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Avatar RADPlus Client 2023.01.01.Build-3392 Acceptance Tests

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AV-49398 Summary | Details
2023
'appliciation.jnlp' file
Internal Test Only
Topics
n/a
AV-78326 Summary | Details
2023
Additional Form to Launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Update Client Data
Scenario 1: Progress Notes (Group and Individual) - "Additional Form to Launch" event validations
Specific Setup:
  • In form "Site Specific Section Modeling", have any site specific dictionary field on the form defined with values. For this example, "Note Type" is used
  • Have a value [ValueA] defined with event logic that will launch a modeled form [FormA]
  • Have a value [ValueB] defined with event logic that will launch a product form [FormB]. For this example, the "Inpatient Progress Note" form is used
  • Have access to any another client based form. For this example, form "Update Client Data" is used
Steps
  1. Open the "Progress Notes (Group and Individual)" form
  2. Select any client [TestClient]
  3. Select any episode
  4. Navigate to the "Note Type" field
  5. Select [ValueA]
  6. Validate [FormA] opens successfully for the [TestClient]
  7. Close the "Progress Notes (Group and Individual)" form
  8. Validate the form closes successfully
  9. Close [FormA]
  10. Validate the form closes successfully
  11. From the home view, open the "Update Client Data" form
  12. Select [TestClient]
  13. Validate the form opens successfully
  14. Close the form
  15. At the home view, open the "Progress Notes (Group and Individual)" form
  16. Select any client [TestClient]
  17. Select any episode [TestEpisode]
  18. Navigate to the "Note Type" field
  19. Select [ValueB]
  20. Validate [FormB] opens successfully for the [TestClient]
  21. Navigate back to "Progress Notes (Group and Individual)" form
  22. Populate the desired fields on the form
  23. Submit the form
  24. Validate the form files successfully
  25. Navigate back to [FormB]
  26. Populate any desired fields
  27. Submit the form
  28. Validate the form files successfully
  29. From the home view, open the "Update Client Data" form
  30. Select [TestClient]
  31. Validate the form opens successfully
  32. Close the form
Topics
• NX • Progress Notes
AV-78642 Summary | Details
2022, 2023
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Numbers By Guarantor and Program
  • Admission (Outpatient)
  • Diagnosis
  • Financial Eligibility
  • Create Interim Billing Batch File
  • Electronic Billing
  • Client Ledger
  • Spreadsheet Batch Remittance Posting
  • Claim Adjustment Group/Reason Code Definition
  • Posting/Adjustment Codes Definition
  • User Definition
  • Service Codes
  • Dictionary Update (PM)
  • Program Maintenance
  • Guarantors/Payors
  • Practitioner Enrollment
  • Batch Remittance Posting Report
  • Avatar NX Report Viewer
Scenario 1: Spreadsheet Remittance Batch Posting - Validating financial eligibility data upon hover over the 'Transfer Guar' field.
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • An existing client is identified.
  • Three or more guarantors are assigned to the client using 'Financial Eligibility' form. Note the liability order for the guarantors.
  • Services are rendered to the client so that at least one of the guarantors has no liability.
  • Client Ledger is used to validate that liability distributed to the guarantors based on the setup in the 'Financial Eligibility' form.
  • An Interim billing batch is created in the 'Create Interim Billing Batch File' form which includes the client / guarantor and services.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Transfer Amount'.
  19. Enter a 'Transfer Code'.
  20. Hover over the 'Transfer Guar' field.
  21. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  22. Select the desired guarantor to transfer to in the mini table.
  23. Click [Accept].
  24. Click [Submit].
  25. Click [OK].
  26. Click [No].
  27. Open the 'Client Ledger' form.
  28. Select the 'Client ID'
  29. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  30. Enter the desired 'From Date'.
  31. Enter the desired 'To Date'.
  32. Select 'Simple' in 'Ledger Type'.
  33. Click [Process].
  34. Validate the payment and transfer activity.
  35. Click [Dismiss].
  36. Close the form.
Scenario 2: Spreadsheet Batch Remittance Posting - Guarantor/Payors - 835 - Allow Adjustment Reversals'
Specific Setup:
  • Registry Settings:
  • Avatar PM->Billing->Financial Eligibility->->->Enable Automatic Contractual Adjustment Based On Fee Table = 'O' or 'A'.
  • Avatar PM->Billing->Remittance Processing->835 Health Care Claim Payment/Advice->->Compile But Don't Post Adjustments (CAS) = Y.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Guarantors/Payors: Select a guarantor that will be the primary guarantor for the client.
  • 'Contractual Guarantor Information' section:
  • All required fields are enabled.
  • Enable Modified Contractual Allowance Calculation has desired value.
  • '835' section:
  • 'Allow Adjustment Reversals' = Yes.
  • Help message = If "Yes" is selected the '835 Health Care Claim Payment/Advice' and 'Spreadsheet Batch Remittance Posting' will: 1) Determine amount of any credit contractual allowance adjustments that were automatically posted for the Guarantor during liability distribution. 2) If there is a positive amount and a 'Contractual Adjustment Code (Debit)' code is selected in the 'Guarantors/Payors' (Contractual Guarantor Information) form a debit adjustment will be automatically posted to reverse the credit adjustments.
  • Service Fee/ Cross Reference Maintenance:
  • Identify a service code with a standard fee and a 'Guarantor Definition' for the above guarantor with the following:
  • Standard Fee:
  • Fee is active based on the dates in 'From Date' and 'End Date'. Note the fee.
  • Guarantor Definition:
  • Note the value in 'Maximum Amount To Distribute Per Service'. It should be less than the standard fee.
  • Write-off Remaining Balance (Contract Guarantors Only) = Yes.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client. The client is assigned two or more guarantors. The primary guarantor is the guarantor that has the fee definition.
  • Services are rendered to the client for the service code with the fee definitions. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed.
  • Save the report for comparison.
  • Note that a portion of each has service has been adjusted off.
  • Close Charges is used to close the charges.
  • The services do not have to be claimed to complete testing, however if preferred, create an interim billing batch, and use Electronic Billing to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. If desired, select a value in 'Default Guarantor'.
  9. If desired, select a value in 'Default Payment Code'.
  10. If desired, select a value in 'Default Adjustment Code'.
  11. If desired, select a value in 'Default Transfer Code'.
  12. If desired, enter a value in 'Service Start Date'.
  13. If desired, enter a value in 'Service End Date'. Same service dates allow easier review of the Client Ledger.
  14. Click [Launch Work Screen].
  15. Select the 'Client'.
  16. Select the 'EP #'.
  17. If desired, select the 'Claim'.
  18. Select the 'Payor' or verify it defaulted.
  19. Enter an 'Adjust Amount'.
  20. Select an 'Adjustment Code' of verify existence if a 'Default Adjustment Code' was selected.
  21. Click [Accept].
  22. Click [Submit].
  23. Validate that the message contains 'Remittance batch 'XX' posted'.
  24. Click [OK].
  25. Click [No].
  26. Open ‘Client Ledger’ for the client and process the report for the desired date range of services.
  27. Validate that the services that were adjusted contain a reversal of the original adjustment, and the new adjustment entered in 'Spreadsheet Batch Remittance Posting'.
  28. Close the report.
  29. Close the form.
  30. Open 'Guarantors/Payors'.
  31. Edit the guarantor that was selected as the primary guarantor in Setup.
  32. Select the '835' section'.
  33. Change the value of 'Allow Adjustment Reversals' to 'No'.
  34. Select the 'Guarantors/Payors' section.
  35. Click [File].
  36. Close the form.
  37. Repeat steps 1 - 27.
  38. Validate that the services that were adjusted do not contain a reversal of the original adjustment and do contain the new adjustment entered in 'Spreadsheet Batch Remittance Posting'.
  39. Close the report.
  40. Close the form.
Scenario 3: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 4: Spreadsheet Batch Remittance Posting - Distribute Claim/Service Level Adjustments (2100/2110-CAS) Across All Services
Specific Setup:
  • Registry Settings:
  • Avatar PM->Billing->Remittance Processing->835 Health Care Claim Payment/Advice->->Distribute Claim/Service Level Adjustments (2100/2110-CAS) Across All Services = N.
  • Avatar PM->Billing->Remittance Processing->835 Health Care Claim Payment/Advice->->Compile But Don't Post Adjustments (CAS) = Y.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • When the ‘Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835’ field has a value of 'Yes' the adjustment will not post.
  • When the ‘Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835’ field has a value of 'No' the adjustment will post.
  • Guarantors/Payors: Select a guarantor that will be the primary guarantor for the client.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client. The client is assigned two or more guarantors. The primary guarantor is the guarantor that has the fee definition.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed to validate that the services distributed liability correctly.
  • Close Charges is used to close the charges.
  • The services do not have to be claimed to complete testing, however if preferred, create an interim billing batch, and use Electronic Billing to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. If desired, select a value in 'Default Guarantor'.
  9. If desired, select a value in 'Default Payment Code'.
  10. If desired, select a value in 'Default Adjustment Code'.
  11. If desired, select a value in 'Default Transfer Code'.
  12. If desired, enter a value in 'Service Start Date'.
  13. If desired, enter a value in 'Service End Date'. Same service dates allow easier review of the Client Ledger.
  14. Click [Launch Work Screen].
  15. Select the 'Client'.
  16. Select the 'EP #'.
  17. If desired, select the 'Claim'.
  18. Select the 'Payor' or verify it defaulted.
  19. Click the ‘+’ item.
  20. Click [Enter CARCS].
  21. Create Entries for adjustments and transfers:
  22. Select desired value in ‘CAS Adjustment Group Code’.
  23. Select desired value in ‘CAS Adjustment Reason Code’.
  24. Enter an ‘Adjustment Amount’.
  25. Verify that ‘Post’ is checked on unchecked based on the value of ‘ ‘Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835’.
  26. Highlight a row and click 'Copy/Paste Row'.
  27. Select desired value in ‘CAS Adjustment Group Code’.
  28. Select desired value in ‘CAS Adjustment Reason Code’, selecting a code that is not associated to the group code.
  29. Verify that an error message s received stating: The Group and Reason Codes highlighted are not currently setup and cannot be saved.
  30. Select the copied row and click 'Delete Row'.
  31. Confirm that a confirmation message is received.
  32. Click desired value to delete or retain the row.
  33. If the row is retained, change the ‘CAS Adjustment Reason Code’ to a code that is associated to the group code.
  34. Click [New Row].
  35. Validate that the row is added.
  36. Delete the row or add data to it.
  37. Click [Close/Cancel].
  38. Verify a 'Cancel Confirmation' is received.
  39. Click [No].
  40. Click [Save] when all desired rows have been added
  41. Validate that the 'Adjust Amount' contains the total of all adjustments entered.
  42. Validate that the 'Transfer Amount' contains the total of all adjustments entered.
  43. Validate that the 'Adjust Amount' applies to the services rows, beginning with row 1, and pays each row in full until the full amount has been used.
