the file
  5. In the "Overwrite Existing Envelope or Create New Envelope" field, select "Create New"
  6. Select "Yes" in prompt "Include Form Design Changes"
  7. At the dialog prompt, "Some or all of the imported envelope's attributes are currently being used within a different envelope, unable to retain original attributes. Do you wish to view the details?", click "No"
  8. At the dialog prompt, "Do you want to continue creating the envelope using new attributes?", click "Yes"
  9. Click "Begin Import Scan"
  10. In the "Import Scan Results" field, validate there are warnings stating that import file contains an envelope and a table with names that are already in use, and that the import process will assign new names based upon the existing name.
  11. Click [Begin Import]
  12. Validate import is completed successfully
  13. Open [FormA]
  14. Validate the form designer changes noted in the set up, are displayed as expected
Topics
• Envelope Import • NX
Update 45 Summary | Details
Avatar NX - Date display in forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nursing Assessment
Scenario 1: Verify that Void/Copy in Clinical Document Viewer function properly
Specific Setup:
  • Select a test client who has test documents on file.
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
Steps
  1. Open the "Clinical Document Viewer" form.
  2. Select a test client and episode for the client.
  3. Select a document to void from the document list.
  4. Document displays.
  5. Click Void button.
  6. "Void/Void&Copy" form displays.
  7. Select "Void & Copy".
  8. Fill out required fields, including the Client ID field where you put the client ID of the client who is to receive the copy.
  9. Click "Void".
  10. Validate on the document list that the Document Status is "Void" for that document.
  11. Open "Clinical Document Viewer" form.
  12. Using the client ID for the client that received the copy, verify that the document was copied to this client ID.
Scenario 2: Allergies and Hypersensitivities - Validate sorting functionality
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must have at least three existing records in the 'Allergies and Hypersensitivities' form.
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update].
  3. Click [Reaction Severity - Column header].
  4. Validate the entries sort by 'Reaction Severity'.
  5. Click [Status - Column header].
  6. Validate the entries sort by 'Status'.
  7. Click [Allergen/Reactant - Column header].
  8. Validate the entries sort by 'Allergen/Reactant'.
  9. Click [New Row].
  10. Enter any value in the 'Allergen/Reactant' field.
  11. Enter any value in the 'Date Recognized' field.
  12. Select any value in the 'Status' field.
  13. Select any value in the 'Reactions' field.
  14. Select any value in the 'Reaction Severity' field.
  15. Click [Save] and [Submit].
  16. Access the 'Allergies and Hypersensitivities' form.
  17. Click [Update].
  18. Validate the grid contains the entry filed in the previous steps.
  19. Click [Allergen/Reactant - Column header].
  20. Validate the entries sort by 'Allergen/Reactant'.
  21. Click [Reaction Severity - Column header].
  22. Validate the entries sort by 'Reaction Severity'.
  23. Click [Close/Cancel].
  24. Close the form.
Scenario 3: Validate accessing various 'Quick Actions' from the 'Client Dashboard'
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • 'Update Client Data', 'Smoking Assessment', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
  • This scenario must be tested in an Avatar NX system.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Validate there is no grey box behind the client's name.
  3. Navigate to the 'Quick Actions' widget.
  4. Click [Update Client Data - Add].
  5. Click outside of the 'Update Client Data' dialog.
  6. Validate the dialog is fixed and centered in the screen.
  7. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
  8. Validate the space is automatically removed after the comma.
  9. Click the 'State' field and validate the states are listed alphabetically.
  10. Populate the required and desired fields.
  11. Click [Save].
  12. Click [Emergency Contact - Add].
  13. Click outside of the 'Emergency Contact' dialog.
  14. Validate the dialog is fixed and centered in the screen.
  15. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  16. Validate the space is automatically removed after the comma.
  17. Fill out any required and desired fields.
  18. Click [Save].
  19. Click [Smoking Assessment - Add].
  20. Click outside of the 'Smoking Assessment' dialog.
  21. Validate the dialog is fixed and centered in the screen.
  22. Populate the required fields.
  23. Click [Save].
  24. Click [Problems List - Add].
  25. Click outside of the 'Problems List' dialog.
  26. Validate the dialog is fixed and centered in the screen.
  27. Populate the required and desired fields.
  28. Click [Save].
  29. Click [Alerts - Add].
  30. Select "Warning (Custom)" in the 'Type of Alert' field.
  31. Select "All Episodes" in the 'Episode(s)' field.
  32. Enter any value with special characters in the 'Custom Message' field and press the "Tab" key.
  33. Validate an Error message and click [OK].
  34. Enter any value in the 'Custom Message' field.
  35. Select "No" in the 'Disabled' field.
  36. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  37. Enter "T" in the 'Start Date' field.
