RADplus 2023 Quarterly Release 2023.01 Acceptance Tests

• 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.

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".

• 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.

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".

• 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.

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".

• 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.

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".

• Perceptive storage method must be utilized.

1. Open the "Batch Capture and Indexing" form.
2. Click "Capture" to create a new batch.
3. Choose "Scanner" for the "Source".
4. Click "Open Batch".
5. Scan a document
6. If Batch Verify is utilized, then click "Send To".
7. If Batch Verify is not utilized, then click "Submit".
8. If Batch Verify is utilized, select Avatar Batch Validate in the left-hand pane.
9. Select the batch that was sent to this queue.
10. Open the batch and click "Submit".
11. Close form.
12. Open the "Batch Capture and Indexing" form.
13. Click "Capture" to create a new batch.
14. Choose "File" for the "Source".
15. Click "Browse" and browse to the location of where the file is stored on the server.
16. Click "Open".
17. Click "Open Batch".
18. If Batch Verify is utilized, then click "Send To".
19. If Batch Verify is not utilized, then click "Submit".
20. If Batch Verify is utilized, select Avatar Batch Validate in the left-hand pane.
21. Select the batch that was sent to this queue.
22. Open the batch and click "Submit".
23. Close form.
24. Open "Chart Review" form for the client and episode that the documents were just scanned and imported for.
25. Navigate to the form/category that you want to validate.
26. Select a document that was scanned in.
27. Validate that the document displays.
28. Click the "Print" button.
29. Print the document.
30. Validate that the printed document matches what displayed on the viewer.
31. Select a document that was imported in.
32. Validate that the document displays.
33. Click the "Print" button.
34. Print the document.
35. Validate that the printed document matches what displayed on the viewer.
36. Open "Clinical Document Viewer".
37. Validate you can view and print both the scanned and imported document.

• Perceptive storage method must be utilized.

1. Open the "Chart Review" form.
2. Select the desired client and episode.
3. Open the "Document Capture" form within Chart.
4. Scan a document.
5. Assign the document to a particular "Document Type".
6. Save the document.
7. Import a document.
8. Assign the document to a particular "Document Type".
9. Save the document.
10. Navigate to the section designated by the "Document Type" the document was saved under.
11. Navigate to the "Episode" tab.
12. Open the document(s).
13. Validate the document(s) can be viewed and display as scanned.
14. Validate the document(s) can be printed and display as scanned.
15. Close the document.
16. Open the "Clinical Document Viewer".
17. Select the desired client and episode.
18. Locate the document(s) that were just scanned in or imported.
19. Validate the document(s) can be viewed and display as scanned.
20. Validate the document(s) can be printed and display as scanned.
21. Close the form.

• Perceptive storage method must be utilized.
• A client must be enrolled in an existing episode (Client A).
• A document must exist for import.

1. Access the 'Client Document Capture' form.
2. Enter "Client A" in the 'Client ID' field.
3. Select any episode for the 'Episode Number' field.
4. Click [Launch POS Capture].
5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
6. Click [Import].
7. Validate the 'Document Capture' opens in a new window.
8. Select any value in the 'Document Type' field.
9. Enter any value in the 'Document Description' field.
10. Click [Capture] and [Browse].
11. Locate the file to be imported and click [Open] and [Done].
12. Validate the image displays.
13. Click [Save].
14. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
15. Close the form.
16. Access the undocked 'Clinical Document Viewer' form.
17. Validate the form opens in a new window.
18. Select "Client" in the 'Select Type' field.
19. Select "Individual" in the 'Select All or Individual Client' field.
20. Enter "Client A" in the 'Select Client' field.
21. Select the episode from the previous steps in the 'Episode' field.
22. Click [Process].
23. Locate and select the document that was saved in the previous steps.
24. Validate the image displays.
25. Click [Close All Documents], [Search] and [Close].

• Perceptive storage method must be utilized.
• There must be a practitioner defined (Practitioner A).
• A document must exist for import.

