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RADplus Client Update 2020.01.00.build-3151 Acceptance Tests

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Widget Text Templates
Scenario 1: Validate the use of Widget Text Templates in "Scrolling Text" fields
Specific Setup:
  • Have a SQL widget created in "Widget Definition" with field "Use for Templates on Demand" set to "Y"
  • For the table used in the widget, have data filed in that table for any client
  • Have access to a form with a "Scrolling Text" field on the form
Steps
  1. Open the form
  2. Right-Click In the "Scrolling Text" field
  3. Click "Widget Templates"
  4. Choose the desired template
  5. Validate the text results are displayed as expected
  6. Place the cursor at the end of the text
  7. Repeat steps 2 and 3
  8. From the "Append, Insert, or Replace All? drop-down list, validate "Insert" is displayed as a default
  9. Click [OK] or hit enter
  10. Validate the text is inserted at the end of the previous text, as expected
  11. Repeat steps 2 and 3
  12. From the "Append, Insert, or Replace All? drop-down list, choose "Append"
  13. Click [OK] or hit enter
  14. Validate the text is appended directly on the line below the existing text, as expected
  15. Repeat steps 2 and 3
  16. From the "Append, Insert, or Replace All? drop-down list, choose "Replace All"
  17. Click [OK] or hit enter
  18. Validate all previous text in the field is removed and the new text is displayed, as expected
Topics
• Widgets
Product Scrolling Free Text Templates
Topics
n/a
Dietary-oral orders - required fields validation
Topics
n/a
eMAR - Med ID
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Avatar eMAR - Administration Event dialog
Scenario 1: eMAR - scanning another barcode when selection dialog is presented
Specific Setup:
  • A client must have three active orders. Two orders for the same pharmacy-type order code where one has hours of administration (Order 1) and one does not have hours of administration (Order 2) and a single order for any other pharmacy-type order (Order 3). (Client A)
  • All orders must be acknowledged and have client education performed.
  • Order 1 must have an administration time that is not within the administration window for the current date.
  • Must have one barcode for orders 1 and 2 and another barcode for order 3.
Steps
  1. Access 'Avatar eMAR'.
  2. Select "Client A" in the 'Client' field.
  3. Validate that there are two orders for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE" and one for a different pharmacy-type order.
  4. Scan the barcode for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE"
  5. Validate that the Order Selection dialog is displayed and contains both orders for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE".
  6. Validate that the 'Med ID' field on the main Avatar eMAR display contains the NDC of the barcode that was scanned.
  7. Scan the barcode for the other pharmacy-type order.
  8. Validate that the 'Med ID' field now contains the NDC for the other pharmacy-type order that was just scanned.
  9. Select the cell under the current date for the order that does not have hours of administration by double clicking in the cell in the 'Order Selection' dialog.
  10. Validate that the Administration dialog is displayed and contains the barcode that was scanned for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE" in the 'Med ID' field.
  11. Select "Nurse Administered" in the 'Administration Event' cell.
  12. Check the 'Accept administration information entered' checkbox.
  13. Click [OK].
  14. Validate that the cell under the current date contains the amount given and the time that it occurred.
Topics
• Avatar eMAR
Scheduling Widget - Appointment Status
Topics
n/a
Avatar eMAR - Med ID cleared when disabling multiple administration selection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: eMAR - clear out Med ID field when unchecking 'Enable multiple administration selection'
Specific Setup:
  • A client must have three active orders. Two orders for the same pharmacy-type order code where one has hours of administration (Order 1) and one does not have hours of administration (Order 2) and a single order for any other pharmacy-type order (Order 3). (Client A)
  • All orders must be acknowledged and have client education performed.
  • Order 1 must have an administration time that is within the administration window and has already been administered for the current date.
  • Must have a barcode for PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE.
