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RADplus 2023 Update 33

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

Avatar CareFabric 2023 Update 19
Avatar CWS 2023 Update 23
Avatar PM 2023 Update 44

Additional Requirements

Avatar CareFabric 2023 Update 19
Avatar CWS 2023 Update 23
Avatar PM 2023 Update 44
Avatar NX Release 2023.06.00

Product Update Form Description

RADplus is enhanced to support integrated eSignature. In addition, the following issues are resolved: 1) No results are found when searching for names in the 'Entity-Based Document Capture' form. 2) Documents modified by 'Move Selected Data' are incomplete if 'Allow Comments During Approval' is set to 'Yes' in 'Document Routing Setup' for those documents. 3) The 'Add Non-User Signature' form may display a blank document or 'This is a critical error. Closing document preview.' when appending to certain documents.

Included Updates

2, 4, 12, 25, 26

Required Updates

None

Details
NEW5 CHANGED0 FIXED3
New (5)
Integrated eSignature - 'Send Document' form
The 'Send Document' form is added to support Integrated eSignature functionality.
Value Added: Support for Integrated eSignature
Topics
• Integrated eSignature • NX • Registry Settings
 
Integrated eSignature - 'DocR.esignature' SQL table
The 'DocR.esignature' SQL table is added to support Integrated eSignature.
Value Added: Support for Integrated eSignature
Topics
• Integrated eSignature • NX
 
Integrated eSignature - 'Pending eSignatures' widget
The 'Pending eSignatures' widget is added to support Integrated eSignature functionality.
Value Added: Support for Integrated eSignature
Topics
• Integrated eSignature • NX
 
Integrated eSignature - Document Routing
Document Routing is enhanced to support Integrated eSignature functionality.
Value Added: Support for Integrated eSignature
Topics
• Integrated eSignature • NX
 
Integrated eSignature - Append Documents
'Append Documents' functionality is enhanced to support Integrated eSignature.
Value Added: Support for Integrated eSignature
Topics
• Integrated eSignature • NX
 
Fixed (3)
Entity-Based Document Capture
Ensure the proper results are found when searching for names in the 'Entity-Based Document Capture' form. KB0073738 v0.01
Topics
• Perceptive
 
Move Selected Data
Ensure documents modified by 'Move Selected Data' display all document data when 'Allow Comments During Approval' is set to "Yes" in 'Document Routing Setup' for those documents.
Please note: Avatar NX Release 2023.06.00 or RADplus Client Update 3392-002 are required for full functionality.
Topics
• Clinical Document Viewer • Move Selected Data • Progress Notes
 
'Add Non-User Signature' - Appending Documents
Ensure the ability to append documents in the 'Add Non-User Signature' form.
Topics
• Add Non-User Signature • Treatment Plan
 
