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RADplus Client Update 2022.01.00.build-3328 Acceptance Tests

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AV-75197 Summary | Details
Middleware Server - client properties setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Java Console Log
Scenario 1: Middleware - Validate functionality of "rpclient.properties" file setting "radplusclient.tunnelport.inuse.messagetype=showpopup"
Specific Setup:
  • Have Netsmart set the following property in the "rpclient.properties" file on the Middleware server: radplusclient.tunnelport.inuse.messagetype=showpopup
  • Have a user [UserA] with a valid Avatar login
  • [UserA] has access to one or more "Crystal Reports" that can be launched
Steps
  1. Open a myAvatar session and sign in as [UserA]
  2. Validate login is successful
  3. On the same workstation, open a second myAvatar session and sign in again
  4. Validate a warning message is displayed: Warning : There may be issues with Crystal reports due to a port already being in use. This would happen if you have more than one instance of myAvatar running. Do you wish to continue? [Yes] [No]"
  5. Click "No"
  6. Validate the user is returned to the login screen
  7. At the login screen sign in again
  8. Validate the same message is displayed as in step a
  9. Click [Yes]
  10. Validate login is successful
Scenario 2: Middleware - Validate functionality of "rpclient.properties" file setting "radplusclient.tunnelport.inuse.messagetype=console"
Specific Setup:
  • Have Netsmart set the following property in the "rpclient.properties" file on the Middleware server: "radplusclient.tunnelport.inuse.messagetype = “showpopup”
  • In the windows "Java Control Panel", have the java console setting "Enable Logging" and "Show Console" turned on
  • Have a user [UserA] with a valid Avatar login
  • [UserA] has access to one or more "Crystal Reports" that can be launched
Steps
  1. Open a myAvatar session and sign in as [UserA]
  2. Validate login is successful
  3. On the same workstation, open a second myAvatar session and sign in again
  4. Validate login is successful
  5. In the Java "Console Log"
  6. Validate a warning message is displayed: "Warning : There may be issues with Crystal reports due to a port already being in use"
Topics
• Avatar Login • Middleware Updates
AV-76485 Summary | Details
Form return after Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Practitioner Assignment
Scenario 1: Validate "Return to Form" after form submission functionality
Specific Setup:
  • Have a modeled form [FormA] that is set with field "Re-Enter" form enabled in "Form Definition"
  • In form "Set System Defaults", have any progress note form [FormB], selected in field "Return to Pre-Display Upon Filling the Following Progress Notes"
