RADplus Client Update 2353-008 Acceptance Tests

The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". This is a Netsmart Staff only registry setting, please contact your Netsmart representative to have this setting configured.

1. Open the 'Patient Ledger' form.
2. Validate the Option label is equal to "Patient Ledger".
3. Validate "Patient Ledger Report" in left navigation bar.
4. Validate the 'Patient ID' exists.
5. Click [Close Form].
6. Open the 'Patient Health Maintenance' form.
7. Validate the Option label is equal to "Patient Health Maintenance".
8. Validate the 'Patient ID' field exists.
9. Click [Close Form].
10. Open the 'Master Patient Inquiry' form.
11. Select any patient in the 'Select Patient' field.
12. Validate the Option label is equal to "Master Patient Inquiry".
13. Validate "Master Patient Inquiry" in the left navigation bar.
14. Validate the 'Select Patient' field exists.
15. Click [Close Form].
16. Open the Patient Profile / Physicians Orders form.
17. Select any patient that does not have information filed in the 'Allergies and Hypersensitivities' form.
18. Validate the 'Confirm - Warning' dialog contains "Warning: A 'Client Allergies And Hypersensitivities' form has not been filed for this client." This will be fixed in an upcoming release.
19. Click [OK].
20. Validate the Option label is equal to "Patient Profile/Physicians Orders".
21. Validate "Patient Profile" is displayed in the left navigation bar.
22. Validate that the 'Patient Information and Status' field exists.
23. Validate the 'Patient Information and Status' field contains "Client Name" and "Client ID" This will be fixed in a future update.
24. Validate that [Display Patient Information] exists.
25. Validate that 'Patient Picture' exists.
26. Click [Close Form].
27. Log out of application.
28. The 'Modify 'Client' Terminology' registry setting is set to the default value. This must be done by Netsmart staff.
29. Log into application.
30. Open the 'Client Ledger' form.
31. Validate the Option label is equal to "Client Ledger".
32. Validate "Client Ledger Report" is in left navigation bar.
33. Validate the 'Client ID' field exists.
34. Click [Close Form].
35. Open the 'Client Health Maintenance' form.
36. Validate the Option label is equal to "Client Health Maintenance".
37. Validate the 'Client ID' field exists.
38. Click [Close Form].
39. Open the 'Master Client Inquiry' form.
40. Select any client in the 'Select Client' field.
41. Validate the Option label is equal to "Master Client Inquiry".
42. Validate "Master Client Inquiry" in the left navigation bar.
43. Validate the 'Select Patient' field exists.
44. Click [Close Form].
45. Open the Client Profile / Physicians Orders form.
46. Select any patient that does not have information filed in the 'Allergies and Hypersensitivities' form.
47. Validate the 'Confirm - Warning' dialog contains "Warning: A 'Client Allergies And Hypersensitivities' form has not been filed for this client."
48. Click [OK].
49. Validate the Option label is equal to "Client Profile/Physicians Orders".
50. Validate "Client Profile " is displayed in the left navigation bar.
51. Validate the 'Client Information and Status' field exists.
52. Validate the Client Information and Status field contains "Client Name" and "Client ID".
53. Validate that [Display Client Information] exists.
54. Validate that 'Client Picture' exists.
55. Click the [Close Form].

• The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to 'Patient^Patients^Patient(s)". This is a Netsmart Staff only registry setting, please contact your Netsmart representative to have this setting configured.