Acceptance Tests
AV-79461 Summary | Details
Integrated eSignature - 'Send Document' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Send Document
  • Pending eSignatures
  • User Definition
Scenario 1: Integrated eSignature - Validate the 'Enable Send Document to myHealthPointe functionality' registry setting
Specific Setup:
  • Please note: this is for Avatar NX systems only.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Send Document To" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "RADplus->Document Routing->->->->Enable Send Document to myHealthPointe functionality".
  5. Validate the 'Registry Setting Detail' field contains "Documents may be sent to myHealthPointe for client eSignature or review. When enabled, the form 'Send Document' will be made available, and the field 'Send to myHealthPointe' will be added to the 'Route Document To' screen in the 'Accept and Route' document routing process. Set to 'Y' to enable this functionality, or 'N' to disable."
  6. Validate the 'Registry Setting Value' field contains "N" as this is the default value.
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'User Definition' form.
  10. Select the logged in user in the 'Select User' field.
  11. Select the "Forms and Tables" section.
  12. Click [Select Forms for User Access].
  13. Validate the 'Send Document' form is available for selection under "Avatar PM" forms and select it.
  14. Click [OK] and [Submit].
  15. Navigate to the 'User Menu'.
  16. Click [Refresh Forms].
  17. Access the 'Send Document' form.
  18. Validate the 'Send Document' form is displayed as expected.
  19. Close the form.
Scenario 2: Integrated eSignature - 'Send Document' form - Send for eSignature
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • User must have access to the 'Send Document' form.
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Pending eSignatures' widget must be accessible on the myDay view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Add the staff associated to the logged in user as an approver.
  11. Select "None" in the 'Send to myHealthPointe' field.
  12. Click [Submit].
  13. Navigate to the 'My To Do's' widget.
  14. Validate a To-Do is displayed for "Client A" but do not approve it.
  15. Click [Close].
  16. Access the 'Send Document' form.
  17. Select the form type associated to 'Treatment Plan' in the 'Form Type' field.
  18. Select "Client A" in the 'Entity' field.
  19. Validate 'Episode Number' field contains "All Episodes".
  20. Enter the current date in the 'From Date' and 'To Date' fields.
  21. Select the treatment plan filed in the previous steps in the 'Select Document' field.
  22. Click [Display Document].
  23. Validate the document displays as filed.
  24. Click [Close All Documents and Exit].
  25. Validate both "Send Document Only" and "Send for eSignature" are enabled in the 'Reason for Sending' field.
  26. "Re-send for eSignature" is disabled because the document has not been sent for eSignature yet.
  27. Validate "Send for eSignature" is the default value in the 'Reason for Sending' field.
  28. Click [Send Request].
  29. Validate a message is displayed stating: Request Sent.
  30. Click [OK] and close the form.
  31. Navigate to the 'Pending eSignatures' widget.
  32. Validate a row is displayed for the eSignature request sent for "Client A".
  33. Navigate to the 'My To Do's' widget.
  34. Validate the To-Do is no longer displayed for "Client A".
  35. The To-Do will display after the eSignature has been collected.
  36. Click [Close].
  37. Log in to myHealthPointe for "Client A".
  38. Select the "Documents Awaiting Signature" section.
  39. Validate the document sent for eSignature is displayed.
  40. Click [Sign and Submit].
  41. Enter an eSignature in the 'Enter the Signature' field.
  42. Click [Sign and Submit].
  43. Validate the document is no longer displayed.
  44. Navigate to the 'Pending eSignatures' widget.
  45. Validate the row is no longer displayed for "Client A".
  46. Navigate to the 'My To Do's' widget.
  47. Validate a To-Do is displayed for "Client A".
  48. Click [Review] and [Accept].
  49. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
  50. Electronically signed by Author
  51. Electronically signed by "Client A"
  52. Electronically signed by Approver
  53. Click [Sign].
  54. Enter the password for the logged in user in the 'Password' field and click [Verify].
  55. Validate the To-Do is no longer displayed.
  56. Click [Close].
  57. Access the 'Clinical Document Viewer' form.
  58. Select "Client" in the 'Select Client:' field.
  59. Select "Individual" in the 'Select All or Individual Client' field.
  60. Select "Client A" in the 'Select Client' field.
  61. Click [Process].
  62. Validate two document rows are displayed for the client:
  63. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
  64. One 'Document Description' contains "Treatment Plan" - this is the finalized treatment plan form finalized via document routing.
  65. Select both documents for viewing and click [View].
  66. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  67. Validate the "Treatment Plan" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
  68. Click [Close All Documents] and close the form.
Scenario 3: Integrated eSignature - 'Send Document' form - Re-Send for eSignature
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • User must have access to the 'Send Document' form.
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Pending eSignatures' widget must be accessible on the myDay view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Add the staff associated to the logged in user as an approver.
  11. Select "None" in the 'Send to myHealthPointe' field.
  12. Click [Submit].
  13. Navigate to the 'My To Do's' widget.
  14. Validate a To-Do is displayed for "Client A" but do not approve it.
  15. Click [Close].
  16. Access the 'Send Document' form.
  17. Select the form type associated to 'Treatment Plan' in the 'Form Type' field.
  18. Select "Client A" in the 'Entity' field.
  19. Validate 'Episode Number' field contains "All Episodes".
  20. Enter the current date in the 'From Date' and 'To Date' fields.
  21. Select the treatment plan filed in the previous steps in the 'Select Document' field.
  22. Click [Display Document].
  23. Validate the document displays as filed.
  24. Click [Close All Documents and Exit].
  25. Validate both "Send Document Only" and "Send for eSignature" are enabled in the 'Reason for Sending' field.
  26. "Re-send for eSignature" is disabled because the document has not been sent for eSignature yet.
  27. Validate "Send for eSignature" is the default value in the 'Reason for Sending' field.
  28. Click [Send Request].
  29. Validate a message is displayed stating: Request Sent.
  30. Click [OK] and close the form.
  31. Navigate to the 'Pending eSignatures' widget.
  32. Validate a row is displayed for the eSignature request sent for "Client A".
  33. Navigate to the 'My To Do's' widget.
  34. Validate the To-Do is no longer displayed for "Client A".
  35. The To-Do will display after the eSignature has been collected.
  36. Click [Close].
  37. Log in to myHealthPointe for "Client A".
  38. Select the "Documents Awaiting Signature" section.
  39. Validate the document sent for eSignature is displayed but do not sign it.
  40. Access the 'Send Document' form.
  41. Select the form type associated to 'Treatment Plan' in the 'Form Type' field.
  42. Select "Client A" in the 'Entity' field.
  43. Validate 'Episode Number' field contains "All Episodes".
  44. Enter the current date in the 'From Date' and 'To Date' fields.
  45. Select the treatment plan filed in the previous steps in the 'Select Document' field.
  46. Validate both "Send Document Only" and "Re-send for eSignature" are enabled in the 'Reason for Sending' field.
  47. Validate "Re-send for eSignature" is the default value in the 'Reason for Sending' field.
  48. Click [Send Request].
  49. Validate a message is displayed stating: Request Sent.
  50. Click [OK] and close the form.
  51. Navigate to the 'Pending eSignatures' widget.
  52. Validate the row for "Client A" is updated with the current time for 'Time Sent'.
  53. Log in to myHealthPointe for "Client A".
  54. Select the "Documents Awaiting Signature" section.
  55. Validate the document sent for eSignature is displayed with an updated time uploaded.
  56. Click [Sign and Submit].
  57. Enter an eSignature in the 'Enter the Signature' field.
  58. Click [Sign and Submit].
  59. Validate the document is no longer displayed.
  60. Navigate to the 'My To Do's' widget.
  61. Validate a To-Do is displayed for "Client A".
  62. Click [Review] and [Accept].
  63. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
  64. Electronically signed by Author
  65. Electronically signed by "Client A"
  66. Electronically signed by Approver
  67. Click [Sign].
  68. Enter the password for the logged in user in the 'Password' field and click [Verify].
  69. Validate the To-Do is no longer displayed.
  70. Click [Close].
  71. Access the 'Clinical Document Viewer' form.
  72. Select "Client" in the 'Select Client:' field.
  73. Select "Individual" in the 'Select All or Individual Client' field.
  74. Select "Client A" in the 'Select Client' field.
  75. Click [Process].
  76. Validate three document rows are displayed for the client with the following:
  77. 'Document Description' contains "Integrated eSignature request" - this is the initial request sent to myHealthPointe for eSignature.
  78. 'Document Description' contains "Integrated eSignature request" - this is the re-sent request sent to myHealthPointe for eSignature.
  79. 'Document Description' contains "Treatment Plan" - this is the finalized treatment plan form finalized via document routing.
  80. Select the documents for viewing and click [View].
  81. Validate the initial "Integrated eSignature request" displays the document with the author's signature.
  82. Validate the latest "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  83. Validate the "Treatment Plan" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
  84. Click [Close All Documents] and close the form.
Scenario 4: Integrated eSignature - 'Send Document' form - Send Document Only
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • User must have access to the 'Send Document' form.
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [File Note].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept].