Steps
  1. Access [FormA], the modeled form
  2. Populate all required and desired fields.
  3. Click [Submit]
  4. Validate the 'Form Return' dialog is displayed and click [Yes].
  5. Validate the form pre-display is displayed and click [Add].
  6. Populate all required and desired fields.
  7. Click [Submit]
  8. Validate the 'Form Return' dialog is displayed and click [No].
  9. Validate the form closes and you're brought back to the home view
  10. Access [FormB], the progress note form
  11. Populate all required and desired fields.
  12. Click [Submit]
  13. Validate the 'Form Return' dialog is displayed and click [Yes].
  14. Validate the form pre-display is displayed and click [Add].
  15. Populate all required and desired fields.
  16. Click [Submit]
  17. Validate the 'Form Return' dialog is displayed and click [No].
  18. Validate the form closes and you're brought back to the home view
Topics
• Modeling • NX • Progress Notes
AV-76879 Summary | Details
Client Name Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart
  • Update Client Data
Scenario 1: Validate client name display in the "My Clients" widget and "Chart" view header
Specific Setup:
  • Have a client with just first and last name defined. [ClientA]
  • Have a client with first name, last name and middle name defined. [ClientB]
  • Have a client with first name, middle name, last name and a suffix defined. [ClientC]
  • Have a client with a prefix, first name, middle name, last name and a suffix defined. [ClientD]
  • Have the "My Clients" widget on a user's [UserA] home view
  • Have a client based form available for testing. For example "Update Client Data" [FormA]
  • Have [FormA] added to the users home view
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
  2. Validate the selected clients first and last name are displayed in the "My Clients" widget client list, as expected
  3. Right-click on the clients name and click to display the clients chart
  4. Validate the name in the client chart header displays clients first and last name, as expected
  5. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  6. Click back to the Home View
  7. Search and open [FormA]
  8. Validate the name in the client header displays clients first and last name, as expected
  9. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  10. Close or submit [FormA]
  11. Validate the name in the client header displays clients first and last name, as expected
  12. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
  13. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientB]
  14. Validate the selected clients first, middle and last name are displayed in the "My Clients" widget client list, as expected
  15. Right-click on the clients name and click to display the clients chart
  16. Validate the name in the client chart header displays clients first, middle and last name, as expected
  17. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  18. Click back to the Home View
  19. Search and open [FormA]
  20. Validate the name in the client header displays clients first, middle and last name, as expected
  21. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  22. Close or submit [FormA]
  23. Validate the name in the client header displays clients first, middle and last name, as expected
  24. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  25. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientC]
  26. Validate the selected clients first, middle, last name and suffix(in uppercase letters) are displayed in the "My Clients" widget client list
  27. Right-click on the clients name and click to display the clients chart
  28. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  29. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  30. Click back to the Home View
  31. Search and open [FormA]
  32. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  33. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  34. Close or submit [FormA]
  35. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  36. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  37. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientD]
  38. Validate the selected clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters) are displayed in the "My Clients" widget client list
  39. Right-click on the clients name and click to display the clients chart
  40. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  41. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  42. Click back to the Home View
  43. Search and open [FormA]
  44. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  45. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  46. Close or submit [FormA]
  47. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  48. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
Topics
• My Clients
AV-79210 Summary | Details
Sticky Notes and other popups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Ambulatory Progress Notes
  • Clinical Document Viewer
  • Registry Settings (PM)
Scenario 1: Ambulatory Progress Note - New Service
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Populate all required and desired fields.
  4. Click "Final" multiple times in the 'Draft/Final' field.
  5. Click [Submit] multiple times.
  6. Access the 'Client Ledger' form.
  7. Enter "Client A" in the 'Client ID' field.
  8. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  9. Select "Simple" in the 'Ledger Type' field.
  10. Select "Yes" in the 'Include Zero Charges' field.
  11. Click [Process].
  12. Validate the 'Client Ledger Report' contains one generated service from the new service note.
  13. Close the report and the form.
Scenario 2: Ambulatory Progress Notes - Sticky Notes
Specific Setup:
  • Enable the registry setting "Display Sticky Notes".
  • Admit a new client into any program.
Steps
  1. Open the "Ambulatory Progress Notes" (or preferred progress note).
  2. Create a progress note for a new service.
  3. Pick a future date for the "Date of Service".
  4. Validate a pop up is generated indicating "Future dates not permitted".
  5. Click "OK".
  6. Set the "Draft/Final" to "Draft".
  7. Open the "Ambulatory Progress Notes" (or preferred progress note).
  8. Select the drafted note.
  9. Click "Edit".
  10. Change the "Date of Service" to a future date.
  11. Validate a pop up displays indicating "Future dates not permitted".
  12. Click "OK".
  13. Change the "Date of Service" to today's date.
  14. Click the "Notes" button.
  15. Validate the sticky note previously entered displays.
  16. Finalize the note.
  17. Open "Clinical Document Viewer".
  18. Retrieve the note that was finalized with a sticky note.
  19. Validate the note displays.
Topics
• NX • Progress Notes
AV-79657 Summary | Details
Adding data in text fields
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-80918 Summary | Details
'My Clients' list - User Caseload
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nursing Caseload Assignment
Scenario 1: Validate adding/removing clients from a user caseload
Specific Setup:
  • Two users are defined as practitioners (Practitioner A & Practitioner B).
  • An inpatient client must be added to the caseload of "Practitioner B" (Client A).
  • Take note of the 'Unit' the client is admitted in.
  • Must be logged in as the user associated to "Practitioner A".