1. Access the 'Staff Document Capture' form.
2. Enter "Practitioner A" in the 'Staff ID' field.
3. Click [Launch POS Capture].
4. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
5. Click [Import].
6. Validate the 'Document Capture' opens in a new window.
7. Select any value in the 'Document Type' field.
8. Enter any value in the 'Document Description' field.
9. Click [Capture] and [Browse].
10. Locate the file to be imported and click [Open] and [Done].
11. Validate the image displays.
12. Click [Save].
13. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
14. Access the 'Clinical Document Viewer' form.
15. Select "Staff" in the 'Select Type' field.
16. Select "Individual" in the 'Select All or Individual Staff' field.
17. Select "Practitioner A" in the 'Select Staff' field.
18. Click [Process].
19. Locate and select the document that was saved in the previous steps.
20. Validate the image displays.
21. Click [Close All Documents], [Search] and [Close].
22. Navigate back to the open 'Staff Document Capture' form.
23. Click [Launch POS Capture].
24. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
25. Click [Import].
26. Validate a second document capture window opens.
27. Navigate back to the open 'Staff Document Capture' form.
28. Click [Discard].
29. Validate the document capture windows close and the form discards.

• Perceptive storage method must be utilized.
• Select a client, staff, provider, family and performing provider for the tests.

1. Open the "Entity-Based Document Capture" form.
2. Select "Client" in the "Entity Type" dropdown.
3. Select "Non-episodic" in the "Episode Number" dropdown.
4. Click "Launch POS Capture" button.
5. Import in a document saved as a file on the server.
6. Validate the document renders on screen.
7. Select a "Document Type".
8. Optionally, set the "Document Description" to desired text.
9. Click the "Save" button.
10. Validate that messages display indicating the document was successfully saved.
11. Click the "Close" button.
12. Close the form.
13. Open the "Clinical Document Viewer".
14. Select the "Client" Entity.
15. Select the client from the document capture above.
16. Validate a row was added for the document that was just saved.
17. View the document to validate it displays as it was captured.
18. Print the document to ensure it prints as it was captured.
19. Open the "Entity-Based Document Capture" form.
20. Select "Staff" in the "Entity Type" dropdown.
21. Click "Launch POS Capture" button.
22. Import in a document saved as a file on the server.
23. Validate the document renders on screen.
24. Select a "Document Type".
25. Optionally, set the "Document Description" to desired text.
26. Click the "Save" button.
27. Validate that messages display indicating the document was successfully saved.
28. Click the "Close" button.
29. Close the form.
30. Open the "Clinical Document Viewer".
31. Set "Select Type" to "Staff".
32. Select the staff from the document capture above.
33. Validate a row was added for the document that was just saved.
34. View the document to validate it displays as it was captured.
35. Print the document to ensure it prints as it was captured.
36. Open the "Entity-Based Document Capture" form.
37. Select "Performing Provider" in the "Entity Type" dropdown.
38. Click "Launch POS Capture" button.
39. Import in a document saved as a file on the server.
40. Validate the document renders on screen.
41. Select a "Document Type".
42. Optionally, set the "Document Description" to desired text.
43. Click the "Save" button.
44. Validate that messages display indicating the document was successfully saved.
45. Click the "Close" button.
46. Close the form.
47. Open the "Clinical Document Viewer".
48. Set "Select Type to "Performing Provider".
49. Select the client from the document capture above.
50. Validate a row was added for the document that was just saved.
51. View the document to validate it displays as it was captured.
52. Print the document to ensure it prints as it was captured.
53. Open the "Entity-Based Document Capture" form.
54. Select "Provider" in the "Entity Type" dropdown.
55. Click "Launch POS Capture" button.
56. Import in a document saved as a file on the server.
57. Validate the document renders on screen.
58. Select a "Document Type".
59. Optionally, set the "Document Description" to desired text.
60. Click the "Save" button.
61. Validate that messages display indicating the document was successfully saved.
62. Click the "Close" button.
63. Close the form.
64. Open the "Clinical Document Viewer".
65. Set "Select Type" to "Provider".
66. Select the client from the document capture above.
67. Validate a row was added for the document that was just saved.
68. View the document to validate it displays as it was captured.
69. Print the document to ensure it prints as it was captured.
70. Open the "Entity-Based Document Capture" form.
71. Select "Family" in the "Entity Type" dropdown.
72. Click "Launch POS Capture" button.
73. Import in a document saved as a file on the server.
74. Validate the document renders on screen.
75. Select a "Document Type".
76. Optionally, set the "Document Description" to desired text.
77. Click the "Save" button.
78. Validate that messages display indicating the document was successfully saved.
79. Click the "Close" button.
80. Close the form.
81. Open the "Clinical Document Viewer".
82. Set "Select Type" to "Family".
83. Select the client from the document capture above.
84. Validate a row was added for the document that was just saved.
85. View the document to validate it displays as it was captured.
86. Print the document to ensure it prints as it was captured.
87. Close all forms.