1. Open the 'View Definition' form.
2. Click [Select View].
3. Select the view associated with the user who is logged into the application from the 'MyAvatar 2020 - Select Views' field.
4. Click [OK].
5. Click [Launch View Designer].
6. Validate that 'Available' contains the following under the 'Client' heading:
7. Patient Episode
8. Patient's Care Team
9. Validate that 'Available' contains the following under the 'Billing' heading:
10. Patient Inhibited Services
11. Patients No Financial Eligibility
12. Patients With Expired Eligibility
13. Validate that 'Available' contains the following under the 'Misc' heading:
14. Patient Acuity
15. Patient Diagnoses
16. Patient Health Alerts
17. Patient Information
18. Patient Progress
19. Patient Referrals
20. Patient Specific ToDos
21. Patient Requiring Insurance Verification
22. Validate that 'Assigned' contains "Patient & Staff" under the 'Client & Staff' heading.
23. Click [Cancel].
24. Validate the 'Confirm Cancel' message contains: "Are you sure you want to cancel and discard any changes?"
25. Click [Yes].
26. Click [Close Form].
27. Validate the 'Confirm Close' message contains: "Are you sure you want to Close without submitting?"
28. Click [Yes].
29. Validate the 'My Patients' widget contains the following:
30. 'Patient' tab.
31. 'Recent Patients'
32. 'Search Patient' field
33. [Close Open Patients]
34. Log out of application.
35. The 'Modify "Client" Terminology' registry setting must be set to the default value. This must be done by Netsmart staff.
36. Log into application.
37. Validate the 'My Clients' widget contains the following:
38. 'My Clients' tab.
39. 'Recent Clients'
40. 'Search Patient' field
41. [Close Open Patients].
42. Open the 'View Definition' form.
43. Click [Select View].
44. Select the view associated with the user who is logged into the application from the 'MyAvatar 2020 - Select Views' field.
45. Click [OK].
46. Click [Launch View Designer].
47. Validate that 'Available' contains the following under the 'Client' heading:
48. Client Episode
49. Clients Care Team
50. Validate that 'Available' contains the following under the 'Billing' heading:
51. Client Inhibited Services
52. Clients No Financial Eligibility
53. Clients With Expired Eligibility
54. Validate that 'Available' contains the following under the 'Misc' heading:
55. Client Acuity
56. Client Diagnoses
57. Client Health Alerts
58. Client Information
59. Client Progress
60. Client Referrals
61. Client Specific ToDos
62. Client Requiring Insurance Verification
63. Validate that 'Assigned' contains "Client & Staff" under the 'Client & Staff' heading.
64. Click [Cancel].
65. Validate the 'Confirm Cancel' message contains "Are you sure you want to cancel and discard any changes?"
66. Click [Yes].
67. Click [Close Form].
68. Validate the 'Confirm Close' message contains: "Are you sure you want to Close without submitting?"
69. Click [Yes].

• The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". This is a Netsmart Staff only registry setting, please contact your Netsmart representative to have this setting configured.

1. Open the 'Credit Balance Report' form.
2. Verify the 'For Individual or All Patients' field exists.
3. Validate the 'For Individual or All Patients' field contains a value of "All Patients".
4. Validate that the 'Patient ID' field exists.
5. Validate the 'Sort By Name Or ID Number' field contains "Patient Name".
6. Validate the 'Sort By Name Or ID Number' field contains "Patient ID Number".
7. Validate the 'Age From Date' field is contains "The Date - The Patient was Discharged".
8. Click [Close Form].
9. Open the 'Open Closed Charges' form.
10. Validate the 'Individual Patient Or Interim Batch' form contains "Individual Patient".
11. Click [Close Form].
12. Log out of application
13. The 'Modify "Client" Terminology' registry setting is set to the default value. This must be done by Netsmart staff.
14. Log into application.
15. Open the 'Credit Balance Report' form.
16. Validate the 'For Individual or All Clients' field exists.
17. Validate the 'For Individual or All Clients' field contains "All Clients".
18. Validate the 'Client ID' field is exists.
19. Validate the 'Sort By Name Or ID Number' field contains "Client Name".
20. Validate the 'Sort By Name Or ID Number' field contains "Client ID Number".
21. Validate the 'Age From Date field' contains "The Date - The Client was Discharged".
22. Click [Close Form].
23. Open the 'Open Closed Charges' form.
24. Validate the 'Individual Client Or Interim Batch field' contains "Individual Client".
25. Click [Close Form].

• The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". This a Netsmart Staff only registry setting, please contact your Netsmart representative to have this setting configured.

