RADplus Client Update 2353-006 Acceptance Tests

AV-51853 Summary | Details

Form Bundles

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Form Bundler
Simultaneous Bundle - Form 1
Simultaneous Bundle - Form 2

Scenario 1: Form Bundler - Validate form bundling

Specific Setup:

Have a form selected in form "To Do Button Settings" selected to have a "To Do" button added to the form
Have a user with access to the "Form Bundler" form [UserA]
Have a user who is a staff member [UserB]
Log in as the [UserA]

Steps

Open the "Form Bundler" form.
Set "Type of Bundle" to "Sequential".
Add several forms to the bundle including the form with "To Do Button" defined on the form
Save the bundle.
Open the "Form Bundler" form.
Set "Type of Bundle" to "Simultaneous".
Add several forms to the bundle, including the form with "To Do Button" defined on the form
Save the bundle.
Launch the sequential bundle.
When the form designated with the "To Do Button" launches, validate the 'Create To Do' button is displayed on the left side of the form as expected
Click the 'Create To Do'
In the "Select Staff" field, add [UserB]
Click "Save"
Verify the to do button will change to have a check mark.over it
Populate the form
Click [Submit]
Validate that each form opens and closes sequentially.
Validate [UserB] has the To do present in their To do list sent in step 13
Launch the simultaneous bundle.
Validate each form opens simultaneously.
Click to the form designated with the "To Do Button"
Click the 'Create To Do'
In the "Select Staff" field, add [UserB]
Click 'Save"
Verify the to do button will change to have a check mark.over it
Populate the form
Click [Submit]
Populate and submit each of the other forms
Validate each form submits successfully
Validate [UserB] has the To do present in their To do list sent in step 24

Topics

• Forms

AV-57676 Summary | Details

Scheduling Calendar - Room visibility

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Registry Settings

Scenario 1: Scheduling Calendar - Validate Add New Appointment

Specific Setup:

Registry Setting "Avatar PM->Scheduling Appointment->Require Client ID/Episode/Program is disabled

Steps

Open the "Scheduling Calendar" form.
Select a time slot and schedule an individual appointment.
Validate that the appointment appears on the calendar.
Open the "Scheduling Calendar" form.
Select a time slot and schedule an appointment.
Set "Service Code" to a group service code.
Validate "Program" field is required.
Set "Program" to the desired program.
Set "Location" to the desired program.
Change the "Service Code" to an individual service code.
Set "Client" to the desired client.
Validate "Program" field is no longer required.
Click "Close Form".
Validate that the appointment appears on the calendar.
Open the "Scheduling Calendar".
Right Click on an available time slot.
Set the "Service Code" to a group service code.
Validate the "Program" field is a required field.
Change the "Service Code" field to an individual service code.
Validate the "Program" field is no longer a required field.
Close the "Scheduling Calendar".
Open the "Registry Settings" form.
Search for the registry setting "Avatar PM->Scheduling Calendar->Require Client ID/Program/Episode" and set it to "Y" to enable it.
Click "Submit".
Close the form.
Open the "Scheduling Calendar" form.
Select a time slot and schedule an appointment.
Set "Service Code" to a group service code.
Validate "Program" field is required.
Set "Program" to the desired program.
Set "Location" to the desired program.
Change the "Service Code" to an individual service code.
Set "Client" to the desired client.
Validate "Program" field is a required field.
Click "Close Form".
Validate that the appointment appears on the calendar.
Open the "Scheduling Calendar".
Right Click on an available time slot.
Set the "Service Code" to a group service code.
Validate the "Program" field is a required field.
Change the "Service Code" field to an individual service code.
Validate the "Program" field is no longer a required field.

Scenario 2: Registry Setting - Enable Enhanced Room Calendar

Steps

Open the "Registry Settings" form.
Search for the registry setting "Enable Enhanced Room Calendar".
Validate the "Registry Setting Value" is defaulted to "N" initially.
Try to set the registry setting to "X".
Click "Submit" button.
An error message displays indicating that this is an invalid response.
Change the registry setting value to "Y".
Click "Submit" to file.

Scenario 3: Scheduling Calendar - Enhanced Room Calendar

Specific Setup:

Hidden Registry setting "Number of Days to Search for Appointments" must be set to 365.
Registry setting "Enable Room Scheduling" must be enabled.
Registry setting "Enable Enhanced Room Calendar" must be enabled.
Registry setting "Disable Scheduling Calendar Auto Refresh" must be enabled.
Tester must give the user access to the "Room Definition" and "Resource Definition" forms.
Tester must create a new site using the "Site Registration" form. Give the Site hours of operation and exceptions.
Tester must create resources in the "Resource Definition" form. Resources can include items like, televisions, laptops, iPad, mp3 players, radios, DVD player, computer.
Tester must define rooms using the "Room Definition" form and assign resources to some rooms.