Steps
  1. Access 'Avatar eMAR'.
  2. Select "Client A" in the 'Client' field.
  3. Validate that two orders for "PRILOSEC 1O MG ORAL CAPSULE, DELAYED RELEASE" are displayed.
  4. Check the 'Enable Multiple Administration Selection' checkbox.
  5. Scan the barcode for "PRILOSEC 1O MG ORAL CAPSULE, DELAYED RELEASE".
  6. Validate that the 'Med ID' field contains the NDC for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE".
  7. Validate that an 'Invalid cell selection' message is displayed.
  8. Click [OK].
  9. Validate that the 'Med ID' field contains the NDC for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE".
  10. Uncheck the 'Enable Multiple Administration Selection' checkbox.
  11. Validate that no value is displayed in the 'Med ID' field.
Topics
• Avatar eMAR
Support is added for Clinical Pathways
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • HomeView.Coming In Today Widget
  • HomeView.My Calendar
Scenario 1: eMAR form: Client Information box includes Clinical Pathway information.
Specific Setup:
  • "Clinical Pathway Definition" form is set up for one or more pathways.
  • One or more test clients with orders on file in eMAR.
  • One or more test clients on file with Clinical Pathway defined.
Steps
  1. Open eMAR for a test client with orders on file.
  2. Verify the "Latest Client Information" box displays the client assigned Clinical Pathways. Validate the Clinical Pathways display in the color they are defined as in the 'Clinical Pathway Definition' form.
  3. Verify the "Clinical Pathway" defined as "Primary" displays first.
Scenario 2: Validate the color of a client's name that is enrolled in a Clinical Pathway in the 'Scheduling Calendar', 'My Clients' widget, 'My Calendar' widget and 'Coming in Today' widget
Specific Setup:
  • A pathway must be defined in the 'Clinical Pathway Definition' form (Pathway A).
  • A client must be enrolled in "Pathway A". This can be done in the 'Clinical Pathway Enrollment' form (Client A).
  • The 'Notification Type' of "Clinical Pathways Appointment Status" must be defined to have the "To Do" selected under 'Notification Method'. This is done in the 'Notifications Setup' form.
  • "Client A" must have an appointment scheduled for the current date.
  • The 'Coming in Today' widget and 'My Calendar' widget are added to the HomeView.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Validate the 'Appointment Grid' contains the appointment for "Client A". Validate "Client A's" name is displayed in the color defined in the 'Clinical Pathway Definition' form".
  3. Click [Dismiss].
  4. Access the 'Coming In Today' widget.
  5. Validate the 'Coming in Today' widget contains the appointment for "Client A". Validate "Client A's" name is displayed in the color defined in the 'Clinical Pathway Definition' form.
  6. Access the 'My Calendar' widget.
  7. Validate the 'My Calendar' widget contains the appointment for "Client A". Validate "Client A's" name is displayed in the color defined in the 'Clinical Pathway Definition' form".
  8. Access the 'My Clients' widget.
  9. Validate the 'My Clients' widget contains "Client A's" name displayed in the color defined in the 'Clinical Pathway Definition' form.
Topics
• eMAR • Scheduling Calendar
Launching Avatar Login screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myAvatar Sign -in
Scenario 1: Avatar Login - Launch login screen via desktop Middleware link
Specific Setup:
  • Have a desktop link or shortcut configured to point to the Middleware application used to launch the Avatar login screen, placed on a users desktop
Steps
  1. Click on the Middleware link or shortcut on the desktop
  2. On the Middleware application "myAvatar" page, click the [Start myAvatar] button
  3. Validate the myAvatar "..loading please wait" splash screen is displayed
  4. Validate the "myAvatar Sign-in" screen loads successfully
  5. Log in to Avatar
  6. Validate login is successful
Topics
• Forms
Treatment Plan - Staff Member Lookups
Scenario 1: Treatment Plan - Staff member "look-up" field results validation
Specific Setup:
  • Have a client (Client A) with an existing "Treatment Plan" that includes a "Problem" already added
Steps
  1. Open the "Treatment Plan" form for the client. (Client A)
  2. Click [Add New Goal]
  3. Populate all the required fields
  4. In the "Staff Assigning" lookup field, search for a staff member
  5. Validate the staff member is found and the field populated
  6. Press the 'Tab' key or 'Click' to another field
  7. Validate the "Staff Assigning" field remains populated, as expected
  8. In the "Staff Responsible" lookup field, search for a staff member
  9. Validate the staff member is found and the field is populated
  10. Press the 'Tab' key or 'Click' to another field
  11. Validate the "Staff Responsible" field remains populated, as expected
  12. Click [Add New Objective]
  13. Repeat steps 3 thru 11
  14. Click [Add New Intervention]
  15. Repeat steps 3 thru 11
  16. Click [Back to Plan Page]
  17. Click [Submit]
  18. Validate the form files successfully
Topics
• Treatment Plan
Console Widget Viewer - signature fields
Topics
n/a
Client Document Capture - File Chooser retain prior location of file
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Batch Capture and Indexing
  • Chart Review
  • Clinical Document Viewer
  • Facesheet.About
  • Facesheet.Active Problems
  • Facesheet.Allergies
  • Facesheet.Family Health History
  • Facesheet.Hospitalizations and Surgeries
  • Facesheet.Past Health History
  • Facesheet.Smoking Status
  • Facesheet.Social History
  • Facesheet.Vitals
  • Finalize
  • Note Details
  • Today's E&M Appointments
  • HomeView.CCInbox
  • Brief Addiction Monitor (BAM)
  • HomeView.Generic Assessment Widget
  • User Modeled Form A
  • HomeView.Client Information widget
  • Client Document Capture
Scenario 1: Perceptive scan, print,view - JxBrowser enabled
Specific Setup:
  • Perceptive storage method must be utilized
Steps
  1. Open the "Batch Capture and Indexing" form.
  2. Click "Capture".
  3. Select "Scanner" as the "Source".
  4. Scan in a document.
  5. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  6. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  7. Open the Avatar Batch Validate queue.
  8. Open the batch that was just scanned in.
  9. Click "Submit" to save the document to Avatar.
  10. Open the "Batch Capture and Indexing" form.
  11. Click "Capture".
  12. Select "File" as the "Source".
  13. Browse to the location of the file to be imported.
  14. Import the file.
  15. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  16. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  17. Open the Avatar Batch Validate queue.
  18. Open the batch that was just scanned in.
  19. Click "Submit" to save the document to Avatar.
  20. Close the form.
  21. Open the "Chart Review" form.
  22. Select the test client.
  23. Navigate to the category/section that the documents were scanned/imported into.
  24. View the scanned document.
  25. Click "Print".
  26. Validate that the print window opens in Avatar and not in Internet Explorer.
  27. Print the document.
  28. View the imported document.
  29. Click "Print".
  30. Validate that the print window opens in Avatar and not in Internet Explorer
  31. Print the document.
  32. Select the "Document Capture" link in the "Chart Review" form.
  33. Select "Capture".
  34. Select "Scanner" as the "Source".
  35. Scan in a document.
  36. Validate that the capture window opens in Avatar and not in Internet Explorer.
  37. Save the document to Avatar.
  38. Select the "Document Capture" link in the "Chart Review" form.
  39. Select "Capture".
  40. Select "Filer" as the "Source".
  41. Browse to the location on server of the file to be imported.
  42. Import in a document.
  43. Validate that the capture window opens in Avatar and not in Internet Explorer.
  44. Save the document to Avatar.
  45. Navigate to the section that the items scanned/imported in with "Chart Review" are stored.
  46. Open the scanned document.
  47. Click "Print".
  48. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  49. Print the document.
  50. Open the imported document.
  51. Click "Print".
  52. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  53. Print the document.
  54. Open "Batch Capture and Indexing".
  55. Scan in a large multi page document.
  56. Open "Clinical Document Viewer".
  57. Open the large document.
  58. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  59. Click "Print".
  60. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  61. Print the document.
Scenario 2: Perceptive scan, print,view - JxBrowser disabled.
Specific Setup:
  • Perceptive storage method utilized
Steps
  1. Open the "Batch Capture and Indexing" form.
  2. Click "Capture".
  3. Select "Scanner" as the "Source".
  4. Scan in a document.
  5. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  6. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  7. Open the Avatar Batch Validate queue.
  8. Open the batch that was just scanned in.
  9. Click "Submit" to save the document to Avatar.
  10. Open the "Batch Capture and Indexing" form.
  11. Click "Capture".
  12. Select "File" as the "Source".
  13. Browse to the location of the file to be imported.
  14. Import the file.
  15. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  16. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  17. Open the Avatar Batch Validate queue.