1. Open the 'Progress Notes (Group and Individual)' form.
2. Validate the 'Select Patient' field exists.
3. Click [Group Default Notes].
4. Validate [Add Patient To Group] exists.
5. Validate [Remove Patient From Group] exists.
6. Validate the 'Patient To Be Added To Group' field exists.
7. Validate the 'Patient Who Attended Group' field exists.
8. Click [Close Form].
9. Validate the 'Confirm Close' message contains "Are you sure you want to close the form?"
10. Click [Yes].
11. Open the 'Call Intake' form.
12. Validate the 'Select Patient' dialog contains the following
13. "Select Patient' tab.
14. [View Patient Picture]
15. [New Patient]
16. Set the 'Last Name' field to a value of patient that does not exist.
17. Set the 'First Name' field to a value of patient that does not exist.
18. Select Patient gender from the 'Sex' field.
19. Click [Search]
20. Validate that 'Search Results' contains "No matches found".
21. Click [OK].
22. Click [New Patient].
23. Validate that the 'Patient Name' field exists.
24. Select 'Demographics' in the left navigation bar.
25. Validate that the following fields exist:
26. 'Patient in A Known Facility'
27. 'Patient's Address- Street'
28. 'Patient's Address- Street 2'
29. 'Patient's Address - Zipcode'
30. 'Patient's Address - City' field
31. 'Patient's Address - County'
32. 'Patient's Address - State'
33. 'Patient's Home Phone'
34. 'Patient's Work Phone'
35. 'Patient Race'
36. 'Patient Declined To Provide Information On The Following'
37. 'Patient's Cell Phone'
38. 'Patient's Email Address'
39. Click [Close Form].
40. Validate the 'Confirm Close' message contains "Are you sure you want to Close without submitting?"
41. Click [Yes].
42. Log out of application.
43. The 'Modify "Client" Terminology' registry setting must be set to the default value. This must be done by Netsmart staff.
44. Open the Progress Notes (Group and Individual) form.
45. Validate the 'Select Client' field exists.
46. Click [Group Default Notes].
47. Validate [Add Client To Group] exists.
48. Validate [Remove Client From Group] exists.
49. Validate the 'Client To Be Added To Group' field exists.
50. Validate the 'Client Who Attended' field exists.
51. Click [Close Form].
52. Validate the 'Confirm Close' dialog contains "Contains Are you sure you want to close the form?"
53. Click [Yes].
54. Open the 'Call Intake' form.
55. Validate the 'Select Client' dialog contains the following:
56. "Select Client tab"
57. [View Client Picture]
58. [New Client]
59. Set the 'Last Name' field to a value of client that does not exist.
60. Set the 'First Name' field to a value of client that does not exist.
61. Select Client gender from the 'Sex' field.
62. Click [Search].
63. Validate that 'Search Results' contains "No matches found".
64. Click [OK].
65. Click [New Client].
66. Validate that the 'Client Name' field exists.
67. Select 'Demographics' in the left navigation bar.
68. Validate that the following fields exist:
69. 'Client in A Known Facility'
70. 'Client's Address- Street'
71. 'Client's Address- Street 2'
72. 'Client's Address - Zipcode'
73. 'Client's Address - City' field
74. 'Client's Address - County'
75. 'Client's Address - State'
76. 'Client's Home Phone'
77. 'Client's Work Phone'
78. 'Client Race'
79. 'Client Declined To Provide Information On The Following'
80. ''Client's Cell Phone'
81. ''Client's Email Address'
82. Click [Close Form].
83. Validate the 'Confirm Close' message contains "Are you sure you want to Close without submitting?"
84. Click [Yes].

• The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". This is a Netsmart Staff only registry setting, please contact your Netsmart representative to have this setting configured.

1. Open the eMAR Administration Event Report form.
2. Validate the following fields exist:
3. 'Select By Current Unit or Select By Patient' which contains a value of 'Select by Patient'.
4. 'Include All Patients'
5. 'Select Patient'
6. Click [Close Form].
7. Open the 'Crystal Self Pay Bill' form.
8. Validate the following fields exist:
9. 'Print For An Individual Or All Patients'
10. 'Patient ID'
11. 'Exclude Patients With Balances Less Than'
12. Click [Close Form].
13. Log out of application.
14. The 'Modify "Client" Terminology' registry setting must be set to the default value. This must be done by Netsmart staff.
15. Open the eMAR Administration Event Report form
16. Validate the following fields exist:
17. 'Select By Current Unit or Select By Client' which contains a value of 'Select by Client'.
18. 'Include All Clients'
19. 'Select Client'
20. Click [Close Form].
21. Open the 'Crystal Self Pay Bill' form.
22. Validate the following fields exist:
23. 'Print For An Individual Or All Clients'
24. 'Client ID'
25. 'Exclude Clients With Balances Less Than'
26. Click [Close Form].

• The Change "Program" references to "Level of Care" Registry Setting Value: Y registry setting is a Netsmart Staff only registry setting, please contact your Netsmart representative to have this setting configured.

1. Open the 'Admission' form.
2. Set the 'Last Name' field to "Any Patient" in system.
3. Set the 'First Name' field to "Any Patient" in system.
4. Select Patient gender from the 'Sex' field.
5. Click [Search].
6. Select "Patient A" from the 'Search' field.
7. Validate the 'Level Of Care' field exists.
8. Click [Close Form].