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RADplus Client Update 2353-004 Acceptance Tests

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URL/Post widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.URL Widget
  • HomeView.URL/Post Widget
Scenario 1: Validate URL type Widgets on HomeView
Specific Setup:
  • Have "URL" widget [WidgetA] defined that has a URL that will take a user to a "Microsoft Authentication" page website login (for example a "Microsoft Sharepoint" login page)
  • Have a second widget [WidgetB] defined as a "URL/Post" widget, that will pass the "PATID" of a client selected on the home view to the website designated in the widget
  • Have a third widget [WidgetC] defined as a "URL/Post" widget a "Http://" type URL link to an "internal" network server. For example a "POV" type widget
  • Have all widgets placed on the user's home view
Steps
  1. Navigate to the [WidgetA] widget
  2. Click the 'refresh' button
  3. Validate that the website defined in widget is displayed, as expected
  4. In the "Search Clients" field, select a client
  5. Navigate to the [WidgetB] widget
  6. Click the 'refresh' button
  7. Validate that the website defined in widget is displayed, as expected
  8. Validate the widget displays the "PATID" of the client selected within the widget results
  9. In the "Search Clients" field, select a different client
  10. Navigate to the [WidgetB] widget again
  11. Click the 'refresh' button
  12. Validate that the website defined in widget is displayed, as expected
  13. Validate the widget displays the "PATID" of the client selected within the widget results
  14. Navigate to the [WidgetC] widget
  15. Click the 'refresh' button
  16. Validate that the website defined in widget is displayed, as expected
Topics
• URL Widget
Treatment Plan - data validation
Scenario 1: Treatment Plan - Field Data Validations
Specific Setup:
  • Have a treatment plan with a 'disabled ' field, set up as the last field in the Problem, Goals, Objective or Interventions sections. For example a disabled "Scrolling Free Text" field
  • Have another field set up right before the disabled last field in each section, that requires a selection or input type entry. For example a "Site Specific" dictionary or integer field.
Steps
  1. Open the "Treatment Plan" form
  2. Search and select a client in the 'Select Client' field.
  3. Enter a plan name in the "Plan Name" field
  4. Enter the current date in the 'Plan Date' field.
  5. Select any value from the 'Plan Type' field.
  6. Select "Draft" from the 'Treatment Plan Status' field.
  7. Click [Launch Plan]
  8. Click [Add New Problem].
  9. Enter any value in the 'Problem Code' field.
  10. Enter any value in the 'Problem' field.
  11. Enter the current date in the 'Date of Onset' field.
  12. Select "Active" from the 'Status (Problem List)' field.
  13. Populate any other desired fields, except for the last two fields in the section
  14. Navigate to the next to last field, which should be the one located right before the disabled field, as outline in the setup section
  15. Select or input a value in the next to last field in the section
  16. Click the 'Tab' key
  17. Click [Back to Plan Page].
  18. Validate all data enter on the main section is populated as expected
  19. Click [Launch Plan]
  20. Select the "Problem" added in step 8
  21. Validate all the fields are populated in the section as expected, including the value populated in next to last field of the section
  22. Click [Add New Goal]
  23. Populate all the required and desired fields in the section, except for the last two fields in the section
  24. Repeat steps 14 thru 18
  25. Validate the results are as expected
  26. Click [Add New Objective]
  27. Populate all the required and desired fields in the section, except for the last two fields in the section
  28. Repeat steps 14 thru 18
  29. Validate the results are as expected
  30. Click [Add New Intervention]
  31. Populate all the required and desired fields in the section, except for the last two fields in the section
  32. Repeat steps 14 thru 18
  33. Validate the results are as expected
  34. Click [Back to Plan Page].
  35. Click [Submit]
  36. Open the "Treatment Plan" form
  37. Search and select the same client used in the prior step, in the 'Select Client' field.
  38. Select the treatment plan just filed
  39. Validate all data enter on the main section is populated as expected
  40. Click to the view data field in "Problems", "Goals", "Objectives" and "Interventions" sections
  41. Validate all data filed is present, as expected
Topics
• Treatment Plan
Home view form display
Scenario 1: Validate functionality and behavior on the home view when opening and closing forms
Specific Setup:
  • Have the "My Clients" and "Forms & Data" widget on a users home view
  • Have access to any three client based forms. [FormA], [FormB], [FormC]
Steps
  1. Search and select a client from the "Search Clients" search box
  2. Open [FormA]
  3. Validate the form opens successfully in a tab next to the chart tab
  4. Repeat steps 2 and 3 for [FormB]
  5. Validate the forms opens successfully in a tab next to the tab containing the [FormA]
  6. Repeat steps 2 and 3 for [FormC]
  7. Validate the form opens successfully in a tab next to the tab containing the [FormB]
  8. Click the "Home View" button
  9. Click on [FormA] in the "Recent Forms" box
  10. Validate the user is returned to tab for [FormA]
  11. Repeat steps 8 and 9 [FormB] and [FormC]
  12. Validate the user is returned to tab for the correct form
  13. Click to "Home View" button
  14. Next to the home view button, click the "Client" tab
  15. Click each form tab and either close or submit the form
  16. Validate the forms are closed or submitted successfully
  17. Validate the user is returned to the "Home View"
  18. Validate the "Client" tab next to home view button is closed
Topics
• Forms
Confirm Dose Times dialog added to Give Initial Dose Now functionality in Order Entry Console (Orders This Episode section).
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Order Entry Console
Scenario 1: First Dose Now - Second Dose "OK to Administer" - no changes - table valildation
Specific Setup:
  • A client must have an active episode that is not set up in 'External Pharmacy Setup'. (Client A)
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Ok to Administer" in the 'Select One' field.
  22. Validate that [Save] is enabled.
  23. Click [Save].
  24. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  25. Set the 'Duration' field to "30" and select [Days].
  26. Validate that the 'Start Date' field is required, disabled and contains the current date.
  27. Validate that the 'Start Time' field is required, disabled and contains the current time.
  28. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  29. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  30. Click [Add to Scratchpad] and [Sign].
  31. Validate that the 'Interactions' dialog is displayed.
  32. Override all interaction and click [Save Override and Exit].
  33. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  34. Return to the HomeView.
  35. Access Avatar eMAR.
  36. Validate that the 'Administration Date' field contains the current date.
  37. Select "Client A" in the 'Client' field.
  38. Validate that Order A is displayed int he 'Order Description' column.
  39. Validate that the 'Order Description' cell contains "Give Initial Dose Now" at the top of the cell.
  40. Validate that the order contains a "Now" watermark.
  41. Validate that a dashed line is displayed in the first cell under the current date.
  42. Validate that the date that the order was filed (current date)is displayed in second cell under the current date. This is in military time format ####.
  43. Validate that "2100" is displayed in the third cell under the current date, which is the equivalent of "09:00 PM".
  44. Set the 'Administration Date' field to tomorrow's date.
  45. Click [Refresh].
  46. Validate that "0900" is displayed in the first cell under tomorrow's date, which is the equivalent of "09:00 AM".
  47. Validate that "2100" is displayed in the second cell under tomorrow's date, which is the equivalent of "09:00 PM".
  48. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  49. PATID
  50. order_description
  51. order_unique_id
  52. frequency_description
  53. reschd_1st_dose_date
  54. reschd_1st_dose_time
  55. reschd_2nd_dose_date
  56. reschd_2nd_dose_skip_code
  57. reschd_2nd_dose_skip_val
  58. reschd_2nd_dose_time'.
  59. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  60. Validate the 'PATID' contains Client A's "PATID".
  61. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  62. Validate the 'frequency_description' contains "TWICE A DAY".
  63. Validate the 'reschd_1st_dose_date' contains the current date.
  64. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  65. Validate the 'reschd_2nd_dose_date' contains the current date.
  66. Validate the 'reschd_2nd_dose_skip_code' contains "ADMIN".
  67. Validate the 'reschd_2nd_dose_skip_val' contains "Ok to Administer".
  68. Validate the 'reschd_2nd_dose_time' contains "09:00 PM".
  69. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  70. PATID
  71. order_number
  72. original_date
  73. original_time
  74. reason_text
  75. rescheduled_date
  76. rescheduled_time
  77. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  78. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  79. Validate the 'PATID' contains the 'PATID' associated to Client A.
  80. Validate the 'original_date' contains a date that is two days in the past.
  81. Validate the 'original_time' contains "12:00:00".
  82. Validate the 'reason_text' contains "OE Console Give Initial Dose Now".
  83. Validate the 'rescheduled_date' contains the current date.
  84. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:##.
Scenario 2: First Dose Now - Second Dose "Skip" - table validation
Specific Setup:
  • A client must have an active episode that is not set up in 'External Pharmacy Setup'. (Client A)
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "03:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM" and before the second hour of administration.
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "03:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Skip" in the 'Select One' field.
  22. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  23. Validate that the 'Second Dose Date Calendar' button is disabled.
  24. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Click [Edit].
  29. Validate that the 'Confirm Dose Times' dialog is displayed.
  30. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  31. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  32. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  33. Validate that the 'Second Dose Date Calendar' button is disabled.
  34. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  35. Validate that the 'Select One' field has "Skip" selected.
  36. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  37. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  38. Click [Save].
  39. Set the 'Duration' field to "30" and select [Days].
  40. Validate that the 'Start Date' field is required, disabled and contains the current date.
  41. Validate that the 'Start Time' field is required, disabled and contains the current time.
  42. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  43. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  44. Click [Add to Scratchpad] and [Sign].
  45. Validate that the 'Interactions' dialog is displayed.
  46. Override all interaction and click [Save Override and Exit].
  47. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  48. Return to the HomeView
  49. Access Avatar eMAR.
  50. Validate that the 'Administration Date' field contains the current date.
  51. Select "Client A" in the 'Client' field.
  52. Validate that Order A is displayed int he 'Order Description' column.
  53. Validate that the 'Order Description' cell contains "Give Initial Dose Now" at the top of the cell.
  54. Validate that the order contains a "Now" watermark.
  55. Validate that a dashed line is displayed in the first cell under the current date.
  56. Validate that the date that the order was filed (current date)is displayed in second cell under the current date. This is in military time format ####.
