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RADplus Client Update 2513-011 Acceptance Tests

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AV-81258 Summary | Details
'My Clients' list - User Caseload
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nursing Caseload Assignment
Scenario 1: Validate adding/removing clients from a user caseload
Specific Setup:
  • Two users are defined as practitioners (Practitioner A & Practitioner B).
  • An inpatient client must be added to the caseload of "Practitioner B" (Client A).
  • Take note of the 'Unit' the client is admitted in.
  • Must be logged in as the user associated to "Practitioner A".
  • Two views are defined with the 'My Clients' list (View A & View B)
  • "View A" must be the logged in user's default HomeView
  • "View B" must be associated to the HomeView
Steps
  1. Access the 'Nursing Caseload Assignment' form.
  2. Select the unit "Client A" is admitted to in the 'Select Clients From Unit' field.
  3. Select "Client A" in the 'Select Clients To Include In Current Caseload' field.
  4. Click [Move Selected Clients To Current Caseload].
  5. Validate the 'Current Caseload' field contains "Client A".
  6. Click [Submit].
  7. Navigate to the 'My Clients' widget on "View A".
  8. Validate "Client A" is displayed.
  9. Select "View B".
  10. Navigate to the 'My Clients' widget.
  11. Validate "Client A" is displayed. Note: this may take up to 30 seconds.
  12. Access the 'Nursing Caseload Assignment' form.
  13. Click [Clear/Release Entire Current Caseload].
  14. Validate the 'Current Caseload' field no longer contains "Client A".
  15. Click [Submit].
  16. Navigate to the 'My Clients' widget on "View A".
  17. Validate "Client A" is no longer displayed.
  18. Select "View B".
  19. Navigate to the 'My Clients' widget.
  20. Validate "Client A" is no longer displayed. Note: this may take up to 30 seconds.
Scenario 2: 'Manage Nursing Caseload' and 'Nursing Caseload Assignment' forms - Add and Remove clients
Specific Setup:
  • The user who is logged into the application must have access to the 'Manage Observer Caseload' and the 'Nursing Caseload Assignment' forms. (User A)
  • Two clients with active episodes must exist in the application. (Client A) (Client B)
Steps
  1. Access the ‘Manage Nursing Caseload’ form.
  2. Search for and select “User A” in the ‘Select User’ field.
  3. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  4. Search for and select “Client A” in the ‘Client’ field.
  5. Click [Update Caseload].
  6. Validate the ‘Current Caseload’ field contains "Client A".
  7. Select “Add” in the ‘Add or Remove Client From Caseload’ field.
  8. Search for and select “Client B” in the ‘Client’ field.
  9. Click [Update Caseload].
  10. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
  11. Close the form.
  12. Access the 'Nursing Caseload Assignment’ form.
  13. Validate the 'Currently Logged On User ID' field contains “User A".
  14. Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
  15. Close the form.
  16. Access the ‘Manage Nursing Caseload’ form.
  17. Search for and select “User A” in the ‘Select User’ field.
  18. Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
  19. Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload].
  20. Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
  21. Validate the ‘Current Caseload’ field contains "Client A".
  22. Access the 'Nursing Caseload Assignment’ form.
  23. Validate the 'Currently Logged On User ID' field contains “User A".
  24. Validate the ‘Current Caseload’ field contains “Client A”.
  25. Close the form.
Topics
• Manage Observer Caseload • My Clients
AV-81419 Summary | Details
Accessing Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Recent Clients
Scenario 1: Validate the 'Recent Clients' list functionality
Specific Setup:
  • A user must be defined and logged in (User A).
  • Four clients must have active episodes not part of "User A's" caseload. (Client A, Client B, Client C, and Client D)
Steps
  1. Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  2. Access any form within the application for “Client A”.
  3. Close the form.
  4. Validate that "Client A" is displayed under 'Recent Clients'.
  5. Right click “Client A” and select [Remove From List].
  6. Validate that the 'Recent Clients' list does not contain "Client A".
  7. Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  8. Access any form within the application for “Client B”.