  38. Validate the current date is displayed in the 'Start Date' field.
  39. Enter any future value in the 'End Date' field.
  40. Select any form in the 'Applicable Forms' field (Form A).
  41. Validate the 'Applicable Forms' are listed alphabetically.
  42. Click [Save].
  43. Close the 'Client Dashboard'.
  44. Access 'Form A'.
  45. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  46. Click [OK].
  47. Close the form.
Scenario 4: 'Progress Notes (Group and Individual)' - validate duplicate service check
Specific Setup:
  • Client must be admitted in an existing episode (Client A).
  • The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
  • Document Routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Progress Notes' widget is on the user's myDay view.
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Enter "T" in the 'Date of Service' field.
  4. Validate the 'Date of Service' field contains today's date.
  5. Click [Date of Service T].
  6. Validate the 'Date of Service' field contains today's date.
  7. Fill out all required and desired fields.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Submit Note] and [OK] and close the form.
  10. Navigate to the 'Progress Notes' widget.
  11. Validate the 'Progress Notes' widget contains the note filed in the previous steps.
  12. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  13. Fill out all required and desired fields like the previous steps.
  14. Select "Final" in the 'Draft/Final' field.
  15. Click [Submit Note].
  16. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?"
  17. Click [No].
  18. Validate a message is displayed stating "Filing Aborted".
  19. Click [OK].
  20. Click the 'myDay' view and navigate to the 'Progress Notes' widget.
  21. Validate the 'Progress Notes' widget does not contain a duplicate note.
  22. Navigate back to the 'Progress Notes (Group and Individual)' form for "Client A".
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit Note].
  25. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?"
  26. Click [Yes] and [OK].
  27. Click the 'myDay' view and navigate to the 'Progress Notes' widget.
  28. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.
Scenario 5: 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 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
  • Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Navigate to another view or open a form.
  10. Navigate back to the 'Treatment Plan' form and validate that all data appears as expected in the 'Problem List' grid.
  11. Click [New Row].
  12. Select any value from the 'Role' field in the 'Participation' section.
  13. Select 'Staff ID' and enter "Staff Member A".
  14. Validate that the selected staff member's name displays in the 'Participant Name' field.
  15. Select any value from the 'Plan Author' field.
  16. Select any value from the 'Notification' field,
  17. Add multiple staff members as needed.
  18. Enter any value in the 'Strengths' field.
  19. Enter any value in the 'Weakness' field.
  20. Enter any value in the 'Discharge Planning' field.
  21. Select "Draft" in the 'Draft/Final' field.
  22. Click [Launch Plan].
  23. Select the problem from the 'Tree View'.
  24. Select any value from the Status field.
  25. Click [Add New Goal].
  26. Enter any value (a large amount of data) in the 'Goal' field.
  27. Validate that the data wraps correctly and displays as expected.
  28. Select any value from the Status field.
  29. Click [Add New Objective].
  30. Enter any value (a large amount of data) in the 'Objective' field.
  31. Validate that the data wraps correctly and displays as expected.
  32. Select any value from the Status field.
  33. Click [Add New Intervention].
  34. Enter any value in the 'Intervention' field.
  35. Select any value in the 'Status' field.
  36. Click [Return to Plan].
  37. Select "Final" in the 'Draft/Final' field.
  38. Click [Submit] and [Sign].
  39. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome.
  40. Press the 'Enter' key.
  41. Select the desired staff member in the 'Route Document To' field and click [Add].
  42. Click [Submit]
  43. Select "Client A" and navigate to the 'Documentation' view.
  44. Validate the recently filed 'Treatment Plan' is displayed in the 'Console Widget Viewer' when selected.
Scenario 6: Nursing Assessment - Add/Edit Assessment
Specific Setup:
  • Client must be admitted to two active episodes (Client A).