  10. Enter the password for the logged in user in the 'Password' field and click [Verify].
  11. Validate a message is displayed stating: Note Filed.
  12. Click [OK] and close the form.
  13. Access the 'Send Document' form.
  14. Select the form type associated to 'Progress Notes (Group and Individual)' in the 'Form Type' field.
  15. Select "Client A" in the 'Entity' field.
  16. Validate 'Episode Number' field contains "All Episodes".
  17. Enter the current date in the 'From Date' and 'To Date' fields.
  18. Select the progress note filed in the previous steps in the 'Select Document' field.
  19. Click [Display Document].
  20. Validate the document displays as filed.
  21. Click [Close All Documents and Exit].
  22. Validate "Send Document Only" is defaulted in the 'Reason for Sending' field.
  23. Once the document has received all approvals, it is considered finalized and may not be sent for eSignature but the document can still be sent for review only.
  24. Click [Send Request].
  25. Validate a message is displayed stating: Request Sent.
  26. Click [OK] and close the form.
  27. Access the 'Clinical Document Viewer' form.
  28. Select "Client" in the 'Select Client:' field.
  29. Select "Individual" in the 'Select All or Individual Client' field.
  30. Select "Client A" in the 'Select Client' field.
  31. Click [Process].
  32. Validate two document rows are displayed for the client:
  33. One 'Document Description' contains "Document sent for review" - this is what was sent to myHealthPointe for review.
  34. One 'Document Description' contains "Progress Notes (Group and Individual)" - this is the finalized progress note form finalized via document routing.
  35. Select both documents for viewing and click [View].
  36. Validate the documents display as expected.
  37. Click [Close All Documents] and close the form.
  38. Log in to myHealthPointe for "Client A".
  39. Select the "Documents" section.
  40. Validate the document sent via the 'Send Document' form is displayed.
  41. Select the document and validate the pdf opens and displays as expected.
  42. Close the document.
Topics
• Integrated eSignature • NX • Registry Settings
AV-79474 Summary | Details
Integrated eSignature - 'DocR.esignature' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Clinical Document Viewer
  • Select Note To Void
  • Void Progress Notes
  • Progress Note Corrections
  • Progress Notes (Group and Individual)
  • Treatment Plan
  • Treatment Plan Status Override (CWS)
Scenario 1: Integrated eSignature - Void Sent Documents
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.
  • User must have access to the 'DocR.esignature' SQL table in 'User Definition'.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select the staff associated to the logged in user as an approver.
  11. Select "Document Only" in the 'Send to myHealthPointe' field.
  12. Click [Submit].
  13. Log in to myHealthPointe for "Client A".
  14. Select the "Documents" section.
  15. Validate the document sent via document routing is displayed.
  16. Select the document and validate the pdf opens and displays as expected.
  17. Close the document.
  18. Access Crystal Reports or other SQL Reporting Tool.
  19. Create a report using the 'DocR.esignature' SQL table.
  20. Validate a row is displayed for the document sent to myHealthPointe for "Client A".
  21. Validate the 'eSignature_status' field contains "Sent - No Signature Requested".
  22. Navigate to the 'My To Do's' widget.
  23. Click [Review] for the To-Do for "Client A".
  24. Click [Reject].
  25. Enter the desired value in the 'Comments for Rejected' field.
  26. Click [Sign].
  27. Validate the To-Do is no longer displayed.
  28. Log in to myHealthPointe for "Client A".
  29. Select the "Documents" section.
  30. Validate the rejected document is no longer displayed.
  31. Access Crystal Reports or other SQL Reporting Tool.
  32. Refresh the report using the 'DocR.esignature' SQL table.
  33. Validate the 'eSignature_status' field now contains "Voided".
  34. Close the report.
Scenario 2: Integrated eSignature - Modeled Form - Collect eSignature via Document Routing (No Approvers)
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • A "Client" entity modeled form must be defined (Form A).
  • Document Routing is enabled on "Form A" and an approver is not required.
  • The 'Pending eSignatures' widget must be accessible on the myDay view.
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Treatment Plan Status' field.
  4. Click [Submit].
  5. Validate a 'Confirm Document' dialog is displayed.
  6. Click [Accept and Route].
  7. Enter the password for the logged in user in the 'Password' field and click [Verify].
  8. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  9. Click [Submit].
  10. Navigate to the 'Pending eSignatures' widget.
  11. Validate a row is displayed for the eSignature request sent for "Client A".
  12. Access Crystal Reports or other SQL Reporting tool.
  13. Create a report using the 'DocR.esignature' SQL table.
  14. Validate a row is displayed for the eSignature request sent for "Client A".
  15. Validate the 'eSignature_status' field contains "Pending".
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed.
  19. Click [Sign and Submit].
  20. Enter an eSignature in the 'Enter the Signature' field.
  21. Click [Sign and Submit].
  22. Validate the document is no longer displayed.
  23. Navigate to the 'Pending eSignatures' widget.
  24. Validate the row is no longer displayed for "Client A".
  25. Access Crystal Reports or other SQL Reporting tool.
  26. Refresh the report using the 'DocR.esignature' SQL table.
  27. Validate the 'eSignature_status' field now contains "Approved".
  28. Close the report.
  29. Access the 'Clinical Document Viewer' form.
  30. Select "Client" in the 'Select Client:' field.
  31. Select "Individual" in the 'Select All or Individual Client' field.
  32. Select "Client A" in the 'Select Client' field.
  33. Click [Process].
  34. Validate two document rows are displayed for the client:
  35. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
  36. One 'Document Description' contains "Form A" - this is the modeled form finalized via document routing.
  37. Select both documents for viewing and click [View].
  38. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  39. Validate the "Form A" finalized document displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  40. Click [Close All Documents] and close the form.
Scenario 3: Integrated eSignature - Void Progress Notes
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  13. Click [Submit].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed but do not sign it.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'DocR.esignature' SQL table.
  21. Validate a row is displayed for the document pending eSignature for "Client A".
  22. Validate the 'eSignature_status' field contains "Pending".
  23. Access the 'Void Progress Notes' form.
  24. Select "Client A" in the 'Client ID' field.
  25. Select the episode used in the previous steps in the 'Episode Number' field.
  26. Enter the current date in the 'Start Date' and 'End Date' fields.
  27. Click [Select Note To Void].
  28. Validate the 'Select Note To Void' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
  29. Select the note and click [OK].
  30. Select the desired value in the 'Reason For Voiding The Note' field.
  31. Enter the desired value in the 'Comments' field.
  32. Click [Submit] and close the form.
  33. Log in to myHealthPointe for "Client A".
  34. Select the "Documents Awaiting Signature" section.
  35. Validate the voided document is no longer displayed.
  36. Access Crystal Reports or other SQL Reporting Tool.
  37. Refresh the report using the 'DocR.esignature' SQL table.
  38. Validate the row for "Client A" is no longer displayed.
  39. Close the report.
  40. Access the 'Clinical Document Viewer' form.
  41. Select "Client" in the 'Select Type:' field.
  42. Select "Individual" in the 'Select All or Individual Client' field.
  43. Select "Client A" in the 'Select Client' field.
  44. Click [Process].
  45. Validate there is a row for the voided note with the following:
  46. Document Description of "Integrated eSignature Request"
  47. Document Status of "Void"
  48. Close the form.
Scenario 4: Integrated eSignature - Progress Note Corrections
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  13. Click [Submit].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed but do not sign it.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'DocR.esignature' SQL table.
  21. Validate a row is displayed for the document pending eSignature for "Client A".
  22. Validate the 'eSignature_status' field contains "Pending".
  23. Access the 'Progress Note Corrections' form.
  24. Select "Client A" in the 'Client ID' field.
  25. Select the episode used in the previous steps in the 'Episode Number' field.
  26. Enter the current date in the 'Start Date' and 'End Date' fields.
  27. Click [Select Note To Correct].
  28. Validate the 'Select Note To Correct' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
  29. Select the note and click [OK].
  30. Select "Revert Final Note to Draft" in the 'Correction Action' field.
  31. Select the desired value in the 'Reason for Correction' field.
  32. Enter the desired value in the 'Comments' field.
  33. Click [Submit].
  34. Log in to myHealthPointe for "Client A".
  35. Select the "Documents Awaiting Signature" section.
  36. Validate the document is no longer displayed.
  37. Access Crystal Reports or other SQL Reporting Tool.
  38. Refresh the report using the 'DocR.esignature' SQL table.
  39. Validate the 'eSignature_status' field now contains "Rescinded".
  40. Close the report.
Scenario 5: Integrated eSignature - Treatment Plan Status Override
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  11. Click [Submit].
  12. Log in to myHealthPointe for "Client A".
  13. Select the "Documents Awaiting Signature" section.
  14. Validate the document sent for eSignature is displayed but do not sign it.
  15. Access Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'DocR.esignature' SQL table.
  17. Validate a row is displayed for the document pending eSignature for "Client A".
  18. Validate the 'eSignature_status' field contains "Pending".
  19. Access the 'Treatment Plan Status Override' form.
  20. Select "Client A" in the 'Select Client' field.