• Perceptive must be configured and enabled.

1. Open the "Chart Review" form.
2. Select the desired client.
3. Navigate to the "Chart".
4. Click "Document Capture".
5. Scan a document and identify it was non-episodic.
6. Note the document type.
7. Save the document.
8. Click the document type the document was just saved under.
9. Locate the document that was just saved.
10. Validate the document displays as it was scanned.
11. Print the document and validate it prints as it was scanned.
12. Close the forms.

• Perceptive must be configured and enabled.

1. Open the "Chart Review" form.
2. Navigate to the "Chart".
3. Click "Document Capture".
4. Import a non-episodic document.
5. Assign a "Document Type" to the document.
6. Optionally, add a "Document Description".
7. Save the document.
8. Validate messages display that indicate the document was successfully saved.
9. Select the document type from the list that the document was just saved under.
10. Select the document that was just saved from the document list.
11. Validate the document displays and prints as it was rendered upon import.
12. Close all forms.

• Perceptive must be configured and enabled.

1. Open the "Chart Review" form.
2. Select the desired client.
3. Navigate to the "Chart".
4. Click "Document Capture".
5. Import a document and select an episode.
6. Note the document type.
7. Save the document.
8. Click the document type the document was just saved under.
9. Locate the document that was just saved.
10. Validate the document displays as it was imported.
11. Print the document and validate it prints as it was imported.
12. Close the forms.

• Perceptive must be configured and enabled.

1. Open the "Chart Review" form.
2. Select the desired client.
3. Navigate to the "Chart".
4. Click "Document Capture".
5. Scan a document and identify an episode.
6. Note the document type.
7. Save the document.
8. Click the document type the document was just saved under.
9. Locate the document that was just saved.
10. Validate the document displays as it was scanned.
11. Print the document and validate it prints as it was scanned.
12. Close the forms.

• Perceptive must be configured and enabled.

1. Open the "Chart Review" form.
2. Select the desired client.
3. Navigate to the "Chart".
4. Click "Document Capture".
5. Scan a document and identify an episode.
6. Note the document type.
7. Save the document.
8. Click the document type the document was just saved under.
9. Locate the document that was just saved.
10. Validate the document displays as it was scanned.
11. Print the document and validate it prints as it was scanned.
12. Close the forms.

• Perceptive must be installed and configured.
• Family entity must be configured on the perceptive server.
• Using the "Document Management Defaults" form:
• Select "Family" in the "Select Entity Types Allowed" checklist.
• Using the "Document Management Definition" form
• Add new document type(s) for the Family entity documents.
• Using "Family Registration", create a family and add family members.

1. Open the "Entity-Based Document Capture" form.
2. Select "Family" in the "Entity Type" field.
3. Select the Family created in setup.
4. Scan a document.
5. Save the document and validate messages are received saying it was saved successfully and added to Avatar.
6. Open the "Clinical Document Viewer".
7. Retrieve the family document that was scanned in.
8. Validate the document displays as it was captured.
9. Print the document and validate it prints as it displays.
10. Open the "Entity-Based Document Capture" form.
11. Select "Family" in the "Entity Type" field.
12. Select the Family created in setup.
13. Import a document.
14. Save the document and validate messages are received saying it was saved successfully and added to Avatar.
15. Open the "Clinical Document Viewer".
16. Retrieve the family document that was imported in.
17. Validate the document displays as it was captured.
18. Print the document and validate it prints as it displays.

• Perceptive is enabled.
• In "User Definition", validate user has permissions to void documents.
• The entity being tested must have imported or scanned documents on file.