  44. Validate that the 'Transfer Amount' applies to the services rows, beginning with the row that the 'Adjust Amounts' ended in if not paid in full. If it was paid in full the 'Transfer Amount' begins in the next row, and pays each row in full until the full amount has been used.
  45. If the 'Adjustment Code' was not defaulted, please select a value.
  46. If the 'Transfer Code' was not defaulted, please select a value.
  47. If the 'Transfer Guar' was not defaulted, please select a value.
  48. Enter a 'Payment Amount'.
  49. Validate that the 'Payment Amount' applies to the services rows, beginning with the row that the 'Transfer Amounts' ended in if not paid in full. If it was paid in full the 'Payment Amount' begins in the next row, and pays each row in full until the full amount has been used.
  50. Click [Accept].
  51. Click [Submit].
  52. Click [OK].
  53. Click [No].
  54. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  55. Validate the data for the services that were paid, adjusted, and transferred.
  56. Close the report.
  57. Close the form.
  58. Open 'Registry Settings'.
  59. Change the 'Distribute Claim/Service Level Adjustments (2100/2110-CAS) Across All Services' setting to Y.
  60. Click [Submit].
  61. Click [OK].
  62. Click [No].
  63. Repeat steps 1 - 50.
  64. Note the validation for the 'Adjust Amount', Transfer Amount' and 'Payment Amount' will be different because the amount will be divided evenly among all service rows. The final row may contain an amount that is different by a few cents.
Scenario 5: Spreadsheet Batch Remittance Posting - Select Client
Specific Setup:
  • Registry Settings: Avatar PM->Billing->Remittance Processing->835 Health Care Claim Payment/Advice->->Compile But Don't Post Adjustments (CAS) = Y.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • Note the value in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835’.
  • A value of 'No' allows the entry to be posted in the 'Enter CARCs' section of the 'Spreadsheet Batch Remittance Posting' form.
  • A value of 'Yes' does not allow the entry to be posted in the 'Enter CARCs' section of the 'Spreadsheet Batch Remittance Posting' form.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. If desired, select a value in 'Default Guarantor'.
  9. If desired, select a value in 'Default Payment Code'.
  10. If desired, select a value in 'Default Adjustment Code'.
  11. If desired, select a value in 'Default Transfer Code'.
  12. If desired, enter a value in 'Service Start Date'.
  13. If desired, enter a value in 'Service End Date'.
  14. Click [Launch Work Screen].
  15. Select the 'Client'.
  16. Select the 'EP #'.
  17. If desired, select the 'Claim'.
  18. Select the 'Payor' or verify it defaulted.
  19. Click [Enter CARCs].
  20. Select a 'CAS Adjustment Group Code' to create an adjustment.
  21. Select a 'CAS Adjustment Reason Code' that is not associated to the 'CAS Adjustment Group Code'.
  22. Enter an 'Adjustment Amount'.
  23. Validate that an error is received stating: The Group and Reason codes highlighted are not currently setup and cannot be saved.
  24. Change the 'CAS Adjustment Reason Code' to one the is associated to the 'CAS Adjustment Group Code'.
  25. Validate that the 'Post' checkbox is checked when the group/reason code contains a 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835’.
  26. Validate that the 'Post' checkbox is not checked when the group/reason code contains a 'Yes' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835’.
  27. Select a 'CAS Adjustment Group Code' to create a transfer.
  28. Select a 'CAS Adjustment Reason Code' that is associated to the 'CAS Adjustment Group Code'.
  29. Enter an 'Adjustment Amount'.
  30. Validate that the 'Post' checkbox contains the correct value for the group/reason code.
  31. If desired, enter additional adjustments and transfers. Note the total amounts for each.
  32. Click [Save].
  33. Validate that 'Adjust Amount' contains the total adjustment amounts.
  34. Select an 'Adjustment Code' of verify existence if a 'Default Adjustment Code' was selected.
  35. Validate that 'Transfer Amount' contains the total transfer amounts.
  36. Select a 'Transfer Code' of verify existence if a 'Default Transfer Code' was selected.
  37. Validate that 'Transfer Guar' is required'.
  38. Hover over the 'Transfer Guar' field to view the table of the client's guarantors, excluding the current 'Payor'.
  39. Select the desired 'Transfer Guar'.
  40. Enter a 'Payment Amount'.
  41. Select a 'Payment Code' of verify existence if a 'Default Payment Code' was selected.
  42. Click [Accept].
  43. Click [Submit].
  44. Validate that the message contains 'Remittance batch 'XX' posted'.
  45. Click [OK].
  46. Click [No].
  47. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  48. Validate the data for the services that were paid, adjusted, or transferred.
  49. Close the report.
  50. Close the form.
Scenario 6: Spreadsheet Batch Remittance Posting - Create Claim Follow-Up
Specific Setup:
  • User Definition has been used to give the user access to the Avatar Pm > Billing > Remittance Posting > Spreadsheet Batch Remittance Posting form.
  • Identify at least one client with open claims.
  • Posting/Adjustment Codes Definition:
  • Create a transfer code that has values in ‘Claim Adjustment Group Code (837-2430-CAS)’ and ‘Claim Adjustment Reason Code (837-2430-CAS)’. Note the values of each field.
  • Claim Adjustment Group/Reason Code Definition:
  • Create an entry using the same 'Claim Adjustment Group Code', and 'Claim Adjustment Reason Code' used above.
  • The ‘Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835’ field had a value of 'Yes'.
  • Select desired values for the 'Transfer Guarantor Rules'.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in ‘Receipt'.
  7. If desired, enter a value in ‘Check #’. Note the value.
  8. Select a payment code in the 'Default Payment Code' field
  9. Select an adjustment code in the 'Default Adjustment Code' field
  10. Select the transfer from setup in the 'Default Transfer Code' field.
  11. Select a guarantor in the Default Trans. To Guarantor' field.
  12. If desired, enter a 'Service Start Date'.
  13. If desired, enter a 'Service End Date'.
  14. Click the "Launch Work Screen" button.
  15. Select the 'Client'.
  16. Select the 'Ep #'.
  17. Select the 'Claim'.
  18. Select the 'Payor'.
  19. Validate that 'Total Charges' contains a value.
  20. Validate that 'Liability' contains a value.
  21. Validate that 'Payment Amount' is '0.00'.
  22. Validate that 'Adjust Amount' is '0.00'.
  23. Validate that Transfer Amount' is '0.00'.
  24. Click [Enter CARC(s)].
  25. Select the ’Claim Adjustment Group Code’ from setup.
  26. Select the ‘Claim Adjustment Reason Code' from setup.
  27. Enter an amount in ‘Adjustment’.
  28. Validate that the ‘Post’ checkbox is unchecked.
  29. Click [Save].
  30. Click [Accept].
  31. Click [Submit].
  32. Click [Yes].
  33. Click [OK].
  34. Click [No].
  35. Open ‘Claim Follow-Up’.
  36. Select the desired ‘Client’.
  37. Select ‘Edit’ in ‘Add, Edit Or Delete Claim Follow-Up’.
  38. Select the claim in ‘Select Claim Follow-Up To Edit Or Delete’.
  39. Validate that ‘Denial Type’ contains a value.
  40. Validate that the ‘Service(s) box contains service dates and there are checked.
  41. Validate the ‘Amount Billed’ equals the amount entered in ‘Adjustment’.
  42. Select ‘Edit’ in ‘Add, Edit Or Delete Row’.
  43. Select the desired row in ‘Select Row To Edit Or Delete’.
  44. Validate the ‘Comments’ contains ‘Spreadsheet Batch Remittance’.
  45. Validate the ‘Date Of Entry’ equals the current date.
  46. Click [Update Row].
  47. Click [Submit].
  48. Click [No].
Scenario 7: Spreadsheet Batch Remittance Posting - Security Level - Allow User To Continue Filing With Mismatch In Amounts To Post
Specific Setup:
  • Registry Setting: Allow User To Continue Filing With Mismatch In Amounts To Post = Y.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • User Definition: Signed in user has a security level of '2'.
  • Client:
  • Identify a client with unpaid claims. Note the dates of services and the guarantor liability has distributed to.
  • Verify if the client has additional guarantors in the financial eligibility record.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Enter desired date in the 'Posting Date' field.
  5. Enter desired date in the 'Date Of Receipt' field.
  6. If desired, enter/select values in 'Receipt'.
  7. If desired, enter/select values in 'Check #'
  8. If desired, enter/select values in 'Default Guarantor'.
  9. If desired, enter/select values in 'Default Payment Code'.
  10. If desired, enter/select values in 'Default Adjustment Code'.
  11. If desired, enter/select values in 'Default Transfer Code'.
  12. If desired, enter/select values in 'Service Start Date'.
  13. If desired, enter/select values in 'Service End Date'.
  14. Click [Launch Work Screen].
  15. Select the 'Client'.
  16. Select the 'EP #'.
  17. Validate that other entered/selected data defaults.
  18. Click the '+' item.
  19. Review the balance due for the first service row.
  20. Enter a partial payment amount in 'Payment Amount', noting the amount.
  21. If not defaulted, select a 'Payment Code'.
  22. Enter a partial adjustment amount in 'Adjust Amount', noting the amount.
  23. If not defaulted, select a 'Adjust Code'.
  24. Enter a partial transfer amount in 'Adjust Amount', noting the amount.
  25. If not defaulted, select a 'Transfer Code'.
  26. If not defaulted, select a 'Transfer Guar'.
  27. Validate the amount in the 'New Balance' field.
  28. Click [Accept].
  29. Select the 'Remittance Totals' section.
  30. Validate that 'Payment Amount Posted' contains the amount entered.
  31. Validate that 'Adjustment Amount Posted' contains the amount entered.
  32. Validate that 'Transfer Amount Posted' contains the amount entered.
  33. Enter a value that differs from the payment amount in 'Payment Amount Total'.
  34. Note the value in 'Payment Amount Remaining'.
  35. Enter a value that differs from the adjustment amount in 'Adjustment Amount Total'.
  36. Note the value in 'Adjustment Amount Remaining'.
  37. Enter a value that differs from the transfer amount in 'Transfer Amount Total'.
  38. Note the value in 'Transfer Amount Remaining'.
  39. Click [Submit].
  40. Validate that the message dialog contains Remittance is not balanced. Do you wish to continue posting?
  41. Click [Yes].
  42. Click [OK].
  43. Click [No].
  44. Open 'Registry Settings'.
  45. Set 'Limit Registry Settings to the Following Search Criteria' to 'Allow User To Continue Filing With'.
  46. Click [View Registry Settings].
  47. Validate that the 'Registry Setting' contains 'Avatar PM->Billing->Remittance Processing->->->Allow User To Continue Filing With Mismatch In Amounts To Post'.
