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RADplus 2023 Monthly Release 2023.00.01 Acceptance Tests

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Update 10 Summary | Details
User Modeled Forms - Multiple Iterations Sections
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Table Definition (PM)
  • Dictionary Update (PM)
  • Document Routing Setup (PM)
Scenario 1: Validate modeled forms that have various multiple iterations sections when document routing is enabled
Specific Setup:
  • A user-modeled form (Form A) is defined with the following:
  • 10+ multiple iterations sections
  • Document routing enabled
  • Accessible from the Chart View
Steps
  1. Select "Client A" and access the "Form A".
  2. Populate all sections in the form.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit].
  5. Validate the 'Confirm Document' dialog is displayed.
  6. Validate the TIFF image contains the form sections in proper order.
  7. Click [Accept].
  8. Enter the password associated to the logged in user and click [OK].
  9. Double click on "Client A" in the 'My Clients' widget.
  10. Validate that the 'Chart View' is displayed.
  11. Select "Form A" from the left-hand side.
  12. Validate all previously filed data is displayed.
  13. Validate the form sections appear in the proper order.
  14. Close the Chart.
Topics
• Modeling • Document Routing
Update 12 Summary | Details
Progress Notes and User Modeled Form - Default Author for Transcribing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Practitioner Enrollment
  • User Definition
  • Document Routing Setup (PM)
  • Ambulatory Progress Notes
  • User Role Definition
  • Envelope Definition (CWS)
  • Table Definition (CWS)
  • Form Definition (CWS)
  • Routing Test Form w/Doc Routing Crystal Report
  • Progress Notes (Group and Individual)
  • Attending Practitioner
  • Treatment Plan
  • Treatment Plan (Non-Episodic)
Scenario 1: User Modeled Forms - Transcriber Default Author
Specific Setup:
  • Using the "Practitioner Enrollment" form, create 8 practitioners.
  • Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A".
  • Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B".
  • Using user modeling, create a user modeled form that contains a Draft/Final field so it can be routed.
  • Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A".
  • Set up a user for each of the 8 practitioners using "User Definition".
  • User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section.
  • User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section.
  • User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section.
  • User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section.
  • User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section.
  • User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section.
  • User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section.
  • User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section.
  • All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form.
  • All users must be set up to have a home view that contains the "MyToDo's" widget.
  • Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested.
Steps
  1. Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank.
  2. Login as "User 6".
  3. Using the user modeled form, generate a progress note for "Client B" and set it to final.
  4. Validate the "Select Author" field is blank.
  5. Set "Select Author" to "User/Practitioner 2".
  6. Log off and login as "User/Practitioner 2".
  7. Navigate to the "myToDo's" widget.
  8. Select the transcription note that has transferred to this practitioner.
  9. Finalize the note and sign it.
  10. Open the "Clinical Document Viewer" form.
  11. Validate the form displays and prints.
  12. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber".
  13. Test 2: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" in the "User Definition".
  14. Login as "User 4".
  15. Using the user modeled form, generate a progress note for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 2".
  17. Log off and login as "User/Practitioner 2".
  18. Navigate to the "myToDo's" widget.
  19. Select the transcription note that has transferred to this practitioner.
  20. Finalize the note and sign it.
  21. Open the "Clinical Document Viewer" form.
  22. Validate the form displays and prints.
  23. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  24. Test 3: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  25. Login as "User 8".
  26. Using the user modeled form, generate a progress note for "Client B" and set it to final.
  27. Validate "Select Author" defaults to "User/Practitioner 2".
  28. Log off and login as "User/Practitioner 2".
  29. Navigate to the "myToDo's" widget.
  30. Select the transcription note that has transferred to this practitioner.
  31. Finalize the note and sign it.
  32. Open the "Clinical Document Viewer" form.
  33. Validate the form displays and prints.
  34. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  35. Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Definition" form.