  21. Select "(60000) Treatment Plan" in the 'Select Treatment Plan' field.
  22. Select the treatment plan filed in the previous steps in the 'Select Client Plan' field.
  23. Enter the desired value in the 'Override Reason' field.
  24. Click [Submit].
  25. Validate a message is displayed stating: Are you sure you want to change this treatment plan status back to draft?
  26. Click [Yes].
  27. Log in to myHealthPointe for "Client A".
  28. Select the "Documents Awaiting Signature" section.
  29. Validate the document is no longer displayed.
  30. Access Crystal Reports or other SQL Reporting Tool.
  31. Refresh the report using the 'DocR.esignature' SQL table.
  32. Validate the 'eSignature_status' field now contains "Rescinded".
  33. Close the report.
Scenario 6: Integrated eSignature - Collect eSignature via Document Routing - Reject and Delete Document
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • A "Client" entity modeled form must be defined (Form A).
  • Document Routing is enabled on "Form A".
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Treatment Plan Status' field.
  4. Click [Submit].
  5. Validate a 'Confirm Document' dialog is displayed.
  6. Click [Accept and Route].
  7. Enter the password for the logged in user in the 'Password' field and click [Verify].
  8. Add the staff associated to the logged in user as an approver.
  9. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  10. Click [Submit].
  11. Navigate to the 'Pending eSignatures' widget.
  12. Validate a row is displayed for the eSignature request sent for "Client A".
  13. Access Crystal Reports or other SQL Reporting tool.
  14. Create a report using the 'DocR.esignature' SQL table.
  15. Validate a row is displayed for the eSignature request sent for "Client A".
  16. Validate the 'eSignature_status' field contains "Pending".
  17. Navigate to the 'My To Do's' widget.
  18. Validate a To-Do is not displayed for the document for "Client A" that has eSignature requested.
  19. The To-Do will only be generated after the document has been signed by the client in myHealthPointe.
  20. Log in to myHealthPointe for "Client A".
  21. Select the "Documents Awaiting Signature" section.
  22. Validate the document sent for eSignature is displayed.
  23. Click [Sign and Submit].
  24. Enter an eSignature in the 'Enter the Signature' field.
  25. Click [Sign and Submit].
  26. Validate the document is no longer displayed.
  27. Navigate to the 'Pending eSignatures' widget.
  28. Validate the row is no longer displayed for "Client A".
  29. Access Crystal Reports or other SQL Reporting tool.
  30. Refresh the report using the 'DocR.esignature' SQL table.
  31. Validate the 'eSignature_status' field now contains "Approved".
  32. Close the report.
  33. Navigate to the 'My To Do's' widget.
  34. Validate a To-Do is displayed for "Client A".
  35. Click [Review] and [Reject].
  36. Enter the desired value in the 'Comments for Rejected' field.
  37. Click [Sign].
  38. Validate the To-Do is no longer displayed.
  39. Click [Close].
  40. Select "Client A" and access "Form A".
  41. Validate the rejected document has been reverted to draft.
  42. Delete the draft row.
  43. Access the 'Clinical Document Viewer' form.
  44. Select "Client" in the 'Select Client:' field.
  45. Select "Individual" in the 'Select All or Individual Client' field.
  46. Select "Client A" in the 'Select Client' field.
  47. Click [Process].
  48. Validate the "Integrated eSignature Request" is displayed with "Void" as the 'Document Status'.
  49. Close the form.
  50. Access Crystal Reports or other SQL Reporting tool.
  51. Refresh the report using the 'DocR.esignature' SQL table.
  52. Validate the row for "Client A" is no longer displayed since the document has been deleted.
Topics
• Integrated eSignature • NX
AV-79476 Summary | Details
Integrated eSignature - 'Pending eSignatures' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Pending eSignatures
  • View Definition
Scenario 1: Integrated eSignature - Validate the 'Pending eSignatures' widget
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • Multiple clients are enrolled in existing episodes with the following:
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • Various documents pending eSignature in myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • The 'Pending eSignatures' widget must be accessible on the myDay view.
Steps
  1. Navigate to the 'Pending eSignatures' widget.
  2. Validate the 'Filter By Program' field is displayed.
  3. Validate the following columns are displayed:
  4. Client Name
  5. Client ID
  6. Episode
  7. Program
  8. Form Name
  9. Date Sent
  10. Time Sent
  11. Sent By Staff Name
  12. Status
  13. Validate all documents pending eSignature are displayed for all clients.
  14. Select the desired program in the 'Filter By Program' field.
  15. Validate only documents associated to the selected program are displayed (if any).
  16. Clear the program in the 'Filter By Program' field.
  17. Select a client with documents pending eSignature from the 'My Clients' list.
  18. Validate only documents pending eSignature for the selected client are displayed.
  19. De-select the client.
  20. Validate all documents pending eSignature for all clients are displayed.
  21. Click on the 'Client Name' column.
  22. Validate the documents are sorted by 'Client Name'.
  23. Click on the 'Client ID' column.
  24. Validate the documents are sorted by 'Client ID'.
  25. Click on the 'Date Sent' column.
  26. Validate the documents are sorted by 'Date Sent'.
Scenario 2: Integrated eSignature - Treatment Plan - Collect eSignature via Document Routing (No Approvers)
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.
  • The 'Pending eSignatures' widget must be accessible on the HomeView.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  11. Click [Submit].
  12. Navigate to the 'Pending eSignatures' widget.
  13. Validate a row is displayed for the eSignature request sent for "Client A".
  14. Access Crystal Reports or other SQL Reporting tool.
  15. Create a report using the 'DocR.esignature' SQL table.
  16. Validate a row is displayed for the eSignature request sent for "Client A".
  17. Validate the 'eSignature_status' field contains "Pending".
  18. Log in to myHealthPointe for "Client A".
  19. Select the "Documents Awaiting Signature" section.
  20. Validate the document sent for eSignature is displayed.
  21. Click [Sign and Submit].
  22. Enter an eSignature in the 'Enter the Signature' field.
  23. Click [Sign and Submit].
  24. Validate the document is no longer displayed.
  25. Navigate to the 'Pending eSignatures' widget.
  26. Validate the row is no longer displayed for "Client A".
  27. Access Crystal Reports or other SQL Reporting tool.
  28. Refresh the report using the 'DocR.esignature' SQL table.
  29. Validate the 'eSignature_status' field now contains "Approved".
  30. Close the report.
  31. Access the 'Clinical Document Viewer' form.
  32. Select "Client" in the 'Select Client:' field.
  33. Select "Individual" in the 'Select All or Individual Client' field.
  34. Select "Client A" in the 'Select Client' field.
  35. Click [Process].
  36. Validate two document rows are displayed for the client:
  37. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
  38. One 'Document Description' contains "Treatment Plan" - this is the treatment plan document finalized via document routing.
  39. Select both documents for viewing and click [View].
  40. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  41. Validate the "Treatment Plan" finalized document displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  42. Click [Close All Documents] and close the form.
Topics
• Integrated eSignature • NX
AV-79478 Summary | Details
Integrated eSignature - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Approver Override
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Treatment Plan
  • Progress Notes (Group and Individual)
  • Select Note To Void
  • Void Progress Notes
  • Progress Note Corrections
  • Treatment Plan Status Override (CWS)
Scenario 1: Integrated eSignature - Progress Notes - Send Document Only via Document Routing
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Ambulatory Progress Notes' form and an approver is not required.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Final" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select "Document Only" in the 'Send to myHealthPointe' field.
  11. Click [Submit].
  12. Access the 'Clinical Document Viewer' form.
  13. Select "Client" in the 'Select Client:' field.
  14. Select "Individual" in the 'Select All or Individual Client' field.
  15. Select "Client A" in the 'Select Client' field.
  16. Click [Process].
  17. Validate two document rows are displayed for the client:
  18. One 'Document Description' contains "Document sent for review" - this is what was sent to myHealthPointe for review.
  19. One 'Document Description' contains "Ambulatory Progress Notes" - this is the finalized progress note form finalized via document routing.
  20. Select both documents for viewing and click [View].
  21. Validate the documents display as expected.
  22. Click [Close All Documents] and close the form.
  23. Log in to myHealthPointe for "Client A".
  24. Select the "Documents" section.
  25. Validate the document sent via document routing is displayed.
  26. Select the document and validate the pdf opens and displays as expected.
  27. Close the document.
Scenario 2: Integrated eSignature - Treatment Plan - Collect eSignature via Document Routing (With Approvers)
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Pending eSignatures' widget must be accessible on the myDay view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Add the staff associated to the logged in user as an approver.
  11. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  12. Click [Submit].
  13. Navigate to the 'Pending eSignatures' widget.
  14. Validate a row is displayed for the eSignature request sent for "Client A".
  15. Access Crystal Reports or other SQL Reporting tool.
  16. Create a report using the 'DocR.esignature' SQL table.
  17. Validate a row is displayed for the eSignature request sent for "Client A".
  18. Validate the 'eSignature_status' field contains "Pending".
  19. Navigate to the 'My To Do's' widget.
  20. Validate a To-Do is not displayed for the document for "Client A" that has a pending eSignature.