  48. Set the 'Registry Setting Value' to 'N'.
  49. Click [Submit].
  50. Click [OK].
  51. Click [No].
  52. Repeat steps 2 - 39.
  53. Validate that the message dialog contains 'Remittance is not balanced'.
  54. Click [OK].
  55. Click [Discard].
  56. Click [Yes].
  57. Open 'Registry Settings'.
  58. Set 'Limit Registry Settings to the Following Search Criteria' to 'Allow User To Continue Filing With'.
  59. Click [View Registry Settings].
  60. Validate that the 'Registry Setting' contains 'Avatar PM->Billing->Remittance Processing->->->Allow User To Continue Filing With Mismatch In Amounts To Post'.
  61. Set the 'Registry Setting Value' to 'S'.
  62. Click [Submit].
  63. Click [OK].
  64. Click [No].
  65. Repeat steps 2 - 39.
  66. Validate that the message dialog contains 'Remittance is not balanced'.
  67. Click [OK].
  68. Click [Discard].
  69. Click [Yes].
Scenario 8: Spreadsheet Batch Remittance Posting - Validate excluded posting codes are not included in the 'Payment Code' dropdown list.
Specific Setup:
  • An existing client with unpaid claims is identified (Client A). Note the guarantor that liability is distributed to.
  • Posting/Adjustment Codes Definition:
  • A payment posting code is defined to 'Exclude Guarantors' for the client's liability guarantor. Note the code/description.
  • An additional payment posting code is defined to not exclude the client's liability guarantor. Note the code/description.
  • User Definition': The user has access to the 'Spreadsheet Batch Remittance' form.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Click the 'Create Batch' field.
  3. Enter the 'desired value' in the 'Batch Description' field.
  4. Select the 'desired value' in 'Default Payment Code' field.
  5. Enter the desired 'Posting Date'.
  6. Enter the desired 'Date Of Receipt'.
  7. Click [Launch Work Screen].
  8. Select "Client A" in the 'Client' field.
  9. Select the 'desired episode'.
  10. Validate there is Liability to be remitted against.
  11. Select the "excluded" guarantor from the 'Payor' field.
  12. Enter the 'desired value' in the 'Payment Amount' field.
  13. Double Click the 'Payment Code' field and validate it does not contain the "excluded" payment code.
  14. Select the "non-excluded" payment code.
  15. Click [Accept].
  16. Click [Submit].
  17. Click [OK].
  18. Click [Yes].
Scenario 9: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client. Note the Guarantor code/name. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Enter desired value in ‘Receipt’.
  8. Enter desired value in ‘Check #’.
  9. Select the ‘Default Guarantor’.
  10. Select the ‘Default Payment Code’.
  11. Select the ‘Default Adjustment Code.
  12. Select the ‘Default Transfer Code.
  13. If desired, enter a 'Service Start Date'.
  14. If desired, enter a 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the data from the interim batch defaults.
  17. Click [Enter CARC(s)].
  18. Select desired value in 'CAS Adjustment Group Code'.
  19. Select desired value in 'CAS Adjustment Reason Code'.
  20. Enter an amount in 'Adjustment'.
  21. Validate that the 'Post' field is checked if the group/reason code has a value of 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835.
  22. Enter additional CARC(s) as desired.
  23. Click [Save].
  24. Validate that the 'Adjust Amount' contains the total of the adjustments.
  25. Validate that the 'Adjust Code' contains the default value.
  26. If a transfer CARC was added, validate that the 'Transfer Amount' contains the total of the transfers.
  27. Validate that the 'Transfer Code' contains the default value.
  28. Hover over the 'Transfer Guar' to validate the table displays the client's guarantors, excluding the guarantor in 'Payor'.
  29. Select a 'Transfer Guar'.
  30. Enter a 'Payment Amount'.
  31. Validate that the 'Payment Code' contains the default value.
  32. If desired, click the '+' item to display the individual services.
  33. Validate the payments, adjustments, and transfers within the individual services, noting the date range of services with activity.
  34. Click [Accept].
  35. Click [Submit].
  36. Validate that the message contains 'Remittance batch 'XX' posted'.
  37. Click [OK].
  38. Click [No].
  39. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  40. Validate the data for the services that were paid, adjusted, or transferred.
  41. Close the report.
  42. Close the form.
Topics
• Claim Follow-up • Spreadsheet Batch Remittance Posting
AV-79765 Summary | Details
2023
Group Progress Note - Client Header
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Group Progress Notes - Validate client in context/client header after form launch and submission
Specific Setup:
  • [TestUser] is a staff member and has the "My To Do's" widget on their home view
  • A group has been created in form "Group Registration" [TestGroup]has three clients, [ClientA], [ClientB] and [ClientC]
  • In form "Progress Notes (Group and Individual)" form a "Group" progress note has been submitted for group [TestGroup]
  • The "Progress Notes (Group and Individual)" has an "Additional Form To Launch" event set on field [TestField], that will launch another form [TestForm] when a designated value is selected in that field.
  • Log in as [TestUser]
Steps
  1. Navigate to the "My To Do's" widget
  2. Validate there are group note To Do's present for [ClientA], [ClientB] and [ClientC], as expected
  3. Click the [Progress Notes (Group and Individual)] link in one of the three To Do's. For this example [ClientA] was chosen
  4. Validate the "Progress Notes (Group and Individual)" form opens for [ClientA]
  5. Validate the client header displays information for [ClientA] as expected
  6. Validate all other fields are populated as expected
  7. Submit the note as "Final"
  8. Validate filing is successful and user is returned to the form
  9. Validate the next client in the group [ClientB] is automatically populated in the "Client" field
  10. Validate the client header displays information for [ClientB] as expected
  11. Navigate to [FieldA]
  12. Select the value that will trigger the launch of [FormA], that was configured in the set up
  13. At the dialog screen, click [OK] to launch the form
  14. Validate [FormA] launches successfully
  15. Validate the client header reflects information for [ClientB] as expected
  16. Submit the form
  17. Validate the form files successfully
  18. Navigate back to the progress note form
  19. Validate the "Client" field and the client "Header are still populated with information for [ClientB]
  20. Submit the note as "Final"
  21. Validate filing is successful and user is returned to the form
  22. Validate the last client in the group [ClientC] is automatically populated in the "Client" field
  23. Validate the client header displays information for [ClientC] as expected
  24. Submit the note as "Final"
  25. Validate filing is successful
  26. Validate the "Client" field is now blank, as the progress note for last client in the group has been filed
Topics
• NX • Progress Notes
AV-80383 Summary | Details
2023
Middleware - future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Document Routing with Crystal Report Template
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form with the following:
  • "Yes" selected in the 'Use Crystal Report Template' field.
  • A crystal report template selected in the 'Crystal Report' field.
  • User must have the 'My To Do's' widget and 'All Documents' widget accessible on their home view.
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 "New Service" in the 'Progress Note For' field.
  5. Populate all other required and desired fields.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate the "Confirm Document" dialog is displayed with the crystal report template.
  9. Click [Sign and Route].
  10. Select the practitioner associated to the logged in user in the 'Supervisor' field.
  11. Click [Submit].
  12. Enter the password associated to the logged in user and click [Verify].
  13. Validate a message is displayed stating: Note Filed.
  14. Click [OK] and close the form.
  15. Navigate to the 'My To Do's' widget.
  16. Click [Documents To Sign].
  17. Validate a To-Do is displayed for the progress note filed in the previous steps.
  18. Click [Review].
  19. Validate the 'Document Preview' displays the crystal report template.
  20. Click [Accept] and [Sign].
  21. Enter the password associated to the logged in user and click [Verify].
  22. Validate the To-Do is no longer displayed.
  23. Click [Close].
  24. Select "Client A" and navigate to the 'All Documents' widget.
  25. Click [Refresh].
  26. Validate the progress note is displayed and select it.
  27. Validate the 'Console Widget Viewer' displays the crystal report template.
  28. Click [Close All].
Topics
• Document Routing
AV-80541 Summary | Details
2022, 2023
Report Viewer
Internal Test Only
Topics
n/a
AV-84102 Summary | Details
2023
“My To Do’s” widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Viewer
  • Clinical Document Viewer
Scenario 1: My To Do's Widget - (Sign Tab] - Signing multiple documents at once
Specific Setup:
  • Have a system that has multiple To Do's (for example, five or more) generated and not yet approved and signed
  • [UserA] is a staff member and also has permissions to co-sign to do's for other staff members
  • [UserA] has the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Navigate to the "My To Do's" widget
  2. Click on the [Sign] tab
  3. Validate the "Search Documents" list contains the expected document To Do's
  4. Select just the first document in the list, take note of the client name of the document
  5. Click [Accept]
  6. Validate the expected Client document has been moved to the "Accepted Documents" section,
  7. Validate the next consecutive client document is automatically highlighted in the "Search Documents" section, take note of the client name of the document
  8. Click [Accept]
  9. Validate the expected Client document has been moved to the "Accepted Documents" section,
  10. Validate the next consecutive client document is automatically highlighted in the "Search Documents" section, take note of the client name of the document