  9. Close the form.
  10. Validate that “Client B” displays in the ‘Recent Clients’ list.
  11. Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  12. Access any form within the application for “Client C”.
  13. Close the form.
  14. Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list.
  15. Right click “Client B” and select [Remove From List].
  16. Validate that “Client B” is not displayed in the ‘Recent Clients’ list.
  17. Right click “Client C” and select [Remove From List].
  18. Validate that “Client C” is not displayed in the ‘Recent Clients’ list.
  19. Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  20. Access any form within the application for “Client D”.
  21. Close the form.
  22. Validate that “Client D” displays in the ‘Recent Clients’ list.
  23. Right click “Client D” and select [Remove From List].
  24. Validate that “Client D” is not displayed in the ‘Recent Clients’ list.
  25. Access the ‘Admission’ form.
  26. Fill out all required fields and click [Submit]. This will be "Client E".
  27. Validate that “Client E” displays in the ‘Recent Clients’ list.
  28. Access the ‘Team Definition’ form.
  29. Set the 'Team ID' field to "PT1".
  30. Set the 'Team Description' field to "Physician Team 1".
  31. Select "Yes" In the 'Active' field.
  32. Select "Yes" in the 'Physician Team' field.
  33. Select "Yes" in the 'Team Accepts Consult Orders' field.
  34. Click [Select Users].
  35. Select "User A" and click [OK].
  36. Select "No" in the 'Disable Adding Clients to Caseload' field.
  37. Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field.
  38. Validate the 'Team Information' field contains "User A"
  39. Select the ‘Individual Client Assignment’ section.
  40. Click [Add New Item].
  41. Search for and select “Client E” in the ‘Client ID’ field.
  42. Select the ‘Team Definition’ section and click [File].
  43. Validate a "Filed" message is displayed and click [OK].
  44. Close the form.
  45. Validate that “Client E” displays in the ‘My Clients’ widget.
  46. Right click "Client E" and select [Remove From Physician Team].
  47. Access the ‘Team Definition’ form.
  48. Click [Select Team].
  49. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  50. Select the ‘Individual Client Assignment’ section.
  51. Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid.
  52. Close the form.
Scenario 2: Validate the selected client remains in context when opening, closing or submitting a form
Specific Setup:
  • Have a user [UserA] who is a Staff member
  • [UserA] has active clients [Client A] and [ClientB] currently on their caseload
  • [UserA] has the 'My Clients' widget and a client based widget [WidgetA] on their home view. For this test the "Client Information" widget is used
  • [UserA] has a "Console View" [ConsoleA] set up on their home view that also has the 'My Clients' widget and a client based widget [WidgetB] on it. For this test the "Client Episodes" widget is used
  • [UserA] has access to a client based form [FormA]. For example "Update Client Data"
  • Have another user [UserB], who has access to the "Admissions" form
  • Both users are logged in
Steps
  1. [UserA], searches and selects [ClientA] in the 'My Clients' widget
  2. Validates [ClientA] is currently selected highlighted in the widget
  3. Validates [WidgetA] reflects the information for [ClientA] as expected
  4. [UserA] launches [FormA]
  5. Clicks back to the home view
  6. Validates [ClientA] is still currently selected highlighted in the 'My Clients' widget
  7. Validates [WidgetA] reflects the information for [ClientA] as expected
  8. [UserA] closes [FormA]
  9. Validates [ClientA] is still currently selected highlighted in the 'My Clients' widget
  10. Validates [WidgetA] reflects the information for [ClientA] as expected
  11. [UserA] launches [FormA]
  12. [UserA] submits [FormA]
  13. Validates [ClientA] is still currently selected highlighted in the 'My Clients' widget
  14. Validates [WidgetA] reflects the information for [ClientA] as expected
  15. [UserA] selects the "Console View" on his home view
  16. [UserA] selects [ClientB]
  17. Validates [ClientB] is currently selected highlighted in the'My Clients' widget
  18. Validates [WidgetB] reflects the information for [ClientB] as expected
  19. [UserB], opens the "Admissions" form and clicks to add a new client [ClientC]
  20. [UserB], assigns [UserA] as the staff member in the "Attending Practitioner" field
  21. Assigns [UserA] as the staff member in the "Attending Practitioner" field
  22. [UserA] validates [ClientC] is now added to the "My Clients" widget but is not selected
  23. [UserA] validates [ClientB] is still the selected and highlighted client in the "My Clients" widget
  24. [UserA] validates [WidgetA] still reflects the information for [ClientB] as expected
Scenario 3: Validate switching between views and accessing forms after selecting/de-selecting clients
Specific Setup:
  • Two views are defined with the 'My Clients' list (View A & View B)