  36. Login as "User 7".
  37. Using the user modeled form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 2".
  39. Log off and login as "User/Practitioner 2".
  40. Navigate to the "myToDo's" widget.
  41. Select the transcription note that has transferred to this practitioner.
  42. Finalize the note and sign it.
  43. Open the "Clinical Document Viewer" form.
  44. Validate the form displays and prints.
  45. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  46. Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Role Definition".
  47. Login as "User 5".
  48. Using the user modeled form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 3".
  50. Log off and login as "User/Practitioner 3".
  51. Navigate to the "myToDo's" widget.
  52. Select the transcription note that has transferred to this practitioner.
  53. Finalize the note and sign it.
  54. Open the "Clinical Document Viewer" form.
  55. Validate the form displays and prints.
  56. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  57. Test 6: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition".
  58. Login as "User 5".
  59. Using the user modeled form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 3".
  61. Log off and login as "User/Practitioner 3".
  62. Navigate to the "myToDo's" widget.
  63. Select the transcription note that has transferred to this practitioner.
  64. Finalize the note and sign it.
  65. Open the "Clinical Document Viewer" form.
  66. Validate the form displays and prints.
  67. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  68. Test 7: User who is a transcriber, has no "Default Author" in "User Definition" and a client who does not have an attending practitioner. The result is the Select Author field will default to blank.
  69. Login as "User 6".
  70. Using the user modeled form, generate a progress note for "Client B" and set it to final.
  71. Validate "Select Author" defaults to "User/Practitioner 2".
  72. Log off and login as "User/Practitioner 2".
  73. Navigate to the "myToDo's" widget.
  74. Select the transcription note that has transferred to this practitioner.
  75. Finalize the note and sign it.
  76. Open the "Clinical Document Viewer" form.
  77. Validate the form displays and prints.
  78. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  79. Test 8: User who is a transcriber, has no "Default Author" defined client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  80. Login as "User 6".
  81. Using the user modeled form, generate a progress note for "Client A" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 2".
  83. Log off and login as "User/Practitioner 2".
  84. Navigate to the "myToDo's" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Reject the note to send it back to the transcriber.
  87. Log off and login as "User 6".
  88. Navigate to the "myToDo's" widget.
  89. Open the user modeled form from the myToDo's item.
  90. Correct and finalize the note.
  91. Validate "Select Author" defaults to "User/Practitioner 2".
  92. Log off and login as "User 2".
  93. Finalize the progress note.
  94. Navigate to the "myToDo's" widget.
  95. Select the transcription note that has transferred to this practitioner.
  96. Finalize the progress note.
  97. Open the "Clinical Document Viewer" form.
  98. Validate the form displays and prints.
  99. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 2: Progress Notes (Group and Individual) - Transcriber Default Author
Specific Setup:
  • Using the "Practitioner Enrollment" form, create 8 practitioners.
  • Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A".
  • Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B".
  • Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A".
  • Set up a user for each of the 8 practitioners using "User Definition".
  • User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section.
  • User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section.
  • User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section.
  • User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section.
  • User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section.
  • User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section.
  • User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section.
  • User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section.
  • All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form.
  • All users must be set up to have a home view that contains the "MyToDo's" widget.
  • Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested.
Steps
  1. Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank.
  2. Login as "User 6".
  3. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  4. Validate the "Select Author" field is blank.
  5. Set "Select Author" to "User/Practitioner 2".
  6. Log off and login as "User/Practitioner 2".
  7. Navigate to the "myToDo's" widget.
  8. Select the transcription note that has transferred to this practitioner.
  9. Finalize the note and sign it.
  10. Open the "Clinical Document Viewer" form.
  11. Validate the form displays and prints.
  12. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber".
  13. Test 2: User who is a transcriber, but has no default author assigned, client who has an attending practitioner. The result is the Select Author will default to the client's attending practitioner.
  14. Login as "User 6".
  15. Using the "Progress Notes (Group and Individual)" form, generate a progress note and for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 1".