  57. Validate that "2100" is displayed in the third cell under the current date, which is the equivalent of "09:00 PM".
  58. Set the 'Administration Date' field to tomorrow's date.
  59. Click [Refresh].
  60. Validate that "0900" is displayed in the first cell under tomorrow's date, which is the equivalent of "09:00 AM".
  61. Validate that "1500" is displayed in the first cell under tomorrow's date, which is the equivalent of "03:00 PM".
  62. Validate that "2100" is displayed in the second cell under tomorrow's date, which is the equivalent of "09:00 PM".
  63. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  64. PATID
  65. order_description
  66. order_unique_id
  67. frequency_description
  68. reschd_1st_dose_date
  69. reschd_1st_dose_time
  70. reschd_2nd_dose_date
  71. reschd_2nd_dose_skip_code
  72. reschd_2nd_dose_skip_val
  73. reschd_2nd_dose_time'.
  74. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  75. Validate the 'PATID' contains Client A's "PATID".
  76. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  77. Validate the 'frequency_description' contains "3 TIMES A DAY".
  78. Validate the 'reschd_1st_dose_date' contains the current date.
  79. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  80. Validate the 'reschd_2nd_dose_date' contains the current date.
  81. Validate the 'reschd_2nd_dose_skip_code' contains "SKIP"
  82. Validate the 'reschd_2nd_dose_skip_val' contains "Skip"
  83. Validate the 'reschd_2nd_dose_time' contains "03:00 PM"
  84. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  85. PATID
  86. order_number
  87. original_date
  88. original_time
  89. reason_text
  90. rescheduled_date
  91. rescheduled_time
  92. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  93. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  94. Validate the 'PATID' contains the 'PATID' associated to Client A.
  95. Validate the 'original_date' contains the current date.
  96. Validate the 'original_time' contains "15:00:00", which is 03:00 PM.
  97. Validate the 'reason_text' contains "OE Console Give Initial Dose Now".
  98. Validate the 'rescheduled_date' contains the current date.
  99. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:##.
Scenario 3: First Dose Now - Second Dose "OK to Administer" - changes - table validation
Specific Setup:
  • A client must have an active episode that is not set up in 'External Pharmacy Setup'. (Client A)
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Enter tomorrow's date in the 'Second Dose Date' field.
  22. Enter "0000" in the 'Second Dose Time' field and tab out of the field.
  23. Validate that the 'Second Dose Time' field contains "12:00 AM".
  24. Select "Ok to Administer" in the 'Select One' field.
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Set the 'Duration' field to "5" and select [Days].
  29. Validate that the 'Start Date' field is required, disabled and contains the current date.
  30. Validate that the 'Start Time' field is required, disabled and contains the current time.
  31. Validate that the 'Stop Date' field is required, enabled and contains a date that is 5 days in the future of the 'Start Date'.
  32. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate that the 'Interactions' dialog is displayed.
  35. Override all interaction and click [Save Override and Exit].
  36. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  37. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  38. PATID
  39. order_description
  40. order_unique_id
  41. frequency_description
  42. reschd_1st_dose_date
  43. reschd_1st_dose_time
  44. reschd_2nd_dose_date
  45. reschd_2nd_dose_skip_code
  46. reschd_2nd_dose_skip_val
  47. reschd_2nd_dose_time'.
  48. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  49. Validate the 'PATID' contains Client A's "PATID".
  50. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  51. Validate the 'frequency_description' contains "TWICE A DAY".
  52. Validate the 'reschd_1st_dose_date' contains the current date.
  53. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  54. Validate the 'reschd_2nd_dose_date' contains tomorrow's date.
  55. Validate the 'reschd_2nd_dose_skip_code' contains "ADMIN".
  56. Validate the 'reschd_2nd_dose_skip_val' contains "Ok to Administer".
  57. Validate the 'reschd_2nd_dose_time' contains "12:00 AM".
  58. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  59. PATID
  60. order_number
  61. original_date
  62. original_time
  63. reason_text
  64. rescheduled_date
  65. rescheduled_time
  66. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  67. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  68. Validate that there are two rows of data
  69. Validate the 'PATID' contains the 'PATID' associated to Client A for row 1.
  70. Validate the 'original_date' contains a date that is two days in the past for row 1.
  71. Validate the 'original_time' contains "12:00:00" for row 1.
  72. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 1.
  73. Validate the 'rescheduled_date' contains the current date for row 1.
  74. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:## for row 1
  75. Validate the 'PATID' contains the 'PATID' associated to Client A for row 2.
  76. Validate the 'original_date' contains the current date for row 2.
  77. Validate the 'original_time' contains "21:00:00" for row 2.
  78. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 2.
  79. Validate the 'rescheduled_date' contains tomorrow's date for row 2.
  80. Validate the 'rescheduled_time' contains "0:00:00", which is the equivalent of 12:00 AM for row 2.
Scenario 4: First Dose Now - Copy validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • A client must have an active episode that is not set up in 'External Pharmacy Setup'. (Client A)
  • Client A must have an existing pharmacy-type order with a Frequency of "3 TIMES A DAY" in which 'Give Initial Dose Now' - [Yes] was selected. (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on 'Orders This Episode'.
  3. Validate that the 'Order grid' contains "Order A".
  4. Click [Copy].
  5. Validate that a message is displayed stating: Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)
  6. Click [No].
  7. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
Scenario 5: First Dose Now - Modify validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • A client must have an active episode that is not set up in 'External Pharmacy Setup'. (Client A)
  • Client A must have an existing pharmacy-type order with a Frequency of "3 TIMES A DAY" in which 'Give Initial Dose Now' - [Yes] was selected. (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on 'Orders This Episode'.
  3. Validate that the 'Order grid' contains "Order A".
  4. Click [Modify].
  5. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
Scenario 6: First Dose Now - Reorder validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "TWICE A DAY" with administration times of "09:00 AM" and "09:00 PM".
  • A client must have an active episode that is not set up in 'External Pharmacy Setup'. (Client A)
  • Client A must have an existing pharmacy-type order with a Frequency of "TWICE A DAY" in which 'Give Initial Dose Now' - [Yes] was selected, for 8 doses and the order has a status of "No Renew - Use Reorder". (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on 'Orders This Episode'.
  3. Validate that the 'Order grid' contains "Order A".
  4. Click [Reorder].
  5. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
Scenario 7: Give Initial Dose Now - No Admin times
Specific Setup:
  • Must have a frequency code of "Every 14 Days" with no administration times.
  • A client must have an active episode that is not set up in 'External Pharmacy Setup'. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on 'Orders This Episode'.
  3. Search for and select any pharmacy-type order code in the 'New Order' field.
  4. Enter "2" in the 'Dose' field
  5. Select "Tablet" in the 'Dose Unit' field.
  6. Select "Every 14 Days" in the 'Freq' field.
  7. Click [Yes] next to 'Give Initial Dose Now'.
  8. Enter "5" in the 'Duration' field and select [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate that the 'Order grid' contains the new order.
Topics
• Order Entry Console
Avatar PM - Credit Card Processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Deposit Entry
  • Front Desk
Scenario 1: Deposit Entry
Specific Setup:
  • Please review the 'Credit Card Processing' configuration guide which will be located on the Netsmart Wiki, in myAvatar, Avatar Training Guides.
  • Please contact your Netsmart representative to use credit card processing functionality.
  • If the agency does not want to use the credit card processing functionality, please follow the test plan without creating the 'Credit Card' posting codes and follow steps 1 - 8 below.
  • If the agency does want to use the credit card processing functionality, please follow the test plan, creating the 'Credit Card' posting codes and follow all steps below.
  • NOTE: Use 'Deposit Entry' to receive all self-pay payments made when the client does not have an appointment.
  • 'Service Code 1:
  • Service Code = any value.
  • Service Code Definition = any value.
  • Service Required By = any value.
  • Type of Service = Individual.
  • Type of Fee = Fixed Fee (Per Event).
  • Fixed Fee Units = 1.
  • Group Code = any value, typically meaning non-billable.
  • Covered Charge Category = any value, typically meaning non-billable.
  • Is This A Balance Forward Service Code = No.
  • Does This Code Have A Professional Component = any value.
  • Is This Service A Visit = No.
  • Is This Service An Intervention = No.
  • Posting/Adjustment Codes Definition 1: configure a payment posting code with a value of 'Credit Card Posting Code' in 'Is this a Credit Card or ACH Code'.
  • 'Posting/Adjustment Codes Definition 2': configure a payment posting code with no value in 'Is this a Credit Card or ACH Code'.
  • The following registry setting has a value of 'Service Code 1': Avatar PM->Services->Ancillary/Ambulatory Services->Deposit Entry->->Default Service Code.
  • The following registry setting has a value of 'Posting/Adjustment Codes Definition 2': Avatar PM->Scheduling->Front Desk->->->Pre Payment Default Posting Code.
  • The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->->Enable Credit Card Processing.
  • Credit Card Configuration:
  • Has a value of 'Yes' in 'Populate Receipt Number with Credit Card Payment Reference Number'.
  • Enter desired values for the other fields.
  • In the 'Credit Card Device Setup' section:
  • 'Credit Card Device 1':
  • Has a value of 'No' in 'Is this a Back Office MID?'. Note the device name.
  • Enter desired values for the other fields.
  • 'Credit Card Device 2':
  • Has a value of 'Yes' in 'Is this a Back Office MID?'. Note the device name.
  • Enter desired values for the other fields.
  • 'Posting/Adjustment Codes Definition 1': configure a payment posting code with a value of 'Credit Card Posting Code' in 'Is this a Credit Card or ACH Code'.
  • 'Guarantors/Payors 1': Has a 'Financial Class' of 'Self Pay'.
  • 'Client 1':
  • Is assigned Guarantors/Payors 1 in 'Financial Eligibility.
  • Using 'Client Ledger' client has a positive amount for Guarantors/Payors 1 in 'TOTAL BALANCE BY GUARANTOR.