Steps
  1. Navigate to "View B".
  2. Search for and select a client that is not in the user's caseload in the 'Search Clients' field.
  3. Validate the client is selected and displays in the 'Recent Clients' section of the 'My Clients' widget.
  4. Navigate to "View A".
  5. Validate the client remains selected in the 'Recent Clients' section of the 'My Clients' widget.
  6. Access the 'Call Intake' form.
  7. Validate a "Form Load Error" message is displayed stating: Client is currently active. Only clients discharged from all programs or clients in the call status without a MR# can be accessed in this function".
  8. Click [OK].
  9. Navigate to "View B".
  10. De-select the client in the 'Recent Clients' list.
  11. Navigate to "View A".
  12. Validate the client is not selected in the 'Recent Clients' list.
  13. Access the 'Call Intake' form.
  14. Validate the "Select Client" dialog is displayed to search for a new client.
  15. Click [Cancel].
Topics
• Forms • My Clients • Widgets
AV-81628 Summary | Details
Order Validation - Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Validation
Scenario 1: Order Validation - Validate 'Select Orders to Validate" display functionality
Specific Setup:
  • Have a client [ClientA], with two or more orders on the system that require validation
Steps
  1. Open the form "Order Validation"
  2. Select [ClientA] in the Select Client dropdown menu.
  3. Validate the "Select Orders to Validate" grid populates with the expected orders
  4. Click the [View] button in the "Details" column for any order.
  5. Validate the “Details of Selected Orders” field is populated in a timely manner and with the expected results.
  6. Repeat step b for each of the orders
  7. Validate results are as expected
  8. Click [Select/Deselect All Orders] to select all orders in the "Select Orders to Validate" grid
  9. Click [Display Details for All Selected Orders].
  10. Validate the 'Details of Selected Orders' field contains information for all selected orders.
  11. Click [Validate Selected Orders] to select all orders in the "Select Orders to Validate" grid, for validation
  12. At the "Confirm Validated" dialog, click [OK]
Topics
• Order Validation
AV-81711 Summary | Details
Sticky Notes and other popups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Ambulatory Progress Notes
  • Clinical Document Viewer
  • Registry Settings (PM)
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
Scenario 1: Ambulatory Progress Notes - Sticky Notes
Specific Setup:
  • Enable the registry setting "Display Sticky Notes".
  • Admit a new client into any program.
Steps
  1. Open the "Ambulatory Progress Notes" (or preferred progress note).
  2. Create a progress note for a new service.
  3. Pick a future date for the "Date of Service".
  4. Validate a pop up is generated indicating "Future dates not permitted".
  5. Click "OK".
  6. Set the "Draft/Final" to "Draft".
  7. Open the "Ambulatory Progress Notes" (or preferred progress note).
  8. Select the drafted note.
  9. Click "Edit".
  10. Change the "Date of Service" to a future date.
  11. Validate a pop up displays indicating "Future dates not permitted".
  12. Click "OK".
  13. Change the "Date of Service" to today's date.
  14. Click the "Notes" button.
  15. Validate the sticky note previously entered displays.
  16. Finalize the note.
  17. Open "Clinical Document Viewer".
  18. Retrieve the note that was finalized with a sticky note.
  19. Validate the note displays.
Scenario 2: Ambulatory Progress Notes - File a progress note and validate the 'Note-to-Self' field in the 'My To Do's widget
Specific Setup:
  • Document routing must be enabled for the 'Ambulatory Progress Notes' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Search for "Client A" in the 'Select Client' field.