  11. Repeat the previous step till all the documents are listed in the "Accepted Documents" section
  12. Ensure no documents accepted, are listed more the once
  13. Click [Sign All]
  14. Enter a password in the "Password" prompt
  15. Validate the processing dialog is displayed
  16. Validate all documents have been removed form the "Accepted Documents" section
  17. Access the 'Clinical Document Viewer' form.
  18. Select "Client" in the 'Select All or Individual Client' field.
  19. In the 'Select Client' field, select one of clients noted in step 1 whose 'To Do' was signed.
  20. Click [Process].
  21. Validate document is present in the document list
  22. Click [View]
  23. Validate the document contents are as expected
  24. Repeat step 2a for any other desired clients whose 'To do' document was signed in step 1.
  25. Validate results are as expected
Topics
• Widgets
AV-84558 Summary | Details
2023
"Zoom" level bar - undocked forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Appointment Grid
  • Add New Appointment
  • Update Client Data
Scenario 1: "Zoom" level bar (MyAvatar) - Validate functionality and display results
Specific Setup:
  • Have an appointment scheduled for a client in form "Scheduling Calendar" [TestAppt]
  • In "User Definition", [TestUser] has [TestForm] selected in the "Select Forms" field on the "Appointment Scheduling" section of the form,
  • [TestUser] has access to form "Scheduling Calendar" any other form. For this test "Update Client Data" is used
  • Have a client [TestClient] that is active on the system
  • Log in as [TestUser]
Steps
  1. At the home view select [TestClient]
  2. Open any client based form, for example "Update Client Data"
  3. Validate the form opens successfully
  4. Validate this time, the "Zoom" level font bar is present in the bottom "Right" corner of the form
  5. Click the (+) sign on the "Zoom" level scroll and bar drag the bar to the right, to increase the font size to a desired percentage
  6. Validate the font size on the form is increased, as expected
  7. Click (-) sign on the "Zoom" level scroll and bar and drag the bar to the left, to decrease the font size to a desired percentage
  8. Validate the font size on the form is decreased, as expected
  9. Click the "Up-Arrow" Icon in the top right corner of the form to undock the form
  10. Validate the form has undocked successfully
  11. Validate this time, that the "Zoom" level font bar is present in the bottom "Left" corner of the form
  12. Click the (+) sign on the "Zoom" level scroll and bar drag the bar to the right, to increase the font size to a desired percentage
  13. Validate the font size on the form is increased, as expected
  14. Click (-) sign on the "Zoom" level scroll and bar and drag the bar to the left, to decrease the font size to a desired percentage
  15. Validate the font size on the form is decreased, as expected
  16. Click the "Down-Arrow' icon to re-dock the form
  17. Close the form
  18. On the "Scheduling Calendar" appointment grid, right click [TestAppt]
  19. From the list of forms, select the form setup in the set up steps, for this example "Update Client Data"
  20. Validate the form opens successfully
  21. Validate this time, the "Zoom" level font bar is present in the bottom "Left" corner of the form
  22. Click the (+) sign on the "Zoom" level scroll and bar drag the bar to the right, to increase the font size to a desired percentage
  23. Validate the font size on the form is increased, as expected
  24. Click (-) sign on the "Zoom" level scroll and bar and drag the bar to the left, to decrease the font size to a desired percentage
  25. Validate the font size on the form is decreased, as expected
  26. Close the form
  27. Repeat step "2" selecting any other form on the right-click menu, for example form "Check In"
  28. Validate results are as expected
  29. Open form "Scheduling Calendar"
  30. On the "Scheduling Calendar" appointment grid, right click on any time slot and click "Add Appointment"
  31. Validate the "Add New Appointment" form opens successfully
  32. Validate the "Zoom" level font bar is present in the bottom "Left" corner
  33. Click the (+) sign on the "Zoom" level scroll and bar drag the bar to the right, to increase the font size to a desired percentage
  34. Validate the font size on the form is increased, as expected
  35. Click (-) sign on the "Zoom" level scroll and bar and drag the bar to the right, to decrease the font size to a desired percentage
  36. Validate the font size on the form is decreased, as expected
  37. Close the form
Topics
• NX • Scheduling Calendar
AV-84943 Summary | Details
2023
Scrolling Text field data
Scenario 1: Validate data results entered, pasted or using text templates in "Scrolling Text Fields"
Specific Setup:
  • The registry setting "Enable Templates on Demand for SQL Widget" is enabled.
  • Have a MS-Word document [DocumentA] that contains a mix of standard and special characters that includes single and double angled quotes. This document should also include special formatting of text that includes "Bullets" and "Numbering".
  • Have access to any progress note form that includes a scrolling text field [FormA]
  • Have access to any modeled form that includes a scrolling text field [FormB]
  • [FormA] and [FormB] have "Autosave" enabled on the form
  • Have a client who admitted in an open episode [ClientA]
Steps
  1. Open [FormA]
  2. Navigate to the scrolling free text field.
  3. Type in several lines of data, for example three lines or more
  4. Tab out of the field
  5. Validate data is displayed as expected
  6. Navigate back to the scrolling free text field.
  7. Click the "Templates" icon next to the scrolling free text field.
  8. Select "User Defined Template".
  9. Click "Manage Templates".
  10. Set the "Template Name" to any desired name.[TemplateA]
  11. From the "Available Fields" box, drag and add fields any desired fields into the "Template" box, such as "Street", "City", "State, Zip"
  12. Copy text form [DocumentA] and paste the data after the into the "Template" box
  13. Click [Add]
  14. Validate [TemplateA] is added to the "My Templates" section
  15. Click "Save" when finished.
  16. Click the "Templates" icon next to the scrolling free text field.
  17. Select "User Defined Templates".
  18. Click the "[TemplateA] template
  19. Validate the scrolling free text field is populated all the expected data
  20. Complete any other desired fields on the form
  21. Click the auto save "Backup" button on the form
  22. Validate the message "Autosaved at [Current Time]", is displayed
  23. Close the form without submitting
  24. Re-open [FormA]
  25. At the "Restore Backup Data" dialog
  26. Click [Yes]
  27. Validate all fields are populated as expected, including the data in the scrolling text field
  28. Submit the form
  29. Validate the form files successfully
  30. Repeat steps 1 thru 4 for [FormB]
  31. Validate results are as expected
Topics
• Forms • NX
AV-85142 Summary | Details
2023
Scheduling Calendar - Move or extend the appointment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Staff Members Hours And Exceptions
  • Team Definition
  • Admission (Outpatient)
  • Site Registration
Scenario 1: Scheduling Calendar - 'Site' and 'Team' display filters
Specific Setup:
  • Two sites are defined in 'Site Registration' (Site A & Site B).
  • Multiple staff members are associated to each site.
  • Three teams are defined in 'Team Definition' with the following (Team A, Team B & Team C) with at least two associated staff members.
  • "Site A" has "Team A" & "Team B" associated to it.
  • "Site B" has "Team C" associated to it.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Validate the 'Staff Members' field contains the staff members associated to "Site A".
  4. Select "Team A" in the 'Team' field.
  5. Validate the 'Staff Members' field contains the staff members associated to "Team A".
  6. Select the desired staff members in the 'Staff Members' field.
  7. Validate the 'Scheduling Calendar' grid displays the hours for the selected staff members.
  8. Select "Site B" in the 'Site' field.
  9. Validate the 'Team' field now contains "No Team Selected".
  10. Validate the 'Staff Members' field contains the staff members associated to "Site B".
  11. Select "Team C" in the 'Team' field.
  12. Validate the 'Staff Members' field contains the staff members associated to "Team C".
  13. Select the desired staff members in the 'Staff Members' field.
  14. Validate the 'Scheduling Calendar' grid displays the hours for the selected staff members.
  15. Select "Site A" in the 'Site' field.
  16. Validate the 'Team' field now contains "No Team Selected".
  17. Validate the 'Staff Members' field contains the staff members associated to "Site A".
  18. Select "Team B" in the 'Team' field.
  19. Validate the 'Staff Members' field contains the staff members associated to "Team B".
  20. Click [Dismiss].
Scenario 2: Scheduling calendar - Move / change appointment to next week
Specific Setup:
  • Two sites are defined in 'Site Registration' (Site A & Site B).
  • Have at least one practitioner with active hours on the Scheduling Calendar.
  • Have the practitioner be assigned to a Team.
Steps
  1. Open the 'Scheduling Calendar' form.
  2. Create an appointment for the practitioner created in the setup.
  3. Click the Team dropdown menu and select the team associated with the practitioner.
  4. Right click the appointment from step 2 and select Copy.
  5. Click the forward arrow button to change the date range.
  6. Right click anywhere in the practitioner’s available range and select Paste Appointment.
  7. Verify that the appointment pastes correctly and without errors.
Topics
• Scheduling Calendar
AV-85901 Summary | Details
2022, 2023
Client Header - Allergies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Information widget
  • Chart View (Client Header)
Scenario 1: Client Banner - Allergies indicator
Specific Setup:
  • [Client A] has 'Allergies' on file
  • [Client B] does not have any 'Allergies' on file
  • [TestUser] has "Client Information" widget on their home view
  • Log in as [TestUser]
Steps
  1. At the Home View, select [ClientA]
  2. Validate the "Client Information" widget contains expected data for [ClientA]
  3. Validate in upper right corner of the widget, "Allergies" is displayed with a number in parentheses indicating the expected number of allergies on file for the client. For example, "Allergies (2)".
  4. Hover over "Allergies" and validate the expected allergies are displayed
  5. At the Home View, double click on [ClientA] to open their chart
  6. Validate the information in the "Client Banner" at the top of the page contains expected data for [ClientA]
  7. Validate in upper right corner of the banner "Allergies" is displayed with a number in parentheses indicating the expected number of allergies on file for the client. For example, "Allergies (2)".
  8. Hover over "Allergies"
  9. Validate the expected allergies are displayed
  10. Hover over "Allergies" and validate the expected allergies are displayed
  11. Click the red (X) to close chart
  12. Double click on [ClientA] to open their chart
  13. Validate in upper right corner the banner "Allergies" is displayed with a number parentheses indicating the expected number of allergies on file for the client
  14. Hover over "Allergies" and validate the expected allergies are displayed
  15. Click the red (X) to close chart
  16. Repeat step 2c three or more times
  17. Ensure each time that "Allergies" is displayed with a number in parentheses indicating the expected number of allergies on file for the client
  18. At the Home View, select [ClientB]
  19. Validate the "Client Information" widget contains expected data for [ClientB]
  20. Validate in upper right corner of the widget, "Allergies" is displayed with a number zero in parentheses as expected
  21. Hover over "Allergies" and validate that no allergies are displayed
  22. At the Home View, double click on [ClientB] to open their chart
  23. Validate the information in the "Client Banner" at the top of the page contains expected data for [ClientB]
  24. Validate in upper right corner of the widget, "Allergies" is displayed with the number zero in parentheses as expected
  25. Hover over "Allergies" and validate that no allergies are displayed
  26. Click the red (X) to close chart
  27. Double click on [ClientB] to open their chart
  28. Validate in upper right corner of the widget, "Allergies" is displayed with the number zero in parentheses as expected
  29. Hover over "Allergies" and validate that no allergies are displayed
  30. Click the red (X) to close chart
  31. Repeat step 4c three or more times
  32. Ensure each time that "Allergies" is displayed with the number zero in parentheses as expected
Topics
• Client Banner
AV-86064 Summary | Details
2023
Improve OTO Frequency Logic backport
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Avatar eMAR
  • Order Code Setup
  • Order Entry Console - My Favorites
Scenario 1: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are required for Routine orders" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form
  • Please log out of and back into the application after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
  4. Validate the 'First Dose Date' field is required and contains tomorrow's date.
  5. Validate the 'First Dose Time' field is required and contains "08:00 AM".
  6. Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values as the 'First Dose Date' and 'First Dose Time' fields.
  7. Click 'Give Initial Dose Now' [Yes].
  8. Validate the 'First Dose Date' field contains the current date.
  9. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour.
  10. Validate the 'Start Date' and 'Start Time' fields contain the same values as the 'First Dose Date' and 'First Dose Time' fields.
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'Interactions' dialog is displayed.
  13. Override the interaction and click [Save Override and Exit].
  14. Validate the order displays in the 'Order grid'.
Scenario 2: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is not required
Specific Setup:
  • The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are not required for Routine orders." in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
  • Please log out of and back into the application after completing the above configuration
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
  4. Validate the 'First Dose Date' field is required and contains the current date.
  5. Validate the 'First Dose Time' field is required and contains the current date rounded up to the nearest half hour.
  6. Validate the 'Give Initial Dose Now [Yes]' button is selected.
  7. Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields.