1. Access the 'Clinical Document Viewer' form.
2. Select the desired entity in the "Entity Type field".
3. Select "Individual" in the 'Select All or Individual' entity field.
4. Select the desired entity (Client ID, Staff ID, Family ID, etc).
5. Click [Process].
6. Select a document and view it.
7. Click [Void] and then [Void & Copy]
8. Select a target entity to copy the document to.
9. If the entity is a client, select the desired episode in the 'Select Episode' field.
10. Click [Void].
11. Validate the document list now has a Status of "Void" for the original document.
12. Select the "Search" section.
13. Select the target entity.
14. Click [Process].
15. Validate the copied document is now in the document list for this entity.
16. View the copied document and validate it displays as expected.
17. Click [Close All Documents].
18. Select the "Search" section.
19. Click [Close].

• Perceptive is enabled.
• User has permissions to void documents.
• A client must have non-routed documents on file in the 'Clinical Document Viewer' (Client A).
• A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer'.

1. Access the 'Clinical Document Viewer' form.
2. Select "Individual" in the 'Select All or Individual Client' field.
3. Select "Client A" in the 'Select Client' field.
4. Click [Process].
5. Select any non-routed document and view it.
6. Click [Void] and [Void] again.
7. Select the desired value in the 'Void Reason' field.
8. Enter the desired value in the 'Void Comments' field.
9. Click [Void] and [Close All Documents].
10. Select the "Search" section.
11. Click [Close].
12. Select "Client A" and navigate to the 'All Documents' view.
13. Validate the documents is present in the 'All Documents' widget with a 'Document Status' of "Void".
14. Select the document.
15. Validate the document displays with "Voided" in the 'Console Widget Viewer'.

• Select a client who has documents that have been routed, scanned and imported.

1. Open the "Clinical Document Viewer" form.
2. Open a document that was imported from a .bmp file.
3. Validate you can view and print this document.
4. Open a document that was imported from a .gif file.
5. Validate you can view and print this document.
6. Open any document that was imported from a .jpg file.
7. Validate you can view and print this document.
8. Open any document that was imported from a .tif file.
9. Validate you can view and print this document.
10. Open any document that was imported from a .txt file.
11. Validate you can view and print this document.
12. Open any document that was imported from a .xls file.
13. Validate you can view and print this document.
14. Open any document that was imported from a .xml file.
15. Validate you can view and print this document.
16. Open any document that was imported from a .doc file.
17. Validate you can view and print this document.
18. Open any document that was imported from a .png file.
19. Validate you can view and print this document.
20. Open any document that was imported from a .docx file.
21. Validate you can view and print this document.
22. Open any document that was imported from a .xslx file.
23. Validate you can view and print this document.
24. Open any routed progress note or treatment plan type of document.
25. Validate you can view and print this document.
26. Open any documents that were imported from a .pdf file.
27. Validate you can view and print this document.
28. Select 4 random documents to view.
29. Validate that all 4 documents open for display and that all of them display.
30. Click "Close All Documents".
31. Select the same 4 random documents to print.
32. Click "Print All".
33. Validate all 4 documents preview and print out as if it's one file.

• Select a test client who has multiple documents on file.

1. Click the "Undocked" icon on the "Clinical Document Viewer" form.
2. Open a random document.
3. Validate you can view and print the document.
4. Select 4 documents to view.
5. Validate you can display all 4 documents.
6. Select 4 documents to print.
7. Validate all 4 documents print as one document.

1. Open the "Results Entry" form.
2. File a header and then file details to enter a lab order for CBC.
3. Validate you can see the order in the "Lab Results" Widget.

• Using the "Notifications Setup" form:
• Enter a notification for the "Results" notification type.
• Set the "Notification Text" to "<FULL_NAME><PATID>.
• Enter a notification for the "Results (Abnormal)" notification type.
• Set the "Notification Text" to "<FULL_NAME><PATID> has new lab results (Abnormal)".
• Using the "Order Code Setup" form:
• Set up a lab order code called "Comprehensive Metabolic Panel (CMP)".
• Set up a lab order code called "Lipid Panel".
• Admit or select a test client into any episode.
• "Order Entry Console" must be set up on the user's homeview or associated home view.