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
Steps
  1. Select "Client A" and access the 'Nursing Assessment' form.
  2. Select "Episode 1".
  3. Click [Assessing Date T].
  4. Validate the current date is displayed in the 'Assessing Date' field.
  5. Enter "T" in the 'Assessing Date' field.
  6. Validate the current date is displayed in the 'Assessing Date' field.
  7. Click [Current Time].
  8. Enter the desired practitioner in the 'Assessing Clinician' field.
  9. Populate all required and desired fields.
  10. Click [Submit].
  11. Access Crystal Reports or other SQL Reporting Tool.
  12. Create a report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  13. Validate a row is displayed for the assessment filed in the previous steps.
  14. Validate the 'PATID' field contains the ID of "Client A".
  15. Validate the 'NSA_uniqueid' field contains a unique identifier.
  16. Validate the 'assessment_date' field contains today's date.
  17. Validate the 'assessment_time' field contains the current time.
  18. Select "Client A" and access the 'Nursing Assessment' form.
  19. Select "Episode 1".
  20. Click [Current Time].
  21. Click [Submit].
  22. Access Crystal Reports or other SQL Reporting Tool.
  23. Refresh the report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  24. Validate the 'assessment_time' field contains the current time.
  25. Select "Client A" and access the 'Nursing Assessment' form.
  26. Select "Episode 2".
  27. Validate a message is displayed stating: "Client has information from a previous episode, default?"
  28. Click [OK].
  29. Validate the 'Assessing Date' field is enabled.
  30. Enter yesterday's date in the 'Assessing Date' field.
  31. Click [Submit].
  32. Access Crystal Reports or other SQL Reporting Tool.
  33. Refresh the report using the 'SYSTEM.cw_physical_health_assessment' SQL table.
  34. Validate a second row is displayed and has a new unique id.
  35. Validate the 'PATID' field contains the ID of "Client A".
  36. Validate the 'NSA_uniqueid' field contains a unique identifier.
  37. Validate the 'assessment_date' field contains yesterday's date.
  38. Close the report.
'All Documents' widget - Form Edits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Against Medical Advice
  • Client Observation
  • Ambulatory Progress Notes (Diag Entry - Mednote)
  • All Documents Widget
Scenario 1: Validate modeled forms that do not allow edits cannot be edited in the 'All Documents' widget
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • User must have the 'All Documents' widget and the 'Console Widget Viewer' configured to a view ('All Documents' view).
  • Must have a modeled form defined that does not allow edits ('Against Medical Advice' modeled form is used for testing).
  • Please note: This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Against Medical Advice (AMA)' form.
  2. Fill out all required and desired fields.
  3. Click [Submit].
  4. Navigate to the 'All Documents' view.
  5. Select the 'All Forms' field.
  6. Select "Against Medical Advice (AMA)" from the 'Form Description' field.
  7. Validate the record displays and select it.
  8. Validate the 'Open' button is disabled in the 'All Documents' widget.
  9. Validate the record opens in the 'Console Widget Viewer' and that the 'Open Record' button is disabled.
Scenario 2: Validate modeled forms when they do not allow edits
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have a modeled form defined that does not allow edits ('Against Medical Advice' modeled form is used for testing).
Steps
  1. Select "Client A" and access the 'Against Medical Advice (AMA)' form.
  2. Fill out all required and desired fields.
  3. Click [Submit].
  4. Select "Client A" and access the 'Against Medical Advice (AMA)' form.
  5. Verify the entry in the previous steps displays the correct date and time.
  6. Try to select the entry from the previous steps.
  7. Validate the form does not reopen.
  8. Close the form.
Scenario 3: 'All Documents' Widget - Verification of 'New Record' Display
Specific Setup:
  • This Acceptance Testing Scenario applies to Avatar NX systems only.
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled.
  • A Documentation View must exist and assigned to a users view.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' field.