  • Two views are defined with the 'My Clients' list (View A & View B)
  • "View A" must be the logged in user's default HomeView
  • "View B" must be associated to the HomeView
Steps
  1. Access the 'Nursing Caseload Assignment' form.
  2. Select the unit "Client A" is admitted to in the 'Select Clients From Unit' field.
  3. Select "Client A" in the 'Select Clients To Include In Current Caseload' field.
  4. Click [Move Selected Clients To Current Caseload].
  5. Validate the 'Current Caseload' field contains "Client A".
  6. Click [Submit].
  7. Navigate to the 'My Clients' widget on "View A".
  8. Validate "Client A" is displayed.
  9. Select "View B".
  10. Navigate to the 'My Clients' widget.
  11. Validate "Client A" is displayed. Note: this may take up to 30 seconds.
  12. Access the 'Nursing Caseload Assignment' form.
  13. Click [Clear/Release Entire Current Caseload].
  14. Validate the 'Current Caseload' field no longer contains "Client A".
  15. Click [Submit].
  16. Navigate to the 'My Clients' widget on "View A".
  17. Validate "Client A" is no longer displayed.
  18. Select "View B".
  19. Navigate to the 'My Clients' widget.
  20. Validate "Client A" is no longer displayed. Note: this may take up to 30 seconds.
Topics
• My Clients
AV-80966 Summary | Details
Order Validation - Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Validation
Scenario 1: Order Validation - Validate 'Select Orders to Validate" display functionality
Specific Setup:
  • Have a client [ClientA], with two or more orders on the system that require validation
Steps
  1. Open the form "Order Validation"
  2. Select [ClientA] in the Select Client dropdown menu.
  3. Validate the "Select Orders to Validate" grid populates with the expected orders
  4. Click the [View] button in the "Details" column for any order.
  5. Validate the “Details of Selected Orders” field is populated in a timely manner and with the expected results.
  6. Repeat step b for each of the orders
  7. Validate results are as expected
  8. Click [Select/Deselect All Orders] to select all orders in the "Select Orders to Validate" grid
  9. Click [Display Details for All Selected Orders].
  10. Validate the 'Details of Selected Orders' field contains information for all selected orders.
  11. Click [Validate Selected Orders] to select all orders in the "Select Orders to Validate" grid, for validation
  12. At the "Confirm Validated" dialog, click [OK]
Topics
• Order Validation
AV-81267 Summary | Details
IRIS - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Validate a document routing document generated using a "Crystal Report" text template
Specific Setup:
  • Have a system running on "IRIS" as the cache platform
  • Have a product or modeled form [FormA] that includes various field types. For example, a "Date" field and a "Scrolling Text" field
  • Have a "Crystal Report" [ReportA] set up for the form that will display data filed in the form
  • In form "Import Reports", have the report[ReportA] imported with prompt "Import Report for Document Routing" set to "Yes"
  • Have [FormA] configured in form "Document Routing Setup" with field "User Crystal Report Text Template " set to "Yes" and [ReportA] selected in field "Crystal Report"
  • [UserA] is a staff member and has the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Open [FormA] for any client [ClientA]
  2. Populate all fields and file the form as "Final"
  3. Verify the document preview displays all field data populated in the format of Crystal Report [Report], as expected
  4. Click the "Accept and Route" button
  5. Populate the "Verify Password Prompt" with a password
  6. Click "OK"
  7. At the "Route Document To" screen, populate the "Add Approver" field with a staff member
  8. Click [Add] to add the staff member as the approver
  9. Click [Submit]
  10. At the home view, navigate to the "My To Do's" widget
  11. Verify there is new to do listed for the document just routed for [ClientA]
  12. Click [Approve Document]
  13. Verify the document preview displays all field data populated in the format of Crystal Report [Report], as expected
  14. Click [Accept]
  15. Populate the "Verify Password Prompt" with a password
  16. Click [OK]
  17. Open the form "Clinical Document Viewer"
  18. Populate the "Select Type" field
  19. Click the "Individual" radio button
  20. Select [ClientA] in the "Select Client" field
  21. Click "Process"
  22. On the results tab, validate that row exists for the document approved in step 2
  23. Click the "View" button to display the document
  24. Verify the document preview displays all field data populated in the format of Crystal Report [Report], as expected
Topics
• Clinical Document Viewer • NX
AV-81293 Summary | Details
Accessing Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Recent Clients
Scenario 1: Validate switching between views and accessing forms after selecting/de-selecting clients
Specific Setup:
  • Two views are defined with the 'My Clients' list (View A & View B)
Steps
  1. Navigate to "View B".
  2. Search for and select a client that is not in the user's caseload in the 'Search Clients' field.
  3. Validate the client is selected and displays in the 'Recent Clients' section of the 'My Clients' widget.
  4. Navigate to "View A".
  5. Validate the client remains selected in the 'Recent Clients' section of the 'My Clients' widget.
  6. Access the 'Call Intake' form.
  7. Validate a "Form Load Error" message is displayed stating: Client is currently active. Only clients discharged from all programs or clients in the call status without a MR# can be accessed in this function".