  3. Select "Client A" from the 'Results' field.
  4. Click "Independent Note" from 'Progress Note For' field.
  5. Select desired value from 'Note Type' field.
  6. Add desired comments in 'Notes Field' field.
  7. Select "Final" from 'Draft/Final' field.
  8. Click [Submit].
  9. Validate a "Confirm Document" message is displayed.
  10. Click [Accept and Route].
  11. Validate a "Verify Password" message is displayed.
  12. Enter the password associated to the logged in user in the 'Password' field.
  13. Click [Verify].
  14. Search for and select the practitioner associated to the logged in user in the 'Supervisor' field.
  15. Click [Add] and [Submit].
  16. Navigate to the 'My To Do's' widget.
  17. Navigate to the "New" section.
  18. Validate the To Do for "Client A" is displayed.
  19. Add desired comments in the 'Note-to-Self' field.
  20. Navigate to the "All" section.
  21. Validate the comments in the 'Note-to-Self' field remains.
  22. Click [Refresh].
  23. Validate the comments in the 'Note-to-Self' field remains.
  24. Navigate to the "New" section.
  25. Click [Refresh].
  26. Validate the comments in the 'Note-to-Self' field remains.
  27. Click [Approve Document].
  28. Click [Accept].
  29. Validate a "Verify Password" message is displayed.
  30. Enter the password associated to the logged in user in the 'Password' field.
  31. Click [Ok].
  32. Validate the To Do for "Client A" is no longer displayed.
Topics
• NX • Widgets
AV-82332 Summary | Details
Client Name Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart
  • Update Client Data
Scenario 1: Validate client name display in the "My Clients" widget and "Chart" view header
Specific Setup:
  • In form "Dictionary Update", have the "Client Prefix (175)" dictionary updated with dictionary values. For example: "Dr.", "Mr.", "Mrs." or "Ms"
  • Have a client with just first and last name defined. [ClientA]
  • Have a client with first name, last name and middle name defined. [ClientB]
  • Have a client with first name, middle name, last name and a suffix defined. [ClientC]
  • Have a client with a prefix, first name, middle name, last name and a suffix defined. [ClientD]
  • Have a client who first name starts with one of the prefix values stated in first set up step [ClientE]. For example a first name of "Drew"
  • Have the "My Clients" widget on a user's [UserA] home view
  • Have a client based form available for testing. For example "Update Client Data" [FormA]
  • Have [FormA] added to the users home view
  • Log in as [UserA]
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
  2. Validate the selected clients first and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  3. Right-click on the clients name and click to display the clients chart
  4. Validate the name in the client chart header displays clients first and last name, as expected
  5. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  6. Click back to the Home View
  7. Search and open [FormA]
  8. Validate the name in the client header displays clients first and last name, as expected
  9. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  10. Close or submit [FormA]
  11. Validate the name in the client header displays clients first and last name, as expected
  12. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
  13. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientB]
  14. Validate the selected clients first, middle and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  15. Right-click on the clients name and click to display the clients chart
  16. Validate the name in the client chart header displays clients first, middle and last name, as expected
  17. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  18. Click back to the Home View
  19. Search and open [FormA]
  20. Validate the name in the client header displays clients first, middle and last name, as expected
  21. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  22. Close or submit [FormA]
  23. Validate the name in the client header displays clients first, middle and last name, as expected
  24. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  25. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientC]
  26. Validate the selected clients first, middle, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  27. Right-click on the clients name and click to display the clients chart
  28. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  29. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  30. Click back to the Home View
  31. Search and open [FormA]
  32. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  33. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  34. Close or submit [FormA]
  35. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  36. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  37. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientD]