Steps

Open the "Scheduling Calendar" form.
Validate the "Rooms" filter is contained on the form.
Validate the rooms defined for the site is under the "Staff Members" checklist.
Check a staff member and a room.
Select a time slot on the staff member's calendar.
Right click and select "Add Appointment".
Populate the form.
In the "Room" field, select an available room from the "Currently Available Room(s)" scrolling text field.
Click "Submit" to create the appointment.
Validate the appointment shows up on the staff's calendar and the assigned room's calendar.
Check a staff member and a room.
Select a time slot on the room's calendar.
Right click and select "Add Appointment".
Populate the form.
In the "Room" field, select an available room from the "Currently Available Room(s)" scrolling text field.
Click "Submit" to create the appointment.
Validate the appointment shows up on the staff's calendar and the assigned room's calendar.
Select a time slot that is already scheduled.
Try to schedule another appointment for the same room that was already assigned to the simultaneous appointment. You are prevented from doing so.
Close the "Scheduling Calendar" form.
Open the "Registry Setting" form.
Disable the registry setting "Enable Enhanced Room Calendar".
Open the "Scheduling Calendar".
Validate there is a "Room" Filter.
Check one of the staff members and one of the rooms.
Validate the appointments displayed on the calendar are associated the room chosen in the "Room" filter.
Right click and select "Add New Appointment".
Populate the appointment and click "Submit" to file.
Validate the appointment is on the staff member's calendar.
Open the "Scheduling Calendar" form.
Click "Find New Appointment".
Select the "Site".
Select the "Appointment Start Date".
Select the desired "Practitioner".
Click "Find Availability".
Select the desired available time slot.
This launches the "Appointment Details" form.
Populate the form with data.
Click "Submit" to file.
Validate the appointment displays on the calendar.
Select an existing appointment on the calendar that has a room associated with it.
Right Click and select "Copy".
Select another available time slot and right click on it.
Select "Paste Appointment".
Validate that it copies the existing appointment to this time slot in the staff and room calendar.
Select an existing appointment on the calendar that has a room associated.
Drag and drop the appointment to another available time slot.
Validate the appointment was moved to this time slot on both the staff and room calendar.
Select an existing appointment on the calendar.
Right click on that appointment.
Click "Delete".
Validate the appointment is removed from both the staff and room calendars.

Topics

• Scheduling Calendar

AV-61130 Summary | Details

Console Widget Viewer - Print and Print All buttons

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView - Console Widget Viewer

Scenario 1: Validate printing from the Console Widget Viewer

Specific Setup:

Registry setting "Enable Console Widget/Views" must be set to "Y".
Console Widgets must be created in "Console Widget Configuration". Create a Single Form widget, a Multiple Form widget, a Document widget, and a Scheduling widget
Add the widgets created to a view using View Definition (Add New).
Add the new view as an associated view to the user's Home View.
Store documents as ".tif", ".pdf" and "html" formats

Steps

Select the view created for the Console Widget Viewer in "My Views".
Navigate to the Single Form widget.
Click on a row in the widget.
Click the "Print" button in the "Console Widget Viewer"
That row's details will print
Open another row in the Single Form widget.
Click the "Print All" button.
Details for both rows will print as one multipage document.
Navigate to the Multi Form widget.
Click on a row in the widget.
Click the "Print" button in the "Console Widget Viewer"
That row's details will print
Open another row in the Multi Form widget.
Click the "Print All" button.
Details for both rows will print as one multipage document.
Navigate to the Documents widget.
Click on a row in the widget.
Click the "Print" button in the "Console Widget Viewer"
That row's details will print
Open another row in the Documents widget.
Click the "Print All" button.
Details for both rows will print as one multipage document.
Navigate to the Appointment Scheduling widget.
Validate that it lists the appropriate appointments for the client.
That row's details will print
Open another row in the Documents widget.
Click the "Print All" button.
Details for both rows will print as one multipage document.

Topics

• Console Widget

AV-64323 Summary | Details

The 'Enable Treatment Plan Grid' registry setting

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView.Progress Notes Widget
Registry Settings

Scenario 1: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting

Specific Setup:

The 'Enable Treatment Plan Grid' is set to "N" for 'Progress Notes (Group and Individual)'.
A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
The 'Progress Notes' widget is on the HomeView for the logged in user.
The 'Progress Notes (Group and Individual)' form is accessible from the Chart View for the logged in user.
User has access to the 'SYSTEM.cw_patient_notes_tpnotes' table in the 'User Definition' form.

Steps

Access the 'Progress Notes (Group and Individual)' form
Validate the 'Treatment Plan' grid is not displayed.
Close the form.
Access the 'Registry Settings' form.
Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings]
Validate the 'Registry Setting' list contains the 'Enable Treatment Plan Grid' registry setting for all progress note forms with a default value of "N".
Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
Click [OK].
Validate the 'Registry Setting Details' field contains "Enter "Y" to add 'Treatment Plan' grid field to the form. Enter "N" to remove the field from the form."
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
Click [OK].
Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Notes (Group and Individual)' form.
Verify the 'Treatment Plan' grid is displayed.
Enter "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Click [New Row] in the 'Treatment Plan' grid.
Select the desired Treatment Plan in the 'TP Version' field.
Click [View] in the 'Select TP Item to Address' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Treatment Plan Item' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'TP Item Notes/Documentations' field.
Enter the desired value in the 'Notes Field' field.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK].
Validate the 'Treatment Plan' grid no longer contains the previously filed row.
Select the note filed in the previous steps in the 'Select Draft Note To Edit' field.
Validate the 'Treatment Plan' grid contains the row filed in the previous steps.
Select the row filed in the previous steps in the 'Treatment Plan' grid.
Click [Copy/Paste Row].
Validate the 'Treatment Plan' grid contains two identical rows.
Select the second row in the 'Treatment Plan' grid.
Click [Delete Row].
Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
Click [Yes].
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK] and close the form.
Select "Client A" and navigate to the 'Progress Notes' widget.
Validate the progress note filed in the previous steps is displayed.
Validate the row filed in the 'Treatment Plan' grid is displayed.
Double click on "Client A" to open the Chart View.
Select 'Progress Notes (Group and Individual)' from the left-hand side.
Validate the progress note filed in the previous steps is displayed.
Validate the row filed in the 'Treatment Plan' grid is displayed.
Close the chart.
Access Crystal Reports or other SQL Reporting tool.
Create a report using the SYSTEM.cw_patient_notes_tpnotes table.
Validate a row is displayed for the row filed in the 'Treatment Plan' grid for the progress note filed in the previous steps
Validate the 'ID' field contains a unique identifier.
Validate the 'FACILITY' field contains the facility ID.
Validate the 'PATID' field contains Client A's PATID.
Validate the 'NOT_uniqueid' field contains the unique ID for the associated progress note (ex. NOT65672.001).
Validate the 'tp_notes_id' field contains a unique identifier.
Validate the 'select_tp_version_code' field contains the TP Version code selected when filing the progress note (ex. TXCNEW).
Validate the 'select_tp_version_value' field contains the TP Version selected when filing the progress note (ex. Treatment Plan).
Validate the 'note_add_which_tp_plan_prob' field contains the TP item selected to address when filing the progress note (ex. Problems-> [Active] test problem).
Validate the 'notes' field contains the value entered in the 'TP Item Notes/Documentations' field in the progress note.
Close the report.