1. Using the "Order Entry Console", enter a lab order for CMP.
2. Complete the order, add it to the scratchpad and Sign the order.
3. Note the order number.
4. User the "Order Entry Console", enter a lab order for LIPID.
5. Complete the order, add it to the scratchpad and Sign the order.
6. Note the order number.
7. Using the data from the orders entered into the "Order Entry Console", mockup an HL7 import file.
8. Import the file using the "Results Importing" file.
9. Results ToDos will be generated for the 2 orders included in the mocked up import file.
10. Navigate to the "TodDo's" Widget.
11. Mark the Results ToDo's as reviewed.
12. Note the ToDo's are removed from the ToDo Widget.

• Perceptive storage method must be utilized.
• A client must be enrolled in an existing episode (Client A).
• A document must exist for import.

1. Access the 'Client Document Capture' form.
2. Enter "Client A" in the 'Client ID' field.
3. Select any episode for the 'Episode Number' field.
4. Click [Launch POS Capture].
5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
6. Click [Import].
7. Validate the 'Document Capture' opens in a new window.
8. Select any value in the 'Document Type' field.
9. Enter any value in the 'Document Description' field.
10. Click [Capture] and [Browse].
11. Locate the file to be imported and click [Open] and [Done].
12. Validate the image displays.
13. Click [Save].
14. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
15. Close the form.
16. Access the undocked 'Clinical Document Viewer' form.
17. Validate the form opens in a new window.
18. Select "Client" in the 'Select Type' field.
19. Select "Individual" in the 'Select All or Individual Client' field.
20. Enter "Client A" in the 'Select Client' field.
21. Select the episode from the previous steps in the 'Episode' field.
22. Click [Process].
23. Locate and select the document that was saved in the previous steps.
24. Validate the image displays.
25. Click [Close All Documents], [Search] and [Close].

• Perceptive must be configured and enabled.

1. Open the "Chart Review" form.
2. Select the desired client.
3. Navigate to the "Chart".
4. Click "Document Capture".
5. Scan a document and identify an episode.
6. Note the document type.
7. Save the document.
8. Click the document type the document was just saved under.
9. Locate the document that was just saved.
10. Validate the document displays as it was scanned.
11. Print the document and validate it prints as it was scanned.
12. Close the forms.

• Using the "User Role Definition" form:
• Select a user role.
• Navigate to the "Document Management" section.
• Click "Specify Forms" in the "Forms to Send Upload Notifications".
• Click "Select Forms".
• Select one of the forms to receive upload notifications.
• Using the "User Definition" form, assign the user signed on to the user role defined above.
• Admit or select a test client.

1. Open the "Client Document Capture" form.
2. Import or scan in a document for the test client.
3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
4. Save the document.
5. Navigate to the "myToDo's" widget.
6. Validate a To Do was generated for the upload notification.
7. Select the upload notification item.
8. Set the "Set To Do Item to Reviewed" to "Reviewed".
9. Click "Submit".
10. Navigate to the "myToDo's" widget.
11. Validate the Upload Notification To Do item is removed from the widget.
12. Open the "Clinical Document Viewer" form.
13. Locate and display the document that was just saved.
14. Validate it displays appropriately.

• Using the "User Role Definition' form:
• Select a user role.
• Navigate to the "Document Management" section.
• Click "Specify Forms" in the "Forms to Send Upload Notifications".
• Click "Select Forms".
• Select one of the forms to receive upload notifications.
• Using the "User Definition" form, assign the user signed on to the user role defined above.
• Admit or select a test client.

1. Open the "Client Document Capture" form.
2. Import or scan in a document for the test client.
3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
4. Save the document.
5. Navigate to the "myToDo's" widget.
6. Validate a To Do was generated for the delayed upload notification.
7. Select the delayed upload notification item.
8. Set the "Set To Do Item to Reviewed" to "Reviewed".
9. Click "Submit".
10. Navigate to the "myToDo's" widget.
11. Validate the Delayed Upload Notification To Do item is removed from the widget.
12. Open the "Clinical Document Viewer" form.
13. Locate and display the document that was just saved.
14. Validate it displays appropriately.

• Perceptive must be configured and enabled.

1. Open the "Chart Review" form.
2. Select the desired client.
3. Navigate to the "Chart".
4. Click "Document Capture".
5. Scan a document and identify an episode.
6. Note the document type.
7. Save the document.
8. Click the document type the document was just saved under.
9. Locate the document that was just saved.
10. Validate the document displays as it was scanned.
11. Print the document and validate it prints as it was scanned.
12. Close the forms.

