POVClinician - "Site Specific" forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Patient Health Questionnaire-9
- Treatment Plan
Scenario 1: "Patient Health Questionnaire-9" form - Validate data after Clinician<>Avatar data synchronization
Specific Setup:
- In Avatar, file a [RowA] for [ClientA] in form ""Patient Health Questionnaire-A" form" with field "Assessment Date" populated with a date less than or equal to current date [DateA]
- In Avatar, file another [RowB] for [ClientA] in form ""Patient Health Questionnaire-A" form" with field "Assessment Date" populated with any future date [DateB]
- The "Patient Health Questionnaire-9" form is marked for inclusion in form "Mobile Application Build"
Steps
- Log into "Clinician"
- Click [Synchronize] to sync data with Avatar
- Validate synchronization is successful
- Select [ClientA]
- Open the "Patient Health Questionnaire-9" form
- Validate the form launches successfully
- Validate in the pre-display, [RowA] is displayed
- Select the row and click [Edit]
- Validate "Assessment Date" is populated as expected with [DateA]
- Validate all other fields are populated as expected
- Add or update a value of any field [FieldA] and make a note of the change
- Submit the form
- Validate the form files successfully
- Open the "Patient Health Questionnaire-9" form
- Validate the form launches successfully
- Validate in the pre-display, [RowB] is displayed
- Select the row and click [Edit]
- Validate "Assessment Date" is populated as expected with [DateB]
- Validate all other fields are populated as expected
- Add or update a value of any field [FieldB] and make a note of the change
- Submit the form
- Validate the form files successfully
- Click [Synchronize] to sync data with Avatar
- Validate synchronization is successful
- Log into Avatar
- Select [ClientA]
- Open the "Patient Health Questionnaire-9" form
- In the pre-display, select [RowA] for edit
- Validate [FieldA] updated in step 1b, is populated as expected
- Close the form
- Open the "Patient Health Questionnaire-9" form
- In the pre-display, select [RowB] for edit
- Validate [FieldB] updated in step 1b, is populated as expected
- Close the form
Scenario 2: Treatment Plan - Validate data after Clinician<>Avatar data synchronization
Specific Setup:
- In Avatar, file a [RowA] for [ClientA] in form "Treatment Plan" form with field "Plan Date" populated with a date less than or equal to the current date
- In Avatar, file another [RowB] for [ClientA] in form "Treatment Plan" form with field "Plan Date" populated with any future date
- Have the "Treatment Plan" form marked for inclusion in form "Mobile Application Build"
Steps
- Log into "Clinician"
- Click [Synchronize] to sync data with Avatar
- Select [ClientA]
- Open the "Treatment Plan" form
- Validate the form launches successfully
- Validate in the pre-display, [RowA] is displayed
- Select the row and click [Edit]
- Validate "Plan Date" is populated as expected with [DateA]
- Validate all other fields are populated as expected
- Add or update a value of any field [FieldA] and make a note of the change
- Submit the form
- Validate the form files successfully
- Open the "Treatment Plan" form
- Validate the form launches successfully
- Validate in the pre-display, [RowB] is displayed
- Select the row and click [Edit]
- Validate "Plan" is populated as expected with [DateB]
- Validate all other fields are populated as expected
- Add or update a value of any field [FieldB] and make a note of the change
- Submit the form
- Validate the form files successfully
- Log into Avatar
- Select [ClientA]
- Open the "Treatment Plan" form
- In the pre-display, select [RowA] for edit
- Validate [FieldA] updated in step 1b, is populated as expected
- Close the form
- Open the " "Treatment Plan" form
- In the pre-display, select [RowB] for edit
- Validate [FieldB] updated in step 1b, is populated as expected
- Close the form
Scenario 3: Progress Notes - Validate data after Clinician<>Avatar data synchronization
Specific Setup:
- In Avatar, file a [RowA] for [ClientA] in any "Progress Note" form" for a "New Service" with the "Date Of Service" field populated with the current date
- Have the "Progress Note" form marked for inclusion in form "Mobile Application Build"
Steps
- Log into Avatar
- Select [ClientA]
- Open the "Progress Note" form
- Click [Add] to add a new row [RowB]
- in the "Progress Note For" field, select "New Service"
- Set the "Date of Service" field to a future date
- Validate an error is displayed "Future Dates Not Permitted"
- Click [OK]
- Enter today's date
- Validate entry is permitted
- Enter a date prior to the current date
- Validate entry is permitted
- Populate all other required and desired fields
- Submit the form
- Validate the form files successfully
- Log into "Clinician"
- Click [Synchronize] to sync data with Avatar
- Select [ClientA]
- Open the "Progress Note" form
- Validate the form launches successfully
- Validate in the pre-display, [RowA] is displayed
- Select the row and click [Edit]
- Validate "Plan Date" is populated as expected with [DateA]
- Validate all other fields are populated as expected
- Add or update a value in any field [FieldA] and make a note of the change
- Submit the form
- Validate the form files successfully
- Open the "Progress Note" form
- Validate the form launches successfully
- Validate in the pre-display, [RowB] is displayed
- Select the row and click [Edit]
- Validate "Plan" is populated as expected with [DateB]
- Validate all other fields are populated as expected
- Add or update a value in any field [FieldB] and make a note of the change
- Submit the form
- Validate the form files successfully
- In Avatar
- Select [ClientA]
- Open the "Progress Note" form
- In the pre-display, select [RowA] for edit
- Validate [FieldA] updated in step 1b, is populated as expected
- Close the form
- Open the "Progress Note" form
- In the pre-display, select [RowB] for edit
- Validate [FieldB] updated in step 1b, is populated as expected
- Close the form
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Topics
• NX
• Patient Health Questionnaire-9
• Progress Notes
• Site Specific Section Modeling
• Treatment Plan
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