  3. Click [New Record].
  4. Select "Client Observation" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' field.
  10. Select "Client Observation" from the 'Form Description' field.
  11. Validate the 'Client Observation' record displays.
  12. Click [New Record].
  13. Select "Medical Note" from the 'New Record' field.
  14. Fill out any required and desired fields.
  15. Click [Submit].
  16. Refresh the 'All Documents' widget.
  17. Select the 'All Forms' field.
  18. Select "Medical Note" from the 'Form Description' field.
  19. Validate the 'Medical Note' record displays.
  20. Select the 'Medical Note' and click [Open].
  21. Select "Final" in the 'Final/Draft' field.
  22. Click [Submit].
  23. Refresh the 'All Documents' widget.
  24. Select the 'All Forms' field.
  25. Select "Medical Note" from the 'Form Description' field.
  26. Validate the 'Medical Note' record displays.
  27. Select the 'Medical Note' and click [Open].
  28. Validate an Error dialog stating: "This note cannot be edited in this manner."
  29. Click [OK].
  30. Validate the user is returned to the 'All Documents' view.
  31. Refresh the 'All Documents' widget.
  32. Select the 'All Forms' field.
  33. Click [New Record].
  34. Select "Treatment Plan" from the 'New Record' field.
  35. Fill out any required and desired fields.
  36. Select "Final" in the 'Treatment Plan Status' field.
  37. Click [Submit].
  38. Refresh the 'All Documents' widget.
  39. Select "Treatment Plan" from the 'Form Name' field.
  40. Validate the 'Treatment Plan' record displays.
  41. Select the 'Treatment Plan' and verify the 'Open' button is disabled.
'All Documents' widget - Newly filed documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Observation
  • Ambulatory Progress Notes (Diag Entry - Mednote)
  • All Documents Widget
Scenario 1: Validate Problem List records display in the 'All Documents' Widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a problem filed in the 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "All Forms" section.
  3. Select "Problem List" in the 'Form Description' field.
  4. Validate only 'Problem List' records are now displayed.
  5. Click on the existing 'Problem List' record for "Client A".
  6. Validate the problem displays in the 'Console Widget Viewer'.
Scenario 2: Validate 'Disclosure Management' records display in the 'All Documents' Widget
Specific Setup:
  • This Acceptance Testing Scenario applies to Avatar NX systems only.
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled.
  • A Documentation View must exist and assigned to a users view (All Documents view).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' tab.
  3. Click [New Record].
  4. Select "Disclosure Management" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' tab.
  10. Validate the 'Disclosure Management' record displays.
Scenario 3: 'Progress Notes (Group and Individual)' - validate duplicate service check
Specific Setup:
  • Client must be admitted in an existing episode (Client A).
  • The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
  • Document Routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • The 'Progress Notes' widget is on the user's myDay view.
  • The 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Enter "T" in the 'Date of Service' field.
  4. Validate the 'Date of Service' field contains today's date.
  5. Click [Date of Service T].
  6. Validate the 'Date of Service' field contains today's date.
  7. Fill out all required and desired fields.
  8. Select "Final" in the 'Draft/Final' field.
  9. Click [Submit Note] and [OK] and close the form.
  10. Navigate to the 'Progress Notes' widget.
  11. Validate the 'Progress Notes' widget contains the note filed in the previous steps.
  12. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  13. Fill out all required and desired fields like the previous steps.
  14. Select "Final" in the 'Draft/Final' field.
  15. Click [Submit Note].
  16. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?"
  17. Click [No].
  18. Validate a message is displayed stating "Filing Aborted".
  19. Click [OK].
  20. Click the 'myDay' view and navigate to the 'Progress Notes' widget.
  21. Validate the 'Progress Notes' widget does not contain a duplicate note.
  22. Navigate back to the 'Progress Notes (Group and Individual)' form for "Client A".
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit Note].
  25. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?"
  26. Click [Yes] and [OK].
  27. Click the 'myDay' view and navigate to the 'Progress Notes' widget.
  28. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.
Scenario 4: 'All Documents' Widget - Verification of 'New Record' Display
Specific Setup:
  • This Acceptance Testing Scenario applies to Avatar NX systems only.
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled.
  • A Documentation View must exist and assigned to a users view.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' field.