  8. Click [Add to Scratchpad] and click [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 3: OE NX - Unscheduled One Time Only Frequency Code - Manual Give Initial Dose Now
Specific Setup:
  • A frequency code must exist that is configured as follows:(Frequency Code A)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "Yes"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Daily"
  • 'Times/24 Hours' is set to "1"
  • 'Default Give Initial Dose Now' set to no value.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
  4. Validate the 'First Dose Date/Time' fields are not required and contain no value.
  5. Validate the 'Start Date/Time' fields are required, enabled, and contain the current date and time.
  6. Click the 'Give Initial Dose Now [Yes]' button.
  7. Validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and current time rounded up to the nearest half hour.
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 4: OE NX - Unscheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" - Default Give Initial Dose Now
Specific Setup:
  • The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • Please log out of and back into the application after completing the above configuration
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
  4. Validate the 'Give Initial Dose Now [Yes]' button is selected.
  5. Set the 'First Dose Time' field to a value outside the allowable window ('First Dose' adjustment allowed when 'Give Initial Dose Now' registry setting).
  6. Validate the 'Give Initial Dose Now [Yes]' button is deselected.
  7. Re-select the 'Give Initial Dose Now [Yes]' button and validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and time rounded up to the nearest half hour.
  8. Click [Add to Scratchpad] and [Sign]
  9. Validate the order displays in the 'Order grid'.
Scenario 5: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is required and administration times are enforced
Specific Setup:
  • The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" in the 'Freq' field.
  4. Validate the 'First Dose Date' field is required and contains the current date.
  5. Validate the 'First Dose Time' field is required and contains the current time rounded up to the nearest half hour.
  6. Validate the 'Give Initial Dose Now' [Yes] button is selected.
  7. Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values in the 'First Dose Date/Time' fields.
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 6: OE NX - One Time Only - Default to Give Initial Dose Now - Order Group - Copy/Modify
Specific Setup:
  • A frequency code (Frequency Code A) must be configured as a 'one time only' frequency with 'Default to Give Initial Dose Now' set to "Yes".
  • An order group (Order Group A) must be created with at least one pharmacy-type order code (Order Code A) that has a default frequency of "Frequency Code A"
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' field.
  3. Select "Order Code A" and validate "Frequency Code A" is selected in the 'Frequency' field.
  4. Click [Add to Scratchpad].
  5. Select "Order Code A" from the 'Scratchpad' and validate that 'Give Initial Dose Now' [Yes] is selected and that the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
  6. Populate any remaining required fields and click [Update Order].
  7. Click [Sign] and validate an order for "Order Code A" displays in the 'Order grid'.
  8. Select "Order Code A" from the 'Order grid' and click [Copy].
  9. Validate that 'Give Initial Dose Now' [Yes] is pressed, click [Add to Scratchpad] and [Sign].
  10. Validate there are two orders for "Order Code A" in the 'Order grid'.
  11. Select one of the orders for "Order Code A" from the 'Order grid' and click [Modify].
  12. Validate that 'Give Initial Dose Now' [Yes] is pressed.
  13. Click [Add to Scratchpad] and [Sign].
Scenario 7: OE NX - Create an order using an "Every Nth Day" frequency code with no scheduled administration times
Specific Setup:
  • A frequency code must exist that has the following configuration:(Every 2 Days)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "No"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Every Nth Day' is set to "2"
  • 'Times/24 Hours' is set to "1".
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: For testing purposes the time is currently after "08:00 AM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "PERCOCET (ACETAMINOPHEN-OXYCODONE HYDROCHLORIDE) 325 MG-10 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field.
  4. Select "Every 2 Days" in the 'Freq' field.
  5. Validate the 'First Dose Date' and 'First Dose Time' fields are disabled and do not contain values.
  6. Click [Custom] and enter "0800" and press Tab in the first 'Scheduled Administration Time' field and click [Save].
  7. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date.
  8. Validate the 'First Dose Time' field is disabled and contains "08:00 AM".
  9. Validate the 'Start Date' field is required, enabled and contains the current date.
  10. Validate the 'Start Time' field is required, enabled and contains the current time.
  11. Set the 'Duration' field to "6" and click [Days].
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Order grid' contains the "PERCOCET" order.
  14. Select the 'eMAR' widget.
  15. Validate the 'Administration Date' field contains the current date and time.
  16. Validate the "PERCOCET" order is displayed that contains a 'Next Administration Date/Time' of T+2 at 0800".
  17. Validate the first cell under the current date for the "PERCOCET" order contains a dashed line.
  18. Set the 'Administration Date' field to two days in the future of the current date.
  19. Validate that there is a dashed line in the first cell under the current date and a cell that contains "0800" in the first cell under the date that is 2 days in the future.
Scenario 8: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past
Specific Setup:
  • A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "No"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Every Nth Day' is set to "2"
  • 'Times/24 Hours' is set to "1".
  • 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: For testing purposes the time is currently after "08:00 AM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "KADIAN (MORPHINE SULFATE) 10 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Capsules" in the 'Dose Unit' field.
  4. Select "Every 2 Days at 0800" in the 'Freq' field.
  5. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date.
  6. Validate the 'First Dose Time' field is disabled and contains "08:00 AM".
  7. Validate the 'Start Date' field contains the current date.
  8. Validate the 'Start Time' field contains the current time.
  9. Set the 'Start Date' field to a date that is three days in the future of the current date.
  10. Validate the 'First Dose Date' field contains a date that is five days in the future of the current date.
  11. Validate the 'First Dose Time' field contains "08:00 AM".
  12. Set the 'Start Date' field to the current date.
  13. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
  14. Validate the 'First Dose Time' field contains "08:00 AM".
  15. Set the 'Start Date' field to a date that is two days in the past.
  16. Validate the 'Start Time' field contains the current time.
  17. Validate the 'First Dose Date' field contains a current date.
  18. Validate the 'First Dose Time' field contains "08:00 AM".
  19. Set the 'Start Date' field to the current date.
  20. Validate the 'Start Date' field contains the current date.
  21. Validate the 'Start Time' field contains the current time.
  22. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
  23. Validate the 'First Dose Time' field contains "08:00 AM".
  24. Set the 'Duration' field to "4" and click [Days].
  25. Click [Add to Scratchpad]
  26. Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM".
  27. Click [Cancel Update] and [Sign].
  28. Validate the 'Order grid' contains an order for "KADIAN".
  29. Access the 'eMAR' widget.
  30. Validate the 'Administration Date' field contains the current date
  31. Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800".
  32. Validate the first cell under the current date for this order contains a dashed line.
  33. Set the 'Administration Date' field to a date that is two days in the future and click [Refresh].
  34. Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800".
Scenario 9: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the future
Specific Setup:
  • A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 PM)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "No"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Every Nth Day' is set to "2"
  • 'Times/24 Hours' is set to "1".
  • 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'PM(06:00-11: 30 PM)'.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: For testing purposes the time is currently after "02:00 PM and before "08:00 PM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "OXYCODONE HCL 20 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field.
  4. Select "Every 2 Days at 2000" in the 'Freq' field.
  5. Validate the 'First Dose Date' field contains the current date.
  6. Validate the 'First Dose Time' field contains "08:00 PM".
  7. Validate the 'Start Date' field contains the current date.
  8. Validate the 'Start Time' field contains the current time.
  9. Set the 'Start Time' field to "08:05 PM".
  10. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
  11. Validate the 'First Dose Time' field contains "08:00 PM".
  12. Set the 'Start Time' field back to the current time.
  13. Validate the 'First Dose Date' field contains the current date.
  14. Validate the 'First Dose Time' field contains "08:00 PM".
  15. Set the 'Duration' field to "4" and click [Days].
  16. Click [Add to Scratchpad] and [Sign].
  17. Validate the 'Interactions' dialog is displayed
  18. Override all interactions and click [Save Override and Exit].
  19. Validate the 'Order grid' contains an order for "OXYCODONE".
Scenario 10: OE NX - Order Group - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past
Specific Setup:
  • A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "No"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Every Nth Day' is set to "2"
  • 'Times/24 Hours' is set to "1".
  • 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'.
  • An order group must contain a pharmacy-type order code (Order Code A) that has a 'Frequency Code' of "Every 2 Days at 08:00 AM" and a 'Duration (Days)' set to "6". (Order Group A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: For Testing purposes the current time is after 08:00 AM.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A".
  3. Validate the 'Order Group' dialog is displayed.
  4. Select "Order Code A" and enter a 'Dose' of "1" and a 'Dose Unit' of "Tablet".
  5. Validate the 'Frequency' field contains "Every 2 Days at 08:00 AM", the 'Duration' field contains "6" and that [Days] is selected.
  6. Click [Add to Scratchpad].
  7. Validate the 'Scratchpad' contains an order for "Order Code A".
  8. Select the order.
  9. Validate the 'Freq' field contains "Every 2 Days at 08:00 AM".
  10. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
  11. Validate the 'First Dose Time' field contains "08:00 AM".
  12. Validate the 'Start Date' and 'Start Time' fields contains the current date and time.
  13. Click [Cancel Update] and [Sign].
  14. Validate the 'Order grid' contains an order for "Order Code A".
Scenario 11: OENX - Order Group, that has no order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM
Specific Setup:
  • A frequency code must exist that is configured as follows:(Frequency Code A)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "Yes"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
  • 'Times/24 Hours' is set to "1"
  • "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any).
  • An order group must exist that contains the following orders: (Order Group A)
  • A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
  • A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM".
  • A client must have and active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B".
  4. Validate that neither order is selected.
  5. Select "Order Code B".
  6. Set the 'Dose' field to "1".
  7. Select "Tablet" in the 'Dose Unit' field.
  8. Validate the 'Freq' field contains "TWICE A DAY".
  9. Set the 'Duration' to any value and click [Days].
  10. Validate the 'Start Date' field contains the current date.
  11. Validate the 'Start Time' field contains the current time.
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Interactions' dialog is displayed.
  14. Override all interactions and click [Save Override and Exit].
  15. Validate the 'Order grid' contains a new order for "Order Code B".
Scenario 12: OE NX - Order Group, that has one order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM
Specific Setup:
  • A frequency code must exist that is configured as follows:(Frequency Code A)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "Yes"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
  • 'Times/24 Hours' is set to "1"
  • "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any)'.
  • An interval frequency code must exist. (Frequency Code B)
  • An order group must exist that contains the following orders: (Order Group A)
  • A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
  • A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM" and has the 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B".
  4. Validate that "Order Code A" is not selected by default.
  5. Validate the checkbox for "Order Code B" is selected.
  6. Set the 'Dose' field to "1".
  7. Select "Tablet" in the 'Dose Unit' field.
  8. Validate the 'Freq' field contains "TWICE A DAY".
  9. Set the 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' field changes to 'First Dose Date/Time'.
  10. Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' field changes back to 'Start Date/Time'.