  21. The To-Do will only be generated after the document has been signed by the client in myHealthPointe.
  22. Log in to myHealthPointe for "Client A".
  23. Select the "Documents Awaiting Signature" section.
  24. Validate the document sent for eSignature is displayed.
  25. Click [Sign and Submit].
  26. Enter an eSignature in the 'Enter the Signature' field.
  27. Click [Sign and Submit].
  28. Validate the document is no longer displayed.
  29. Navigate to the 'Pending eSignatures' widget.
  30. Validate the row is no longer displayed for "Client A".
  31. Access Crystal Reports or other SQL Reporting tool.
  32. Refresh the report using the 'DocR.esignature' SQL table.
  33. Validate the 'eSignature_status' field now contains "Approved".
  34. Close the report.
  35. Navigate to the 'My To Do's' widget.
  36. Validate a To-Do is displayed for "Client A".
  37. Click [Review] and [Accept].
  38. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
  39. Electronically signed by Author
  40. Electronically signed by "Client A"
  41. Electronically signed by Approver
  42. Click [Sign].
  43. Enter the password for the logged in user in the 'Password' field and click [Verify].
  44. Validate the To-Do is no longer displayed.
  45. Click [Close].
  46. Access the 'Clinical Document Viewer' form.
  47. Select "Client" in the 'Select Client:' field.
  48. Select "Individual" in the 'Select All or Individual Client' field.
  49. Select "Client A" in the 'Select Client' field.
  50. Click [Process].
  51. Validate two document rows are displayed for the client:
  52. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
  53. One 'Document Description' contains "Treatment Plan" - this is the treatment plan finalized via document routing.
  54. Select both documents for viewing and click [View].
  55. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  56. Validate the "Treatment Plan" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
  57. Click [Close All Documents] and close the form.
Scenario 3: Integrated eSignature - Modeled Form - Collect eSignature via Document Routing (No Approvers)
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • A "Client" entity modeled form must be defined (Form A).
  • Document Routing is enabled on "Form A" and an approver is not required.
  • The 'Pending eSignatures' widget must be accessible on the myDay view.
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Treatment Plan Status' field.
  4. Click [Submit].
  5. Validate a 'Confirm Document' dialog is displayed.
  6. Click [Accept and Route].
  7. Enter the password for the logged in user in the 'Password' field and click [Verify].
  8. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  9. Click [Submit].
  10. Navigate to the 'Pending eSignatures' widget.
  11. Validate a row is displayed for the eSignature request sent for "Client A".
  12. Access Crystal Reports or other SQL Reporting tool.
  13. Create a report using the 'DocR.esignature' SQL table.
  14. Validate a row is displayed for the eSignature request sent for "Client A".
  15. Validate the 'eSignature_status' field contains "Pending".
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed.
  19. Click [Sign and Submit].
  20. Enter an eSignature in the 'Enter the Signature' field.
  21. Click [Sign and Submit].
  22. Validate the document is no longer displayed.
  23. Navigate to the 'Pending eSignatures' widget.
  24. Validate the row is no longer displayed for "Client A".
  25. Access Crystal Reports or other SQL Reporting tool.
  26. Refresh the report using the 'DocR.esignature' SQL table.
  27. Validate the 'eSignature_status' field now contains "Approved".
  28. Close the report.
  29. Access the 'Clinical Document Viewer' form.
  30. Select "Client" in the 'Select Client:' field.
  31. Select "Individual" in the 'Select All or Individual Client' field.
  32. Select "Client A" in the 'Select Client' field.
  33. Click [Process].
  34. Validate two document rows are displayed for the client:
  35. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
  36. One 'Document Description' contains "Form A" - this is the modeled form finalized via document routing.
  37. Select both documents for viewing and click [View].
  38. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  39. Validate the "Form A" finalized document displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  40. Click [Close All Documents] and close the form.
Scenario 4: Integrated eSignature - Approver Override - Document Only
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
  • The logged in user must have an associated staff member (Staff A).
  • Another user must have an associated staff member (Staff B).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Add "Staff B" as an approver.
  13. Select "None" in the 'Send to myHealthPointe' field.
  14. Click [Submit].
  15. Validate a message is displayed stating: Note Filed.
  16. Click [OK] and close the form.
  17. Access the 'Approver Override' form.
  18. Select the form type associated to the 'Progress Notes (Group and Individual)' form in the 'Form Type' field.
  19. Select "Client A" in the 'Entity' field.
  20. Enter the current date in the 'From Date' and 'To Date' fields.
  21. Validate the 'List of Documents' field contains the progress note filed in the previous steps.
  22. Click [Display Document].
  23. Validate the document displays as filed.
  24. Click [Close].
  25. Validate the 'List of Approvers' field contains "Staff B".
  26. Click [Update Approvers].
  27. Validate "None" is selected in the 'Send to myHealthPointe' field.
  28. Select "Document Only" in the 'Send to myHealthPointe' field.
  29. De-select "Staff B" as an approver.
  30. Select "Staff A" as an approver.
  31. Click [Submit] and close the form.
  32. Navigate to the 'My To Do's' widget.
  33. Validate a To-Do is displayed for "Client A".
  34. Click [Review] and [Accept].
  35. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
  36. Electronically signed by Author
  37. Electronically signed by Approver
  38. Click [Sign].
  39. Enter the password for the logged in user in the 'Password' field and click [Verify].
  40. Validate the To-Do is no longer displayed.
  41. Click [Close].
  42. Access the 'Clinical Document Viewer' form.
  43. Select "Client" in the 'Select Client:' field.
  44. Select "Individual" in the 'Select All or Individual Client' field.
  45. Select "Client A" in the 'Select Client' field.
  46. Click [Process].
  47. Validate two document rows are displayed for the client:
  48. One 'Document Description' contains "Document sent for review" - this is what was sent via the 'Approver Override' form
  49. One 'Document Description' contains "Progress Notes (Group and Individual)" - this is the progress note form finalized via document routing.
  50. Select both documents for viewing and click [View].
  51. Validate the "Document sent for review" displays the document with the author's signature.
  52. Validate the "Progress Notes (Group and Individual)" finalized document displays the document with the author's signature and the approving practitioner signature.
  53. Click [Close All Documents] and close the form.
  54. Log in to myHealthPointe for "Client A".
  55. Select the "Documents" section.
  56. Validate the document sent via the 'Approver Override' form is displayed.
  57. Select the document and validate the pdf opens and displays as expected.
  58. Close the document.
Scenario 5: Integrated eSignature - Approver Override - Collect eSignature
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
  • The logged in user must have an associated staff member (Staff A).
  • Another user must have an associated staff member (Staff B).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Add "Staff B" as an approver.
  13. Select "None" in the 'Send to myHealthPointe' field.
  14. Click [Submit].
  15. Validate a message is displayed stating: Note Filed.
  16. Click [OK] and close the form.
  17. Access the 'Approver Override' form.
  18. Select the form type associated to the 'Progress Notes (Group and Individual)' form in the 'Form Type' field.
  19. Select "Client A" in the 'Entity' field.
  20. Enter the current date in the 'From Date' and 'To Date' fields.
  21. Validate the 'List of Documents' field contains the progress note filed in the previous steps.
  22. Click [Display Document].
  23. Validate the document displays as filed.
  24. Click [Close].
  25. Validate the 'List of Approvers' field contains "Staff B".
  26. Click [Update Approvers].
  27. Validate "None" is selected in the 'Send to myHealthPointe' field.
  28. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  29. De-select "Staff B" as an approver.
  30. Select "Staff A" as an approver.
  31. Click [Submit] and close the form.
  32. Navigate to the 'Pending eSignatures' widget.
  33. Validate a row is displayed for the eSignature request sent for "Client A".
  34. Access Crystal Reports or other SQL Reporting tool.
  35. Create a report using the 'DocR.esignature' SQL table.
  36. Validate a row is displayed for the eSignature request sent for "Client A".
  37. Validate the 'eSignature_status' field contains "Pending".
  38. Log in to myHealthPointe for "Client A".
  39. Select the "Documents Awaiting Signature" section.
  40. Validate the document sent for eSignature is displayed.
  41. Click [Sign and Submit].
  42. Enter an eSignature in the 'Enter the Signature' field.
  43. Click [Sign and Submit].
  44. Validate the document is no longer displayed.
  45. Navigate to the 'Pending eSignatures' widget.
  46. Validate the row is no longer displayed for "Client A".
  47. Access Crystal Reports or other SQL Reporting tool.
  48. Refresh the report using the 'DocR.esignature' SQL table.
  49. Validate the 'eSignature_status' field now contains "Approved".
  50. Close the report.
  51. Navigate to the 'My To Do's' widget.
  52. Validate a To-Do is displayed for "Client A".
  53. Click [Review] and [Accept].
  54. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
  55. Electronically signed by Author
  56. Electronically signed by "Client A"
  57. Electronically signed by Approver
  58. Click [Sign].
  59. Enter the password for the logged in user in the 'Password' field and click [Verify].
  60. Validate the To-Do is no longer displayed.
  61. Click [Close].
  62. Access the 'Clinical Document Viewer' form.
  63. Select "Client" in the 'Select Client:' field.
  64. Select "Individual" in the 'Select All or Individual Client' field.