  17. Log off and login as "User/Practitioner 1".
  18. Navigate to the "myToDo's" widget.
  19. Select the transcription note that has transferred to this practitioner.
  20. Finalize the note and sign it.
  21. Open the "Clinical Document Viewer" form.
  22. Validate the form displays and prints.
  23. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  24. Test 3: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  25. Login as "User 4".
  26. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  27. Validate "Select Author" defaults to "User/Practitioner 2".
  28. Log off and login as "User/Practitioner 2".
  29. Navigate to the "myToDo's" widget.
  30. Select the transcription note that has transferred to this practitioner.
  31. Finalize the note and sign it.
  32. Open the "Clinical Document Viewer" form.
  33. Validate the form displays and prints.
  34. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  35. Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  36. Login as "User 5".
  37. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 3".
  39. Log off and login as "User/Practitioner 3".
  40. Navigate to the "myToDo's" widget.
  41. Select the transcription note that has transferred to this practitioner.
  42. Finalize the note and sign it.
  43. Open the "Clinical Document Viewer" form.
  44. Validate the form displays and prints.
  45. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  46. Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  47. Login as "User 7".
  48. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 2".
  50. Log off and login as "User/Practitioner 2".
  51. Navigate to the "myToDo's" widget.
  52. Select the transcription note that has transferred to this practitioner.
  53. Finalize the note and sign it.
  54. Open the "Clinical Document Viewer" form.
  55. Validate the form displays and prints.
  56. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  57. Test 6: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  58. Login as "User 4".
  59. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 2".
  61. Log off and login as "User/Practitioner 2".
  62. Navigate to the "myToDo's" widget.
  63. Select the transcription note that has transferred to this practitioner.
  64. Finalize the note and sign it.
  65. Open the "Clinical Document Viewer" form.
  66. Validate the form displays and prints.
  67. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  68. Test 7: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  69. Login as "User 8".
  70. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  71. Validate "Select Author" defaults to "User/Practitioner 2".
  72. Log off and login as "User/Practitioner 2".
  73. Navigate to the "myToDo's" widget.
  74. Select the transcription note that has transferred to this practitioner.
  75. Finalize the note and sign it.
  76. Open the "Clinical Document Viewer" form.
  77. Validate the form displays and prints.
  78. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  79. Test 8: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition".
  80. Login as "User 8".
  81. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 3".
  83. Log off and login as "User/Practitioner 3".
  84. Navigate to the "myToDo's" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Finalize the note and sign it.
  87. Open the "Clinical Document Viewer" form.
  88. Validate the form displays and prints.
  89. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  90. Test 9: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is that no matter the default value, if you change the "Select Author" to someone else, the note will be routed to them.
  91. Login as "User 8".
  92. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  93. Validate "Select Author" defaults to "User/Practitioner 2".
  94. Change the "Select Author" to "User/Transcriber 3".
  95. Log off and login as "User/Practitioner 3".
  96. Navigate to the "myToDo's" widget.
  97. Select the transcription note that has transferred to this practitioner.
  98. Finalize the note and sign it.
  99. Open the "Clinical Document Viewer" form.
  100. Validate the form displays and prints.
  101. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  102. Test 10: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form, client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  103. Login as "User 7".
  104. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  105. Validate "Select Author" defaults to "User/Practitioner 1".
  106. Log off and login as "User/Practitioner 1".
  107. Navigate to the "myToDo's" widget.
  108. Select the transcription note that has transferred to this practitioner.
  109. Reject the note to send it back to the transcriber.
  110. Log off and login as "User 7".
  111. Navigate to the "myToDo's" widget.
  112. Open the "Progress Notes (Group and Individual)" form from the myToDo's item.
  113. Correct and finalize the note.
  114. Validate "Select Author" defaults to "User/Practitioner 1".
  115. Log off and login as "User 1".
  116. Finalize the progress note.
  117. Navigate to the "myToDo's" widget.
  118. Select the transcription note that has transferred to this practitioner.
  119. Finalize the progress note.
  120. Open the "Clinical Document Viewer" form.
  121. Validate the form displays and prints.
  122. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  123. Test 11: User who is a transcriber, has no default author assigned, is not assigned to a user role., client who has an attending practitioner. After note is transcribed, the client's attending practitioner is changed to another practitioner. Note remains with the original author and doesn't transfer to the new attending practitioner for the client.
