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RADplus 2022 Update 45

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Product Requirements / Recommendations

RADplus required

Additional Requirements

Avatar NX User Interface Update 2022.04.00

Product Update Form Description

The following issues are resolved: 1) When entering "T" into a date field, the registry setting 'Utilize Local Workstation Time Zone' may be ignored. 2) Newly created progress notes and treatment plans may not appear in the NX "All Documents" widget until the user logs out. 3) The NX 'All Documents' widget may allow form edits when they should not be permitted.

Included Updates

34

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Avatar NX - Date display in forms
Ensure the correct date is populated when entering "T" into date fields when the 'Utilize Local Workstation Time Zone' registry setting is set in Avatar NX.
Topics
• Allergies and Hypersensitivities • Clinical Document Viewer • Nursing Assessment • NX • Order Entry Console • Progress Notes (Group And Individual) • Quick Actions • Treatment Plan
 
'All Documents' widget - Form Edits
Ensure the 'All Documents' widget does not allow form edits when they are not permitted in Avatar NX. Please note: Avatar NX 2022.04.00 release is required for full functionality.
Topics
• Modeling • NX • Progress Notes • Treatment Plan • Widgets
 
'All Documents' widget - Newly filed documents
Ensure newly created documents display in the 'All Documents' widget in Avatar NX. Please note: Avatar NX 2022.04.00 release is required for full functionality.
Topics
• NX • Progress Notes • Progress Notes (Group And Individual) • Treatment Plan
 
Acceptance Tests
AV-77482 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: 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 2: 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.
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.
Topics
• Allergies and Hypersensitivities • Clinical Document Viewer • Nursing Assessment • NX • Order Entry Console • Progress Notes (Group And Individual) • Quick Actions • Treatment Plan
AV-79238 Summary | Details
'All Documents' widget - Form Edits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • Ambulatory Progress Notes (Diag Entry - Mednote)
  • Client Observation
  • Treatment Plan
  • Against Medical Advice
Scenario 1: '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 2: 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 3: 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.
Topics
• Modeling • NX • Progress Notes • Treatment Plan • Widgets
AV-79694 Summary | Details
'All Documents' widget - Newly filed documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • Ambulatory Progress Notes (Diag Entry - Mednote)
  • Client Observation
  • Treatment Plan
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: '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 3: 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.
Topics
• NX • Progress Notes • Progress Notes (Group And Individual) • Treatment Plan

 

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