  65. Select "Client A" in the 'Select Client' field.
  66. Click [Process].
  67. Validate two document rows are displayed for the client:
  68. One 'Document Description' contains "Integrated eSignature request" - this is what was sent via the 'Approver Override' form.
  69. One 'Document Description' contains "Progress Notes (Group and Individual)" - this is the progress note form finalized via document routing.
  70. Select both documents for viewing and click [View].
  71. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  72. Validate the "Progress Notes (Group and Individual)" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
  73. Click [Close All Documents] and close the form.
Scenario 6: Integrated eSignature - Request eSignature and add approvers via 'Approver Override'
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  11. Click [Submit].
  12. Navigate to the 'Pending eSignatures' widget.
  13. Validate a row is displayed for the eSignature request sent for "Client A".
  14. Access Crystal Reports or other SQL Reporting tool.
  15. Create a report using the 'DocR.esignature' SQL table.
  16. Validate a row is displayed for the eSignature request sent for "Client A".
  17. Validate the 'eSignature_status' field contains "Pending".
  18. Access the 'Approver Override' form.
  19. Select the form type associated to the 'Treatment Plan' form in the 'Form Type' field.
  20. Select "Client A" in the 'Entity' field.
  21. Enter the current date in the 'From Date' and 'To Date' fields.
  22. Validate the 'List of Documents' field contains the treatment plan filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
  23. Click [Display Document].
  24. Validate the document displays as filed.
  25. Click [Close].
  26. Validate the 'List of Approvers' field does not contain any approvers.
  27. Click [Update Approvers].
  28. Validate the 'Send to myHealthPointe' field is disabled and "Collect eSignature" is selected.
  29. Add the staff associated to the logged in user as an approver.
  30. Click [Submit] and close the form.
  31. Log in to myHealthPointe for "Client A".
  32. Select the "Documents Awaiting Signature" section.
  33. Validate the document sent for eSignature is displayed.
  34. Click [Sign and Submit].
  35. Enter an eSignature in the 'Enter the Signature' field.
  36. Click [Sign and Submit].
  37. Validate the document is no longer displayed.
  38. Navigate to the 'Pending eSignatures' widget.
  39. Validate the row is no longer displayed for "Client A".
  40. Access Crystal Reports or other SQL Reporting tool.
  41. Refresh the report using the 'DocR.esignature' SQL table.
  42. Validate the 'eSignature_status' field now contains "Approved".
  43. Close the report.
  44. Navigate to the 'My To Do's' widget.
  45. Validate a To-Do is displayed for "Client A".
  46. Click [Review] and [Accept].
  47. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
  48. Electronically signed by Author
  49. Electronically signed by "Client A"
  50. Electronically signed by Approver
  51. Click [Sign].
  52. Enter the password for the logged in user in the 'Password' field and click [Verify].
  53. Validate the To-Do is no longer displayed.
  54. Click [Close].
  55. Access the 'Clinical Document Viewer' form.
  56. Select "Client" in the 'Select Client:' field.
  57. Select "Individual" in the 'Select All or Individual Client' field.
  58. Select "Client A" in the 'Select Client' field.
  59. Click [Process].
  60. Validate two document rows are displayed for the client:
  61. One 'Document Description' contains "Integrated eSignature request" - this is what was sent via document routing.
  62. One 'Document Description' contains "Treatment Plan" - this is the finalized treatment plan form finalized via document routing.
  63. Select both documents for viewing and click [View].
  64. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  65. Validate the "Treatment Plan" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
  66. Click [Close All Documents] and close the form.
Scenario 7: Integrated eSignature - Void Progress Notes
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  13. Click [Submit].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed but do not sign it.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'DocR.esignature' SQL table.
  21. Validate a row is displayed for the document pending eSignature for "Client A".
  22. Validate the 'eSignature_status' field contains "Pending".
  23. Access the 'Void Progress Notes' form.
  24. Select "Client A" in the 'Client ID' field.
  25. Select the episode used in the previous steps in the 'Episode Number' field.
  26. Enter the current date in the 'Start Date' and 'End Date' fields.
  27. Click [Select Note To Void].
  28. Validate the 'Select Note To Void' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
  29. Select the note and click [OK].
  30. Select the desired value in the 'Reason For Voiding The Note' field.
  31. Enter the desired value in the 'Comments' field.
  32. Click [Submit] and close the form.
  33. Log in to myHealthPointe for "Client A".
  34. Select the "Documents Awaiting Signature" section.
  35. Validate the voided document is no longer displayed.
  36. Access Crystal Reports or other SQL Reporting Tool.
  37. Refresh the report using the 'DocR.esignature' SQL table.
  38. Validate the row for "Client A" is no longer displayed.
  39. Close the report.
  40. Access the 'Clinical Document Viewer' form.
  41. Select "Client" in the 'Select Type:' field.
  42. Select "Individual" in the 'Select All or Individual Client' field.
  43. Select "Client A" in the 'Select Client' field.
  44. Click [Process].
  45. Validate there is a row for the voided note with the following:
  46. Document Description of "Integrated eSignature Request"
  47. Document Status of "Void"
  48. Close the form.
Scenario 8: Integrated eSignature - Progress Note Corrections
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Independent Note" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a 'Confirm Document' dialog is displayed.
  10. Click [Accept and Route].
  11. Enter the password for the logged in user in the 'Password' field and click [Verify].
  12. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  13. Click [Submit].
  14. Validate a message is displayed stating: Note Filed.
  15. Click [OK] and close the form.
  16. Log in to myHealthPointe for "Client A".
  17. Select the "Documents Awaiting Signature" section.
  18. Validate the document sent for eSignature is displayed but do not sign it.
  19. Access Crystal Reports or other SQL Reporting Tool.
  20. Create a report using the 'DocR.esignature' SQL table.
  21. Validate a row is displayed for the document pending eSignature for "Client A".
  22. Validate the 'eSignature_status' field contains "Pending".
  23. Access the 'Progress Note Corrections' form.
  24. Select "Client A" in the 'Client ID' field.
  25. Select the episode used in the previous steps in the 'Episode Number' field.
  26. Enter the current date in the 'Start Date' and 'End Date' fields.
  27. Click [Select Note To Correct].
  28. Validate the 'Select Note To Correct' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
  29. Select the note and click [OK].
  30. Select "Revert Final Note to Draft" in the 'Correction Action' field.
  31. Select the desired value in the 'Reason for Correction' field.
  32. Enter the desired value in the 'Comments' field.
  33. Click [Submit].
  34. Log in to myHealthPointe for "Client A".
  35. Select the "Documents Awaiting Signature" section.
  36. Validate the document is no longer displayed.
  37. Access Crystal Reports or other SQL Reporting Tool.
  38. Refresh the report using the 'DocR.esignature' SQL table.
  39. Validate the 'eSignature_status' field now contains "Rescinded".
  40. Close the report.
Scenario 9: Integrated eSignature - Treatment Plan Status Override
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing outpatient episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Populate all other required and desired fields.
  5. Select "Final" in the 'Treatment Plan Status' field.
  6. Click [Submit].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  11. Click [Submit].
  12. Log in to myHealthPointe for "Client A".
  13. Select the "Documents Awaiting Signature" section.
  14. Validate the document sent for eSignature is displayed but do not sign it.
  15. Access Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'DocR.esignature' SQL table.
  17. Validate a row is displayed for the document pending eSignature for "Client A".
  18. Validate the 'eSignature_status' field contains "Pending".
  19. Access the 'Treatment Plan Status Override' form.
  20. Select "Client A" in the 'Select Client' field.
  21. Select "(60000) Treatment Plan" in the 'Select Treatment Plan' field.
  22. Select the treatment plan filed in the previous steps in the 'Select Client Plan' field.
  23. Enter the desired value in the 'Override Reason' field.
  24. Click [Submit].
  25. Validate a message is displayed stating: Are you sure you want to change this treatment plan status back to draft?
  26. Click [Yes].
  27. Log in to myHealthPointe for "Client A".
  28. Select the "Documents Awaiting Signature" section.
  29. Validate the document is no longer displayed.
  30. Access Crystal Reports or other SQL Reporting Tool.
  31. Refresh the report using the 'DocR.esignature' SQL table.
  32. Validate the 'eSignature_status' field now contains "Rescinded".
  33. Close the report.
Scenario 10: Integrated eSignature - Collect eSignature via Document Routing - Reject and Delete Document
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • A "Client" entity modeled form must be defined (Form A).
  • Document Routing is enabled on "Form A".
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Treatment Plan Status' field.
  4. Click [Submit].
  5. Validate a 'Confirm Document' dialog is displayed.
  6. Click [Accept and Route].
  7. Enter the password for the logged in user in the 'Password' field and click [Verify].
  8. Add the staff associated to the logged in user as an approver.
  9. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  10. Click [Submit].
  11. Navigate to the 'Pending eSignatures' widget.
  12. Validate a row is displayed for the eSignature request sent for "Client A".
  13. Access Crystal Reports or other SQL Reporting tool.