  18. Open the batch that was just scanned in.
  19. Click "Submit" to save the document to Avatar.
  20. Close the form.
  21. Open the "Chart Review" form.
  22. Select the test client.
  23. Navigate to the category/section that the documents were scanned/imported into.
  24. View the scanned document.
  25. Click "Print".
  26. Validate that the print window opens in Avatar and not in Internet Explorer.
  27. Print the document.
  28. View the imported document.
  29. Click "Print".
  30. Validate that the print window opens in Avatar and not in Internet Explorer
  31. Print the document.
  32. Select the "Document Capture" link in the "Chart Review" form.
  33. Select "Capture".
  34. Select "Scanner" as the "Source".
  35. Scan in a document.
  36. Validate that the capture window opens in Avatar and not in Internet Explorer.
  37. Save the document to Avatar.
  38. Select the "Document Capture" link in the "Chart Review" form.
  39. Select "Capture".
  40. Select "Filer" as the "Source".
  41. Browse to the location on server of the file to be imported.
  42. Import in a document.
  43. Validate that the capture window opens in Avatar and not in Internet Explorer.
  44. Save the document to Avatar.
  45. Navigate to the section that the items scanned/imported in with "Chart Review" are stored.
  46. Open the scanned document.
  47. Click "Print".
  48. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  49. Print the document.
  50. Open the imported document.
  51. Click "Print".
  52. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  53. Print the document.
  54. Open "Batch Capture and Indexing".
  55. Scan in a large multi page document.
  56. Open "Clinical Document Viewer".
  57. Open the large document.
  58. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  59. Click "Print".
  60. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  61. Print the document.
Scenario 3: Perceptive Individual Scanning/Importing/Viewing/Printing Workflow - Jxbrowser disabled
Specific Setup:
  • Perceptive storage method must be utilized.
  • Document Capture set up in "Chart Review".
Steps
  1. Open "Chart Review".
  2. Select the test client.
  3. Navigate to the "Chart" tab.
  4. Click "Document Capture".
  5. Select "Capture".
  6. Set "Source" to "Scanner".
  7. Validate that the capture window opens in an Avatar window and not in an Internet Explorer window.
  8. Scan in a document
  9. Select a client, episode and set a "Document Description".
  10. Click "Save" to save the document to Avatar.
  11. Click "Refresh".
  12. Click "Document Capture".
  13. Select "Capture".
  14. Set "Source" to "File".
  15. Browse to the location of the file to be imported.
  16. Validate that the capture window opens in an Avatar window and not in an Internet Explorer window.
  17. Import in a document
  18. Select a client, episode and set a "Document Description".
  19. Click "Save" to save the document to Avatar.
  20. Click "Refresh".
  21. Locate the imported and scanned in documents.
  22. Select each document and click on it to view it.
  23. Validate that the print window opens in an Avatar window and not in an Internet Explorer window.
  24. Validate that the print window displays the document.
  25. Validate that the printed document duplicates the display.
  26. Click "Refresh".
  27. Return to document list.
  28. Select more than one document by check marking the Print box on that row.
  29. Click "Print Selected".
  30. Validate that the print window opens in an Avatar window and not in an Internet Explorer window.
  31. Validate that the print window displays the documents.
  32. Validate that the printed documents duplicate the display.
  33. Optionally, Open "Clinical Document Viewer".
  34. Locate the scanned document.
  35. View the document.
  36. Click "Print".
  37. Validate that the document opens in an Avatar window and not an Internet Explore window.
  38. Validate that the document that prints is a duplicate of the document that was scanned in.
  39. Locate the imported document.
  40. View the document.
  41. Click "Print".
  42. Validate that the document opens in an Avatar window and not an Internet Explore window.
  43. Validate that the document that prints is a duplicate of the document that was scanned in.
Scenario 4: MedNote 2.0 - Psychiatric Care Workflow Automation Testing
Specific Setup:
  • User with existing Psychiatric Care Provider login credentials.
  • User has a client with existing appointment.
  • MedNote 2.0 widget must be on the HomeView.