  8. Click [OK].
  9. Navigate to "View B".
  10. De-select the client in the 'Recent Clients' list.
  11. Navigate to "View A".
  12. Validate the client is not selected in the 'Recent Clients' list.
  13. Access the 'Call Intake' form.
  14. Validate the "Select Client" dialog is displayed to search for a new client.
  15. Click [Cancel].
Topics
• Forms • My Clients
AV-82357 Summary | Details
'My To Do's' Widget - Note to Self
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
Scenario 1: Progress Notes (Group and Individual) - File a progress note and validate the 'Note-to-Self' field in the 'My To Do's widget
Specific Setup:
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Search for "Client A" in the 'Select Client' field.
  3. Select "Client A" from the 'Results' field.
  4. Click "Independent Note" from 'Progress Note For' field.
  5. Select desired value from 'Note Type' field.
  6. Add desired comments in 'Notes Field' field.
  7. Select "Final" from 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a "Confirm Document" message is displayed.
  10. Click [Accept and Route].
  11. Validate a "Verify Password" message is displayed.
  12. Enter the password associated to the logged in user in the 'Password' field.
  13. Click [Verify].
  14. Search for and select the practitioner associated to the logged in user in the 'Supervisor' field.
  15. Click [Add] and [Submit].
  16. Validate a "Notes Filed" message is displayed.
  17. Click [OK] and close the form.
  18. Navigate to the 'My To Do's widget.
  19. Navigate to the "New" section.
  20. Validate the To Do for "Client A" is displayed.
  21. Add desired comments in the 'Note-to-Self' field.
  22. Navigate to the "All" section.
  23. Validate the comments in the 'Note-to-Self' field remains.
  24. Click [Refresh].
  25. Validate the comments in the 'Note-to-Self' field remains.
  26. Navigate to the "New" section.
  27. Click [Refresh].
  28. Validate the comments in the 'Note-to-Self' field remains.
  29. Click [Approve Document].
  30. Click [Accept].
  31. Validate a "Verify Password" message is displayed.
  32. Enter the password associated to the logged in user in the 'Password' field.
  33. Click [Ok].
  34. Validate the To Do for "Client A" is no longer displayed.
Scenario 2: Ambulatory Progress Notes - File a progress note and validate the 'Note-to-Self' field in the 'My To Do's widget
Specific Setup:
  • Document routing must be enabled for the 'Ambulatory Progress Notes' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Search for "Client A" in the 'Select Client' field.
  3. Select "Client A" from the 'Results' field.
  4. Click "Independent Note" from 'Progress Note For' field.
  5. Select desired value from 'Note Type' field.
  6. Add desired comments in 'Notes Field' field.
  7. Select "Final" from 'Draft/Final' field.
  8. Click [Submit].
  9. Validate a "Confirm Document" message is displayed.
  10. Click [Accept and Route].
  11. Validate a "Verify Password" message is displayed.
  12. Enter the password associated to the logged in user in the 'Password' field.
  13. Click [Verify].
  14. Search for and select the practitioner associated to the logged in user in the 'Supervisor' field.
  15. Click [Add] and [Submit].
  16. Navigate to the 'My To Do's widget.
  17. Navigate to the "New" section.
  18. Validate the To Do for "Client A" is displayed.
  19. Add desired comments in the 'Note-to-Self' field.
  20. Navigate to the "All" section.
  21. Validate the comments in the 'Note-to-Self' field remains.
  22. Click [Refresh].
  23. Validate the comments in the 'Note-to-Self' field remains.
  24. Navigate to the "New" section.
  25. Click [Refresh].
  26. Validate the comments in the 'Note-to-Self' field remains.
  27. Click [Approve Document].
  28. Click [Accept].
  29. Validate a "Verify Password" message is displayed.
  30. Enter the password associated to the logged in user in the 'Password' field.
  31. Click [Ok].
  32. Validate the To Do for "Client A" is no longer displayed.
Topics
• Widgets
AV-82402 Summary | Details
Scheduling Calendar - 'Team' filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
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].