Internal Testing Only

• A client must be admitted in an existing episode. (Client A)
• Must have two users defined with associated staff members (User A and User B). Must be logged in as "User A".
• Document routing must be enabled for the 'Progress Note (Group and Individual)' form in 'Document Routing Setup' with the following fields set.
• Have the 'Approver Required' field set to "Yes".
• Have the 'Acknowledgment Allowed' field set to "Yes".
• Have the 'Allow Notifications When Final' field set to "No".
• Have the 'Allow Comments During Approval' field set to "No".

1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
2. Select any value in the 'Progress Note For' field.
3. Select any value in the 'Note Type' field.
4. Populate any required and desired fields.
5. Select "Final" in the 'Draft/Final' field.
6. Click [File Note] and [Accept and Route].
7. Enter the password associated with "User A" and click [Verify].
8. Enter the practitioner associated to "User A" in the 'Add Approver' field and click [Add].
9. Verify the 'Add Members to Acknowledge' field is present.
10. Search for the practitioner associated to "User B" using only one letter in the 'Add Members to Acknowledge' field.
11. Click [Add] and [Submit].
12. Close the form.
13. Navigate to the 'My To Do's' widget.
14. Validate there is a To-Do for the progress note filed in the previous steps.
15. Click [Approve Document].
16. Validate the 'Document Preview' contains the progress note data filed in the previous steps.
17. Click [Accept].
18. Enter the password associated with "User A" and click [Verify].
19. Validate the To-Do is no longer present.
20. Log out.
21. Login as "User B" and navigate to the 'My To Do's' widget.
22. Validate there is a To-Do for the progress note filed in the previous steps.
23. Click [Acknowledge Document] and [Acknowledge].
24. Enter the password associated with "User B" and click [Verify].
25. Validate the To-Do is no longer present.

• Admit or select a test client.
• Using the "Document Routing Setup" form, enable document routing.
• Enable acknowledgments by setting the field "Acknowledgement Allowed" to "Yes".
• Set "Verification Level of Acknowledgment" to "Warn User if Acknowledgement is missing"
• Set "Days after finalized document to alert" to "Y".
• File the form.
• Using "Dictionary Update", print the dictionary for the data element Note Type (10751).
• Locate a note type that says it requires a signature.

1. Open the Progress note form that was used during setup.
2. Create a progress note.
3. Set the "Note Type" to one the requires a signature.
4. Set the "Draft/Final" field to "Final".
5. Select "Caseload Practitioners" from the "Add Members to Acknowledge".
6. Set "Add Approver" to a valid practitioner.
7. Validate the Practitioner chosen in Add Members to Acknowledge" listbox has "Acknowledge" check marked.
8. Submit the form to route the document.
9. Navigate to the "myToDo's" widget.
10. Select the To do that was just generated.
11. Click the "Accept" button.
12. Click the "Sign" button.
13. Close the To Do widget.
14. Sign off of Avatar.
15. Log back in as the user that you designated as an approver.
16. Navigate to the "myToDo's" widget.
17. Locate the To do generated for this test.
18. Click "Accept".
19. Click "Sign".
20. Log off of Avatar.
21. Log back on as the user who was designated to receive the acknowledgment To Do.
22. Navigate to the "myToDo's" widget.
23. Validate it contains the "Acknowledgment Document To do.
24. Open the " Delete/Re-Assign To Do Items" form.
25. Set "Delete/Re-Assign" to "Delete".
26. Set "Select User" to the user who received the Acknowledgment To Do".
27. Select a To Do to be deleted.
28. Add a comment as to why it's being deleted.
29. Navigate to the "myToDo's" widget and validate the to do was removed.

• Perceptive storage method must be utilized.
• A client must be enrolled in an existing episode (Client A).
• A document must exist for import.