  124. Login as "User 8".
  125. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  126. Validate "Select Author" defaults to "User/Practitioner 1".
  127. Open the "Attending Practitioner" form and change the practitioner to "Practitioner 2".
  128. Log off and login as "User/Practitioner 2".
  129. Navigate to the "myToDo's" widget.
  130. This user won't get a To Do for this item because the To do will stay with the original author.
  131. Log off and log in as "User/Practitioner 1".
  132. Navigate to the "myToDo's" widget.
  133. Select the transcription note that has transferred to this practitioner.
  134. Finalize the progress note.
  135. Open the "Clinical Document Viewer" form.
  136. Validate the form displays and prints.
  137. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 3: Episodic Treatment Plans - Transcriber Default Author
Specific Setup:
  • Using the "Practitioner Enrollment" form, create 8 practitioners.
  • Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A".
  • Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B".
  • Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A".
  • Set up a user for each of the 8 practitioners using "User Definition".
  • User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section.
  • User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section.
  • User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section.
  • User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section.
  • User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section.
  • User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section.
  • User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section.
  • User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section.
  • All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form.
  • All users must be set up to have a home view that contains the "MyToDo's" widget.
  • Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested.
Steps
  1. Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank.
  2. Login as "User 6".
  3. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  4. Validate the "Select Author" field is blank.
  5. Set "Select Author" to "User/Practitioner 2".
  6. Log off and login as "User/Practitioner 2".
  7. Navigate to the "myToDo's" widget.
  8. Select the transcription note that has transferred to this practitioner.
  9. Finalize the note and sign it.
  10. Open the "Clinical Document Viewer" form.
  11. Validate the form displays and prints.
  12. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber".
  13. Test 2: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" in the "User Definition".
  14. Login as "User 4".
  15. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 2".
  17. Log off and login as "User/Practitioner 2".
  18. Navigate to the "myToDo's" widget.
  19. Select the transcription note that has transferred to this practitioner.
  20. Finalize the note and sign it.
  21. Open the "Clinical Document Viewer" form.
  22. Validate the form displays and prints.
  23. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  24. Test 3: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  25. Login as "User 8".
  26. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  27. Validate "Select Author" defaults to "User/Practitioner 2".
  28. Log off and login as "User/Practitioner 2".
  29. Navigate to the "myToDo's" widget.
  30. Select the transcription note that has transferred to this practitioner.
  31. Finalize the note and sign it.
  32. Open the "Clinical Document Viewer" form.
  33. Validate the form displays and prints.
  34. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  35. Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Definition" form.
  36. Login as "User 7".
  37. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 2".
  39. Log off and login as "User/Practitioner 2".
  40. Navigate to the "myToDo's" widget.
  41. Select the transcription note that has transferred to this practitioner.
  42. Finalize the note and sign it.
  43. Open the "Clinical Document Viewer" form.
  44. Validate the form displays and prints.
  45. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  46. Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Role Definition".
  47. Login as "User 5".
  48. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 3".
  50. Log off and login as "User/Practitioner 3".
  51. Navigate to the "myToDo's" widget.
  52. Select the transcription note that has transferred to this practitioner.
  53. Finalize the note and sign it.
  54. Open the "Clinical Document Viewer" form.
  55. Validate the form displays and prints.
  56. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  57. Test 6: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition".
  58. Login as "User 5".
  59. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 3".