Topics
• Scheduling Calendar
AV-82533 Summary | Details
Patient Health Questonnaire-9 - Color Blind Mode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • System Security Defaults
Scenario 1: Patient Health Questonnaire-9 - Validate Color Blind Mode
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Color Blind mode must be enabled:
  • "Yes" must be selected in the 'Include 'User Is Colorblind' Prompt' field in the 'System Security Defaults' form.
  • Select "Please select to enable Color Blind view (requires restart)" in the 'General' section of the user 'Preferences'.
  • Logout and log back in to the application.
Steps
  1. Access the 'Patient Health Questionnaire-9' form.
  2. Search for and select "Client A" in the 'Select Client' field.
  3. Validate the required questions/fields are bold in the form.
  4. Select "Draft" in the 'Assessment Status' field.
  5. Select desired values for all the questions.
  6. Click [Submit]
  7. Access the 'Patient Health Questionnaire-9' form.
  8. Select the record for "Client A".
  9. Click [Edit].
  10. Validate the values filed in the previous steps are displayed.
  11. Close the form.
Topics
• Patient Health Questionnaire • Patient Health Questionnaire - 9
AV-82559 Summary | Details
Scheduling Calendar - 'Site' filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Site Registration
  • Staff Members Hours And Exceptions
Scenario 1: Scheduling Calendar - Validate 'Site' and Practitioner Filtering
Specific Setup:
  • Two sites are defined in the 'Site Registration' form (Site A & Site B).
  • A practitioner (Staff A) is defined with available days/hours (Example 'Effective Date' as "01/01/2020") for appointments at "Site A" with an 'End Date' of two weeks prior (Date A).
  • A practitioner (Staff B) is defined with available days/hours for appointments at "Site A" with no 'End Date' on file.
  • A practitioner (Staff C) is defined with available days/hours for appointments at "Site B" with no 'End Date' on file.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Select today's date.
  4. Validate "Staff A" is not present in the 'Staff Members' list.
  5. Validate "Staff B" is present in the 'Staff Members' list.
  6. Validate "Staff C" is not present in the 'Staff Members' list.
  7. Change the date to a date that is earlier or on "Date A".
  8. Validate "Staff A" is now present in the 'Staff Members' list.
  9. Validate "Staff B" is present in the 'Staff Members' list.
  10. Validate "Staff C" is not present in the 'Staff Members' list.
  11. Select "Site B" in the 'Site' field.
  12. Validate "Staff A" and "Staff B" are not present in the 'Staff Members' list.
  13. Validate "Staff C" is present in the 'Staff Members' list.
  14. Select "Site A" in the 'Site' field.
  15. Validate "Staff A" and "Staff B" are present in the 'Staff Members' list.
  16. Validate "Staff C" is not present in the 'Staff Members' list.
  17. Click [Dismiss].
Scenario 2: Scheduling Calendar - 'Site' filter - two sites with one practitioner
Specific Setup:
  • Two sites are defined in the 'Site Registration' form (Site A & Site B).
  • A practitioner (Staff A) is defined with available days/hours for appointments at "Site A" and "Staff B" with no 'End Date' on file.
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 "Staff A" in the 'Staff Members' field.
  5. Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A".
  6. Select "Site B" in the 'Site' field.
  7. Validate the 'Staff Members' field contains the staff members associated to "Site B".
  8. Validate "Staff A" is still selected in the 'Staff Members' field.
  9. Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A".
  10. Click [Dismiss]
Topics
• Scheduling Calendar
AV-82806 Summary | Details
Multiple Forms Opened for Multiple Clients
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Academic Assessments
Scenario 1: Validate form re-entry when multiple forms are opened for multiple clients at once
Specific Setup:
  • Two clients are enrolled in existing episodes (Client A & Client B).
  • Must have 4 forms that prompt form re-entry for the same client (Form A, Form B, Form C).
  • Must have a form that prompts form re-entry for a new entity (Form D).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate "Form A" is displayed for "Client A".