Steps
  1. Navigate to the MedNote2.0 widget on the HomeView.
  2. Click "Today's Appointments".
  3. Click "Start".
  4. Click "Established".
  5. Select a "Note Type".
  6. Click "Save".
  7. Navigate to the "Face sheet" tab.
  8. Click "Add".
  9. Set "About" to "Test Note".
  10. Click "Save".
  11. Click "Backdrop" to navigate to "Face sheet Vitals".
  12. Click "Add".
  13. Set "Diastolic" and "Systolic" to values.
  14. Click "Save".
  15. Validate the first row of vitals exist.
  16. Click "Mark as Reviewed".
  17. Click "Medications reconciled (Current Medications)".
  18. Click "Add (Allergies)".
  19. Set "Allergen" to desired value.
  20. Do a Reaction search.
  21. Set "Reaction" to desired value.
  22. Select the desired "Severity".
  23. Select a desired "Status".
  24. Select a desired "Identification Age".
  25. Press tab on "Status".
  26. Press tab on "Notes (Allergies)".
  27. Click "Save Allergies".
  28. Validate the allergies row exists.
  29. Click "Edit (Smoking Status)".
  30. Select "Never Smoked" in "Smoking Status".
  31. Set "Assessment Date (Smoking Status)".
  32. Click "Save".
  33. Click "Add (Problems)".
  34. Set "Problem Condition" to "Fever".
  35. Set "Age of Onset" to "5".
  36. Set "Severity" to desired value.
  37. Click "Save".
  38. Validate that an active Problem row exists.
  39. Click "Add (Past Health History)".
  40. Set "Condition" to desired value.
  41. Set "Age of Onset" to desired value.
  42. Set "Severity" to desired value.
  43. Click "Save".
  44. Validate that "Past History" row exists.
  45. Click "Add (Hospitalizations and Surgeries)".
  46. Set "Reason" to desired value.
  47. Set "Medical - Classification" to desired value.
  48. Set "When" to desired value.
  49. Set "Where" to desired value.
  50. Click "Save".
  51. Validate that an active "Hospitalization and Surgeries" row exists.
  52. Click "Add (Family History)".
  53. Set "Relationship" to desired value.
  54. Set "Living Status" to desired value.
  55. Check "Household member".
  56. Set "Condition" to the desired value.
  57. Click "Save (Family History)".
  58. Validate that an active "Family History" row exists.
  59. Click "Edit (Social History, General)".
  60. Set "Assessment Date" to desired date.
  61. Set "Smoking Status" to desired status.
  62. Click "Save (Social History, General)".
  63. Validate that an active "Social History, General" row exists.
  64. Click "Edit (Substance Use)".
  65. Set "Alcohol Usage" to desired value.
  66. Click "Save (Substance Use)".
  67. Click "Edit(Youth)".
  68. Set "Motor" to desired value.
  69. Click "Save(Youth)".
  70. Click "Mark As Reviewed (Allergy)".
  71. Click "Mark As Reviewed (Past Health History)".
  72. Click "Mark As Reviewed (Family Health History)".
  73. Click "Mark As Reviewed (Social History)".
  74. Navigate to the "Document" tab.
  75. Set "Identification" to desired value.
  76. Set "Chief Complaint" to desired value.
  77. Set "History of Past Illness" to desired value.
  78. Set "Severity - Elements addressed" to desired value.
  79. Set "Participants" to desired value.
  80. Click "ROS Menu".
  81. Click "Constitutional Link - ROS".
  82. Click "Mental Status Exam".
  83. Set "Mental Status Note" to the desired text.
  84. Check "Systems Addressed (2.0)" checkbox.
  85. Click on "Encounter/Assessment/Physician" menu.
  86. Click "Add(Encounter Information)".
  87. Set "SS Staff Member" to the desired staff.
  88. Click "Save (Encounter Information)".
  89. Click "Diagnosis Menu".
  90. Click "Add Diagnosis".
  91. Click "Add New Diagnosis (2.0)".
  92. Set "Diagnosis Description" to desired description.
  93. Click "Save New Diagnosis".
  94. Click "Save Diagnosis Set (2.0)".
  95. Click "Add Procedure (2.0)".
  96. Set "Procedure" to desired value.
  97. Set "Diagnosis Procedures" to desired value.
  98. Set "Ordered By - Procedures" to desired value.
  99. Set "Procedure Status" to desired value.
  100. Set "Procedure Priority Routine" to desired value.
  101. Click "Save (Procedures 2.0)".
  102. Click "Complete (Procedures 2.0)".