  61. Log off and login as "User/Practitioner 3".
  62. Navigate to the "myToDo's" widget.
  63. Select the transcription note that has transferred to this practitioner.
  64. Finalize the note and sign it.
  65. Open the "Clinical Document Viewer" form.
  66. Validate the form displays and prints.
  67. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  68. Test 7: User who is a transcriber, has no "Default Author" in "User Definition" and a client who does not have an attending practitioner. The result is the Select Author field will default to blank.
  69. Login as "User 6".
  70. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  71. Validate "Select Author" defaults to "User/Practitioner 2".
  72. Log off and login as "User/Practitioner 2".
  73. Navigate to the "myToDo's" widget.
  74. Select the transcription note that has transferred to this practitioner.
  75. Finalize the note and sign it.
  76. Open the "Clinical Document Viewer" form.
  77. Validate the form displays and prints.
  78. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  79. Test 8: User who is a transcriber, has no "Default Author" defined client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  80. Login as "User 6".
  81. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 2".
  83. Log off and login as "User/Practitioner 2".
  84. Navigate to the "myToDo's" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Reject the note to send it back to the transcriber.
  87. Log off and login as "User 6".
  88. Navigate to the "myToDo's" widget.
  89. Open the "Treatment Plan" form from the myToDo's item.
  90. Correct and finalize the note.
  91. Validate "Select Author" defaults to "User/Practitioner 2".
  92. Log off and login as "User 2".
  93. Finalize the progress note.
  94. Navigate to the "myToDo's" widget.
  95. Select the transcription note that has transferred to this practitioner.
  96. Finalize the progress note.
  97. Open the "Clinical Document Viewer" form.
  98. Validate the form displays and prints.
  99. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 4: Non Episodic Treatment Plan - Transcriber Default Author
Specific Setup:
  • Using the "Practitioner Enrollment" form, create 8 practitioners.
  • Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A".
  • Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B".
  • Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A".
  • Set up a user for each of the 8 practitioners using "User Definition".
  • User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section.
  • User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section.
  • User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section.
  • User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section.
  • User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section.
  • User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section.
  • User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section.
  • User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section.
  • All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form.
  • All users must be set up to have a home view that contains the "MyToDo's" widget.
  • Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested.
Steps
  1. Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank.
  2. Login as "User 6".
  3. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  4. Validate the "Select Author" field is blank.
  5. Set "Select Author" to "User/Practitioner 2".
  6. Log off and login as "User/Practitioner 2".
  7. Navigate to the "myToDo's" widget.
  8. Select the transcription note that has transferred to this practitioner.
  9. Finalize the note and sign it.
  10. Open the "Clinical Document Viewer" form.
  11. Validate the form displays and prints.
  12. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber".
  13. Test 2: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" in the "User Definition".
  14. Login as "User 4".
  15. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 2".
  17. Log off and login as "User/Practitioner 2".
  18. Navigate to the "myToDo's" widget.
  19. Select the transcription note that has transferred to this practitioner.
  20. Finalize the note and sign it.
  21. Open the "Clinical Document Viewer" form.
  22. Validate the form displays and prints.
  23. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  24. Test 3: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  25. Login as "User 8".
  26. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  27. Validate "Select Author" defaults to "User/Practitioner 2".
  28. Log off and login as "User/Practitioner 2".
  29. Navigate to the "myToDo's" widget.
  30. Select the transcription note that has transferred to this practitioner.
  31. Finalize the note and sign it.
  32. Open the "Clinical Document Viewer" form.
  33. Validate the form displays and prints.
  34. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  35. Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Definition" form.
  36. Login as "User 7".
  37. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 2".
  39. Log off and login as "User/Practitioner 2".
  40. Navigate to the "myToDo's" widget.
  41. Select the transcription note that has transferred to this practitioner.
  42. Finalize the note and sign it.
  43. Open the "Clinical Document Viewer" form.
  44. Validate the form displays and prints.
  45. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  46. Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Role Definition".
  47. Login as "User 5".
  48. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 3".