  3. Click [New Record].
  4. Select "Client Observation" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' field.
  10. Select "Client Observation" from the 'Form Description' field.
  11. Validate the 'Client Observation' record displays.
  12. Click [New Record].
  13. Select "Medical Note" from the 'New Record' field.
  14. Fill out any required and desired fields.
  15. Click [Submit].
  16. Refresh the 'All Documents' widget.
  17. Select the 'All Forms' field.
  18. Select "Medical Note" from the 'Form Description' field.
  19. Validate the 'Medical Note' record displays.
  20. Select the 'Medical Note' and click [Open].
  21. Select "Final" in the 'Final/Draft' field.
  22. Click [Submit].
  23. Refresh the 'All Documents' widget.
  24. Select the 'All Forms' field.
  25. Select "Medical Note" from the 'Form Description' field.
  26. Validate the 'Medical Note' record displays.
  27. Select the 'Medical Note' and click [Open].
  28. Validate an Error dialog stating: "This note cannot be edited in this manner."
  29. Click [OK].
  30. Validate the user is returned to the 'All Documents' view.
  31. Refresh the 'All Documents' widget.
  32. Select the 'All Forms' field.
  33. Click [New Record].
  34. Select "Treatment Plan" from the 'New Record' field.
  35. Fill out any required and desired fields.
  36. Select "Final" in the 'Treatment Plan Status' field.
  37. Click [Submit].
  38. Refresh the 'All Documents' widget.
  39. Select "Treatment Plan" from the 'Form Name' field.
  40. Validate the 'Treatment Plan' record displays.
  41. Select the 'Treatment Plan' and verify the 'Open' button is disabled.
Scenario 5: 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 'Utilize Local Workstation Time Zone' registry setting must be set to "Y" and the user's workstation must be in a different time zone than EST. The time zone must be either the next day or the previous day compared to EST.
  • Google Chrome Browser settings are set to enable Autofill for passwords and the logged in user's password has been saved.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Navigate to another view or open a form.
  10. Navigate back to the 'Treatment Plan' form and validate that all data appears as expected in the 'Problem List' grid.
  11. Click [New Row].
  12. Select any value from the 'Role' field in the 'Participation' section.
  13. Select 'Staff ID' and enter "Staff Member A".
  14. Validate that the selected staff member's name displays in the 'Participant Name' field.
  15. Select any value from the 'Plan Author' field.
  16. Select any value from the 'Notification' field,
  17. Add multiple staff members as needed.
  18. Enter any value in the 'Strengths' field.
  19. Enter any value in the 'Weakness' field.
  20. Enter any value in the 'Discharge Planning' field.
  21. Select "Draft" in the 'Draft/Final' field.
  22. Click [Launch Plan].
  23. Select the problem from the 'Tree View'.
  24. Select any value from the Status field.
  25. Click [Add New Goal].
  26. Enter any value (a large amount of data) in the 'Goal' field.
  27. Validate that the data wraps correctly and displays as expected.
  28. Select any value from the Status field.
  29. Click [Add New Objective].
  30. Enter any value (a large amount of data) in the 'Objective' field.
  31. Validate that the data wraps correctly and displays as expected.
  32. Select any value from the Status field.
  33. Click [Add New Intervention].
  34. Enter any value in the 'Intervention' field.
  35. Select any value in the 'Status' field.
  36. Click [Return to Plan].
  37. Select "Final" in the 'Draft/Final' field.
  38. Click [Submit] and [Sign].
  39. Validate the 'Password' field autofill's with the user's password that is saved in Google Chrome.
  40. Press the 'Enter' key.
  41. Select the desired staff member in the 'Route Document To' field and click [Add].
  42. Click [Submit]
  43. Select "Client A" and navigate to the 'Documentation' view.
  44. Validate the recently filed 'Treatment Plan' is displayed in the 'Console Widget Viewer' when selected.
Topics
• Clinical Document Viewer • NX • Order Entry Console • Allergies and Hypersensitivities • Quick Actions • Progress Notes (Group And Individual) • Treatment Plan • Nursing Assessment • Widgets • Modeling • Progress Notes
Update 46 Summary | Details
Support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes (Diagnosis Entry)
  • HomeView - My To Do's widget
  • Document Routing Setup (PM)
  • Inpatient Progress Notes (Diagnosis Entry)
  • Finalize
  • Finalize.Note Summary
Scenario 1: Ambulatory Progress Notes (Diagnosis Entry) - Validate document routing
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Ambulatory Progress Notes (Diagnosis Entry)' form
  • User with access to 'Clinical Document Viewer' form
  • [UserA] has an existing client admitted to Medical Note
  • "ClientA"
  • [UserA] with existing practitioner enrolled in Medical Note
  • "Staff Member A"
  • [UserB] with existing practitioner enrolled in Medical Note
  • "Staff Member B"
Steps
  1. Access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  2. Select "ClientA" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  9. Click [Accept and Route].
  10. Enter the desired value in the 'Password' field.
  11. Click [OK].
  12. Validate the 'Route Document To' dialog is displayed.
  13. Search for "Staff Member B" in the "Add Approver" field.
  14. Click [Add].
  15. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
  16. Click [Submit].
  17. Log in as [UserB] and navigate to the "My To Do's" widget.
  18. Validate there is a To-Do for the progress note filed in the previous steps.
  19. Click [Approve Document].
  20. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  21. Click [Accept].