1. Access the 'Client Document Capture' form.
2. Enter "Client A" in the 'Client ID' field.
3. Select any episode for the 'Episode Number' field.
4. Click [Launch POS Capture].
5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
6. Click [Import].
7. Validate the 'Document Capture' opens in a new window.
8. Select any value in the 'Document Type' field.
9. Enter any value in the 'Document Description' field.
10. Click [Capture] and [Browse].
11. Locate the file to be imported and click [Open] and [Done].
12. Validate the image displays.
13. Click [Save].
14. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
15. Close the form.
16. Access the undocked 'Clinical Document Viewer' form.
17. Validate the form opens in a new window.
18. Select "Client" in the 'Select Type' field.
19. Select "Individual" in the 'Select All or Individual Client' field.
20. Enter "Client A" in the 'Select Client' field.
21. Select the episode from the previous steps in the 'Episode' field.
22. Click [Process].
23. Locate and select the document that was saved in the previous steps.
24. Validate the image displays.
25. Click [Close All Documents], [Search] and [Close].

• Using the "User Role Definition" form:
• Select a user role.
• Navigate to the "Document Management" section.
• Click "Specify Forms" in the "Forms to Send Upload Notifications".
• Click "Select Forms".
• Select one of the forms to receive upload notifications.
• Using the "User Definition" form, assign the user signed on to the user role defined above.
• Admit or select a test client.

1. Open the "Client Document Capture" form.
2. Import or scan in a document for the test client.
3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
4. Save the document.
5. Navigate to the "myToDo's" widget.
6. Validate a To Do was generated for the upload notification.
7. Select the upload notification item.
8. Set the "Set To Do Item to Reviewed" to "Reviewed".
9. Click "Submit".
10. Navigate to the "myToDo's" widget.
11. Validate the Upload Notification To Do item is removed from the widget.
12. Open the "Clinical Document Viewer" form.
13. Locate and display the document that was just saved.
14. Validate it displays appropriately.

• Using the "User Role Definition' form:
• Select a user role.
• Navigate to the "Document Management" section.
• Click "Specify Forms" in the "Forms to Send Upload Notifications".
• Click "Select Forms".
• Select one of the forms to receive upload notifications.
• Using the "User Definition" form, assign the user signed on to the user role defined above.
• Admit or select a test client.

1. Open the "Client Document Capture" form.
2. Import or scan in a document for the test client.
3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
4. Save the document.
5. Navigate to the "myToDo's" widget.
6. Validate a To Do was generated for the delayed upload notification.
7. Select the delayed upload notification item.
8. Set the "Set To Do Item to Reviewed" to "Reviewed".
9. Click "Submit".
10. Navigate to the "myToDo's" widget.
11. Validate the Delayed Upload Notification To Do item is removed from the widget.
12. Open the "Clinical Document Viewer" form.
13. Locate and display the document that was just saved.
14. Validate it displays appropriately.

• Select a client for this test.

1. Open the "Send To Do Notification" form.
2. Select the test client.
3. Enter text into the "To Do Message" field.
4. Select the user logged in as in the "Select User" field.
5. Click "Add User" button.
6. Validate the user was added to the "Send To" text box.
7. Click "File To Do" button.
8. Navigate to the "myToDo's" widget.
9. Validate the To Do that was just generated is contained in the widget.

Internal Testing Only

• User has the 'Primary All Documents Widget' and the 'Console Widget Viewer' on their myDay view.
• "Client A" has data filed in various forms.

1. Select "Client A" and access the 'Primary All Documents Widget'.
2. Select the 'All Forms' tab.
3. Select the first desired form, for example 'Diagnosis'.
4. Click [Print Current].
5. In the 'Console Widget Viewer', validate the print preview displays as expected without any truncation.
6. Select several other desired forms.
7. Click [Print All].
8. In the 'Console Widget Viewer', validate the print preview displays as expected for all forms, without any truncation.
9. Click [Print].
10. Validate the printed forms display as expected, without any truncation.

• This update is to be tested in a Perceptive enabled system.
• Add the "Documents Widget" and the "Console Widget Viewer" to the user's home view using "View Definition".

1. Generate a progress note document using one of the progress note forms.
2. Navigate to the "Documents Widget" on the user's home view.
3. Locate the progress note created for this test.
4. Highlight that row in the widget.
5. Click "View".
6. Validate the document is retrieved and displays in the "Console Widget Viewer".
7. Click "Print" to print the document to a printer.
8. Validate the printed output matches the document displayed in the "Console Widget Viewer".