  • Client has one episode/program. Note the program. Use 'Program Maintenance' to note the 'Default Location
Steps
  1. Open 'Deposit Entry'.
  2. Enter desired value in 'Date of Receipt or Adjustment'.
  3. Enter desired value in 'Client ID'.
  4. Enter desired value in 'Episode Number. Note that the following fields are defaulted: 'Program Of Service', 'Location', and 'Service Code'.
  5. Select 'Guarantors/Payors 1' in 'Guarantor'.
  6. Enter desired value in 'Amount To Post'.
  7. Select 'Posting/Adjustment Codes Definition 2' in 'Posting Code'.
  8. Click [Submit].
  9. Open 'Deposit Entry'.
  10. Enter desired value in 'Date of Receipt or Adjustment'.
  11. Enter desired value in 'Client ID'.
  12. Enter desired value in 'Episode Number. Note that the following fields are defaulted: 'Program Of Service', 'Location', and 'Service Code'.
  13. Select 'Guarantors/Payors 1' in 'Guarantor'.
  14. Enter desired value in 'Amount To Post'.
  15. Select 'Posting/Adjustment Codes Definition 1' in 'Posting Code'.
  16. Note that 'Transaction Type' is enabled, required and defaults to 'Insert/Swipe Card'.
  17. Note that 'Select Credit Card Device' is enabled and required.
  18. Select 'Credit Card Device 1' in 'Select Credit Card Device'.
  19. Note that 'Pay With Credit Card' is enabled.
  20. Click [Pay With Credit Card].
  21. Insert the card. A message will be received on the device when the transaction has reached a concluded state.
  22. A message will be received in the form. Possible messages are: 'Credit card payment posted.' and 'Payment was not approved.'.
  23. Click [OK].
  24. To post a payment when the card is not present:
  25. Select 'Manual Entry' in 'Transaction Type'.
  26. Validate that the device is 'Credit Card Device 2'.
  27. Click [Pay With Credit Card].
  28. If the system is not configured to send production data through CareFabric, the message will be: 'This functionality is not supported in a non-production environment'.
  29. If the system is configured to send production data through CareFabric, enter the credit card information, consisting of the 'Card Number', 'Expiration Date' and 'CVV', in the popup window.
  30. Click [Send].
  31. A message will be received in the form. Possible messages are: 'Credit card payment posted.' and 'Payment was not approved.'.
  32. Click [OK].
  33. Click [X].
  34. Click [Yes].
Scenario 2: Front Deck - Check In
Specific Setup:
  • Please review the 'Credit Card Processing' configuration guide which will be located on the Netsmart Wiki, in myAvatar, Avatar Training Guides.
  • ‘Credit Card Configuration’ has been used to create ‘Device 1’ as the ‘Back Office’ device used for ‘Manual Entry’ and ‘Device 2’ as the non-‘Back Office’ device used for swiping or inserting the credit card.
  • 'Service Code 1':
  • Configure a service code that will be used as the 'Pre Payment Service Code'.
  • The 'Group Code' and 'Covered Charge Category should both be non-billable.
  • There will be no 'Service Fee/Cross Reference Maintenance' record.
  • ‘Receipt Definition’ has been defined to allow the system to print a receipt when the client makes a payment.
  • 'Posting/Adjustment Codes Definition 1':
  • Note the ‘Code Definition’.
  • ‘Adjustment, Payment or Transfer’ = 'Payment'.
  • ‘Credit or Debit’ = 'Credit'.
  • ‘Is this a Credit Card or ACH Payment Code’ = 'No' or is blank.
  • After creating 'Posting/Adjustment Codes Definition 2', return to this code in ‘Edit’ mode and add a value of ‘Yes’ to ‘Generate Receipt’ and a value of 'Posting/Adjustment Codes Definition 2' to ‘Void Receipt Posting Code'.
  • 'Posting/Adjustment Codes Definition 2':
  • Note the ‘Code Definition’.
  • Adjustment, Payment or Transfer’ = 'Payment'.
  • ‘Credit or Debit’ = 'Debit'.
  • ‘Is This a Reversal Code’ = 'Yes’.
  • Which Pym/Adj Code Is This A Reversal For = 'Posting/Adjustment Codes Definition 1'.
  • 'Posting/Adjustment Codes Definition 3':
  • Note the ‘Code Definition’.
  • ‘Adjustment, Payment or Transfer’ = 'Payment'.
  • 'Credit or Debit’ = 'Credit'.
  • ‘Is this a Credit Card or ACH Payment Code’ = 'Credit Card Posting Code'.
  • After creating 'Posting/Adjustment Codes Definition 4', return to this code in ‘Edit’ mode and add a value of ‘Yes’ to ‘Generate Receipt’ and a value of 'Posting/Adjustment Codes Definition 4' to ‘Void Receipt Posting Code'.
  • 'Posting/Adjustment Codes Definition 4':
  • Note the ‘Code Definition’.
  • ‘Adjustment, Payment or Transfer’ = 'Payment'.
  • ‘Credit or Debit’ = 'Debit'.
  • ‘Is This a Reversal Code’ = 'Yes’.
  • Which Pym/Adj Code Is This A Reversal For = 'Posting/Adjustment Codes Definition 3'.
  • The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->->Enable Credit Card Processing.
  • The following registry setting has a value of ‘Service Code 1’: Avatar PM->Scheduling->Front Desk->->->Pre Payment Service Code.
  • The following registry setting has a value of 'Posting/Adjustment Codes Definition 1': Avatar PM->Scheduling->Front Desk->->->Pre Payment Default Posting Code.
  • The following registry setting has a value of 'Y': Avatar PM->Scheduling->Front Desk->->->Allow Using Front Desk With Scheduling Calendar.
  • The following registry setting has a value of '2': Avatar PM->Scheduling->Front Desk->->->Fields to Include.
  • Guarantors/Payors 1:
  • Does not have a ‘Financial Class’ of ‘Self Pay’.
  • The ‘Default Guarantor Plan’ has a value.
  • ‘Allow Customization of Guarantor Plan’ = 'Yes'.
  • ‘Default ‘Client Relationship to Subscriber’ in Financial Eligibility’ = 'Self'.
  • Guarantors/Payors 2:
  • Does have a ‘Financial Class’ of ‘Self Pay’.
  • The ‘Default Guarantor Plan’ has a value.
  • ‘Allow Customization of Guarantor Plan’ = 'No'.
  • ‘Default ‘Client Relationship to Subscriber’ in Financial Eligibility’ = 'Self'.
  • 'Client 1':
  • Is assigned ‘Guarantors/Payors 1’ in ‘Financial Eligibility’, which will be ‘Guarantor # 1.
  • ‘Customize Guarantor Plan’ = 'Yes'.
  • The customized plan has:
  • 'Deductible Type’ = 'Daily'.
  • ‘Deductible Amount’ = '10.00'.
  • ‘Covered Charge Categories’ = appropriate values.
  • Is assigned ‘Guarantors/Payors 2’ in ‘Financial Eligibility’, which will be ‘Guarantor # 2.
  • ‘Customize Guarantor Plan’ = 'No'.
  • Has an appointment scheduled on the current date.
  • 'Client 2':
  • Is assigned ‘Guarantors/Payors 1’ in ‘Financial Eligibility’, which will be ‘Guarantor # 1.
  • ‘Customize Guarantor Plan’ = 'Yes'.
  • The customized plan has:
  • 'Deductible Type’ = 'Daily'.
  • ‘Deductible Amount’ = '10.00'.
  • ‘Covered Charge Categories’ = appropriate values.
  • Is assigned ‘Guarantors/Payors 2’ in ‘Financial Eligibility’, which will be ‘Guarantor # 2.
  • ‘Customize Guarantor Plan’ = 'No'.
  • Has an appointment scheduled on the current date.
  • 'Client 3':
  • Is assigned ‘Guarantors/Payors 1’ in ‘Financial Eligibility’, which will be ‘Guarantor # 1.
  • ‘Customize Guarantor Plan’ = 'Yes'.
  • The customized plan has:
  • 'Deductible Type’ = 'Daily'.
  • ‘Deductible Amount’ = '10.00'.
  • ‘Covered Charge Categories’ = appropriate values.
  • Is assigned ‘Guarantors/Payors 2’ in ‘Financial Eligibility’, which will be ‘Guarantor # 2.
  • ‘Customize Guarantor Plan’ = 'No'.
  • Has an appointment scheduled on the current date.
Steps
  1. Open 'Front Desk'.
  2. Validate that 'Date' defaults to the current date.
  3. Select the desired 'Site'.
  4. Select 'Client 1' in 'Client Checking In'.
  5. Click [Select Schedules Service(s)].
  6. Select the desired appointment.
  7. Click [OK].
  8. Select the desired value in 'Notify Practitioner of Arrival'.
  9. Validate that 'Self Pay Amt. (e.g. Co-Pay) is $10.00
  10. Enter 10.00 in 'Expected Self Pay Amount Received At Check-In'.
  11. Validate that 'Posting Code' defaults to 'Posting/Adjustment Codes Definition 1'.
  12. Validate that [Pay With Credit Card]', 'Transaction Type' and 'Select Credit Card Device' are disabled.
  13. Select a 'Payment Location'.
  14. Click [File Check In].
  15. Validate that the form clears all client data.
  16. Validate that the calendar shows 'Client 1' with a checkmark, indicating a 'Checked In' status.
  17. Select 'Client 2' in 'Client Checking In'.
  18. Click [Select Schedules Service(s)].
  19. Select the desired appointment.
  20. Click [OK].
  21. Select the desired value in 'Notify Practitioner of Arrival'.
  22. Validate that 'Self Pay Amt. (e.g. Co-Pay) is $10.00
  23. Enter 10.00 in 'Expected Self Pay Amount Received At Check-In'.
  24. Validate that 'Posting Code' defaults to 'Posting/Adjustment Codes Definition 1'.
  25. Change the 'Posting Code' to 'Posting/Adjustment Codes Definition 3'.
  26. Validate 'Transaction Type' is enabled, required and defaults to 'Insert/Swipe Card'.
  27. Validate that 'Select Credit Card Device' is enabled and required.
  28. Validate that [Pay With Credit Card] is enabled.
  29. Select the desired device in 'Select Credit Card Device'.
  30. Click [Pay With Credit Card].
  31. Insert or swipe the credit card. A message will be received on the device when the transaction has reached a concluded state.