  22. Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
  23. Validate the To-Do is no longer displayed.
  24. Access the 'Clinical Document Viewer' form.
  25. Select "Individual" in the 'Select All or Individual Patient' field.
  26. Select "ClientA" in the 'Select Client' field.
  27. Select the desired value in the "Episode" field.
  28. Click [Process].
  29. Select the document that was just finalized from the document list.
  30. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  31. Click [Close All Documents].
  32. Validate the document is closed.
Scenario 2: Inpatient Progress Notes (Diagnosis Entry) - Validate document routing
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form for 'Inpatient Progress Notes (Diagnosis Entry)' form
  • User with access to 'Clinical Document Viewer' form
  • [UserA] has an existing client admitted to Medical Note
  • "ClientA"
  • [UserA] with existing practitioner enrolled in Medical Note
  • "Staff Member A"
  • [UserB] with existing practitioner enrolled in Medical Note
  • "Staff Member B"
Steps
  1. Access the 'Inpatient Progress Notes (Diagnosis Entry)' form.
  2. Select "ClientA" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as the Author.
  9. Click [Accept and Route].
  10. Enter the desired value in the 'Password' field.
  11. Click [OK].
  12. Validate the 'Route Document To' dialog is displayed.
  13. Search for "Staff Member B" in the "Add Approver" field.
  14. Click [Add].
  15. Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
  16. Click [Submit].
  17. Log in as [UserB] and navigate to the "My To Do's" widget.
  18. Validate there is a To-Do for the progress note filed in the previous steps.
  19. Click [Approve Document].
  20. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  21. Click [Accept].
  22. Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
  23. Validate the To-Do is no longer displayed.
  24. Access the 'Clinical Document Viewer' form.
  25. Select "Individual" in the 'Select All or Individual Patient' field.
  26. Select "ClientA" in the 'Select Client' field.
  27. Select the desired value in the "Episode" field.
  28. Click [Process].
  29. Select the document that was just finalized from the document list.
  30. Validate the document is displayed with the progress note data, including an electronic signature at the bottom for "Staff Member A" as Author and "Staff Member B" as Final Approver.
  31. Click [Close All Documents].
  32. Validate the document is closed.
Scenario 3: Verify MedNote progress note sign off with Document Routing and validate the My To Do's widget
Specific Setup:
  • Have two users: [UserA] and [UserB]
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form for [UserA]
  • [UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA]
  • [UserB] with existing practitioner enrolled in Medical Note
  • "PractitionerB"
Steps
  1. Log into Avatar as [UserA].
  2. Select [ClientA] and select the Medical Note widget.
  3. Click [Select Note].
  4. Select [Edit] from the "Client's E&M Appointment" row.
  5. Verify the existence of the “Facesheet” tab.
  6. Complete all required fields on "Document" and "Finalize" tabs.
  7. Click the "Finalize" tab and complete all the required fields.
  8. Click [Generate Note].
  9. Select "Complete" in the 'Completion Status' field.
  10. Click [Signed Off].
  11. Verify Sign Off process completes.
  12. Verify the existence of the 'Document Routing' form.
  13. At the "Confirm Document" screen, click [Accept and Route].
  14. Enter the password for [UserA] in the 'Verify Password' field.
  15. Click [OK].
  16. At the "Route Document To" screen, search for [UserB] in the "Add Approver" field.
  17. Click [Add].
  18. Validate [UserB] is added as an "Approver" and the "Approver" check box is selected.
  19. Click [Submit].
  20. Log in as [UserB].
  21. Navigate to the "My To Do's" widget.
  22. Locate the To Do just routed and click [Approve Document].
  23. Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]".
  24. Click [Accept]
  25. Validate the To Do is removed from the list.
Topics
• Document Routing • Progress Notes • My To Do's • Inpatient Rehab • Medical Note
Update 47 Summary | Details
Ability to use CSMPROG to login to RxConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Launch RxConnect
Scenario 1: Ability to use CSMPROG to login to RxConnect
Steps
  • Internal Testing only
Topics
• RxConnect
Update 48 Summary | Details
Final To Draft Override
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Definition (CWS)
  • Dynamic Form Table Definition
  • Table Definition (CWS)
  • Dynamic Form Draft Final Document Routing
  • Dynamic Form Form Definition
  • Form Definition (CWS)
  • Dynamic Form - Select A Form
  • Dynamic Form - Form Definition - Confirm
  • User Modeled Form
  • Registry Settings (PM)
  • Final to Draft Override (CWS)
  • Dynamic Form User Modeled
Scenario 1: Final to Draft Override - User Modeled Form - Aliasing disabled
Specific Setup:
  • Admit a new client or select a test client.