  103. Click "Save Complete".
  104. Click "Plan Menu".
  105. Set "Care Plan" to the desired value.
  106. Set "Counseling and Care Coordination" to desired value.
  107. Set "Time Spent on Counseling or CC".
  108. Click "Clinical Quality Indicators (2.0)" checkbox.
  109. Click "Medication Education (2.0)" checkbox.
  110. Click "Add (Follow-Ups)
  111. Set "Follow-Up (2.0" to desired value.
  112. Click "Add (Referrals)".
  113. Set "Specialty 2.0" to desired value.
  114. Set "Diagnosis (Referrals)" to desired value.
  115. Click "Save (Referrals 2.0)".
  116. Click "MDM" menu.
  117. Click "Add (MDM 2.0)"
  118. Set "Problems Addressed In This Visit (2.0)" to desired value.
  119. Set "Problem Category - Allergies cough" to desired value.
  120. Click "Save (MDM 2.0)".
  121. Set "Data Point" to "Low".
  122. Click "Finalize (2.0)" tab.
  123. Set "Primary Billing Diagnosis" to desired diagnosis.
  124. Set "Face to Face Time with Client" to desired value.
  125. Click "Accept - CPT".
  126. Validate "Green Check mark 2.0" exists.
  127. Click "Generate Note".
  128. Validate "Progress Note" text contains "IDENTIFICATION".
  129. Validate "Progress Note" text contains "CHIEF COMPLAINT".
  130. Validate "Progress Note" text contains "HISTORY OF PRESENT ILLNESS".
  131. Validate "Progress Note" text contains "PARTICIPANTS".
  132. Validate "Progress Note" text contains "CURRENT PROBLEM".
  133. Validate "Progress Note" text contains "SMOKING STATUS".
  134. Validate "Progress Note" text contains "REVIEW OF SYSTEMS".
  135. Validate "Progress Note" text contains "MENTAL STATUS EXAM".
  136. Validate "Progress Note" text contains "BILLING DIAGNOSIS".
  137. Validate "Progress Note" text contains "PROCEDURES".
  138. Validate "Progress Note" text contains "MEDICAL DECISION MAKING".
  139. Validate "Progress Note" text contains "PLAN OF CARE".
  140. Validate "Progress Note" text contains "COUNSELING AND/OR CARE COORDINATION".
  141. Validate "Progress Note" text contains "MEDICATION EDUCATION".
  142. Validate "Progress Note" text contains "FOLLOW-UP".
  143. Validate "Progress Note" text contains "REFERRALS".
  144. Set "Completion Status" to desired value.
  145. Click "Sign off"
Scenario 5: CareConnect Inbox POV Referral with CCD attached
Steps
  1. Open the "CareConnect Inbox POV" widget.
  2. Add a new Referral.
  3. Attach a CCD.
  4. Add a document to attach.
  5. Send the referral to the user currently signed in.
  6. Accept the referral and access the attached CCD.
  7. Click "Admit New Client".
  8. Admit the new client.
  9. Using SQL query, verify that the "Join_Document_To_Image" in the SYSTEM.ccd_tempstorage SQL table is populated
Scenario 6: POV assessment Brief Addiction Monitor transfers calculated scores to the Avatar SQL tables
Specific Setup:
  • User Modeled envelope, tables, form created in CWS module
  • Draft/Final field added to the User Modeled form
  • User modeled form flagged as an assessment form
  • User modeled form mapped to the Brief Assessment Monitor (BAM) form via CareFabric Assessment Mapping form
Steps
  1. In the "Generic Assessment Widget", Start the "Brief Addiction Monitor (BAM)" assessment.
  2. Complete the assessment by answering the questions.
  3. When complete, Click "Submit" to generate a summary of the assessment.
  4. Click "Done" to file the assessment.
  5. Open the User Modeled form.
  6. On the Pre display screen, validate that the rows have scores in the various columns.
Scenario 7: Validate Client Data Bar
Specific Setup:
  • Client Information widget must be added to the HomeView of the Avatar user ID used for testing
  • Test client must have the following information on file: Vitals information including Ht, Wt; Problem designated as primary on Problem List form; primary Diagnosis; Admitting and Attending Practitioner's; Client Alerts; Allergies from Allergies and Hypersensitivities; Careguidance alerts
Steps
  1. Open the "Admission" form.
  2. Validate the information in the "Client Data Bar" is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities, CareGuidance Alerts.