  32. A message will be received in the form. Possible messages are: 'Credit card payment posted.' and 'Payment was not approved'.
  33. Click [OK].
  34. Validate that the form clears all client data.
  35. Validate the receipt data if the payment was approved. The data will include 'Receipt #', 'Payment Amount' = 10.00, and 'Type of Payment' = 'Code Definition' of 'Posting/Adjustment Codes Definition 3', and other data.
  36. Validate no receipt is generated if the payment was not approved.
  37. Select 'Client 3' in 'Client Checking In'.
  38. Click [Select Schedules Service(s)].
  39. Select the desired appointment.
  40. Click [OK].
  41. Select the desired value in 'Notify Practitioner of Arrival'.
  42. Validate that 'Self Pay Amt. (e.g. Co-Pay) is $10.00
  43. Enter 10.00 in 'Expected Self Pay Amount Received At Check-In'.
  44. Validate that 'Posting Code' defaults to 'Posting/Adjustment Codes Definition 1'.
  45. Change the 'Posting Code' to 'Posting/Adjustment Codes Definition 3'.
  46. Select 'Manual Entry' in 'Transaction Type'.
  47. Validate that 'Select Credit Card Device' is disabled.
  48. Click [Pay With Credit Card].
  49. If the system is not configured to send production data through CareFabric, the message will be: 'This functionality is not supported in a non-production environment'.
  50. If the system is configured to send production data through CareFabric, manually enter the credit card information, consisting of the 'Card Number', 'Expiration Date' and 'CVV', in the popup window.
  51. Click [Send].
  52. A message will be received in the form. Possible messages are: 'Credit card payment posted.' and 'Payment was not approved'.
  53. Click [OK].
  54. Validate that the form clears all client data.
  55. Validate the receipt data if the payment was approved. The data will include 'Receipt #', 'Payment Amount' = 10.00, and 'Type of Payment' = 'Code Definition' of 'Posting/Adjustment Codes Definition 3', and other data.
  56. Validate no receipt is generated if the payment was not approved.
  57. Click [X].
  58. If desired, create a query of the SQL table: SYSTEM.billing_pay_adj_history. Validate the table for accuracy. For 'Client 3' the 'credit_card_token' field will contain a value.
Scenario 3: 'Scheduling Calendar' - Check In
Specific Setup:
  • Please review the 'Credit Card Processing' configuration guide which will be located on the Netsmart Wiki, in myAvatar, Avatar Training Guides.
  • ‘Credit Card Configuration’ has been used to create ‘Device 1’ as the ‘Back Office’ device used for ‘Manual Entry’ and ‘Device 2’ as the non-‘Back Office’ device used for swiping or inserting the credit card.
  • 'Service Code 1':
  • Configure a service code that will be used as the 'Pre Payment Service Code'.
  • The 'Group Code' and 'Covered Charge Category should both be non-billable.
  • There will be no 'Service Fee/Cross Reference Maintenance' record.
  • ‘Receipt Definition’ has been defined to allow the system to print a receipt when the client makes a payment.
  • 'Posting/Adjustment Codes Definition 1':
  • Note the ‘Code Definition’.
  • ‘Adjustment, Payment or Transfer’ = 'Payment'.
  • ‘Credit or Debit’ = 'Credit'.
  • ‘Is this a Credit Card or ACH Payment Code’ = 'No' or is blank.
  • After creating 'Posting/Adjustment Codes Definition 2', return to this code in ‘Edit’ mode and add a value of ‘Yes’ to ‘Generate Receipt’ and a value of 'Posting/Adjustment Codes Definition 2' to ‘Void Receipt Posting Code'.
  • 'Posting/Adjustment Codes Definition 2':
  • Note the ‘Code Definition’.
  • Adjustment, Payment or Transfer’ = 'Payment'.
  • ‘Credit or Debit’ = 'Debit'.
  • ‘Is This a Reversal Code’ = 'Yes’.
  • Which Pym/Adj Code Is This A Reversal For = 'Posting/Adjustment Codes Definition 1'.
  • 'Posting/Adjustment Codes Definition 3':
  • Note the ‘Code Definition’.
  • ‘Adjustment, Payment or Transfer’ = 'Payment'.
  • 'Credit or Debit’ = 'Credit'.
  • ‘Is this a Credit Card or ACH Payment Code’ = 'Credit Card Posting Code'.
  • After creating 'Posting/Adjustment Codes Definition 4', return to this code in ‘Edit’ mode and add a value of ‘Yes’ to ‘Generate Receipt’ and a value of 'Posting/Adjustment Codes Definition 4' to ‘Void Receipt Posting Code'.
  • 'Posting/Adjustment Codes Definition 4':
  • Note the ‘Code Definition’.
  • ‘Adjustment, Payment or Transfer’ = 'Payment'.
  • ‘Credit or Debit’ = 'Debit'.
  • ‘Is This a Reversal Code’ = 'Yes’.
  • Which Pym/Adj Code Is This A Reversal For = 'Posting/Adjustment Codes Definition 3'.
  • The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->->Enable Credit Card Processing.
  • The following registry setting has a value of ‘Service Code 1’: Avatar PM->Scheduling->Front Desk->->->Pre Payment Service Code.
  • The following registry setting has a value of 'Posting/Adjustment Codes Definition 1': Avatar PM->Scheduling->Front Desk->->->Pre Payment Default Posting Code.
  • The following registry setting has a value of 'Y': Avatar PM->Scheduling->Front Desk->->->Allow Using Front Desk With Scheduling Calendar.
  • The following registry setting has a value of '2': Avatar PM->Scheduling->Front Desk->->->Fields to Include.
  • Guarantors/Payors 1:
  • Does not have a ‘Financial Class’ of ‘Self Pay’.
  • The ‘Default Guarantor Plan’ has a value.
  • ‘Allow Customization of Guarantor Plan’ = 'Yes'.
  • ‘Default ‘Client Relationship to Subscriber’ in Financial Eligibility’ = 'Self'.
  • Guarantors/Payors 2:
  • Does have a ‘Financial Class’ of ‘Self Pay’.
  • The ‘Default Guarantor Plan’ has a value.
  • ‘Allow Customization of Guarantor Plan’ = 'No'.
  • ‘Default ‘Client Relationship to Subscriber’ in Financial Eligibility’ = 'Self'.
  • 'Client 1':
  • Is assigned ‘Guarantors/Payors 1’ in ‘Financial Eligibility’, which will be ‘Guarantor # 1.
  • ‘Customize Guarantor Plan’ = 'Yes'.
  • The customized plan has:
  • 'Deductible Type’ = 'Daily'.
  • ‘Deductible Amount’ = '10.00'.
  • ‘Covered Charge Categories’ = appropriate values.
  • Is assigned ‘Guarantors/Payors 2’ in ‘Financial Eligibility’, which will be ‘Guarantor # 2.
  • ‘Customize Guarantor Plan’ = 'No'.
  • Has an appointment scheduled on the current date.
  • 'Client 2':
  • Is assigned ‘Guarantors/Payors 1’ in ‘Financial Eligibility’, which will be ‘Guarantor # 1.
  • ‘Customize Guarantor Plan’ = 'Yes'.
  • The customized plan has:
  • 'Deductible Type’ = 'Daily'.
  • ‘Deductible Amount’ = '10.00'.
  • ‘Covered Charge Categories’ = appropriate values.
  • Is assigned ‘Guarantors/Payors 2’ in ‘Financial Eligibility’, which will be ‘Guarantor # 2.
  • ‘Customize Guarantor Plan’ = 'No'.
  • Has an appointment scheduled on the current date.
  • 'Client 3':
  • Is assigned ‘Guarantors/Payors 1’ in ‘Financial Eligibility’, which will be ‘Guarantor # 1.
  • ‘Customize Guarantor Plan’ = 'Yes'.
  • The customized plan has:
  • 'Deductible Type’ = 'Daily'.
  • ‘Deductible Amount’ = '10.00'.
  • ‘Covered Charge Categories’ = appropriate values.
  • Is assigned ‘Guarantors/Payors 2’ in ‘Financial Eligibility’, which will be ‘Guarantor # 2.
  • ‘Customize Guarantor Plan’ = 'No'.
  • Has an appointment scheduled on the current date.
Steps
  1. Open 'Scheduling Calendar'.
  2. Right click in the 'Appointment Grid' table in any available time slot for "Practitioner A".
  3. Select the appointment for 'Client 1'.
  4. Click [Check In].
  5. Validate the 'Scheduling Calendar - Check In' window is displayed.
  6. Validate that the 'Site', 'Client' 'Services To Check In', 'Practitioner' and 'Expected Self Pay Amount' fields display the correct information for 'Client 1'.
  7. Enter "10.00" in the 'Amount Received At Check In' field.
  8. Validate that 'Posting/Adjustment Codes Definition 1' displays in the 'Payment Code' field.
  9. Validate that 'Transaction 'Type' is disabled.
  10. Validate that 'Selected Credit Card Device' is disabled.
  11. Validate that [Pay With Credit Card] is disabled.
  12. Select the desired 'Payment Location' field.
  13. Click [Submit].
  14. Validate that a receipt was generated. Validate the receipt displays, that it includes a 'Receipt #', 'Payment Amount' = 10.00, and 'Type of Payment' = 'Code Definition' of 'Posting/Adjustment Codes Definition 1'.
  15. Validate the 'Appointment Grid' table contains the checked in appointment for 'Client 1'.
  16. Select the appointment for 'Client 2'.
  17. Click [Check In].
  18. Validate the 'Scheduling Calendar - Check In' window is displayed.
  19. Validate that the 'Site', 'Client' 'Services To Check In', 'Practitioner' and 'Expected Self Pay Amount' fields display the correct information for 'Client 1'.
  20. Enter "10.00" in the 'Amount Received At Check In' field.
  21. Validate that 'Posting/Adjustment Codes Definition 1' displays in the 'Payment Code' field.
  22. Set the 'Payment Code' to 'Posting/Adjustment Codes Definition 3'.
  23. Validate that 'Transaction 'Type' is enabled, required, and defaults to 'Insert/Swipe Card'.
  24. Validate that 'Selected Credit Card Device' is enabled and required.
  25. Validate that [Pay With Credit Card] is enabled.
  26. Select the desired device in 'Select Credit Card Device'.
  27. [Click Pay With Credit Card].