  11. Set the 'Duration' to any value and click [Days].
  12. Validate the 'Start Date' field contains the current date.
  13. Validate the 'Start Time' field contains the current time.
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Interactions' dialog is displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Order grid' contains a new order for "Order Code B".
Scenario 13: OE NX - "Hours of Administration are required for Routine orders." - Order Group - One Time Only with Give Initial Dose Now = "Yes"
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A pharmacy type order code must exist. (Order Code A)
  • An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A".
  4. Validate the 'First Dose Date/Time' field is equal to "Today" and "the current time rounded to the nearest half hour/hour".
  5. Fill in any missing fields and click [Add to Scratchpad].
  6. Select the order in the scratchpad.
  7. Validate the 'First Dose Date' field is equal to "Today".
  8. Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
  10. Validate the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
  11. Click [Cancel Update] and [Sign].
  12. Validate the 'Order grid' contains an order for "Order Code A"
  13. Access the 'eMAR' tab.
  14. Validate the order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.
Scenario 14: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes"
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B)
  • A pharmacy type order code must exist. (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Create a Taper/Titrate order with 2 steps for "Order Code A".
  3. Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
  4. Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
  5. Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the scratchpad.
  6. Select the first order in the scratchpad.
  7. Validate the 'First Dose Date' field is equal to "Today".
  8. Validate the 'First Dose Time' field is equal to "the current time rounded to the nearest half hour/hour".
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
  10. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
  11. Click [Cancel Update] and [Sign].
  12. Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "Step 1 of 2 steps" and the other with 'Addl Instructions' set to "Step 2 of 2 steps".
  13. Navigate to the 'eMAR' tab.
  14. Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time.
  15. Set the 'Administration Date' field to "T+1" and click [Refresh].
  16. Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100".
Scenario 15: OE NX - Order Group - Unscheduled One Time Only - Default to selected
Specific Setup:
  • An order group (Order Group A) must exist with at least two pharmacy-type order codes where:
  • The first order code does not default to selected in the 'Order Group Dialog'. (Order Code A)
  • The second order code must default to selected, have a default one time only frequency code that does not default to 'Give Initial Dose Now', and have a default duration. (Order Code B)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A".
  3. Validate that the 'Order Group' dialog is displayed and that "Order Code B" is selected by default and that the 'Freq' and 'Duration' fields are defaulted from 'Order Group Setup'.
  4. Populate the 'Dose' and 'Dose Unit' fields.
  5. Select "Order Code A" and populate all fields and click [Add to Scratchpad] and [Sign]
  6. Validate the orders display in the 'Order grid'.
Scenario 16: OE NX - Admission Med Reconciliation - Administration times
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Create 2 orders, one "Reported" and one "Rx" and populate all required fields, selecting frequency codes that have defined hours of administration.
  4. Click the 'Admission Med Reconciliation' tab.
  5. Select both orders from the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
  6. Select the first order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated.
  7. Click the 'Custom' link and validate the correct administration times display.
  8. Populate any remaining required fields and click [Update Order].
  9. Select the second order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated.
  10. Click the 'Custom' link and validate the correct administration times display.
  11. Populate any remaining required fields and click [Update Order].
  12. Click [Reconcile & Sign] and validate the 'Admission Med Reconciliation' tab displays in view-only mode.
Scenario 17: OE NX - "Hours of Administration are not required for Routine orders." - Order Group - One Time Only with Set Hours of Administration
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "No"
  • 'Hours of Administration' = "08:00 AM"
  • A pharmacy type order code must exist. (Order Code A)
  • An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A".
  4. Validate the 'First Dose Date/Time' field is equal to "Tomorrow's Date" and "08:00 AM".
  5. Fill in any missing fields and click [Add to Scratchpad].
  6. Select the order in the scratchpad.
  7. Validate the 'First Dose Date' field is equal to "Tomorrow's Date".
  8. Validate the 'First Dose Time' field is equal to "08:00 AM".
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field.
  10. Validate that the 'Start Time' field is equal to the 'First Dose Time' field.
  11. Click [Cancel Update] and [Sign].
  12. Validate the 'Order grid' contains an order for "Order Code A"
  13. Navigate to the 'eMAR' tab.
  14. Set the 'Administration Date' field to "T+1".
  15. Validate the Order for "Order Code A" is shown and that there is one scheduled administration time at 0800.
Scenario 18: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: For testing purposes the current time is after "08:00 AM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate 'Skip First Dose' [Yes] is disabled.
  5. Validate the 'First Dose Date' field contains tomorrow's date.
  6. Validate the 'First Dose Time' field contains "08:00 AM".
  7. Validate the 'Start Date' field contains tomorrow's date.
  8. Validate the 'Start Time' field contains "08:00 AM".
  9. Click 'Give Initial Dose Now' [Yes].
  10. Validate the 'First Dose Date' field contains the current date.
  11. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour.
  12. Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
  13. Validate the 'Give Initial Dose Now' [Yes] button becomes deselected.
  14. Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
  15. Validate the order displays in the 'Order grid'.
Scenario 19: OE NX - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now
Specific Setup:
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
  • A client must have an active episode. (Client A).
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate 'Skip First Dose' [Yes] is disabled.
  5. Validate 'Give Initial Dose Now' [Yes] is selected and the 'First Dose Date", 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
  6. Click [Add to Scratchpad] and [Sign].
  7. Validate the order created displays in the 'Order grid'.
Scenario 20: OE - "Hours of Administration are required for Routine orders." - My Favorites - One-Time-Only with Default Give Initial Dose Now = "Yes"
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A pharmacy type order code must exist. (Order Code A)
  • "Order Code A" must be configured in the 'Order Code Setup' form with the following attributes:
  • 'Default Frequency Code' = "Frequency Code A"
  • 'Default Quantity' = "1"
  • 'Default Quantity Unit' = "Tablet"
  • 'Default Duration (Days)' = "1"
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A".
  3. Validate all fields set up in the 'Order Code Setup' form populate correctly.
  4. Click the 'Add to Favorites' star button then [Refresh].
  5. Click 'My Favorites', select the order and click [Add to Scratchpad].
  6. Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'.
  7. Validate the 'First Dose Date' field is equal to the current date.
  8. Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
  10. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
  11. Click [Cancel Update] and [Sign].
  12. Validate the 'Order grid' contains an order for "Order Code A"
  13. Access the 'eMAR' widget.
  14. Validate the Order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.
Topics
• Order Entry Console
AV-86310 Summary | Details
2023
Chart View - Browse forms search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart
  • Browse Forms
  • ModeledForm
Scenario 1: Chart View (Browse Forms) Menu - Form search and load validations
Specific Setup:
  • Have a form that exists in "PM" [PMForm] and has an internal "Option ID" number [UserX] as a form in any child namespace [ChildForm], for example "CWS". (Note: the "Form ID" number for a form can be found by running a query on table "RADplus_user_options", locating the form name and obtaining the value in the "Option ID" field)
  • In "CWS" access form "Attach Other Application Form to Menu",
  • Select [PMForm] form in "PM" and attach it to any "CWS" menu location [CWSMenu], (Note: this enables the same "PM" form to also be run from a "CWS" menu).
  • Note the menu location and submit the form
  • In form "Form Bundle", add the [PMForm] just attached to the "CWS" menu in the previous step, to a new or existing bundle. [TestBundle]
Steps
  1. At the home view, select any client and then double click to open "Chart View"
  2. Click "Browse Forms" (+) sign next to the "Chart" tab and
  3. Navigate to the "Search Forms" field and search for form [PMForm]
  4. Validate the search results display
  5. [PMForm] is found and located on "PM" menu [PMMenu], select the form
  6. Validate the form launches successfully and all fields are present on the form as expected
  7. Populate all the fields on the form
  8. Submit the form
  9. Validate the form files successfully
  10. Navigate to the "Search Forms" field and search for form [PMForm]
  11. Validate the search results display
  12. [PMForm] is found and located on "PM" menu [CWSMenu], select the form
  13. Validate the form launches successfully and all fields are present on the form as expected
  14. Populate all the fields on the form
  15. Submit the form
  16. Validate the form files successfully
  17. Navigate to the "Search Forms" field and search for form [TestBundle]
  18. Validate when [PMForm] launches, it is the expected form
  19. Populate and submit the form
  20. Validate the form files successfully
  21. Validate all other forms launch as expected and can be submitted successfully
  22. Navigate to the "Search Forms" field and search for form [ChildForm]
  23. Populate the all the fields on each form
  24. Submit the form
  25. Validate the form files successfully
Topics
• Forms
AV-86509 Summary | Details
2023
Chart View
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Group Registration
  • Treatment Plan
  • Fast Financial Eligibility
  • Chart View - Forms & Data Widget
Scenario 1: Chart View - "Forms & Data" widget validations
Specific Setup:
  • A client has been admitted in the "Admission" form and is enrolled in an existing episode [TestClient]
  • [TestUser] has the following forms are available for selection on their "Chart View": 'Group Registration, any "Modeled" form', "Treatment Plan" and the "Fast Financial Eligibility" form
  • The "Forms & Data" widget is added to their "Chart View"
Steps
  1. Select [TestClient]
  2. Access the 'Group Registration' form.
  3. Populate all desired fields
  4. Click [Submit].
  5. Validate the form files successfully
  6. Access the 'Modeled' form.
  7. Populate all desired fields
  8. Click [Submit].
  9. Validate the form files successfully
  10. Access the 'Treatment Plan' form.
  11. Populate all desired fields
  12. Click [Submit].
  13. Validate the form files successfully
  14. Access the "Fast Financial Eligibility" form.
  15. Populate all desired fields
  16. Click [Submit].
  17. Validate the form files successfully
  18. Select [TestClient] and open "Chart View"
  19. Navigate to the "Forms & Data" widget
  20. In the "Search Forms" field, search for the "Group Registration" form
  21. Edit the row filed in step1
  22. Validate data is populated is as expected
  23. Close the form
  24. In the "Search Forms" field, search for the "Modeled" form
  25. Edit the row filed in step1
  26. Validate data is populated is as expected
  27. Close the form
  28. In the "Search Forms" field, search for the "Treatment Plan" form
  29. Edit the row filed in step1
  30. Validate data is populated is as expected
  31. Close the form
  32. In the "Search Forms" field, search for the "Fast Financial Eligibility" form
  33. Edit the row filed in step1
  34. Validate the form opens successfully and the data populated is as expected
  35. Close the form
Topics
• Forms • NX
AV-86697 Summary | Details
2023
"Guardiant" application
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FlightRecorder
Scenario 1: Guardiant Flight Recorder - Validate password encryption while logged into Avatar
Specific Setup:
  • Have a system configured for "Guardiant" reporting
  • Have a user [TestUser] with access to the "Guardiant" application
  • Have a system configured by Netsmart with "(NIAM) Netsmart’s Identity and Access Management" functionality enabled.