Topics

• Progress Notes • Registry Settings • Treatment Plan

AV-65200 Summary | Details

User Defined Online Documentation - registry setting

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Chrome Browser Window
Registry Settings

Scenario 1: Validate registry setting "User Defined Online Documentation" functionality

Specific Setup:

Have access to the "Registry Settings" form

Steps

Open form "Registry Settings"
Search for setting " User Defined Online Documentation". The setting allows the user to add a link to the online documentation under the 'Help' menu of Avatar home screen
In the registry setting value field, enter a help description followed by a comma and the URL. For example: "Google Search,www.google.com"
Click [Submit]
Click to the home screen
In the upper right corner, click the "Help" menu item
At the bottom of the list, click on the link description set up in the registry setting
Validate the URL designated in the registry setting launches, as expected

Topics

• Registry Settings

AV-65895 Summary | Details

Adding and Removing Favorites

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView - Forms & Data Widget
Homeview.My Forms
User Role Definition

Scenario 1: "Forms & Data" widget - (My Forms): Validate adding, removing and launching forms

Specific Setup:

Have a user who is not assigned to a "User Role" that has a forms set up in the "My Forms" section of their "Forms & Data" widget. [User A]
Have a user role set up in form "User Role Definition" that has a forms added to the "User Role Default 'My Forms'" grid on the "My Forms" tab
Have a user assigned to that role. [UserB]
Have the "Forms & Data" widget added to both user's home view
Log in as [UserA]

Steps

In the "My Forms" section of the "Forms & Data" widget, validate the widget displays all the expected forms
Click the [Edit] button
Search for a form in the "Add Form" search field
Click the [Add Form] button
Validate the form is displayed in the forms list window
Click [Save]
Log out and then log back in
Validate the "My Forms" widget contains the added form and all the other expected forms
In the "My Forms" section of the "Forms & Data" widget, click [Edit]
Right-Click on any form in the forms list window
Click [Remove]
Validate the form is removed from the forms list window
Click [Save]
Validate the form has been removed from the "My Forms" widget
Log out and log back in
Validate the "My Forms" widget does not contain the deleted form but does contain all other expected forms
Log in as [UserB] who assigned to the user role
In the "My Forms" section of the "Forms & Data" widget, validate the widget displays all the expected forms assigned by the user role
Click the [Edit] button
Search for a new form in the "Add Form" search field
Click the [Add Form] button
Validate the form is displayed in the forms list window
Click [Save]
Log out and then log back in
Validate the "My Forms" widget contains the added form and all the other expected forms.
In the "My Forms" section of the "Forms & Data" widget, click [Edit]
Right-Click on new form that was just added
Click [Remove]
Validate the form is removed from the forms list window
Click [Save]
Validate the form has been removed from the "My Forms" widget
Log out and log back in
Validate the "My Forms" widget does not contain the deleted form but does contain all other expected forms.
In the "My Forms" section of the "Forms & Data" widget, click [Edit]
This time, right-click on one of the forms listed that was assigned by the user role
Click [Remove]
Validate the form is removed from the forms list window
Click [Save]
Validate the form has been removed from the "My Forms" widget
Log out and log back in
Validate the form that was deleted assigned which is defined in the user role, has been returned to the list, as expected
Click on any form in the "My Forms" widget
Validate the form opens successfully, as expected
Open any other forms from the "Search Forms" search prompt or through the "Browse Forms" menu
Validate the form opens successfully, as expected
Open form "User Role Definition"
Select the role assigned to the [UserB], which has the default forms set up on the "My Forms" section of the user role.
Click the [My Forms] section
Validate all the default forms originally added are listed, as expected
Click [Add New Item]
Select any form in the "Forms Selected for User Access" search field
Validate the form is added to the "User Role Default (My Forms)" grid
Click [Submit]
Validate the form files successfully
Log out as [UserB] and log back in again
In the "My Forms" section of the "Forms & Data" widget, validate the widget displays the new form just added to the user role and all other expected forms

Topics

• User Role Definition

AV-65984 Summary | Details

Spreadsheet Remittance Batch Posting

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Spreadsheet Batch Remittance Posting

Scenario 1: Spreadsheet Batch Remittance Posting functionality

Specific Setup:

Existing client with Financial Eligibility setup
Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility
Run the "Client Ledger" report for the client and note the clients total "Liability" amount

Steps

Open the 'Spreadsheet Batch Remittance Posting' form
Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field
Enter a description in the 'Batch Description' field
Enter a date in the 'Posting Date' field
Enter a date in the 'Date Of Receipt' field
Click the "Launch Work Screen" button
Enter an ID in the "Client" field
Select an episode for the selected client in the "Ep #" field
Select a claim number in the "Claim" field
Select a payer in the "Payor" field
Select a date in the "Begin Date/Svc Date" field
Select a date in the "End Date/Svc Code" field
Verify the "Total Charges" field auto populated when the claim was selected
Verify the "Liability" field auto populated when the claim was selected
Verify the "Liability" amount matches the amount noted in the "Client Ledger" report
Click [+] in the first column of the row
Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor
Enter an amount in the "Payment Amount" field
Select a code in the "Payment Code"field
Enter an amount in the "Adjust Amount" field
Select a code in the "Adjust Code"field
Enter an amount in the "Transfer Amount" field
Select a code in the "Transfer Code"field
Select a guarantor in the "Transfer Guar"field
Verify the "New Balance" field is updated with the balance after all amounts are updated
Click the "Accept" button
Click the "Submit" button

Topics

• Spreadsheet Remittance Posting

AV-66653 Summary | Details

Scheduling Calendar - Find Existing Appointment

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Scheduling Calendar - Find Existing Appointment

Scenario 1: "Scheduling Calendar": "Find existing appointment"

Specific Setup:

One or more appointments on file for any staff member.

Steps

Open "Scheduling Calendar".
Click [Find Existing Appointments].
Select any site from the "Search Site(s)".
Enter any date in the "Search Start Date" field.
Click [Find Appointment].
Verify the list of appointments displays.
Select any appointment on the list.
Click [OK].
Verify the selected appointment displays on the calendar date grid.

Topics

• Scheduling Calendar

AV-67360 Summary | Details

Client Search results

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Ledger
Entity Information Display

Scenario 1: Validate "Client" search field functionality and results

Specific Setup:

Have access to any client based forms. For example: "Client Ledger" or a client based modeled form
Have the "Client and Staff" widget on the homeview
Have access to form "Entity Information Display"

Steps

In the "Search Clients" field on the homeview, enter a single letter in the "Search Clients" field without clicking the search button
Validate a pop up list is displayed containing clients whose last name starts with that character
in the "Search Clients" field enter a single letter in the "Search Clients" field and this time click the search button
Validate a pop up list is displayed containing clients whose last name starts with that letter
Repeat steps 1 thru 4 entering two or more letters
Validate that a pop up list of clients is displayed whose last name begins with those two letters
In the "Search Clients" field, enter a single number in the "Search Clients" field without clicking the search button
Validate a pop up list is displayed containing clients whose PATID contains that number
In the "Search Clients" field, enter a single number in the "Search Clients" field and this time click the search button
Validate a pop up list is displayed containing clients whose PATID contains that number
Repeat steps 7 thru 10 entering two or more numbers
Validate that a pop list of clients is displayed containing PATID's with those numbers
Open the client based form and in the "Select Client" field, enter a singe letter without clicking the search button
Validate a pop up list is displayed containing clients whose last name starts with that letter
In the "Select Client" field, enter a single letter in the "Select Clients" field and this time click the search button
Validate a pop up list is displayed containing clients whose last name starts with that letter
Repeat steps 13 thru 16 entering two or more letters
Validate that a pop up list of clients are displayed, whose last names start with those letters
In the "Select Client" field, enter a single number without clicking the search button
Validate a pop up list is displayed containing clients whose PATID contains that number
In the "Select Client" field, enter a single number without clicking the search button
Validate a pop up list is displayed containing clients whose PATID contains that number
Repeat steps 19 thru 22 entering two or more numbers
Validate that a pop up list of clients are displayed whose PATID contains those numbers
Open form "Entity Information Display"
Select "Client" in the "Entity Database" field
Make a selection in the "Number of Additional Columns to Display" field
Populate the "Entity Name Header Text" field
Populate the "Approximate Number of Characters to display for Entity name
Select the data element from the "Entity Information Display Column 1" field drop down list
Populate the "Entity Information Display Column 1 Header Name" field
Populate the "Approximate Number of Characters to display for Entity Lookup Column1" field
Repeat steps 30 thru 32 for any additional columns selected to display
Click [Submit]
Repeat steps 1 thru 24
Validate the popup list displays and with results populated in each column, as expected

Topics

• Client Search

AV-68109 Summary | Details

Home Medications - Validation when no program defaults below the scratchpad

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Home Medications section

Scenario 1: Home Medications - client with no program defaulted

Specific Setup:

OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
A client must have an active episode that is associated to a program that is not mapped to an OrderConnect Agency. (Client A)
Client A must have a Client Reported order (Order A)

Steps

Select "Client A" and access the 'Order Entry Console'
Select 'Home Medications'.
Validate that the 'Program' field does not contain a value.
Select 'Order A' from the Order grid.
Click [Edit].
Click [Save].
Click the 'Order Labs' link
Validate that an 'Error' message is displayed stating: No Program selected below the Scratchpad.
Click [OK].
Click the 'External RxHx' link
Validate that 'OrderConnect' is launched in another window and that the 'Third Party Medication History' page is displayed.
Click [Close Chart].
Click the 'Prescriber's Queue' link
Validate that 'OrderConnect' is launched in another window and that the 'Prescribers Queue' page is displayed.
Close the window
Select any value in the 'Program' field.
Click the 'Order Labs' link.
Validate that 'OrderConnect' is launched in another window and that the 'Patient's Current Lab-Order Profile' page is displayed.
Click [Close Chart].