  28. Insert or swipe the credit card. A message will be received on the device when the transaction has reached a concluded state.
  29. A message will be received in the form. Possible messages are: 'Credit card payment posted.' and 'Payment was not approved'.
  30. Click [OK].
  31. Validate the receipt data if the payment was approved. The data will include 'Receipt #', 'Payment Amount' = 10.00, and 'Type of Payment' = 'Code Definition' of 'Posting/Adjustment Codes Definition 3', and other data.
  32. Validate that no receipt is generated if the 'CardConnect Payment' message was Payment was not approved'.
  33. Validate the 'Appointment Grid' table contains the checked in appointment for 'Client 2'.
  34. Select the appointment for 'Client 3'.
  35. Click [Check In].
  36. Validate the 'Scheduling Calendar - Check In' window is displayed.
  37. Validate that the 'Site', 'Client' 'Services To Check In', 'Practitioner' and 'Expected Self Pay Amount' fields display the correct information for 'Client 1'.
  38. Enter "10.00" in the 'Amount Received At Check In' field.
  39. Validate that 'Posting/Adjustment Codes Definition 1' displays in the 'Payment Code' field.
  40. Set the 'Payment Code' to 'Posting/Adjustment Codes Definition 3'.
  41. Set ' Transaction Type' to 'Manual Entry'.
  42. Validate that 'Select Credit Card Device' is disabled.
  43. Click [Pay With Credit Card].
  44. If the system is not configured to send production data through CareFabric, the message will be: 'This functionality is not supported in a non-production environment'.
  45. If the system is configured to send production data through CareFabric, manually enter the credit card information, consisting of the 'Card Number', 'Expiration Date' and 'CVV', in the popup window.
  46. Click [Send].
  47. A message will be received in the form. Possible messages are: 'Credit card payment posted.' and 'Payment was not approved'.
  48. Click [OK].
  49. Validate that the form clears all client data.
  50. Validate the receipt data if the payment was approved. The data will include 'Receipt #', 'Payment Amount' = 10.00, and 'Type of Payment' = 'Code Definition' of 'Posting/Adjustment Codes Definition 3', and other data.
  51. Validate no receipt is generated if the payment was not approved.
  52. Validate the 'Appointment Grid' table contains the checked in appointment for 'Client 3'.
  53. Click [Dismiss].
Topics
• Credit Card Processing
Document Routing Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup
  • Ambulatory Progress Notes
  • Clinical Document Viewer
  • HomeView - My To Do's widget
  • HomeView.My To Do's
  • Registry Settings
Scenario 1: Document Routing Setup - Field Validation
Specific Setup:
  • Have form "Document Management Definition" populated and submitted.
Steps
  1. Open form "Document Routing Setup".
  2. Select "Avatar CWS" in the "Application" drop down list.
  3. Click [Select Form].
  4. Select a form from the "Select a form to enable Document Routing" drop down list.
  5. Click [Select Type].
  6. Select a form type.
  7. Click [OK].
  8. Set "Create Document Only" to "No".
  9. Set "Skip Display of Document Image" to "Yes".
  10. Validate "Skip Password Entry" field is disabled. The password prompt will be automatically skipped when "Skip Display of Document Image" equals "Yes".
  11. Set "Enable Document Routing" to "Yes".
  12. Select a void reason from the "Void Reason Code" drop down list.
  13. Set "Allow Notifications When Final" to "Yes".
  14. Check the "Approver List Defaults" checkboxes.
  15. Click [File].
  16. Validate the form files successfully.
  17. Open form "Document Routing Setup".
  18. Select "Avatar CWS" in the "Application" drop down list.
  19. Click [Select Form].
  20. Select a form from the "Select a form to enable Document Routing" drop down list.
  21. Click [Select Type].
  22. Select a form type.
  23. Click [OK].
  24. Set "Create Document Only" to "No".
  25. Set "Skip Display of Document Image" to "No".
  26. Set "Skip Password Entry" to "No".
  27. Set "Enable Document Routing" to "Yes".
  28. Select a void reason from the "Void Reason Code" drop down list.
  29. Set "Allow Notifications When Final" to "Yes".
  30. Check the "Approver List Defaults" checkboxes.
  31. Click [File].
  32. Validate the form files successfully.
  33. Open form "Document Routing Setup".
  34. Select "Avatar CWS" in the "Application" drop down list.
  35. Click [Select Form].
  36. Select a form from the "Select a form to enable Document Routing" drop down list.
  37. Click [Select Type].
  38. Select a form type.
  39. Click [OK].
  40. Set "Create Document Only" to "No".
  41. Set "Skip Display of Document Image" to "Yes".
  42. Set "Skip Password Entry" to "No".
  43. Set "Enable Document Routing" to "Yes".
  44. Select a void reason from the "Void Reason Code" drop down list.
  45. Set "Allow Notifications When Final" to "Yes".
  46. Check the "Approver List Defaults" checkboxes.
  47. Click [File].
  48. Validate the form files successfully.
Scenario 2: Ambulatory Progress Notes - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Ambulatory Progress Notes" form.
Steps
  1. Open the "Ambulatory Progress Notes" form.
  2. Create and route a progress note to an approver.
  3. Sign on as the approver.
  4. Locate the document in the approver's "My To Do's" widget.
  5. Click on "Approve Document".
  6. Click on "Reject" to send the document back to the author.
  7. Sign on as the author of the document.
  8. Validate that the document is back in the author's "My To Do's" widget.
  9. Open the "Ambulatory Progress Notes" form.
  10. Create and route a note to an approver.
  11. Sign on as the approver.
  12. Locate the document in the approver's "My To Do's" widget.
  13. Click on "Approve Document".
  14. Click "Accept".
  15. Enter the approver's password.
  16. Open the "Clinical Document Viewer" form.
  17. Select the document that was just routed/finalized.
  18. Validate that the document displays.
  19. Open the "Document Routing Setup" form.
  20. Set "Skip Display of Document Image" to "Yes".
  21. Set "Skip Password Entry" to "Yes".
  22. Click "Submit".
  23. Open the "Ambulatory Progress Notes" form.
  24. Create a progress note.
  25. Set the "Draft/Final" field to "Final".
  26. Click "Submit".
  27. Validate the process completes without displaying the document image and skips the password prompt.
  28. Open "Clinical Document Viewer".
  29. Validate the document that was just filed displays.
  30. Validate the document has an electronic signature.
Scenario 3: Inpatient Progress Notes - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Inpatient Progress Notes" form.
  • Tester must select a client for testing who has an inpatient episode.
Steps
  1. Open the "Inpatient Progress Notes" form.
  2. Create and route a progress note to an approver.
  3. Sign on as the approver.
  4. Locate the document in the approver's "My To Do's" widget.
  5. Click on "Approve Document".
  6. Click on "Reject" to send the document back to the author.
  7. Sign on as the author of the document.
  8. Validate that the document is back in the author's "My To Do's" widget.
  9. Open the "Inpatient Progress Notes" form.
  10. Create and route a note to an approver.
  11. Sign on as the approver.
  12. Locate the document in the approver's "My To Do's" widget.
  13. Click on "Approve Document".
  14. Click "Accept".
  15. Enter the approver's password.
  16. Open the "Clinical Document Viewer" form.
  17. Select the document that was just routed/finalized.
  18. Validate that the document displays.
  19. Open the "Document Routing Setup" form.
  20. Set "Skip Display of Document Image" to "Yes".
  21. Set "Skip Password Entry" to "Yes".
  22. Click "Submit".
  23. Open the "Inpatient Progress Notes" form.
  24. Create a progress note.
  25. Set the "Draft/Final" field to "Final".
  26. Click "Submit".
  27. Validate the process completes without displaying the document image and skips the password prompt.
  28. Open "Clinical Document Viewer".
  29. Validate the document that was just filed displays.
  30. Validate the document has an electronic signature.
Scenario 4: Document Routing - Limit users who can be approvers and notifiers for documents
Specific Setup:
  • Select an Avatar User for this test. Designate who they can route documents as notifications to and who can approve their documents. Use the "User Definition" form to set up the approvers/notifiers.
  • Designate one other staff to be an approver.
  • Designate a different staff to be a notifier.
  • Designate another staff to be both an approver and a notifier.
  • Create a new User ID and don't associate with a staff member in User Definition. Designate this person a non-staff member.
Steps
  1. Open the "Treatment Plan" form.
  2. Fill out required fields and mark the plan as "Final".
  3. Review the image display.
  4. Set "Password" to the User ID's password.
  5. Click [OK].
  6. Validate that user(s) who are designated an approver are preselected and marked as an approver.
  7. Validate that user(s) designated as notifiers are preselected and marked on the form.
  8. Validate that you can only select the approvers that are designated for this user in "Add Approver".
  9. Validate that only user(s) who are designated as notifiers can be selected in "Add Users to Notify when Final".
  10. Click [Submit].
  11. Log into to Avatar as the User ID who was the designated approver.
  12. Navigate to the "My To Do" widget.
  13. Click the "Approve Document" To Do generated when the plan was filed.
  14. Click "Accept" and provider the User's password.
  15. Log in as the user who was designated a notifier.
  16. Validate that a "Review To Do Item" To Do is sent to the user who was designated the notifier.
  17. Open "Clinical Document Viewer".
  18. Validate the form that was just filed displays.
  19. Open the "Registry Settings" form.
  20. Enable the setting "Allow Sending Notifications to Non Staff Members".
  21. Open the "Treatment Plan" form.
  22. Create and finalize a treatment plan.
  23. Validate the image displays and enter the password of the User ID.
  24. Click [OK].
  25. Set "Add Approvers" To a non staff member.
  26. Validate that it won't return anything in the search. Non Staff members can't be approvers.
  27. Set "Add Approvers" to a valid approver.
  28. Set "Add Users To Notify When Final" to a staff member.
  29. Validate that it allows this.
  30. Set "Add User to Notify When Final" to a non staff member.
  31. Validate that this is allowed.
  32. Click [Submit].
  33. Open the "Treatment Plan" form.
  34. Fill out required fields and mark the plan as "Final".
  35. Review the image display.
  36. Set "Password" to the User ID's password.
  37. Click [OK].
  38. Click [Submit].
  39. Log into to Avatar as the User ID who was the designated approver.
  40. Navigate to the "My To Do" widget.
  41. Click the "Approve Document" To Do generated when the plan was filed.
  42. Click "Accept" and provider the User's password.
  43. Log in as the user who was designated a notifier.
  44. Validate that a "Review To Do Item" To Do is sent to the user who was designated the notifier.
  45. Open "Clinical Document Viewer".
  46. Validate the form that was just filed displays.
Scenario 5: Document Routing - Limit who can be approvers and notifiers in user roles
Specific Setup:
  • Select an Avatar User Role for this test. Designate who they can route documents as notifications to and who can approve their documents. Use the "User Role Definition" form to set up the approvers/notifiers.