  • [TestUser] has been assigned an (NIAM) external login ID and password to login and is a staff member
  • Have a form enabled for "Document Routing" [TestForm]
  • [TestUser] has permissions to access [TestForm]
  • [TestUser] has the "My To do's" widget on their
  • [TestUser] has logged into Avatar using his (NAIM) external login ID
Steps
  1. At the home view, click the "Lock" screen button on the menu bar
  2. At the Avatar "Locked" screen, click the [Login with Enterprise Credentials] button
  3. At the "Sign In" screen
  4. Populate the "Username" field with the users (NIAM) external login ID
  5. Populate the "Password" field with the associated password
  6. Click [Sign In]
  7. Validate the user is brought to the home screen
  8. Open [TestForm]
  9. Select a client
  10. Populate the form
  11. File the form as "Final".
  12. Click submit
  13. Validate the document displays as expected
  14. Click to accept and route the document
  15. At the "Sign In" screen
  16. Populate the "Username" field with the users (NIAM) external login ID
  17. Populate the "Password" field with the associated password
  18. Click [Sign In]
  19. At the "Route Document To" screen, in the "Add Approver" search field, select and add [TestUser] as the approver
  20. Click [Submit]
  21. Validate the form submits successfully
  22. Navigate to the "My To Do's" list
  23. Locate the to do routed in step 2
  24. Click [Approve Document]
  25. Click [Accept]
  26. At the "Sign In" screen
  27. Populate the "Username" field with the users (NIAM) external login ID
  28. Populate the "Password" field with the associated password
  29. Click [Sign In]
  30. In the "Document to Review" screen, click [Accept]
  31. Validate to do is removed from to do list
  32. Log out of Avatar (Note the date and time of logout)
  33. Log into "Guardiant"
  34. Select the "Flight Recorder" from the right-hand side menu selections
  35. In the "Search by User Name" field, enter the user name assigned to the NAIM user [TestUser]
  36. Click [Search]
  37. In the search results, select the link with timestamp matching the time of logout noted in step 4
  38. Click "Advanced View" at the top of the next screen
  39. Scroll down to the "Client Flight Recorder" section and click "Expand All Rows" button
  40. Click "Ctrl/F"
  41. Enter "Locked" in the search and hit enter. This will navigate to the row with "Lock" in the "Action Taken" column
  42. Validate the row below it has "External Provider Login" in the "Action Taken" column
  43. Validate the "Value" column to left is encrypted or blank, as expected
  44. Click "Ctrl/F" again
  45. Enter "Confirm Document" in the search and hit enter. This will navigate to the row with "Conform Document" in the "Action Taken" column
  46. Validate the row below it has "External Provider Login" in the "Action Taken" column
  47. Validate the "Value" column to left is encrypted or blank, as expected
  48. Click "Ctrl/F"
  49. Enter "Accept" in the search and hit enter.
  50. Locate the row with "Accept" in the "Action Taken" column. (This is where the user had accepted the document from the To Do list, and was prompted to enter their credentials)
  51. Validate the row below it has "External Provider Login" in the "Action Taken" column
  52. Validate the "Value" column to left is encrypted or blank, as expected
Topics
• Avatar Login • Document Routing • NX
AV-87129 Summary | Details
2023
ScriptLink Scripts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Chart
Scenario 1: Validate a "ScriptLink" script set to launch another form upon form submission
Specific Setup:
  • Have a "ScriptLink" script set on a form [TestFormA] that is configured to launch a specific form [TestFormB] when [TestFormA] is submitted
  • Have [TestFormA] added to the logged in users "Chart" forms
  • Logged in user has the "My Clients" widget on their home view
Steps
  1. At the home view, select [TestClientA] and then double-click to open their "Chart"
  2. From the "Chart" forms list, click [TestFormA] to launch it
  3. Populate any desired fields
  4. Submit the form again
  5. Validate a dialog is displayed asking the user whether the want to launch [TestFormB]
  6. Click [Yes]
  7. Validate [TestFormA] submits successfully
  8. Validate [TestFormB] is launched for [TestClient]
  9. Populate any desired fields
  10. Submit the form
  11. Validate the form files successfully
  12. Open [TestFormA]
  13. Select [TestClient]
  14. Select the row just submitted in step 1
  15. Validate fields are populated, as expected
  16. Close the form
  17. Open [TestFormB]
  18. Select [TestClient]
  19. Select the row just submitted in step 1
  20. Validate fields are populated, as expected
  21. Close the form
  22. At "Chart" view, launch [TestFormA] again
  23. Select any client [TestClient]
  24. Populate any desired fields
  25. Submit the form
  26. Validate a message is displayed asking the user whether the want to launch [TestFormB]
  27. Click [Cancel]
  28. Validate there is not a dialog displayed to launch [TestFormB] and [TestFormA] submits successfully
  29. Re-open [TestFormA]
  30. Select [TestClient]
  31. Select the row just submitted in step 4
  32. Validate fields are populated, as expected
  33. Close the form
  34. At the home view, select [TestClient] in "Search Clients" field of the "My Clients" widget
  35. Repeat steps 1 thru 5 this time, launching the forms via the "Forms & Data" section of the "My Clients" widget
  36. Validate results are as expected
Topics
• Form load • NX • Scriptlink
AV-87214 Summary | Details
2023
myAvatar - Orders This Episode - Order Group Dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: myAvatar - Order Group - First Dose/Start Time Validation - Routine not One-Time-Only
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "No".
  • 'Times/24 Hours' = "2".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Hours of Administration' = "09:00 AM", "09:00 PM".
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "Yes".
  • 'Times/24 Hours' = "1".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Default to Give Initial Dose Now' = "Yes.
  • 2 pharmacy-type order codes must exist. (Order Code A) (Order Code B)
  • An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
  • "Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked.
  • "Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and that "Order Code A" and "Order Code B" are selected by default.
  4. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
  5. For "Order Code A":
  6. Set the 'Dose' field to "1".
  7. Set the 'Dose Unit' field to "Tablet".
  8. Validate the 'Start Date' field is equal to "Today's Date".
  9. Validate The 'Start Time' field is equal to "Current Time".
  10. Set the 'Start Time' Field to "01:00 PM".
  11. For "Order Code B":
  12. Set the 'Dose' field to "1".
  13. Set the 'Dose Unit' field to "Tablet".
  14. Validate the 'First Dose Date' field is equal to "Today's Date".
  15. Validate the 'First Dose Time' field is equal to "The current time rounded up to the nearest half hour or hour".
  16. Press the checkbox to deselect "Order Code B".
  17. Validate the 'Start Time' field for "Order Code A" is still "01:00PM".
  18. Set the 'Order Group Start Time' to "02:00 PM".
  19. Set the 'Order Group Start Date' to "T+2".
  20. Validate the 'Start Date' for "Order Code A" is "T+2".
  21. Validate the 'Start Date' for "Order Code A" is "02:00 PM".
  22. Press the checkbox to select "Order Code B".
  23. Validate the 'First Dose Date/Time' fields for "Order Code B" are blank.
  24. Validate the 'Start Date' for "Order Code A" is "T+2".
  25. Validate the 'Start Time' for "Order Code A" is "02:00 PM".
  26. Click [Add to Scratchpad].
  27. Select "Order Code A" from the scratchpad.
  28. Validate the 'Dose' field ="1".
  29. Validate the 'Dose Unit' field = "Tablet".
  30. Validate the 'Freq:' field = "Frequency Code A".
  31. Validate the 'First Dose Date' field = "T+2".
  32. Validate the 'First Dose Time' field = "09:00 PM".
  33. Click [Remove from Scratchpad].
  34. Select "Order Code B" from the scratchpad.
  35. Validate the 'Dose' field ="1".
  36. Validate the 'Dose Unit' field = "Tablet".
  37. Validate the 'Freq:' field = "Frequency Code B".
  38. Validate the 'First Dose Date' field = "".
  39. Validate the 'First Dose Time' field = "".
  40. Validate the 'Give Initial Dose Now' button is not selected.
  41. Click [Remove from Scratchpad].
Scenario 2: myAvatar - Order Group - First Dose/Start Time Validation - One-Time-Only
Specific Setup:
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "Yes".
  • 'Times/24 Hours' = "1".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Default to Give Initial Dose Now' = "No".
  • 'Hours of Administration' = "08:00 AM".
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "No".
  • 'Times/24 Hours' = "2".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Hours of Administration' = "09:00 AM", "09:00 PM".
  • 2 pharmacy-type order codes must exist. (Order Code A) (Order Code B)
  • An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
  • "Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked.
  • "Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and that "Order Code A" and "Order Code B" are selected by default.
  4. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
  5. For "Order Code A":
  6. Set the 'Dose' field to "1".
  7. Set the 'Dose Unit' field to "Tablet".
  8. Validate the 'First Dose Date' field is equal to "Tomorrow's date".
  9. Validate The 'First Dose Time' field is equal to "08:00 AM".
  10. Set the 'Start Time' Field to "12:00 PM".
  11. Uncheck the 2nd checkbox to deselect "Order Code B".
  12. Validate the 'First Dose Time' field is still "12:00 PM" for the "Order Code A".
  13. Click [Add to Scratchpad] and then select "Order Code A".
  14. For "Order Code A":
  15. Validate the 'Dose' field is equal "1".
  16. Validate the 'Dose Unit' field is equal to "Tablet".
  17. Validate the 'First Dose Date' field is equal to "Tomorrow's date".
  18. Validate The 'First Dose Time' field is equal to "12:00 PM".
  19. Validate the 'Start Date' field is disabled and equal to the 'First Dose Date' field.
  20. Validate the 'Start Time' field is disabled and equal to the 'First Dose Time' field.
  21. Click [Sign].
  22. Navigate to the 'eMAR' tab and then set the 'Administration Date' field to "T+1".
  23. Validate an order for "Prilosec" is shown in the 'Order grid' with an administration time of "1200" under tomorrow's date.
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-87352 Summary | Details
2023
myAvatar - Orders This Episode - Order Groups with orders containing one-time-only Frequency codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Registry Settings (CWS)
Scenario 1: OENX - Order Group, that has no order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM
Specific Setup:
  • A frequency code must exist that is configured as follows:(Frequency Code A)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "Yes"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
  • 'Times/24 Hours' is set to "1"
  • "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any).
  • An order group must exist that contains the following orders: (Order Group A)
  • A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
  • A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM".
  • A client must have and active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B".
  4. Validate that neither order is selected.
  5. Select "Order Code B".
  6. Set the 'Dose' field to "1".
  7. Select "Tablet" in the 'Dose Unit' field.
  8. Validate the 'Freq' field contains "TWICE A DAY".
  9. Set the 'Duration' to any value and click [Days].
  10. Validate the 'Start Date' field contains the current date.
  11. Validate the 'Start Time' field contains the current time.
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Interactions' dialog is displayed.