Topics

• Order Entry Console

AV-51853 Summary \| Details Form Bundles Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Form Bundler Simultaneous Bundle - Form 1 Simultaneous Bundle - Form 2 Scenario 1: Form Bundler - Validate form bundling Specific Setup: Have a form selected in form "To Do Button Settings" selected to have a "To Do" button added to the form Have a user with access to the "Form Bundler" form [UserA] Have a user who is a staff member [UserB] Log in as the [UserA] Steps Open the "Form Bundler" form. Set "Type of Bundle" to "Sequential". Add several forms to the bundle including the form with "To Do Button" defined on the form Save the bundle. Open the "Form Bundler" form. Set "Type of Bundle" to "Simultaneous". Add several forms to the bundle, including the form with "To Do Button" defined on the form Save the bundle. Launch the sequential bundle. When the form designated with the "To Do Button" launches, validate the 'Create To Do' button is displayed on the left side of the form as expected Click the 'Create To Do' In the "Select Staff" field, add [UserB] Click "Save" Verify the to do button will change to have a check mark.over it Populate the form Click [Submit] Validate that each form opens and closes sequentially. Validate [UserB] has the To do present in their To do list sent in step 13 Launch the simultaneous bundle. Validate each form opens simultaneously. Click to the form designated with the "To Do Button" Click the 'Create To Do' In the "Select Staff" field, add [UserB] Click 'Save" Verify the to do button will change to have a check mark.over it Populate the form Click [Submit] Populate and submit each of the other forms Validate each form submits successfully Validate [UserB] has the To do present in their To do list sent in step 24	Topics • Forms
AV-57676 Summary \| Details Scheduling Calendar - Room visibility Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings Scenario 1: Scheduling Calendar - Validate Add New Appointment Specific Setup: Registry Setting "Avatar PM->Scheduling Appointment->Require Client ID/Episode/Program is disabled Steps Open the "Scheduling Calendar" form. Select a time slot and schedule an individual appointment. Validate that the appointment appears on the calendar. Open the "Scheduling Calendar" form. Select a time slot and schedule an appointment. Set "Service Code" to a group service code. Validate "Program" field is required. Set "Program" to the desired program. Set "Location" to the desired program. Change the "Service Code" to an individual service code. Set "Client" to the desired client. Validate "Program" field is no longer required. Click "Close Form". Validate that the appointment appears on the calendar. Open the "Scheduling Calendar". Right Click on an available time slot. Set the "Service Code" to a group service code. Validate the "Program" field is a required field. Change the "Service Code" field to an individual service code. Validate the "Program" field is no longer a required field. Close the "Scheduling Calendar". Open the "Registry Settings" form. Search for the registry setting "Avatar PM->Scheduling Calendar->Require Client ID/Program/Episode" and set it to "Y" to enable it. Click "Submit". Close the form. Open the "Scheduling Calendar" form. Select a time slot and schedule an appointment. Set "Service Code" to a group service code. Validate "Program" field is required. Set "Program" to the desired program. Set "Location" to the desired program. Change the "Service Code" to an individual service code. Set "Client" to the desired client. Validate "Program" field is a required field. Click "Close Form". Validate that the appointment appears on the calendar. Open the "Scheduling Calendar". Right Click on an available time slot. Set the "Service Code" to a group service code. Validate the "Program" field is a required field. Change the "Service Code" field to an individual service code. Validate the "Program" field is no longer a required field. Scenario 2: Registry Setting - Enable Enhanced Room Calendar Steps Open the "Registry Settings" form. Search for the registry setting "Enable Enhanced Room Calendar". Validate the "Registry Setting Value" is defaulted to "N" initially. Try to set the registry setting to "X". Click "Submit" button. An error message displays indicating that this is an invalid response. Change the registry setting value to "Y". Click "Submit" to file. Scenario 3: Scheduling Calendar - Enhanced Room Calendar Specific Setup: Hidden Registry setting "Number of Days to Search for Appointments" must be set to 365. Registry setting "Enable Room Scheduling" must be enabled. Registry setting "Enable Enhanced Room Calendar" must be enabled. Registry setting "Disable Scheduling Calendar Auto Refresh" must be enabled. Tester must give the user access to the "Room Definition" and "Resource Definition" forms. Tester must create a new site using the "Site Registration" form. Give the Site hours of operation and exceptions. Tester must create resources in the "Resource Definition" form. Resources can include items like, televisions, laptops, iPad, mp3 players, radios, DVD player, computer. Tester must define rooms using the "Room Definition" form and assign resources to some rooms. Steps Open the "Scheduling Calendar" form. Validate the "Rooms" filter is contained on the form. Validate the rooms defined for the site is under the "Staff Members" checklist. Check a staff member and a room. Select a time slot on the staff member's calendar. Right click and select "Add Appointment". Populate the form. In the "Room" field, select an available room from the "Currently Available Room(s)" scrolling text field. Click "Submit" to create the appointment. Validate the appointment shows up on the staff's calendar and the assigned room's calendar. Check a staff member and a room. Select a time slot on the room's calendar. Right click and select "Add Appointment". Populate the form. In the "Room" field, select an available room from the "Currently Available Room(s)" scrolling text field. Click "Submit" to create the appointment. Validate the appointment shows up on the staff's calendar and the assigned room's calendar. Select a time slot that is already scheduled. Try to schedule another appointment for the same room that was already assigned to the simultaneous appointment. You are prevented from doing so. Close the "Scheduling Calendar" form. Open the "Registry Setting" form. Disable the registry setting "Enable Enhanced Room Calendar". Open the "Scheduling Calendar". Validate there is a "Room" Filter. Check one of the staff members