  • Create a new staff member and assign them to this user role.
  • Designate one other staff to be an approver
  • Designate a different staff to be a notifier.
  • Designate another staff to be both an approver and a notifier.
Steps
  1. Open the "Treatment Plan" form.
  2. Fill out required fields and mark the plan as "Final".
  3. Review the image display.
  4. Set "Password" to the User ID's password.
  5. Click [OK].
  6. Validate that user(s) who are designated an approver are preselected and marked as an approver.
  7. Validate that user(s) designated as notifiers are preselected and marked on the form.
  8. Validate that you can only select the approvers that are designated for this user in "Add Approver".
  9. Validate that only user(s) who are designated as notifiers can be selected in "Add Users to Notify when Final".
  10. Click [Submit].
  11. Log into to Avatar as the User ID who was the designated approver.
  12. Navigate to the "My To Do" widget.
  13. Click the "Approve Document" To Do generated when the plan was filed.
  14. Click "Accept" and provider the User's password.
  15. Log in as the user who was designated a notifier.
  16. Validate that a "Review To Do Item" To Do is sent to the user who was designated the notifier.
  17. Open "Clinical Document Viewer".
  18. Validate the form that was just filed displays.
  19. Open the "Registry Settings" form.
  20. Enable the setting "Allow Sending Notifications to Non Staff Members".
  21. Open the "Treatment Plan" form.
  22. Create and finalize a treatment plan.
  23. Validate the image displays and enter the password of the User ID.
  24. Click [OK].
  25. Set the "Add Approvers" field to a non staff member.
  26. Validate that it won't return anything in the search. Non Staff members can't be approvers.
  27. Set "Add Approvers" to a valid approver.
  28. Set "Add Users To Notify When Final" to a staff member.
  29. Validate that it allows this.
  30. Set "Add User to Notify When Final" to a non staff member.
  31. Validate that this is allowed.
  32. Click [Submit].
  33. Open the "Treatment Plan" form.
  34. Fill out required fields and mark the plan as "Final".
  35. Review the image display.
  36. Set "Password" to the User ID's password.
  37. Click [OK].
  38. Click [Submit].
  39. Log into to Avatar as the User ID who was the designated approver.
  40. Navigate to the "My To Do" widget.
  41. Click the "Approve Document" To Do generated when the plan was filed.
  42. Click "Accept" and provider the User's password.
  43. Log in as the user who was designated a notifier.
  44. Validate that a "Review To Do Item" To Do is sent to the user who was designated the notifier.
  45. Open "Clinical Document Viewer".
  46. Validate the form that was just filed displays.
Topics
• myAvatar NX Only • Progress Notes
"My Clients" widget - active client display
Scenario 1: 'My Clients' Widget - ''Active" client display
Specific Setup:
  • Have one or more clients with appointments filed in the "Scheduling Calendar" for the current date for a site
  • Log in as the staff member with the appointments
Steps
  1. On the myAvatar Home View, click on the "Site" tab in the "My Clients" widget.
  2. Select the "Site" from the "Search" drop down list field. This will be any site that has appointments scheduled for the current date as in the SetUp/Permissions above.
  3. Verify the clients with appointments on the current date for the selected site are displayed.
  4. Select any client
  5. Click the "Client" tab
  6. Validate the client selected in the site tab is selected is now in the current tab
  7. While on the "Client" tab, select a different client that has an appointment in the same site
  8. Click to "Site" tab
  9. Validate the client is selected on the Site tab
Topics
• Widgets
Order Entry Console - Lab Order - First Collect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Order Entry Console - Lab Orders - First Collect
Specific Setup:
  • A Lab type order code (Order Code A) must be configured with a 'Daily' default frequency code that has 'Administration Time(s)' selected
Steps
  1. Access the Order Entry Console for Client A.
  2. Set the 'New Order' field to "Order Code A".
  3. Validate the 'First Collect - Date' field is equal to the current date.
  4. Validate the 'First Collect - Time' field is equal to the administration time configured in the 'Frequency Code Setup' form.
  5. Set the 'Duration' field to "5".
  6. Click [Days].
  7. Click [Add to Scratchpad].
  8. Click [Sign].
  9. Validate the 'Order' grid contains the order created.
Topics
• Order Entry Console
Default of fields not in Order Details if configured in Order Code Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Order Group dialog
  • Order Entry Console - My Favorites dialog
Scenario 1: Default Quantity and Quantity Unit in the 'Order Entry Console(Orders This Episode section) - individual orders - non-external pharmacy mode
Specific Setup:
  • Must have an order code for every 'Order Type Category' that has a 'Default Qty' and 'Default Qty Unit'. This can be set up in 'Order Code Setup'. They are in the following format: (Order Code ? = Order Code Description = Order Type Category)
  • Order Code A = Pharmacy
  • Order Code B = WNV = Lab
  • Order Code C = Cat Scan = Imaging
  • Order Code D = Chest X-ray = X-ray
  • Order Code E = Full Liquid Diet = Dietary
  • Order Code F = Diabetic Diet = Dietary-oral
  • Order Code G = Dietary Tube Feeding
  • Order Code H = Family Therapy = Not Applicable
  • Order Code I = DNR = Advanced Directive
  • A client must have an active inpatient episode whose 'Program' or 'Unit' is not set up in the 'External Pharmacy Setup' form. (Client A).
Steps
  1. Select any client and access the 'Order Entry Console'.
  2. Set the 'New Order' field to "Order Code A".
  3. Click [Add to Scratchpad].
  4. Validate that the order description of Order Code A is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  5. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  6. Set the 'New Order' field to "Order Code B".
  7. Click [Add to Scratchpad].
  8. Validate that the order description of Order Code B is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  9. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  10. Set the 'New Order' field to "Order Code C".
  11. Click [Add to Scratchpad].
  12. Validate that the order description of Order Code C is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  13. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  14. Set the 'New Order' field to "Order Code D".
  15. Click [Add to Scratchpad].
  16. Validate that the order description of Order Code D is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  17. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  18. Set the 'New Order' field to "Order Code E".
  19. Click [Add to Scratchpad].
  20. Validate that the order description of Order Code E is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  21. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  22. Set the 'New Order' field to "Order Code F".
  23. Click [Add to Scratchpad].
  24. Validate that the order description of Order Code F is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  25. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  26. Set the 'New Order' field to "Order Code G".
  27. Click [Add to Scratchpad].
  28. Validate that the order description of Order Code G is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  29. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  30. Set the 'New Order' field to "Order Code H".
  31. Click [Add to Scratchpad].
  32. Validate that the order description of Order Code H is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  33. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  34. Set the 'New Order' field to "Order Code I".
  35. Click [Add to Scratchpad].
  36. Validate that the order description of Order Code I is followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  37. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
Scenario 2: Order Group - Default Quantity and Quantity Unit - all Order Type Categories
Specific Setup:
  • Must have an order Group (Order Group A) that has one order code for every 'Order Type Category' that has a 'Default Qty' and 'Default Qty Unit'. This can be set up in 'Order Group Setup'. They are in the following format: (Order Code ? = Order Code Description = Order Type Category).
  • Order Code A = Pharmacy
  • Order Code B = WNV = Lab
  • Order Code C = Cat Scan = Imaging
  • Order Code D = Chest X-ray = X-ray
  • Order Code E = Full Liquid Diet = Dietary
  • Order Code F = Diabetic Diet = Dietary-oral
  • Order Code G = Dietary Tube Feeding
  • Order Code H = Family Therapy = Not Applicable
  • Order Code I = DNR = Advanced Directive
Steps
  1. Select any client and access the 'Order Entry Console'.
  2. Set the 'New Order' field to "Order Group A".
  3. Validate that the 'Order Group' dialog is displayed.
  4. Click [Select All].
  5. Click [Add to Scratchpad].
  6. Validate that the 'Scratchpad' contains 9 orders.
  7. Validate that the order description of all order codes are followed by the 'Default Quantity' and 'Default Quantity Unit' in the 'Order' column.
  8. Select all orders in the 'Scratchpad' and click [Remove from Scratchpad].
Scenario 3: Order Group - Default Quantity and Quantity Unit - all Order Type Categories - non-external pharmacy mode - My favorites
Specific Setup:
  • Must have an order Group (Order Group A) that has one order code for every 'Order Type Category' that has a 'Default Qty' and 'Default Qty Unit'. This can be set up in 'Order Group Setup'. They are in the following format: (Order Code ? = Order Code Description = Order Type Category)
  • Order Code A = Pharmacy
  • Order Code B = WNV = Lab
  • Order Code C = Cat Scan = Imaging
  • Order Code D = Chest X-ray = X-ray
  • Order Code E = Full Liquid Diet = Dietary
  • Order Code F = Diabetic Diet = Dietary-oral
  • Order Code G = Dietary Tube Feeding
  • Order Code H = Family Therapy = Not Applicable
  • Order Code I = DNR = Advanced Directive
  • A client must have an active episode whose program is not set up in the 'External Pharmacy Setup' form. (Client A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click [My Favorites].