  3. Open the "Chart Review" form.
  4. Validate the information in the "Client Data Bar" is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities, CareGuidance Alerts.
  5. Navigate to the "Client Information" widget.
  6. Validate the information in the widget is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities, CareGuidance Alerts.
Scenario 8: Client Document Capture - Validate Drag and Drop on File Chooser
Specific Setup:
  • Perceptive storage method must be utilized
Steps
  1. Open the "Client Document Capture" form.
  2. Select the client and episode.
  3. Click "Launch POS Scan".
  4. Select "File" to import files.
  5. Drag a file to the "Select Files" form and drop it.
  6. Complete the form.
  7. Click "Save" to save the form as a document.
  8. Open the "Clinical Document Viewer" form.
  9. Locate the document that was just saved and validate that is displays.
Topics
• Perceptive
Client Information Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - my Clients
  • HomeView.Client Information widget
Scenario 1: Validate "Client Information" widget data updates when selected patient is changed
Specific Setup:
  • Have the "Client Information" widget placed on a users home view
  • Have any three clients (ClientA, ClientB, ClientC), with demographic information populated in form "Update Client Data".For example, sex, date of birth and address)
Steps
  1. In the "Search Clients" prompt, select ClientA
  2. Validate the "Client Information" widget reflects the demographic information for ClientA
  3. In the "Search Clients" prompt, select ClientB
  4. Validate the "Client Information" widget refreshes to reflect the demographic information for ClientB
  5. In the "Search Clients" prompt, select ClientC
  6. Validate the "Client Information" widget refreshes to reflect the demographic information for ClientC
Topics
• Client Search • Widgets
"New Referrals" form - "View Referral Packet"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Header
  • New Referrals
Scenario 1: "New Referrals" form - "View Referral Packet" function.
Specific Setup:
  • Test client has a "Consent For Access" record on file.
  • Test client has one or more progress notes or assessments on file for selection in the "New Referrals" - Attachments section.
  • SDK integration is not enabled.
Steps
  1. Open "New Referrals" form.
  2. Set the "Client" field to any test client meeting the Setup requirements.
  3. Select any value in the "Purpose" field.
  4. Select any value from the "Reason for Referral" drop down list field.
  5. Select "Care Connect" from the "Transmit CCD Via" field.
  6. Select any value in the "Receiving Office" field.
  7. Select any staff member in the "Referring Practitioner" field.
  8. Click [View Referral Packet].
  9. Verify the CCD displays correctly.
  10. Click [Home] button to go to the homeview
  11. Click the back to the "New Referrals" form
  12. Click the "Attachments" section.
  13. Select the progress note or assessment form which was used in the Setup / Permissions from the "Valid Attachment Types" drop down list field.
  14. Select the episode for which the note was written from the "Episode" drop down list field.
  15. Select the note with the carriage returns from the "Select Record" drop down list field.
  16. Verify the text displays as entered in the note.
  17. Click [Add Attachment].
  18. Click [Return to Form].
  19. Click [Process].
  20. Verify "Referral sent successfully" dialog displays.
  21. Click [OK].
  22. Click [Close Form].
Topics
• Referral
Avatar Login screen no activity
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • myAvatar Sign -in
Scenario 1: Validate Avatar Sign-In screen is closed after the default (two hour) time limit of no activity
Specific Setup:
  • A user has launched their Avatar login screen
Steps
  1. The user leaves the login screen open for two hours without clicking on any fields on the login screen.
  2. Validate after two hours the login screen has closed
  3. The user re-launches the login screen
  4. The user immediately logs in
  5. The user logs out
  6. The user leaves the login screen open for two hours without clicking on any fields on the login screen.
  7. Validate after two hours the login screen has closed
Scenario 2: Validate Avatar Sign-In screen is closed after a set "configurable" time limit of no activity
Specific Setup:
  • Have Netsmart configure the Middleware to automatically close the Avatar Login screen after a "set time" of no activity, after the screen is initially launched and after the user logs out of Avatar
  • A user has launched their Avatar login screen
Steps
  1. The user leaves the login screen open for the set time without clicking on any fields on the login screen.
  2. Validate the login screen closes automatically after the set time
  3. The user re-launches the login screen
  4. The user immediately logs in
  5. The user logs out
  6. The user leaves the login screen open for the set time without clicking on any fields on the login screen.
  7. Validate after two hours the login screen has closed
Topics
• Forms
Forms & Data Widget - My Forms (favorites)
Topics
n/a
Scheduling Calendar
Scenario 1: Scheduling Calendar - 'Site' and 'Team' display filters
Specific Setup:
  • Multiple sites must be defined. (Site A, Site B)
  • Have staff members must be associated to each site.