  14. Override all interactions and click [Save Override and Exit].
  15. Validate the 'Order grid' contains a new order for "Order Code B".
Scenario 2: myAvatar - Order Group Start Date - One Time Only Orders
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "Yes".
  • 'Times/24 Hours' = "1".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Default to Give Initial Dose Now' = "No".
  • 'Hours of Administration' = "".
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "Yes".
  • 'Times/24 Hours' = "1".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Default to Give Initial Dose Now' = "No".
  • 'Hours of Administration' = "08:00 AM".
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code C)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "Yes".
  • 'Times/24 Hours' = "1".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Default to Give Initial Dose Now' = "Yes".
  • 3 pharmacy-type order codes must exist. (Order Code A) (Order Code B) (Order Code C)
  • An order group (Order Group A) must be created with at least three pharmacy-type order codes where:
  • "Order Code A" has a default frequency of "Frequency Code A".
  • "Order Code B" has a default frequency of "Frequency Code B".
  • "Order Code C" has a default frequency of "Frequency Code C".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A", "Order Code B" and "Order Code C" and click [Select All].
  4. Validate the following for "Order Code A":
  5. 'Frequency' = "Frequency Code A".
  6. 'First Dose Date/Time' fields are not required.
  7. 'First Dose Date' = no value.
  8. 'First Dose Time' = no value.
  9. Validate the following for "Order Code B":
  10. 'Frequency' = "Frequency Code B".
  11. 'First Dose Date/Time' fields are not required.
  12. 'First Dose Date' = "Tomorrow".
  13. 'First Dose Time' = "08:00 AM".
  14. Validate the following for "Order Code C":
  15. 'Frequency' = "Frequency Code C".
  16. 'First Dose Date/Time' fields are not required.
  17. 'First Dose Date' = "Current date".
  18. 'First Dose Time' = "Current time rounded to the nearest half hour or hour".
  19. Set the 'Order Group Start Time' field to "Current time rounded up to the nearest half hour or hour + 30 minutes".
  20. Validate the following for "Order Code A":
  21. 'Frequency' = "Frequency Code A".
  22. 'First Dose Date/Time' fields are not required.
  23. 'First Dose Date' = no value.
  24. 'First Dose Time' = no value.
  25. Validate the following for "Order Code B":
  26. 'Frequency' = "Frequency Code B".
  27. 'First Dose Date/Time' fields are not required.
  28. 'First Dose Date' = "Tomorrow".
  29. 'First Dose Time' = "08:00 AM".
  30. Validate the following for "Order Code C":
  31. 'Frequency' = "Frequency Code C".
  32. 'First Dose Date/Time' fields are not required.
  33. 'First Dose Date' = "Current date".
  34. 'First Dose Time' = "Order Group Start Time".
  35. Set the 'Order Group Start Date' field to "T+1".
  36. Validate a 'Warning!' message pops up stating "The 'First Dose Date/Time' fields were cleared for the following order, which had previously defaulted to 'Give Initial Dose Now', because the 'Order Group Start Date/Time' was changed by more than 60 minutes from the current date/time, exceeding the maximum amount allowed to still be considered "Now": "Order Code C".
  37. Click [OK].
  38. Validate the following for "Order Code A":
  39. 'Frequency' = "Frequency Code A".
  40. 'First Dose Date/Time' fields are not required.
  41. 'First Dose Date' = no value.
  42. 'First Dose Time' = no value.
  43. Validate the following for "Order Code B":
  44. 'Frequency' = "Frequency Code B".
  45. 'First Dose Date/Time' fields are not required.
  46. 'First Dose Date' = "T+2".
  47. 'First Dose Time' = "08:00 AM".
  48. Validate the following for "Order Code C":
  49. 'Frequency' = "Frequency Code C".
  50. 'First Dose Date/Time' fields are not required.
  51. 'First Dose Date' = no value.
  52. 'First Dose Time' = no value.
  53. Click [Add to Scratchpad].
  54. Select "Order Code A" from the scratchpad.
  55. Set the 'Dose' field to "1".
  56. Select "Tablet" from the 'Dose Unit' field.
  57. Validate the 'First Dose Date/Time' fields are not required and blank.
  58. Set the 'Duration' field to "1" and click [Days].
  59. Validate the 'Start Date' field is equal to "Tomorrow".
  60. Validate the 'Start Time' field is equal to the set 'Order Group Start Time' field.
  61. Click [Update Order].
  62. Select "Order Code B" from the scratchpad.
  63. Set the 'Dose' field to "1".
  64. Select "Tablet" from the 'Dose Unit' field.
  65. Validate the 'First Dose Date/Time' fields are not required.
  66. Validate the 'First Dose Date' field is equal to "T=2".
  67. Validate the 'First Dose Time' field is equal to "08:00 AM".
  68. Set the 'Duration' field to "1" and click [Days].
  69. Validate the 'Start Date' field is equal to the 'First Dose Date' field.
  70. Validate the 'Start Time' field is equal to the 'First Dose Time' field.
  71. Click [Update Order].
  72. Select "Order Code C" from the scratchpad.
  73. Set the 'Dose' field to "1".
  74. Select "Tablet" from the 'Dose Unit' field.
  75. Validate the 'First Dose Date/Time' fields are not required and blank.
  76. Validate the 'Give Initial Dose Now' button is not selected.
  77. Set the 'Duration' field to "1" and click [Days].
  78. Validate the 'Start Date' field is "Tomorrow".
  79. Validate the 'Start Time' field is equal to the set 'Order Group Start Time' field.
  80. Click [Update Order].
  81. Click [Sign].
  82. Validate all 3 orders show in the 'Order grid'.
Scenario 3: myAvatar - Order Group - First Dose/Start Time Validation - Routine not One-Time-Only
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "No".
  • 'Times/24 Hours' = "2".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Hours of Administration' = "09:00 AM", "09:00 PM".
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
  • 'Routine or PRN(As Needed) = "Routine".
  • 'One Time Only' = "Yes".
  • 'Times/24 Hours' = "1".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Daily".
  • 'Default to Give Initial Dose Now' = "Yes.
  • 2 pharmacy-type order codes must exist. (Order Code A) (Order Code B)
  • An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
  • "Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked.
  • "Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and that "Order Code A" and "Order Code B" are selected by default.
  4. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
  5. For "Order Code A":
  6. Set the 'Dose' field to "1".
  7. Set the 'Dose Unit' field to "Tablet".
  8. Validate the 'Start Date' field is equal to "Today's Date".
  9. Validate The 'Start Time' field is equal to "Current Time".
  10. Set the 'Start Time' Field to "01:00 PM".
  11. For "Order Code B":
  12. Set the 'Dose' field to "1".
  13. Set the 'Dose Unit' field to "Tablet".
  14. Validate the 'First Dose Date' field is equal to "Today's Date".
  15. Validate the 'First Dose Time' field is equal to "The current time rounded up to the nearest half hour or hour".
  16. Press the checkbox to deselect "Order Code B".
  17. Validate the 'Start Time' field for "Order Code A" is still "01:00PM".
  18. Set the 'Order Group Start Time' to "02:00 PM".
  19. Set the 'Order Group Start Date' to "T+2".
  20. Validate the 'Start Date' for "Order Code A" is "T+2".
  21. Validate the 'Start Date' for "Order Code A" is "02:00 PM".
  22. Press the checkbox to select "Order Code B".
  23. Validate the 'First Dose Date/Time' fields for "Order Code B" are blank.
  24. Validate the 'Start Date' for "Order Code A" is "T+2".
  25. Validate the 'Start Time' for "Order Code A" is "02:00 PM".
  26. Click [Add to Scratchpad].
  27. Select "Order Code A" from the scratchpad.
  28. Validate the 'Dose' field ="1".
  29. Validate the 'Dose Unit' field = "Tablet".
  30. Validate the 'Freq:' field = "Frequency Code A".
  31. Validate the 'First Dose Date' field = "T+2".
  32. Validate the 'First Dose Time' field = "09:00 PM".
  33. Click [Remove from Scratchpad].
  34. Select "Order Code B" from the scratchpad.
  35. Validate the 'Dose' field ="1".
  36. Validate the 'Dose Unit' field = "Tablet".
  37. Validate the 'Freq:' field = "Frequency Code B".
  38. Validate the 'First Dose Date' field = "".
  39. Validate the 'First Dose Time' field = "".
  40. Validate the 'Give Initial Dose Now' button is not selected.
  41. Click [Remove from Scratchpad].
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-89109 Summary | Details
2023
Scrolling Text field data
Scenario 1: Validate data results entered, pasted or using text templates in "Scrolling Text Fields"
Specific Setup:
  • The registry setting "Enable Templates on Demand for SQL Widget" is enabled.
  • Have a MS-Word document [DocumentA] that contains a mix of standard and special characters that includes single and double angled quotes. This document should also include special formatting of text that includes "Bullets" and "Numbering".
  • Have access to any progress note form that includes a scrolling text field [FormA]
  • Have access to any modeled form that includes a scrolling text field [FormB]
  • [FormA] and [FormB] have "Autosave" enabled on the form
  • Have a client who admitted in an open episode [ClientA]
Steps
  1. Open [FormA]
  2. Navigate to the scrolling free text field.
  3. Type in several lines of data, for example three lines or more
  4. Tab out of the field
  5. Validate data is displayed as expected
  6. Navigate back to the scrolling free text field.
  7. Click the "Templates" icon next to the scrolling free text field.
  8. Select "User Defined Template".
  9. Click "Manage Templates".
  10. Set the "Template Name" to any desired name.[TemplateA]
  11. From the "Available Fields" box, drag and add fields any desired fields into the "Template" box, such as "Street", "City", "State, Zip"
  12. Copy text form [DocumentA] and paste the data after the into the "Template" box
  13. Click [Add]
  14. Validate [TemplateA] is added to the "My Templates" section
  15. Click "Save" when finished.
  16. Click the "Templates" icon next to the scrolling free text field.
  17. Select "User Defined Templates".
  18. Click the "[TemplateA] template
  19. Validate the scrolling free text field is populated all the expected data
  20. Complete any other desired fields on the form
  21. Click the auto save "Backup" button on the form
  22. Validate the message "Autosaved at [Current Time]", is displayed
  23. Close the form without submitting
  24. Re-open [FormA]
  25. At the "Restore Backup Data" dialog
  26. Click [Yes]
  27. Validate all fields are populated as expected, including the data in the scrolling text field
  28. Submit the form
  29. Validate the form files successfully
  30. Repeat steps 1 thru 4 for [FormB]
  31. Validate results are as expected
Topics
• Forms • NX
AV-89644 Summary | Details
2023
JMS subsystems
Internal Test Only
Topics
n/a