  3. Click [Home] to navigate back to the HomeView.
  4. Select "Client B" and access "Form B".
  5. Validate "Form B" is displayed for "Client B".
  6. Navigate back to the opened tab for "Form A".
  7. Validate "Form A" is displayed for "Client A".
  8. Populate any desired fields.
  9. Click [Submit].
  10. Validate a message is displayed stating: Submitting has completed. Do you wish to re-enter the form?
  11. Click [Yes].
  12. Validate "Form A" is still displayed for "Client A".
  13. Close the form.
  14. Navigate back to the opened tab for "Form B".
  15. Validate "Form B" is displayed for "Client B".
  16. Close the form.
  17. Select "Client A" and access "Form D".
  18. Click [Browse Forms] and select "Form B".
  19. Validate "Form B" is opened in a second tab for "Client A".
  20. Click [Browse Forms] and select "Form C".
  21. Validate "Form C" is opened in a third tab for "Client A".
  22. Navigate back to "Form D".
  23. Populate any desired fields.
  24. Click [Submit].
  25. Validate a message is displayed stating: Submitting has been completed. Do you wish to re-enter the form?
  26. Click [Yes].
  27. Validate a message is displayed stating: Submitting has been completed. The following forms are currently open for this client: "Form B", and "Form C". Do you wish to close these forms?
  28. Click [Yes].
  29. Validate "Form B" and "Form C" have closed.
  30. Validate the 'Select Client' dialog is displayed for "Form D".
  31. Search for and select "Client B".
  32. Validate "Form D" is displayed for "Client B".
  33. Close the form.
Topics
• Forms
AV-82895 Summary | Details
OE NX - Order Entry Console - PRN Frequency code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode - Create new order with PRN Frequency code - External Pharmacy Mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code "Order Code A" must be configured to have a default duration in days.
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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 an order for a pharmacy-type order code.
  3. Populate the required fields selecting any "PRN" frequency code from the 'Frequency' field.
  4. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  5. Click [Add to Scratchpad].
  6. Click the order in the 'Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  7. Click [Update Order] and file the order.
  8. Validate the order created is displayed within the 'Order grid'.
Scenario 2: OE NX- Admission Med Reconciliation - Create new order with PRN Frequency code - External Pharmacy Mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code "Order Code A" must be configured to have a default duration in days.
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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. Select the 'Admission Med Reconciliation' tab.
  3. Create an order for a pharmacy-type order code.
  4. Populate the required fields selecting any "PRN" frequency code from the 'Frequency' field.
  5. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  6. Click [Add to Scratchpad].
  7. Click the order in the 'Inpatient Medications Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  8. Click [Update Order] and [Reconcile & Review].
  9. Validate the 'Admission Med Reconciliation' tab is displayed in view-only mode.
Topics
• NX • Order Entry Console
AV-82953 Summary | Details
Widgets
Scenario 1: Console Widget Viewer - Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for the Treatment Plan in the 'Console Widget Configuration' form.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer (View A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add any problem.
  7. Click [Return To Plan] and [OK].
  8. Submit the form.
  9. Select "Client A" and navigate to "View A".
  10. Validate the 'Treatment Plan' console widget contains the draft treatment plan filed in the previous steps and select it.
  11. Click [View].
  12. Validate the 'Console Widget Viewer' displays the draft treatment plan details filed in the previous steps.
  13. Click [Open Record].
  14. Validate the draft treatment plan is opened.
  15. Select "Final" in the 'Treatment Plan Status' field.
  16. Submit the note.
  17. Select "Client A" and navigate back to "View A".
  18. Validate the 'Treatment Plan' console widget contains the finalized treatment plan filed in the previous steps and select it.
  19. Click [View].
  20. Validate the 'Console Widget Viewer' displays the finalized treatment plan details filed in the previous steps.
  21. Click [Open Record].
  22. Validate a message is displayed stating "This plan is marked as Final. Changes are not allowed. Do you want to continue?"
  23. Click [No].
Topics
• Registry Settings
AV-83005 Summary | Details
To Do Widget - Sign Tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 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 who's 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 who's To do document was signed, in step 1
  25. Validate results are as expected
Topics
• Widgets
AV-83051 Summary | Details
Avatar eMAR - 'Order Details' Flyover
Scenario 1: NX - OE and eMAR - AOE Question/Answer Flyover
Steps

Internal Testing Only
Topics
• Avatar eMAR • NX