and one of the rooms. Validate the appointments displayed on the calendar are associated the room chosen in the "Room" filter. Right click and select "Add New Appointment". Populate the appointment and click "Submit" to file. Validate the appointment is on the staff member's calendar. Open the "Scheduling Calendar" form. Click "Find New Appointment". Select the "Site". Select the "Appointment Start Date". Select the desired "Practitioner". Click "Find Availability". Select the desired available time slot. This launches the "Appointment Details" form. Populate the form with data. Click "Submit" to file. Validate the appointment displays on the calendar. Select an existing appointment on the calendar that has a room associated with it. Right Click and select "Copy". Select another available time slot and right click on it. Select "Paste Appointment". Validate that it copies the existing appointment to this time slot in the staff and room calendar. Select an existing appointment on the calendar that has a room associated. Drag and drop the appointment to another available time slot. Validate the appointment was moved to this time slot on both the staff and room calendar. Select an existing appointment on the calendar. Right click on that appointment. Click "Delete". Validate the appointment is removed from both the staff and room calendars.	Topics • Scheduling Calendar
AV-61130 Summary \| Details Console Widget Viewer - Print and Print All buttons Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView - Console Widget Viewer Scenario 1: Validate printing from the Console Widget Viewer Specific Setup: Registry setting "Enable Console Widget/Views" must be set to "Y". Console Widgets must be created in "Console Widget Configuration". Create a Single Form widget, a Multiple Form widget, a Document widget, and a Scheduling widget Add the widgets created to a view using View Definition (Add New). Add the new view as an associated view to the user's Home View. Store documents as ".tif", ".pdf" and "html" formats Steps Select the view created for the Console Widget Viewer in "My Views". Navigate to the Single Form widget. Click on a row in the widget. Click the "Print" button in the "Console Widget Viewer" That row's details will print Open another row in the Single Form widget. Click the "Print All" button. Details for both rows will print as one multipage document. Navigate to the Multi Form widget. Click on a row in the widget. Click the "Print" button in the "Console Widget Viewer" That row's details will print Open another row in the Multi Form widget. Click the "Print All" button. Details for both rows will print as one multipage document. Navigate to the Documents widget. Click on a row in the widget. Click the "Print" button in the "Console Widget Viewer" That row's details will print Open another row in the Documents widget. Click the "Print All" button. Details for both rows will print as one multipage document. Navigate to the Appointment Scheduling widget. Validate that it lists the appropriate appointments for the client. That row's details will print Open another row in the Documents widget. Click the "Print All" button. Details for both rows will print as one multipage document.	Topics • Console Widget
AV-64323 Summary \| Details The 'Enable Treatment Plan Grid' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView.Progress Notes Widget Registry Settings Scenario 1: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting Specific Setup: The 'Enable Treatment Plan Grid' is set to "N" for 'Progress Notes (Group and Individual)'. A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A). The 'Progress Notes' widget is on the HomeView for the logged in user. The 'Progress Notes (Group and Individual)' form is accessible from the Chart View for the logged in user. User has access to the 'SYSTEM.cw_patient_notes_tpnotes' table in the 'User Definition' form. Steps Access the 'Progress Notes (Group and Individual)' form Validate the 'Treatment Plan' grid is not displayed. Close the form. Access the 'Registry Settings' form. Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings] Validate the 'Registry Setting' list contains the 'Enable Treatment Plan Grid' registry setting for all progress note forms with a default value of "N". Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list. Click [OK]. Validate the 'Registry Setting Details' field contains "Enter "Y" to add 'Treatment Plan' grid field to the form. Enter "N" to remove the field from the form." Enter "Y" in the 'Registry Setting Value' field. Click [Submit]. Validate a "Registry Editor Filing" message is displayed stating: Successful filing. Click [OK]. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form? Click [No]. Access the 'Progress Notes (Group and Individual)' form. Verify the 'Treatment Plan' grid is displayed. Enter "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Click [New Row] in the 'Treatment Plan' grid. Select the desired Treatment Plan in the 'TP Version' field. Click [View] in the 'Select TP Item to Address' field. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s). Select the desired treatment plan item in the 'Treatment Plan' window. Click [Return]. Validate the 'Note Addresses Treatment Plan Item' field contains the Treatment Plan item selected in the previous step. Enter the desired value in the 'TP Item Notes/Documentations' field. Enter the desired value in the 'Notes Field' field. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a "Progress Notes" message is displayed stating: Note Filed. Click [OK]. Validate the 'Treatment Plan' grid no longer contains the previously filed row. Select the note filed in the previous steps in the 'Select Draft Note To Edit' field. Validate the 'Treatment Plan' grid contains the row filed in the previous steps. Select the row filed in the previous steps in the 'Treatment Plan' grid. Click [Copy/Paste Row]. Validate the 'Treatment Plan' grid contains two identical rows. Select the second row in the 'Treatment Plan' grid. Click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a "Progress Notes" message is displayed stating: Note Filed. Click [OK] and close the form. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the progress note filed in the previous steps is displayed. Validate the row filed in the 'Treatment Plan' grid is displayed. Double click on "Client A" to open the Chart View. Select 'Progress Notes (Group and Individual)' from the left-hand side. Validate the progress note filed in the previous steps is displayed. Validate the row filed in the 'Treatment Plan' grid is displayed. Close the chart. Access Crystal Reports or other SQL Reporting tool. Create a report using the SYSTEM.cw_patient_notes_tpnotes table. Validate a row is displayed for the row filed in the 'Treatment Plan' grid for the progress note filed in the previous steps Validate the 'ID' field contains a unique identifier. Validate the 'FACILITY' field contains the facility ID. Validate the 'PATID' field contains Client A's PATID. Validate the 'NOT_uniqueid' field contains the unique ID for the associated progress note (ex. NOT65672.001). Validate the 'tp_notes_id' field contains a unique identifier. Validate the 'select_tp_version_code' field contains the TP Version code selected when filing the progress note (ex. TXCNEW). Validate the 'select_tp_version_value' field contains the TP Version selected when filing the progress note (ex. Treatment Plan). Validate the 'note_add_which_tp_plan_prob' field contains the TP item selected to address when filing the progress note (ex. Problems-> [Active] test problem). Validate the 'notes' field contains the value entered in the 'TP Item Notes/Documentations' field in the progress note. Close the report.	Topics • Progress Notes • Registry Settings • Treatment Plan
AV-65200 Summary \| Details User Defined Online Documentation - registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Chrome Browser Window Registry Settings Scenario 1: Validate registry setting "User Defined Online Documentation" functionality Specific Setup: Have access to the "Registry Settings" form Steps Open form "Registry Settings" Search for setting " User Defined Online Documentation". The setting allows the user to add a link to the online documentation under the 'Help' menu of Avatar home screen In the registry setting value field, enter a help description followed by a comma and the URL. For example: "Google Search,www.google.com" Click [Submit] Click to the home screen In the upper right corner, click the "Help" menu item At the bottom of the list, click on the link description set up in the registry setting Validate the URL designated in the registry setting launches, as expected	Topics • Registry Settings
AV-65895 Summary \| Details Adding and Removing Favorites Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView - Forms & Data Widget Homeview.My Forms User Role Definition Scenario 1: "Forms & Data" widget - (My Forms): Validate adding, removing and launching forms Specific Setup: Have a user who is not assigned to a "User Role" that has a forms set up in the "My Forms" section of their "Forms & Data" widget. [User A] Have a user role set up in form "User Role Definition" that has a forms added to the "User Role Default 'My Forms'" grid on the "My Forms" tab Have a user assigned to that role. [UserB] Have the "Forms & Data" widget added to both user's home view Log in as [UserA] Steps In the "My Forms" section of the "Forms & Data" widget, validate the widget displays all the expected forms Click the [Edit] button Search for a form in the "Add Form" search field Click the [Add Form] button Validate the form is displayed in the forms list window Click [Save] Log out and then log back in Validate the "My Forms" widget contains the added form and all the other expected forms In the "My Forms" section of the "Forms & Data" widget, click [Edit] Right-Click on any form in the forms list window Click [Remove] Validate the form is removed from the forms list window Click [Save] Validate the form has been removed from the "My Forms" widget Log out and log back in Validate the "My Forms" widget does not contain the deleted form but does contain all other expected forms Log in as [UserB] who assigned to the user role In the "My Forms" section of the "Forms & Data" widget, validate the widget displays all the expected forms assigned by the user role Click the [Edit] button Search for a new form in the "Add Form" search field Click the [Add Form] button Validate the form is displayed in the forms list window Click [Save] Log out and then log back in Validate the "My Forms" widget contains the added form and all the other expected forms. In the "My Forms" section of the "Forms & Data" widget, click [Edit] Right-Click on new form that was just added Click [Remove] Validate the form is removed from the forms list window Click [Save] Validate the form has been removed from the "My Forms" widget Log out and log back in Validate the "My Forms" widget does not contain the deleted form but does contain all other expected forms. In the "My Forms" section of the "Forms & Data" widget, click [Edit] This time, right-click on one of the forms listed that was assigned by the user role Click [Remove] Validate the form is removed from the forms list window Click [Save] Validate the form has been removed from the "My Forms" widget Log out and log back in Validate the form that was deleted assigned which is defined in the user role, has been returned to the list, as expected Click on any form in the "My Forms" widget Validate the form opens successfully, as expected Open any other forms from the "Search Forms" search prompt or through the "Browse Forms" menu Validate the form opens successfully, as expected Open form "User Role Definition" Select the role assigned to the [UserB], which has the default forms set up on the "My Forms" section of the user role. Click the [My Forms] section Validate all the default forms originally added are listed, as expected Click [Add New Item] Select any form in the "Forms Selected for User Access" search field Validate the form is added to the "User Role Default (My Forms)" grid Click [Submit] Validate the form files successfully Log out as [UserB] and log back in again In the "My Forms" section of the "Forms & Data" widget, validate the widget displays the new form just added to the user role and all other expected forms	Topics • User Role Definition