  14. Create a report using the 'DocR.esignature' SQL table.
  15. Validate a row is displayed for the eSignature request sent for "Client A".
  16. Validate the 'eSignature_status' field contains "Pending".
  17. Navigate to the 'My To Do's' widget.
  18. Validate a To-Do is not displayed for the document for "Client A" that has eSignature requested.
  19. The To-Do will only be generated after the document has been signed by the client in myHealthPointe.
  20. Log in to myHealthPointe for "Client A".
  21. Select the "Documents Awaiting Signature" section.
  22. Validate the document sent for eSignature is displayed.
  23. Click [Sign and Submit].
  24. Enter an eSignature in the 'Enter the Signature' field.
  25. Click [Sign and Submit].
  26. Validate the document is no longer displayed.
  27. Navigate to the 'Pending eSignatures' widget.
  28. Validate the row is no longer displayed for "Client A".
  29. Access Crystal Reports or other SQL Reporting tool.
  30. Refresh the report using the 'DocR.esignature' SQL table.
  31. Validate the 'eSignature_status' field now contains "Approved".
  32. Close the report.
  33. Navigate to the 'My To Do's' widget.
  34. Validate a To-Do is displayed for "Client A".
  35. Click [Review] and [Reject].
  36. Enter the desired value in the 'Comments for Rejected' field.
  37. Click [Sign].
  38. Validate the To-Do is no longer displayed.
  39. Click [Close].
  40. Select "Client A" and access "Form A".
  41. Validate the rejected document has been reverted to draft.
  42. Delete the draft row.
  43. Access the 'Clinical Document Viewer' form.
  44. Select "Client" in the 'Select Client:' field.
  45. Select "Individual" in the 'Select All or Individual Client' field.
  46. Select "Client A" in the 'Select Client' field.
  47. Click [Process].
  48. Validate the "Integrated eSignature Request" is displayed with "Void" as the 'Document Status'.
  49. Close the form.
  50. Access Crystal Reports or other SQL Reporting tool.
  51. Refresh the report using the 'DocR.esignature' SQL table.
  52. Validate the row for "Client A" is no longer displayed since the document has been deleted.
Topics
• Integrated eSignature • NX
AV-84254 Summary | Details
Entity-Based Document Capture
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Entity-Based Document Capture
Scenario 1: Entity-Based Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • Select a client, staff, provider, incident and performing provider for the tests.
Steps
  1. Access the 'Entity-Based Document Capture' form.
  2. Select "Performing Provider" in the 'Entity Type' field.
  3. Enter the desired performing provider in the 'Entity' field in the format of "LAST,FIRST".
  4. Validate the 'Results' field displays the performing provider and select it.
  5. Click [Launch POS Capture].
  6. Import in a document saved as a file on the server.
  7. Validate the document renders on screen.
  8. Select the desired value in the 'Document Type' field.
  9. Enter the desired value in the 'Document Description' field.
  10. Click [Save].
  11. Validate that messages display indicating the document was successfully saved.
  12. Close the form.
  13. Access the 'Clinical Document Viewer' form.
  14. Select "Performing Provider" in the 'Entity' field.
  15. Select "Individual" in the 'Select All or Individual Performing Provider' field.
  16. Select the performing provider from the previous steps in the 'Select Performing Provider' field.
  17. Click [Process].
  18. Validate a row was added for the document that was just saved.
  19. View the document to validate it displays as it was captured.
  20. Close the form.
Topics
• Perceptive
AV-85321 Summary | Details
Move Selected Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Move Selected Data (CWS)
  • Progress Notes (Group and Individual)
  • Move Selected Data (PM)
Scenario 1: Move Selected Data [CWS] - Move data from one episode to another when document routing is enabled
Specific Setup:
  • A client is enrolled in two existing episodes (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar CWS" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Progress Notes (Group and Individual)" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "Yes" in the 'Allow Comments During Approval' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  9. Select "Episode 1" in the 'Select Episode' field.
  10. Select "Independent Note" in the 'Progress Note For' field.
  11. Select the desired value in the 'Note Type' field.
  12. Enter the desired value in the 'Notes Field' field.
  13. Select "Final" in the 'Draft/Final' field.
  14. Click [File Note].
  15. Validate the 'Confirm Document' dialog is displayed.
  16. Click [Accept].
  17. Enter the password for the logged in user in the 'Password' field and click [Verify].
  18. Enter the desired comments in the 'Approval Comments' field and click [OK].
  19. Validate a message is displayed stating: Note Filed.
  20. Click [OK] and close the form.
  21. Access the 'Clinical Document Viewer' form.
  22. Select "Client" in the 'Select Type:' field.
  23. Select "Individual" in the 'Select All or Individual Client' field.
  24. Select "Client A" in the 'Select Client' field.
  25. Click [Process].
  26. Validate the document filed is displayed for "Episode 1" and select it for viewing.
  27. Click [View].
  28. Validate the document displays as expected with the approver signature and approval comments.
  29. Click [Close All Documents] and close the form.
  30. Access the 'Move Selected Data' CWS form.
  31. Select "Client" in the 'Entity Database' field.
  32. Select "Progress Notes (Group and Individual)" in the 'Form' field.
  33. Select "Client A" in the 'Old Entity' field.
  34. Select "Episode 1" in the 'Old Episode' field.
  35. Click [Select Row to be Moved].
  36. Select the record filed in the previous steps and click [OK].
  37. Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity.
  38. Click [OK].
  39. Select "Client A" in the 'New Entity' field.
  40. Select "Episode 2" in the 'New Episode' field.
  41. Enter the desired value in the 'Reason for Moving Data' field.
  42. Click [Submit].
  43. Validate the 'Confirm Document' dialog is displayed.
  44. Click [Accept].
  45. Enter the password for the logged in user in the 'Password' field and click [Verify].
  46. Enter the desired comments in the 'Approval Comments' field and click [OK].
  47. Access the 'Clinical Document Viewer' form.
  48. Select "Client" in the 'Select Type:' field.
  49. Select "Individual" in the 'Select All or Individual Client' field.
  50. Select "Client A" in the 'Select Client' field.
  51. Click [Process].
  52. Validate the document filed is displayed for "Episode 2" and select it for viewing.
  53. Click [View].
  54. Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments.
  55. Click [Close All Documents] and close the form.
Scenario 2: Move Selected Data [PM] - Move data from one episode to another when document routing is enabled
Specific Setup:
  • Must have a PM modeled form defined with a 'Draft/Final' field (Form A).
  • A client is enrolled in two existing episodes (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar PM" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Form A" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "Yes" in the 'Allow Comments During Approval' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access "Form A".
  9. Select "Episode 1" and click [OK].
  10. Populate all required and desired fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit].
  13. Validate the 'Confirm Document' dialog is displayed.
  14. Click [Accept].
  15. Enter the password for the logged in user in the 'Password' field and click [Verify].
  16. Enter the desired comments in the 'Approval Comments' field and click [OK].
  17. Access the 'Clinical Document Viewer' form.
  18. Select "Client" in the 'Select Type:' field.
  19. Select "Individual" in the 'Select All or Individual Client' field.
  20. Select "Client A" in the 'Select Client' field.
  21. Click [Process].
  22. Validate the document filed is displayed for "Episode 1" and select it for viewing.
  23. Click [View].
  24. Validate the document displays as expected with the approver signature and approval comments.
  25. Click [Close All Documents] and close the form.
  26. Access the 'Move Selected Data' PM form.
  27. Select "Client" in the 'Entity Database' field.
  28. Select "Form A" in the 'Form' field.
  29. Select "Client A" in the 'Old Entity' field.
  30. Select "Episode 1" in the 'Old Episode' field.
  31. Click [Select Row to be Moved].
  32. Select the record filed in the previous steps and click [OK].
  33. Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity.
  34. Click [OK].
  35. Select "Client A" in the 'New Entity' field.
  36. Select "Episode 2" in the 'New Episode' field.
  37. Enter the desired value in the 'Reason for Moving Data' field.
  38. Click [Submit].
  39. Validate the 'Confirm Document' dialog is displayed.
  40. Click [Accept].
  41. Enter the password for the logged in user in the 'Password' field and click [Verify].
  42. Enter the desired comments in the 'Approval Comments' field and click [OK].
  43. Access the 'Clinical Document Viewer' form.
  44. Select "Client" in the 'Select Type:' field.
  45. Select "Individual" in the 'Select All or Individual Client' field.
  46. Select "Client A" in the 'Select Client' field.
  47. Click [Process].
  48. Validate the document filed is displayed for "Episode 2" and select it for viewing.
  49. Click [View].
  50. Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments.
  51. Click [Close All Documents] and close the form.
Topics
• Clinical Document Viewer • Move Selected Data • Progress Notes
AV-86734 Summary | Details
Integrated eSignature - Append Documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: Integrated eSignature - Append Documents
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • Avatar NX must be configured to integrate with myHealthPointe.
  • A client is enrolled in an existing episode with the following (Client A):
  • 'Date of Birth' on file
  • 'Email Address' on file
  • Login credentials for myHealthPointe
  • The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
  • Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
  • The 'Pending eSignatures' widget must be accessible on the myDay view.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select "Final" in the 'Draft/Final' field.
  6. Click [File Note].