  • Have a team defined that is associated to only one of the sites. (Team A)
  • Have a team defined that is associated to both sites. (Team B)
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select any site in the 'Site' field.
  3. Click the "Staff Members" drop down list arrow
  4. Validate the list has expanded to display the staff members associated to "Site A"
  5. Click the "Staff Members" drop down list arrow
  6. Validate the list has collapsed and the staff members are no longer displayed
  7. Select "Site B" in the 'Site' field.
  8. Click the "Team" arrow drop down list arrow
  9. Validate both "Team A" and "Team B" that are assigned to "Site B", are displayed as expected
  10. Select either team
  11. Validate the staff members assigned to that team are displayed as expected
  12. Select "Site A" in the 'Site' field.
  13. Click the "Team" arrow drop down list arrow
  14. Validate just "Team A", the only team assigned to "Site A", is displayed as expected
  15. Select the team
  16. Validate the staff members assigned to that team are displayed as expected
Topics
• Scheduling Calendar
Modeled Form Background Colors
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Modeled Form with Field Hiding
Scenario 1: Validate modeled forms with field hiding events display fields as expected
Specific Setup:
  • Have a modeled form that has an event defined on a field in form "Form Definition" to hide another field on the form
  • In the "Preferences" menu on a users home view, make note of the color theme chosen on the "Themes" tab and the colors included as part of that theme. (Note: the color themes do not apply to background color on the field layout section of a form which is always gray)
Steps
  1. Open the modeled form for any client
  2. Validate that there are no fields missing on the form
  3. Validate the background color on the field layout sections of the form is gray, as expected
  4. Validate the background color of the client header section and side panel of the form, is as expected based on the theme noted in the setup steps
  5. Trigger the event to hide the field
  6. Validate the field is hidden
  7. Validate that all other fields are still displayed on the form
Topics
• Modeling
Widget Export
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Widget Export
Scenario 1: Verify 'Widget Export'
Specific Setup:
  • Have widgets defined on the system
Steps
  1. Open the 'Widget Export' form.
  2. Click [Select Widgets].
  3. Select one or more widgets.
  4. Click [OK].
  5. Click [Export].
  6. Select a location to save the file.
  7. In the "File Name" field, keep the default name for the file, "WidgetExport.xml" or change it another name
  8. Click [Save].
  9. Validate the message "Export complete" is displayed
  10. Click [OK].
  11. Verify the widget export file containing the widget(s) exists in the saved location
Topics
• Widgets
URL Widgets - Headings and Links
Scenario 1: Validate URL Widget from a Form
Specific Setup:
  • Test system must have a form with an URL widget attached.
Steps
  1. Log into Avatar.
  2. Open the form that has the URL widget attached.
  3. Validate that the website designated in the URL widget displays and that you can navigate it.
Scenario 2: Validate URL Widget linked to local directory
Specific Setup:
  • Test system must have URL widget defined to a local link and added to the Avatar User IDs homeview
Steps
  1. From the HomeView, navigate to the Widget URL with a local link.
  2. Validate the widget displays the local directory linked to.
Topics
• URL Widget • Widgets
Review Results from the Order Entry Console - Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Java Console Log
  • Order Entry Console
  • Order Entry Console - Activity History
Scenario 1: Performance - Launching Results Received through the Order Entry Console
Specific Setup:
  • Many orders (approximately 50) must be created for any client (Client A)
  • At least one of the created orders (Order A) must have results filed
Steps
  1. Access the Order Entry Console for Client A.
  2. Click [View] under the 'Last Activity' column for Order A.
  3. Click the 'Results Received' link.
  4. Verify the 'Review Results' form opens for Order A in a timely manner.
Topics
• Order Entry Console