AV-65984 Summary \| Details Spreadsheet Remittance Batch Posting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Spreadsheet Batch Remittance Posting Scenario 1: Spreadsheet Batch Remittance Posting functionality Specific Setup: Existing client with Financial Eligibility setup Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility Run the "Client Ledger" report for the client and note the clients total "Liability" amount Steps Open the 'Spreadsheet Batch Remittance Posting' form Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field Enter a description in the 'Batch Description' field Enter a date in the 'Posting Date' field Enter a date in the 'Date Of Receipt' field Click the "Launch Work Screen" button Enter an ID in the "Client" field Select an episode for the selected client in the "Ep #" field Select a claim number in the "Claim" field Select a payer in the "Payor" field Select a date in the "Begin Date/Svc Date" field Select a date in the "End Date/Svc Code" field Verify the "Total Charges" field auto populated when the claim was selected Verify the "Liability" field auto populated when the claim was selected Verify the "Liability" amount matches the amount noted in the "Client Ledger" report Click [+] in the first column of the row Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor Enter an amount in the "Payment Amount" field Select a code in the "Payment Code"field Enter an amount in the "Adjust Amount" field Select a code in the "Adjust Code"field Enter an amount in the "Transfer Amount" field Select a code in the "Transfer Code"field Select a guarantor in the "Transfer Guar"field Verify the "New Balance" field is updated with the balance after all amounts are updated Click the "Accept" button Click the "Submit" button	Topics • Spreadsheet Remittance Posting
AV-66653 Summary \| Details Scheduling Calendar - Find Existing Appointment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar - Find Existing Appointment Scenario 1: "Scheduling Calendar": "Find existing appointment" Specific Setup: One or more appointments on file for any staff member. Steps Open "Scheduling Calendar". Click [Find Existing Appointments]. Select any site from the "Search Site(s)". Enter any date in the "Search Start Date" field. Click [Find Appointment]. Verify the list of appointments displays. Select any appointment on the list. Click [OK]. Verify the selected appointment displays on the calendar date grid.	Topics • Scheduling Calendar
AV-67360 Summary \| Details Client Search results Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Ledger Entity Information Display Scenario 1: Validate "Client" search field functionality and results Specific Setup: Have access to any client based forms. For example: "Client Ledger" or a client based modeled form Have the "Client and Staff" widget on the homeview Have access to form "Entity Information Display" Steps In the "Search Clients" field on the homeview, enter a single letter in the "Search Clients" field without clicking the search button Validate a pop up list is displayed containing clients whose last name starts with that character in the "Search Clients" field enter a single letter in the "Search Clients" field and this time click the search button Validate a pop up list is displayed containing clients whose last name starts with that letter Repeat steps 1 thru 4 entering two or more letters Validate that a pop up list of clients is displayed whose last name begins with those two letters In the "Search Clients" field, enter a single number in the "Search Clients" field without clicking the search button Validate a pop up list is displayed containing clients whose PATID contains that number In the "Search Clients" field, enter a single number in the "Search Clients" field and this time click the search button Validate a pop up list is displayed containing clients whose PATID contains that number Repeat steps 7 thru 10 entering two or more numbers Validate that a pop list of clients is displayed containing PATID's with those numbers Open the client based form and in the "Select Client" field, enter a singe letter without clicking the search button Validate a pop up list is displayed containing clients whose last name starts with that letter In the "Select Client" field, enter a single letter in the "Select Clients" field and this time click the search button Validate a pop up list is displayed containing clients whose last name starts with that letter Repeat steps 13 thru 16 entering two or more letters Validate that a pop up list of clients are displayed, whose last names start with those letters In the "Select Client" field, enter a single number without clicking the search button Validate a pop up list is displayed containing clients whose PATID contains that number In the "Select Client" field, enter a single number without clicking the search button Validate a pop up list is displayed containing clients whose PATID contains that number Repeat steps 19 thru 22 entering two or more numbers Validate that a pop up list of clients are displayed whose PATID contains those numbers Open form "Entity Information Display" Select "Client" in the "Entity Database" field Make a selection in the "Number of Additional Columns to Display" field Populate the "Entity Name Header Text" field Populate the "Approximate Number of Characters to display for Entity name Select the data element from the "Entity Information Display Column 1" field drop down list Populate the "Entity Information Display Column 1 Header Name" field Populate the "Approximate Number of Characters to display for Entity Lookup Column1" field Repeat steps 30 thru 32 for any additional columns selected to display Click [Submit] Repeat steps 1 thru 24 Validate the popup list displays and with results populated in each column, as expected	Topics • Client Search
AV-68109 Summary \| Details Home Medications - Validation when no program defaults below the scratchpad Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Order Entry Console - Home Medications section Scenario 1: Home Medications - client with no program defaulted Specific Setup: OrderConnect must be installed and configured to communicate with myAvatar and vice versa. A client must have an active episode that is associated to a program that is not mapped to an OrderConnect Agency. (Client A) Client A must have a Client Reported order (Order A) Steps Select "Client A" and access the 'Order Entry Console' Select 'Home Medications'. Validate that the 'Program' field does not contain a value. Select 'Order A' from the Order grid. Click [Edit]. Click [Save]. Click the 'Order Labs' link Validate that an 'Error' message is displayed stating: No Program selected below the Scratchpad. Click [OK]. Click the 'External RxHx' link Validate that 'OrderConnect' is launched in another window and that the 'Third Party Medication History' page is displayed. Click [Close Chart]. Click the 'Prescriber's Queue' link Validate that 'OrderConnect' is launched in another window and that the 'Prescribers Queue' page is displayed. Close the window Select any value in the 'Program' field. Click the 'Order Labs' link. Validate that 'OrderConnect' is launched in another window and that the 'Patient's Current Lab-Order Profile' page is displayed. Click [Close Chart].	Topics • Order Entry Console