  38. Validate the selected clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  39. Right-click on the clients name and click to display the clients chart
  40. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  41. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  42. Click back to the Home View
  43. Search and open [FormA]
  44. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  45. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  46. Close or submit [FormA]
  47. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  48. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  49. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientE]
  50. Validate the selected clients first and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  51. Right-click on the clients name and click to display the clients chart
  52. Validate the name in the client chart header displays clients first and last name, as expected
  53. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  54. Click back to the Home View
  55. Search and open [FormA]
  56. Validate the name in the client header displays clients first and last name, as expected
  57. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  58. Close or submit [FormA]
  59. Validate the name in the client header displays clients first and last name, as expected
  60. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
Topics
• Client Search
AV-82578 Summary | Details
Patient Health Questonnaire-9 - Color Blind Mode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Questionnaire-9
  • System Security Defaults
Scenario 1: Patient Health Questonnaire-9 - Validate Color Blind Mode
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Color Blind mode must be enabled:
  • "Yes" must be selected in the 'Include 'User Is Colorblind' Prompt' field in the 'System Security Defaults' form.
  • Select "Please select to enable Color Blind view (requires restart)" in the 'General' section of the user 'Preferences'.
  • Logout and log back in to the application.
Steps
  1. Access the 'Patient Health Questionnaire-9' form.
  2. Search for and select "Client A" in the 'Select Client' field.
  3. Validate the required questions/fields are bold in the form.
  4. Select "Draft" in the 'Assessment Status' field.
  5. Select desired values for all the questions.
  6. Click [Submit]
  7. Access the 'Patient Health Questionnaire-9' form.
  8. Select the record for "Client A".
  9. Click [Edit].
  10. Validate the values filed in the previous steps are displayed.
  11. Close the form.
Topics
• Patient Health Questonnaire-9
AV-82670 Summary | Details
Scheduling Calendar - 'Team' filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: Scheduling Calendar - 'Site' and 'Team' display filters
Specific Setup:
  • Two sites are defined in 'Site Registration' (Site A & Site B).
  • Multiple staff members are associated to each site.
  • Three teams are defined in 'Team Definition' with the following (Team A, Team B & Team C) with at least two associated staff members.
  • "Site A" has "Team A" & "Team B" associated to it.
  • "Site B" has "Team C" associated to it.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Validate the 'Staff Members' field contains the staff members associated to "Site A".
  4. Select "Team A" in the 'Team' field.
  5. Validate the 'Staff Members' field contains the staff members associated to "Team A".
  6. Select the desired staff members in the 'Staff Members' field.
  7. Validate the 'Scheduling Calendar' grid displays the hours for the selected staff members.
  8. Select "Site B" in the 'Site' field.
  9. Validate the 'Team' field now contains "No Team Selected".
  10. Validate the 'Staff Members' field contains the staff members associated to "Site B".
  11. Select "Team C" in the 'Team' field.
  12. Validate the 'Staff Members' field contains the staff members associated to "Team C".
  13. Select the desired staff members in the 'Staff Members' field.
  14. Validate the 'Scheduling Calendar' grid displays the hours for the selected staff members.
  15. Select "Site A" in the 'Site' field.
  16. Validate the 'Team' field now contains "No Team Selected".
  17. Validate the 'Staff Members' field contains the staff members associated to "Site A".
  18. Select "Team B" in the 'Team' field.
  19. Validate the 'Staff Members' field contains the staff members associated to "Team B".
  20. Click [Dismiss].
Scenario 2: Scheduling Calendar - Validate 'Site' and Practitioner Filtering
Specific Setup:
  • Two sites are defined in the 'Site Registration' form (Site A & Site B).
  • A practitioner (Staff A) is defined with available days/hours (Example 'Effective Date' as "01/01/2020") for appointments at "Site A" with an 'End Date' of two weeks prior (Date A).