  3. Validate that the 'My Favorites' dialog is displayed.
  4. Set the 'Order Search' field to "Order Group A".
  5. Click [Add to Favorites].
  6. Validate that "Order Group A" is displayed under 'Favorites'.
  7. Check the checkbox for "Order Group A" and click [Add to Scratchpad].
  8. Validate that the 'Scratchpad' contains 9 new orders.
  9. Validate that the order description is followed by the 'Default Quantity' and 'Default Quantity Unit' in the 'Order' column for all orders.
  10. Select all orders and click [Remove from Scratchpad].
Scenario 4: Default Quantity and Quantity Unit in the 'Order Entry Console(Orders This Episode section) - individual orders - external pharmacy mode
Specific Setup:
  • Must have an order code for every 'Order Type Category' that has a 'Default Qty' and 'Default Qty Unit'. This can be set up in 'Order Code Setup'. They are in the following format: (Order Code ? = Order Code Description = Order Type Category)
  • Order Code A = Pharmacy
  • Order Code B = WNV = Lab
  • Order Code C = Cat Scan = Imaging
  • Order Code D = Chest X-ray = X-ray
  • Order Code E = Full Liquid Diet = Dietary
  • Order Code F = Diabetic Diet = Dietary-oral
  • Order Code G = Dietary Tube Feeding
  • Order Code H = Family Therapy = Not Applicable
  • Order Code I = DNR = Advanced Directive
  • A client must have an active inpatient episode whose 'Program' or 'Unit' is set up in the 'External Pharmacy Setup' form. (Client A).
Steps
  1. Select any client and access the 'Order Entry Console'.
  2. Set the 'New Order' field to "Order Code A".
  3. Click [Add to Scratchpad].
  4. Validate that the order description of Order Code A followed by the 'Dose Unit' are displayed in the 'Order' column.
  5. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  6. Set the 'New Order' field to "Order Code B".
  7. Click [Add to Scratchpad].
  8. Validate that the order description of Order Code B followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  9. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  10. Set the 'New Order' field to "Order Code C".
  11. Click [Add to Scratchpad].
  12. Validate that the order description of Order Code C followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  13. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  14. Set the 'New Order' field to "Order Code D".
  15. Click [Add to Scratchpad].
  16. Validate that the order description of Order Code D followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  17. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  18. Set the 'New Order' field to "Order Code E".
  19. Click [Add to Scratchpad].
  20. Validate that the order description of Order Code E followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  21. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  22. Set the 'New Order' field to "Order Code F".
  23. Click [Add to Scratchpad].
  24. Validate that the order description of Order Code F followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  25. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  26. Set the 'New Order' field to "Order Code G".
  27. Click [Add to Scratchpad].
  28. Validate that the order description of Order Code G followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  29. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  30. Set the 'New Order' field to "Order Code H".
  31. Click [Add to Scratchpad].
  32. Validate that the order description of Order Code H followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  33. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  34. Set the 'New Order' field to "Order Code I".
  35. Click [Add to Scratchpad].
  36. Validate that the order description of Order Code I followed by the 'Default Quantity' and 'Default Quantity Unit' are displayed in the 'Order' column.
  37. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
Scenario 5: Default Quantity and Quantity Unit in the Order Entry Console(Orders This Episode section) - non-external pharmacy mode - My favorites
Specific Setup:
  • Must have an order code for every 'Order Type Category' that has a 'Default Qty' and 'Default Qty Unit'. This can be set up in 'Order Code Setup'. They are in the following format: (Order Code ? = Order Code Description = Order Type Category).
  • Order Code A = Pharmacy
  • Order Code B = WNV = Lab
  • Order Code C = Cat Scan = Imaging
  • Order Code D = Chest X-ray = X-ray
  • Order Code E = Full Liquid Diet = Dietary
  • Order Code F = Diabetic Diet = Dietary-oral
  • Order Code G = Dietary Tube Feeding
  • Order Code H = Family Therapy = Not Applicable
  • Order Code I = DNR = Advanced Directive
  • All of the above Order Codes must be added to 'My favorites'.
  • A client must have an active inpatient episode whose 'Program' or 'Unit' is not set up in the 'External Pharmacy Setup' form. (Client A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click the 'My Favorites' link.
  3. Validate that the 'My Favorites' dialog is displayed.
  4. Select all order codes.
  5. Click [Add to Scratchpad].
  6. Validate that the 'Scratchpad' contains 9 orders.
  7. Validate that the order description of all order codes are followed by the 'Default Quantity' and 'Default Quantity Unit' in the 'Order' column.
  8. Select all orders in the 'Scratchpad' and click [Remove from Scratchpad].
Scenario 6: Default Quantity and Quantity Unit in the Order Entry Console(Orders This Episode section) - external pharmacy mode - My favorites
Specific Setup:
  • Must have an order code for every 'Order Type Category' that has a 'Default Qty' and 'Default Qty Unit'. This can be set up in 'Order Code Setup'. They are in the following format: (Order Code ? = Order Code Description = Order Type Category).
  • Order Code A = Pharmacy
  • Order Code B = WNV = Lab
  • Order Code C = Cat Scan = Imaging
  • Order Code D = Chest X-ray = X-ray
  • Order Code E = Full Liquid Diet = Dietary
  • Order Code F = Diabetic Diet = Dietary-oral
  • Order Code G = Dietary Tube Feeding
  • Order Code H = Family Therapy = Not Applicable
  • Order Code I = DNR = Advanced Directive
  • All of the above Order Codes must be added to 'My favorites'.
  • A client must have an active inpatient episode whose 'Program' or 'Unit' is set up in the 'External Pharmacy Setup' form. (Client A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click the 'My Favorites' link.
  3. Validate that the 'My Favorites' dialog is displayed.
  4. Select all order codes.
  5. Click [Add to Scratchpad].
  6. Validate that the 'Scratchpad' contains 9 orders.
  7. Validate that the order description of Order Code A is followed by the 'Dose Unit' in the 'Order' column.
  8. Validate that the order description of all other order codes are followed by the 'Default Quantity' and 'Default Quantity Unit' in the 'Order' column.
  9. Select all orders in the 'Scratchpad' and click [Remove from Scratchpad].
Topics
• Ask on Order Entry questions • Order Entry Console
Clinical Document Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart Review
  • Clinical Document Viewer
Scenario 1: Validate document printing
Specific Setup:
  • Have multiple documents on file on the system. For example, up to a hundred or more documents
Steps
  1. Open the "Clinical Document Viewer" form.
  2. Select a client with the document
  3. Click [Process]
  4. On the "Results" tab, select the first document from the document list.
  5. Click "CTRL+A"
  6. Validate all the "Print" boxes for the documents below the first document row are now checked
  7. Click "Print Selected"
  8. Select a printer from the "Print" dialog box
  9. Click "Print"
  10. Validate all the document selected have printed, as expected.
  11. Open "Chart Review" for the same client
  12. Navigate to the "Chart" tab.
  13. Select the category under documents.
  14. Select the first document from the document list
  15. Click "CTRL+A"
  16. Validate all the "Print" boxes for the documents below the first document row are now checked
  17. Click "Print Selected".
  18. Select a printer from the "Print" dialog box
  19. Click "Print"
  20. Validate all the document selected have printed, as expected.
Topics
• Clinical Document Viewer
Spreadsheet Remittance Posting Form - 'Trans Guar' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Spreadsheet Batch Remittance Posting
Scenario 1: Validate fields added with "Client Lookup/Header Configuration Manager" to display in the "Client Header"
Specific Setup:
  • Have a client with fields, "Address Street 1", "City", "State" and "Zip Code" populated in form "Update Client Data"
  • In form "Client Lookup/Header Configuration Manager" have the "Address" field added in the "Client Header" section of the form
Steps
  1. Select the client
  2. Right click on the client name in the "Recent Clients" list
  3. Click "Display Chart"
  4. In the "Client Header" section, place the mouse over the "Address" field
  5. Validate the pop up text box displays the full address, including the "Zip Code".
Scenario 2: Spreadsheet Batch Remittance Processing' form - field validations
Specific Setup:
  • An existing client is identified.
  • Two guarantors are assigned to the client and coverage effective date is populated.
  • 5-6 services are rendered to the client and distributed to the primary guarantor. The service dates are covered in the coverage effective range.
  • An Interim Billing Batch is created for the client that includes services distributed to the guarantor.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the description in the 'Batch Description' field.
  4. Select the interim billing batch created in setup section in the Interim Batch Number field.
  5. Click [Launch Work Screen].
  6. Hover over the 'Transfer Guar' field for any row.
  7. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
Topics
• Spreadsheet Remittance Posting
Recent Client List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - my Clients
  • HomeView.Recent Clients
Scenario 1: Validate "Recent Clients" list - functionality
Steps
  1. Search for a client in the "Search Clients" search field
  2. Select that client in the "Recent Clients" list [ClientA]
  3. Open any client based form for [ClientA]
  4. Close the form
  5. Right-click in the "Recent Client"s list and remove [ClientA] from the list.
  6. Search and select a different client. [ClientB]
  7. Open any client based form for [ClientB]
  8. Close the form
  9. Validate only [ClientB] just selected is in the "Recent Clients" list
  10. Search and select another client. [ClientC]
  11. Open any client based form for [ClientC]
  12. Close the form
  13. Validate the "Recent Clients" list contains the last two clients selected, [ClientB] and [ClientC]
  14. Right-click in the "Recent Client"s list and remove both clients from the list.
  15. Search and select a different client. [ClientD]
  16. Open any client based form for [ClientD]
  17. Close the form
  18. Validate none of the other clients that had been removed from "Recent Clients" list are displayed
  19. Validate [ClientD] just selected, is in the "Recent Clients" list
Topics
• Widgets
Document Routing - "Acknowledgement" To Do's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Acknowledge Document
  • Add New Staff Members to Acknowledge
  • Document Routing Setup
  • HomeView - My To Do's widget
Scenario 1: Validate form "Progress Notes (Group and Individual)" for document routing
Specific Setup:
  • Have "Progress Notes (Group and Individual)" set up in form "Document Routing Setup" that includes the following fields values set:
  • Have the field "Acknowledgment Allowed" set to "Yes"
  • Have the field "Verification Level of Acknowledgment" set to "Warn User if Acknowledgement is missing". (This will display a verification "Alert" and warn a user when they launch a specific form(s), that an acknowledgment To Do is waiting for acknowledgment in their To D list)
  • In the "Forms to error when accessed" field, select a form [FormB], that will display the verification "Alert" when the user opens that form and there's an acknowledgment To Do in their To Do list waiting for review.