  • Using Envelope Definition, Table Definition, Form Definition, create a user modeled form that includes a Draft/Final (Document Routing) field added.
  • Registry setting "Alias Data Filed Upon Document Routing Completion" is enabled.
  • Using the "Document Routing Setup" form, enable document routing for the user modeled form.
Steps
  1. Open the User Modeled form created in Setup.
  2. Fill out all fields on the form.
  3. Click "Final" in the "Draft/Final" field.
  4. Sign or Accept the document.
  5. Open the "Final To Draft Override" form.
  6. Select a row for the user modeled form that was filed in earlier steps.
  7. Click "Submit".
  8. Open the User Modeled form created in Setup.
  9. Validate the "Draft/Final" field has been reset to "Draft".
Scenario 2: Final To Draft Override - User Modeled - Aliasing enabled
Specific Setup:
  • Admit a new client or select a test client.
  • Using Envelope Definition, Table Definition, Form Definition, create a user modeled form that includes a Draft/Final (Document Routing) field added.
  • Registry setting "Alias Data Filed Upon Document Routing Completion" is disabled.
  • Using the "Document Routing Setup" form, enable document routing for the user modeled form.
Steps
  1. Open the User Modeled form created in Setup.
  2. Fill out all fields on the form.
  3. Click "Final" in the "Draft/Final" field.
  4. Sign or Accept the document.
  5. Open the "Final To Draft Override" form.
  6. Select a row for the user modeled form that was filed in earlier steps.
  7. Click "Submit".
  8. Open the User Modeled form created in Setup.
  9. Validate the "Draft/Final" field has been reset to "Draft".
Topics
• Document Routing • Document Management • NX
Update 55 Summary | Details
Avatar NX - 'Result ToDos'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Entry
Scenario 1: Validate "Results by Caseload" widget for Today
Specific Setup:
  • "Results by Caseload" widget must be on the user's home view.
  • A client must be admitted in an existing episode (Client A).
  • Client A is part of the logged in user's caseload.
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate the required and desired fields.
  4. Click [File Header].
  5. Validate a dialog is displayed stating "Header information filed" and click [OK].
  6. Select the 'Result Details' item.
  7. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  8. Click [Select Header].
  9. Validate the header filed in the previous steps is present.
  10. Select the result and click [OK].
  11. Populate all required and desired fields.
  12. Enter today's date in the 'Observation Date' field.
  13. Enter the desired time in the 'Received Time' field.
  14. Click [File Detail Info].
  15. Validate a dialog is displayed stating "Detail information filed" and click [OK].
  16. Close the form.
  17. Navigate to the 'Results By Caseload' widget.
  18. Click the refresh button.
  19. Select "Today" in the 'Range to View' field.
  20. Validate a new row is added for the result.
  21. Select the row and click [View Result].
  22. Validate the 'Review Results' form opens with the entry.
  23. Select the result in the 'Select Results' field and click [Submit].
  24. Refresh the widget.
  25. Validate the row is no longer present in the 'Results by Caseload' widget.
Scenario 2: Sub-system codes - Validate 'Review Result' To-Do's
Specific Setup:
  • This must be tested in an Avatar NX system.
  • There must be a sub-system code set up for system (Code A).
  • There must be a notification set up for 'Results Entry' in the 'Notifications Setup' form.
  • A client must be enrolled in an existing episode (Client A).
  • User must have the 'My To Do's widget configured to a view and be logged in (User A).
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Select "User A" in the 'Ordering Practitioner' field.
  4. Populate all required and desired fields.
  5. Click [File Header Info].
  6. Validate a message is displayed stating: Header information filed.
  7. Click [OK].
  8. Click [Result Details].
  9. Select "Add" in the 'Add/Edit/Delete Result Details' field.
  10. Populate all required and desired fields.
  11. Click [File Detail Info].
  12. Validate a message is displayed stating: Detail information filed.
  13. Click [OK].
  14. Click [Exit Option].
  15. Navigate to the 'My To Do's' widget.
  16. Verify there is a result for "Client A".
  17. Click [Results Entry].
  18. Validate the data displays and click [Cancel].
  19. Close the To Do's.
  20. Log out.
  21. Login to "Code A" and navigate to the 'My To Do's' widget.
  22. Verify there is a result for "Client A".
  23. Click [Results Entry].
  24. Validate the data displays and click [Mark Reviewed] and [Save].
  25. Validate the result no longer displays in the 'My To Do's' widget.
  26. Close the To Do's.
Topics
• Widgets • NX • Results
Update 62 Summary | Details
Support for other products and modules
Scenario 1: Approve a document from the "Sign" tab of the 'My To Do's' widget
Specific Setup:
  • User must have the 'My To Do's' widget on the HomeView.
