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)
- Clinical Document Viewer
- Document Routing Setup (PM)
- HomeView - My To Do's widget
- 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
- Access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
- Select "ClientA" in the 'Select Client' field.
- Select "Independent Note" in the 'Progress Note For' field.
- Select the desired value in the 'Note Type' field.
- Enter the desired value in the 'Notes Field' field.
- Select "Final" in the 'Draft/Final' field.
- Click [Submit].
- 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.
- Click [Accept and Route].
- Enter the desired value in the 'Password' field.
- Click [OK].
- Validate the 'Route Document To' dialog is displayed.
- Search for "Staff Member B" in the "Add Approver" field.
- Click [Add].
- Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
- Click [Submit].
- Log in as [UserB] and navigate to the "My To Do's" widget.
- Validate there is a To-Do for the progress note filed in the previous steps.
- Click [Approve Document].
- 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.
- Click [Accept].
- Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
- Validate the To-Do is no longer displayed.
- Access the 'Clinical Document Viewer' form.
- Select "Individual" in the 'Select All or Individual Patient' field.
- Select "ClientA" in the 'Select Client' field.
- Select the desired value in the "Episode" field.
- Click [Process].
- Select the document that was just finalized from the document list.
- 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.
- Click [Close All Documents].
- 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
- Access the 'Inpatient Progress Notes (Diagnosis Entry)' form.
- Select "ClientA" in the 'Select Client' field.
- Select "Independent Note" in the 'Progress Note For' field.
- Select the desired value in the 'Note Type' field.
- Enter the desired value in the 'Notes Field' field.
- Select "Final" in the 'Draft/Final' field.
- Click [Submit].
- 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.
- Click [Accept and Route].
- Enter the desired value in the 'Password' field.
- Click [OK].
- Validate the 'Route Document To' dialog is displayed.
- Search for "Staff Member B" in the "Add Approver" field.
- Click [Add].
- Validate "Staff Member B" is added as an "Approver" and the "Approver" check box is selected.
- Click [Submit].
- Log in as [UserB] and navigate to the "My To Do's" widget.
- Validate there is a To-Do for the progress note filed in the previous steps.
- Click [Approve Document].
- 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.
- Click [Accept].
- Enter the password for "User B" in the 'Verify Password' dialog and click [OK].
- Validate the To-Do is no longer displayed.
- Access the 'Clinical Document Viewer' form.
- Select "Individual" in the 'Select All or Individual Patient' field.
- Select "ClientA" in the 'Select Client' field.
- Select the desired value in the "Episode" field.
- Click [Process].
- Select the document that was just finalized from the document list.
- 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.
- Click [Close All Documents].
- 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
- Log into Avatar as [UserA].
- Select [ClientA] and select the Medical Note widget.
- Click [Select Note].
- Select [Edit] from the "Client's E&M Appointment" row.
- Verify the existence of the “Facesheet” tab.
- Complete all required fields on "Document" and "Finalize" tabs.
- Click the "Finalize" tab and complete all the required fields.
- Click [Generate Note].
- Select "Complete" in the 'Completion Status' field.
- Click [Signed Off].
- Verify Sign Off process completes.
- Verify the existence of the 'Document Routing' form.
- At the "Confirm Document" screen, click [Accept and Route].
- Enter the password for [UserA] in the 'Verify Password' field.
- Click [OK].
- At the "Route Document To" screen, search for [UserB] in the "Add Approver" field.
- Click [Add].
- Validate [UserB] is added as an "Approver" and the "Approver" check box is selected.
- Click [Submit].
- Log in as [UserB].
- Navigate to the "My To Do's" widget.
- Locate the To Do just routed and click [Approve Document].
- Verify the approver's name is displayed at the bottom of the progress note: "Electronically Signed by [PractitionerB]".
- Click [Accept]
- Validate the To Do is removed from the list.
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Topics
• Document Routing
• Inpatient Rehab
• Medical Note
• My To Do's
• Progress Notes
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