  50. Log off and login as "User/Practitioner 3".
  51. Navigate to the "myToDo's" widget.
  52. Select the transcription note that has transferred to this practitioner.
  53. Finalize the note and sign it.
  54. Open the "Clinical Document Viewer" form.
  55. Validate the form displays and prints.
  56. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  57. Test 6: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition".
  58. Login as "User 5".
  59. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 3".
  61. Log off and login as "User/Practitioner 3".
  62. Navigate to the "myToDo's" widget.
  63. Select the transcription note that has transferred to this practitioner.
  64. Finalize the note and sign it.
  65. Open the "Clinical Document Viewer" form.
  66. Validate the form displays and prints.
  67. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  68. Test 7: User who is a transcriber, has no "Default Author" in "User Definition" and a client who does not have an attending practitioner. The result is the Select Author field will default to blank.
  69. Login as "User 6".
  70. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  71. Validate "Select Author" defaults to "User/Practitioner 2".
  72. Log off and login as "User/Practitioner 2".
  73. Navigate to the "myToDo's" widget.
  74. Select the transcription note that has transferred to this practitioner.
  75. Finalize the note and sign it.
  76. Open the "Clinical Document Viewer" form.
  77. Validate the form displays and prints.
  78. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  79. Test 8: User who is a transcriber, has no "Default Author" defined client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  80. Login as "User 6".
  81. Using the "Non Episodic Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 2".
  83. Log off and login as "User/Practitioner 2".
  84. Navigate to the "myToDo's" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Reject the note to send it back to the transcriber.
  87. Log off and login as "User 6".
  88. Navigate to the "myToDo's" widget.
  89. Open the "Non Episodic Treatment Plan" form from the myToDo's item.
  90. Correct and finalize the note.
  91. Validate "Select Author" defaults to "User/Practitioner 2".
  92. Log off and login as "User 2".
  93. Finalize the progress note.
  94. Navigate to the "myToDo's" widget.
  95. Select the transcription note that has transferred to this practitioner.
  96. Finalize the progress note.
  97. Open the "Clinical Document Viewer" form.
  98. Validate the form displays and prints.
  99. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Topics
• NX • Non-episodic CWS user modeled form • Progress Notes (Group And Individual) • Treatment Plan
Update 17 Summary | Details
Internal Utilities
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Export (PM)
Scenario 1: Envelope Export/Import
Steps
  1. Internal Testing Only
Topics
• Forms
2022 Update 135 Summary | Details
Update installation
Scenario 1: Product Updates: Validate import, view, and install update(s)
Specific Setup:
  • Have a system that requires loading an update in the parent namespace and any child namespace
Steps
  1. Open form "Product Updates"
  2. Click [Select Application]
  3. Select the parent application "Avatar PM"
  4. Click [Select Update/Customization Pack]
  5. Browse to the location of the ".GSA" file
  6. Click [OK]
  7. Click [Review Update/Customization Pack Contents]
  8. Validate the results in the "Review Update/Customization Pack Contents" text box are as expected for the update being loaded
  9. Click [Print Update/Customization Pack Contents]
  10. Validate the print dialog displays the same results as the "Print Update/Customization Pack Contents" text box
  11. Click [Print]
  12. Validate the report prints successfully and displays the same results as the "Print Update/Customization Pack Contents" text box
  13. Click [OK]
  14. Click [Dismiss] to return to form
  15. Click [Install Update Customization Pack]
  16. Validate message "Update Loaded" is displayed
  17. Click [OK]
  18. Open form "Current Server" in "Avatar PM"
  19. Navigate to the "Updates" list section
  20. Click the search text editor icon
  21. In the update listing search for the update installed in step 1
  22. Validate the update is found, as expected
  23. Close the form
  24. Repeat steps 1 thru 3 for each child namespace update
  25. Validate results are as expected
Scenario 2: "Product Updates" form 'Pre-load' functionality - validations
Steps
  1. Internal Testing Only
Topics
• Cache