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
  • A user is defined with an associated staff member (User A, Staff Member A).
  • Must be logged in as "User A".
  • A client is enrolled in an existing episode (Client A). "Staff Member A" is the admitting practitioner for "Client A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the 'Admitting Practitioner' and validate "Staff Member A" displays as the 'Approver'.
  12. Click [Submit].
  13. Validate a "Progress Notes" dialog is displayed stating: Note Filed.
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do for the progress note filed in the previous steps.
  17. Select the "Sign" tab.
  18. Validate the 'Search Documents' field contains the progress note document for "Client A".
  19. Validate the 'Document' field contains the progress note data, including an electronic signature at the bottom for "Staff Member A" as both the Author and Admitting Practitioner.
  20. Click [Accept].
  21. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  22. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  23. Click [Sign All].
  24. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  25. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
  26. Access the 'Clinical Document Viewer' form.
  27. Select "Client" in the 'Select All or Individual Client' field.
  28. Select "Client A" in the 'Select Client' field.
  29. Click [Process].
  30. Validate the progress note document appears in the document list and double click on it to view.
  31. Validate that the document displays with the progress note data and an electronic signature for the Author & Admitting Practitioner.
  32. Close the form.
Scenario 2: To Do approval for Progress Note form with Document Routing
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • Have a progress note form enabled for document routing
  • UserA is staff member and has the "My To do's" widget on their 'myDay' view
Steps
  1. Select Client A and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Complete the remaining required fields.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route]
  9. Set the 'Password' field to the password of the logged in user.
  10. Click [Verify].
  11. Set the 'Supervisor' field to any value (for testing add the practitioner associated to the current logged in user) to route to yourself.
  12. Click [Add] and [Submit].
  13. Access the 'My To Do's' widget.
  14. In the 'Documents to Sign' section, select the newly created 'To Do' for Client A.
  15. Click [Review].
  16. Validate that the 'Sign' button remains disabled until the 'Document Preview' displays the document.
  17. Once enabled, click [Accept] and [Sign].
  18. Set the 'Password' field to the password of the logged in user.
  19. Click [Verify].
  20. Validate that the 'To Do' is removed from the 'My To Do's' list ('Documents to Sign') section.
Scenario 3: Bells Notes Integration - Accept a note via the "Sign" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A)
  • "Form A" must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "Sign" section.
  14. Validate the 'Search Documents' field contains the progress note document sent via Bells Notes for "Client A".
  15. Validate the 'Document' field contains the progress note data.
  16. Click [Accept].
  17. Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
  18. Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
  19. Click [Sign All].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Scenario 4: Bells Notes Integration - Accept a note via the "All" section of the 'My To Do's' widget
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • A progress notes form is configured and selected in the "Bells Notes" section of the 'CarePOV Management' form. Please note: this must be done by a Netsmart Associate. (Form A)
  • "Form A" must have document routing enabled.
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' widget on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select the desired note type.
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Select the "All" section.
  14. Validate a To-Do is displayed for the progress note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
Scenario 5: 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 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field,
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the Status field.
  23. Click [Add New Goal].
  24. Enter any value in the 'Goal' field.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value in the 'Objective' field.
  28. Select any value from the Status field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Click [Return to Plan].
  33. Select "Final" in the 'Draft/Final' field.
  34. Click [Submit].
  35. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
  36. Click [Sign and Route].
  37. Enter the password and press the 'Enter' key.
  38. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add].
  39. Click [Submit]
  40. Access the 'My To Do's' widget.
  41. Click [My To Do's].
  42. Validate the record for "Client A" and click [Review].
  43. Validate the 'Document Preview' contains the treatment plan data in the new TIFF format.
  44. Click [Accept] and [Sign].
  45. Enter the password and click [Verify].
  46. Validate the record is no longer present.
  47. Close the 'To Do's'.
Topics
• Document Routing • Progress Notes • My To Do's