  7. Validate a 'Confirm Document' dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user in the 'Password' field and click [Verify].
  10. Select "Collect eSignature" in the 'Send to myHealthPointe' field.
  11. Click [Submit].
  12. Navigate to the 'Pending eSignatures' widget.
  13. Validate a row is displayed for the eSignature request sent for "Client A".
  14. Access Crystal Reports or other SQL Reporting tool.
  15. Create a report using the 'DocR.esignature' SQL table.
  16. Validate a row is displayed for the eSignature request sent for "Client A".
  17. Validate the 'eSignature_status' field contains "Pending".
  18. Log in to myHealthPointe for "Client A".
  19. Select the "Documents Awaiting Signature" section.
  20. Validate the document sent for eSignature is displayed.
  21. Click [Sign and Submit].
  22. Enter an eSignature in the 'Enter the Signature' field.
  23. Click [Sign and Submit].
  24. Validate the document is no longer displayed.
  25. Navigate to the 'Pending eSignatures' widget.
  26. Validate the row is no longer displayed for "Client A".
  27. Access Crystal Reports or other SQL Reporting tool.
  28. Refresh the report using the 'DocR.esignature' SQL table.
  29. Validate the 'eSignature_status' field now contains "Approved".
  30. Close the report.
  31. Access the 'Append Documents' form.
  32. Select the note type associated to the 'Progress Notes (Group and Individual)' form in the 'Form Type' field.
  33. Select "Client A" in the 'Entity' field.
  34. Enter the current date in the 'From Date' and 'To Date' fields.
  35. Select the progress note filed in the previous steps in the 'List of Documents' field.
  36. Click [Display Document].
  37. Validate the document displays with the signature for "Client A" appended to the bottom right corner.
  38. Click [Close All Documents and Exit].
  39. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  40. Click [Submit].
  41. Validate a 'Confirm Document' dialog is displayed.
  42. Validate the document is displayed with the signature for "Client A" in the bottom right corner and the new comments appended to the end of the original document.
  43. Click [Accept].
  44. Enter the password for the logged in user in the 'Password' field and click [Verify].
  45. Access the 'Clinical Document Viewer' form.
  46. Select "Client" in the 'Select Client:' field.
  47. Select "Individual" in the 'Select All or Individual Client' field.
  48. Select "Client A" in the 'Select Client' field.
  49. Click [Process].
  50. Validate two document rows are displayed for the client:
  51. One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
  52. One 'Document Description' contains "Progress Notes (Group and Individual)" - this is the finalized progress notes form finalized via document routing.
  53. Select both documents for viewing and click [View].
  54. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
  55. Validate the "Progress Notes (Group and Individual)" finalized document displays the document with the author's signature, the signature for "Client A" in the bottom right corner, and the new comments appended to the end of the original document.
  56. Click [Close All Documents] and close the form.
Topics
• Integrated eSignature • NX
AV-87294 Summary | Details
'Add Non-User Signature' - Appending Documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Add Non-User Signature (PM)
  • Ambulatory Progress Notes
  • Clinical Document Viewer
  • Document Routing Setup (PM)
Scenario 1: Progress Notes - Validate 'Add Non-User Signature' functionality
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar CWS" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "No" in the 'Use Crystal Report Template' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  9. Select "Independent Note" in the 'Progress Note For' field.
  10. Select the desired value in the 'Note Type' field.
  11. Enter the desired value in the 'Notes Field' field.
  12. Select "Final" in the 'Draft/Final' field.
  13. Click [Submit].
  14. Validate a 'Confirm Document' dialog is displayed.
  15. Click [Accept].
  16. Enter the password associated to the logged in user and click [Verify].
  17. Access the 'Document Routing Setup' form.
  18. Select "Avatar CWS" in the 'Application' field.
  19. Click [Select Form].
  20. Select "Ambulatory Progress Notes" in the 'Select a form to enable Document Routing' field and click [OK].
  21. Select "Yes" in the 'Use Crystal Report Template' field.
  22. Select the desired crystal report template in the 'Crystal Report' field.
  23. Click [File] and close the form.
  24. Access the 'Add Non-User Signature' form.
  25. Select the form type for 'Ambulatory Progress Notes' in the 'Form Type' field.
  26. Select "Client A" in the 'Entity' field.
  27. Enter the current date in the 'From Date' and 'To Date' fields.
  28. Select the progress note filed in the previous steps in the 'List of Option Documents and Snapshots' field.
  29. Click [Display Document].
  30. Validate the document is displayed as expected.
  31. Click [Close All Documents and Exit].
  32. Enter the desired value in the 'Comments' field.
  33. Click [Sign].
  34. Sign in the 'Please Sign Below' dialog and click [OK].
  35. Validate the signature is displayed.
  36. Click [Submit].
  37. Validate a 'Confirm Document' dialog is displayed.
  38. Validate the document preview displays as expected and the non-user signature is appended to the end of the document.
  39. Click [Accept].
  40. Enter the password associated to the logged in user and click [Verify].
  41. Close the form.
  42. Access the 'Clinical Document Viewer' form.
  43. Select "Client" in the 'Select Type:' field.
  44. Select "Individual" in the 'Select All or Individual Client' field.
  45. Select "Client A" in the 'Select Client' field.
  46. Click [Process].
  47. Validate the document filed is displayed and select it for viewing.
  48. Click [View].
  49. Validate the document displays as expected with the non-user signature appended to the end of the document.
  50. Click [Close All Documents] and close the form.
Scenario 2: Treatment Plan - Validate 'Add Non-User Signature' functionality
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar CWS" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Treatment Plan" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "No" in the 'Use Crystal Report Template' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access the 'Treatment Plan' form.
  9. Enter the desired date in the 'Plan Date' field.
  10. Enter the desired value in the 'Plan Name' field.
  11. Select the desired value in the 'Plan Type' field.
  12. Populate all required and desired fields.
  13. Select "Final" in the 'Treatment Plan Status' field.
  14. Click [Submit].
  15. Validate a 'Confirm Document' dialog is displayed.
  16. Click [Accept].
  17. Enter the password associated to the logged in user and click [Verify].
  18. Access the 'Document Routing Setup' form.
  19. Select "Avatar CWS" in the 'Application' field.
  20. Click [Select Form].
  21. Select "Treatment Plan" in the 'Select a form to enable Document Routing' field and click [OK].
  22. Select "Yes" in the 'Use Crystal Report Template' field.
  23. Select the desired crystal report template in the 'Crystal Report' field.
  24. Click [File] and close the form.
  25. Access the 'Add Non-User Signature' form.
  26. Select the form type for 'Treatment Plan' in the 'Form Type' field.
  27. Select "Client A" in the 'Entity' field.
  28. Enter the current date in the 'From Date' and 'To Date' fields.
  29. Select the treatment plan filed in the previous steps in the 'List of Option Documents and Snapshots' field.
  30. Click [Display Document].
  31. Validate the document is displayed as expected.
  32. Click [Close All Documents and Exit].
  33. Enter the desired value in the 'Comments' field.
  34. Click [Sign].
  35. Sign in the 'Please Sign Below' dialog and click [OK].
  36. Validate the signature is displayed.
  37. Click [Submit].
  38. Validate a 'Confirm Document' dialog is displayed.
  39. Validate the document preview displays as expected and the non-user signature is appended to the end of the document.
  40. Click [Accept].
  41. Enter the password associated to the logged in user and click [Verify].
  42. Close the form.
  43. Access the 'Clinical Document Viewer' form.
  44. Select "Client" in the 'Select Type:' field.
  45. Select "Individual" in the 'Select All or Individual Client' field.
  46. Select "Client A" in the 'Select Client' field.
  47. Click [Process].
  48. Validate the document filed is displayed and select it for viewing.
  49. Click [View].
  50. Validate the document displays as expected with the non-user signature appended to the end of the document.
  51. Click [Close All Documents] and close the form.
Topics
• Add Non-User Signature • Treatment Plan
Table Changes
Table Column Change
DocR.ESignature ID New
DocR.ESignature doc_id New
DocR.ESignature ENTITYID New
DocR.ESignature EPISODE_NUMBER New
DocR.ESignature FACILITY New
DocR.ESignature JOIN_TO_UNIQUE_ID New
DocR.ESignature OPTIONID New
DocR.ESignature application New
DocR.ESignature consent_on_file New
DocR.ESignature consent_on_file_code New
DocR.ESignature consent_received New
DocR.ESignature consent_received_code New
DocR.ESignature creation_time_zone New
DocR.ESignature data_entry_by New
DocR.ESignature data_entry_by_option New
DocR.ESignature data_entry_date New
DocR.ESignature data_entry_offset New
DocR.ESignature data_entry_option New
DocR.ESignature data_entry_source New
DocR.ESignature data_entry_time New
DocR.ESignature data_entry_time_j New
DocR.ESignature data_entry_timezone_info_all New
DocR.ESignature data_entry_timezone_short New
DocR.ESignature data_entry_user_id New
DocR.ESignature data_entry_user_name New
DocR.ESignature data_entry_utc New
DocR.ESignature date_received New
DocR.ESignature date_sent New
DocR.ESignature esignature_doc_id New
DocR.ESignature eSignature_status New
DocR.ESignature entity_dob New
DocR.ESignature entity_first_name New
DocR.ESignature entity_last_name New
DocR.ESignature entity_program New
DocR.ESignature entity_program_code New
DocR.ESignature form_id New
DocR.ESignature received_time_zone New
DocR.ESignature request_count New
DocR.ESignature send_error New
DocR.ESignature sent_by_userid New
DocR.ESignature signed_by_name New
DocR.ESignature time_received New
DocR.ESignature time_sent New
DocR.ESignature transaction_id New