  • Have three users. [UserA], [UserB] and [UserC]
  • For users [UserA] and [UserB] in form "User Definition", or "User Role Definition" if assigned to a role, have the field "Verification Level of Acknowledgment" set to "Warn User if Acknowledgement is missing"
  • For user [UserC], in form "User Definition" or "User Role Definition" if assigned to a role, have the field "Verification Level of Acknowledgment" set to "Disallow User if Acknowledgement is Missing". [Please Note: the field value set "Verification Level of Acknowledgment" here for a user, will override the same setting set for a particular form in form "Document Routing Setup"]
  • Have a console widget created for [FormA] using form "Console Widget Configuration" and add that widget to the user's home view
  • Have the "Console Widget Viewer" widget and the "My To Do's" widget added to the users home view
  • Have registry setting "Display Document Routing Status on Chart Items" set to "Y"
  • Log in as [UserA]
Steps
  1. Open the form "Progress Notes (Group and Individual)"
  2. Populate the "Select Client" field
  3. Select an episode from the "Select Episode" field
  4. Select "Independent Note" in the "Progress Note For" field
  5. Populate the "Notes" field
  6. Select a note type from the "Note Type" field
  7. Set the "Draft/Final" field to "Final"
  8. Click [File Note]
  9. Validate the document displays successfully
  10. At the "Route Document To" screen, select [UserA] as an "Approver" in the "Add Approver" box. (Note: upon the approver accepting the document, a To Do is created for all acknowledgers)
  11. In the "Add Members to Acknowledge:" box, search for [UserB]
  12. Click [Add] button
  13. Validate the user is added to the acknowledge list and the checkbox for the user is populated
  14. Click [Submit].
  15. Open form "Add New Staff Members to Acknowledge"
  16. In the "Client ID" field, select the same client selected in step 2
  17. In the "Form Name" column, select the "Progress Notes (Group and Individual)"
  18. In the document column, select the document submitted in step 14
  19. In the "Staff Member" select field, select [UserB] and click [Add Staff Member]
  20. Validate an error message is received indicating the user has already been sent an acknowledgment To Do
  21. Click [OK]
  22. In the "Staff Member" select field, select [UserC] and click [Add Staff Member]
  23. Validate the staff member is populated in the "New Staff Members to Acknowledge" box
  24. Click [Submit]
  25. At the home view in the "My To Do's" widget, click the [Approve Document] button to approve the To Do just sent
  26. Click [Accept]
  27. Populate the "Verify Password" prompt with a password and click [OK]
  28. Validate the To Do is no longer in the To Do list
  29. Validate an "Acknowledgement" To Do is now present in the list
  30. On the desktop, locate the console widget created
  31. In the widget, locate the row just submitted for the document and click the [View] button next to the form name
  32. Validate the data displayed in "Console Widget Viewer" widget is as expected
  33. Validate in the "Document Routing" section of document, that any acknowledgers sent a To Do during the document routing process, are listed with their name and their acknowledgment status. For example: "John Smith (Pending Acknowledgment)"
  34. Open [FormA] and select the same client and episode
  35. Validate a "Verification Acknowledgment" warning message displayed stating: "The following form has an acknowledgment that has not been addressed. Please provide a reason for not acknowledging.
  36. Populate the text box with a reason
  37. Click [OK]
  38. Validate the user is brought to the pre-display screen to add or edit a new row
  39. Close the form to return to the homeview
  40. Select [FormB] and select the same client and episode
  41. Validate a "Verification Acknowledgment" warning message displayed stating: "The following form has an acknowledgment that has not been addressed. Please provide a reason for not acknowledging". [Form Name is displayed] with a text box to populate the reason
  42. Populate the text box and click the [OK] button
  43. Validate the user is brought to the pre-display screen to add or edit a new row
  44. Close the form to return to the homeview.
  45. Open form "Document Routing Setup"
  46. Select the form used for document routing in the previous steps
  47. Set field "Verification Level of Acknowledgment" set to "Disallow User if Acknowledgement" is missing. (This will display a verification error type "alert" that an acknowledgment To Do is waiting for acknowledgment in their To Do list)
  48. Click [Submit]
  49. Repeat steps 34 thru 41, validating that this time a "Verification Acknowledgment" error message is displayed blocking access, that states: The following form has an acknowledgment that has not been addressed. Please acknowledge this form before proceeding. [Form Name is displayed]
  50. At the home view, in the To Do list under the "Action" click the "Acknowledge Document" link for the form routed in step 14
  51. Click "Acknowledge Document"
  52. Validate the "Acknowledge Document" tiff image is displayed
  53. Validate all other data on the image is as expected and at the bottom of the tiff image there's a line that indicates: "Electronically Acknowledged by: <Staff Name> on <Date>". Validate the staff name and date are expected
  54. Click the [Acknowledge] button
  55. Populate the "Verify Password Prompt" with a password
  56. Click "OK".
  57. Repeat steps 34 thru 41
  58. Validate this time there are no verification alerts, since now there are no acknowledgment To Do's waiting to be acknowledged
  59. Log in as [UserB]
  60. Repeat step 50 thru 58, validate that "Verification Acknowledgement" warning alert and then an error alert was received opening the forms but then cleared once the acknowledgment is acknowledged
  61. Log in as [UserC]
  62. Repeat step 50 thru 58, validate that only a "Verification Acknowledgement" error alert was received for this user both times, since the user's definition was set in the set up to receive error alerts and this overrides the "Document Routing Setup" setting for a form, as expected
Topics
• Progress Notes
Middleware - JxBrowser
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.URL Widget
  • HomeView.URL/Post Widget
Scenario 1: Validate URL type Widgets on HomeView
Specific Setup:
  • Have "URL" widget [WidgetA] defined that has a URL that will take a user to a "Microsoft Authentication" page website login (for example a "Microsoft Sharepoint" login page)
  • Have a second widget [WidgetB] defined as a "URL/Post" widget, that will pass the "PATID" of a client selected on the home view to the website designated in the widget
  • Have a third widget [WidgetC] defined as a "URL/Post" widget a "Http://" type URL link to an "internal" network server. For example a "POV" type widget
  • Have all widgets placed on the user's home view
Steps
  1. Navigate to the [WidgetA] widget
  2. Click the 'refresh' button
  3. Validate that the website defined in widget is displayed, as expected
  4. In the "Search Clients" field, select a client
  5. Navigate to the [WidgetB] widget
  6. Click the 'refresh' button
  7. Validate that the website defined in widget is displayed, as expected
  8. Validate the widget displays the "PATID" of the client selected within the widget results
  9. In the "Search Clients" field, select a different client
  10. Navigate to the [WidgetB] widget again
  11. Click the 'refresh' button
  12. Validate that the website defined in widget is displayed, as expected
  13. Validate the widget displays the "PATID" of the client selected within the widget results
  14. Navigate to the [WidgetC] widget
  15. Click the 'refresh' button
  16. Validate that the website defined in widget is displayed, as expected
Topics
• URL Widget
Taper/Titrate - Calendar
Topics
n/a
Discontinuing an eRX order - eRX available in output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Final Review dialog
  • Order Entry Console - Interactions dialog
Scenario 1: Discontinuing an eRX order - eRX
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have an active inpatient episode whose program and/or unit need to be set up in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have an active controlled substance pharmacy-type order that was sent to an external pharmacy. (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on 'Orders This Episode'.
  3. Validate that the 'Order grid' contains "Order A".
  4. Select "Order A" and click [D/C].
  5. Validate that the 'Discontinue Date' field contains the current date.
  6. Validate that the 'Discontinue Time' field contains the current time.
  7. Select any value in the 'Discontinue Reason' field.
  8. Click [Add to Scratchpad] and [Final Review].
  9. Validate that the 'Interactions' dialog is displayed.
  10. Override all interactions and click [Save Override and Exit].
  11. Validate that the 'Final Review' dialog is displayed and contains "Order A".
  12. Select "eRX" in 'Output'.
  13. Click [Sign]
  14. Validate that "Order A" is no longer displayed in the 'Order grid'.
Scenario 2: Discontinuing an eRX order - None
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have an active inpatient episode whose program and/or unit need to be set up in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have an active controlled substance pharmacy-type order that was sent to an external pharmacy. (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on 'Orders This Episode'.
  3. Validate that the 'Order grid' contains "Order A".
  4. Select "Order A" and click [D/C].
  5. Validate that the 'Discontinue Date' field contains the current date.
  6. Validate that the 'Discontinue Time' field contains the current time.
  7. Select any value in the 'Discontinue Reason' field.
  8. Click [Add to Scratchpad] and [Final Review].
  9. Validate that the 'Interactions' dialog is displayed.
  10. Override all interactions and click [Save Override and Exit].
  11. Validate that the 'Final Review' dialog is displayed and contains "Order A".
  12. Select "None" in 'Output'.
  13. Click [Sign]
  14. Validate that "Order A" is no longer displayed in the 'Order grid'.
Scenario 3: Discontinuing an order - None
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have an active inpatient episode whose program and/or unit need to be set up in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have an active controlled substance pharmacy-type order that was not sent to an external pharmacy. (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on 'Orders This Episode'.
  3. Validate that the 'Order grid' contains "Order A".
  4. Select "Order A" and click [D/C].
  5. Validate that the 'Discontinue Date' field contains the current date.
  6. Validate that the 'Discontinue Time' field contains the current time.
  7. Select any value in the 'Discontinue Reason' field.
  8. Click [Add to Scratchpad] and [Final Review].
  9. Validate that the 'Interactions' dialog is displayed.
  10. Override all interactions and click [Save Override and Exit].
  11. Validate that the 'Final Review' dialog is displayed and contains "Order A".
  12. Select "None" in 'Output'.
  13. Click [Sign]
  14. Validate that "Order A" is no longer displayed in the 'Order grid'.
Topics
• Discontinue • Order Entry Console

 

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