  • A practitioner (Staff B) is defined with available days/hours for appointments at "Site A" with no 'End Date' on file.
  • A practitioner (Staff C) is defined with available days/hours for appointments at "Site B" with no 'End Date' on file.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Select today's date.
  4. Validate "Staff A" is not present in the 'Staff Members' list.
  5. Validate "Staff B" is present in the 'Staff Members' list.
  6. Validate "Staff C" is not present in the 'Staff Members' list.
  7. Change the date to a date that is earlier or on "Date A".
  8. Validate "Staff A" is now present in the 'Staff Members' list.
  9. Validate "Staff B" is present in the 'Staff Members' list.
  10. Validate "Staff C" is not present in the 'Staff Members' list.
  11. Select "Site B" in the 'Site' field.
  12. Validate "Staff A" and "Staff B" are not present in the 'Staff Members' list.
  13. Validate "Staff C" is present in the 'Staff Members' list.
  14. Select "Site A" in the 'Site' field.
  15. Validate "Staff A" and "Staff B" are present in the 'Staff Members' list.
  16. Validate "Staff C" is not present in the 'Staff Members' list.
  17. Click [Dismiss].
Topics
• Scheduling Calendar
AV-82671 Summary | Details
Scheduling Calendar - 'Site' filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Site Registration
  • Staff Members Hours And Exceptions
Scenario 1: Scheduling Calendar - Validate 'Site' and Practitioner Filtering
Specific Setup:
  • Two sites are defined in the 'Site Registration' form (Site A & Site B).
  • A practitioner (Staff A) is defined with available days/hours (Example 'Effective Date' as "01/01/2020") for appointments at "Site A" with an 'End Date' of two weeks prior (Date A).
  • A practitioner (Staff B) is defined with available days/hours for appointments at "Site A" with no 'End Date' on file.
  • A practitioner (Staff C) is defined with available days/hours for appointments at "Site B" with no 'End Date' on file.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Select today's date.
  4. Validate "Staff A" is not present in the 'Staff Members' list.
  5. Validate "Staff B" is present in the 'Staff Members' list.
  6. Validate "Staff C" is not present in the 'Staff Members' list.
  7. Change the date to a date that is earlier or on "Date A".
  8. Validate "Staff A" is now present in the 'Staff Members' list.
  9. Validate "Staff B" is present in the 'Staff Members' list.
  10. Validate "Staff C" is not present in the 'Staff Members' list.
  11. Select "Site B" in the 'Site' field.
  12. Validate "Staff A" and "Staff B" are not present in the 'Staff Members' list.
  13. Validate "Staff C" is present in the 'Staff Members' list.
  14. Select "Site A" in the 'Site' field.
  15. Validate "Staff A" and "Staff B" are present in the 'Staff Members' list.
  16. Validate "Staff C" is not present in the 'Staff Members' list.
  17. Click [Dismiss].
Scenario 2: Scheduling Calendar - 'Site' filter - two sites with one practitioner
Specific Setup:
  • Two sites are defined in the 'Site Registration' form (Site A & Site B).
  • A practitioner (Staff A) is defined with available days/hours for appointments at "Site A" and "Staff B" with no 'End Date' on file.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Validate the 'Staff Members' field contains the staff members associated to "Site A".
  4. Select "Staff A" in the 'Staff Members' field.
  5. Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A".
  6. Select "Site B" in the 'Site' field.
  7. Validate the 'Staff Members' field contains the staff members associated to "Site B".
  8. Validate "Staff A" is still selected in the 'Staff Members' field.
  9. Validate the 'Scheduling Calendar' grid displays the hours for the selected "Staff A".
  10. Click [Dismiss]
Topics
• Scheduling Calendar
AV-82798 Summary | Details
'My To Do's' Widget - Note to Self
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
Scenario 1: Progress Notes (Group and Individual) - File a progress note and validate the 'Note-to-Self' field in the 'My To Do's widget
Specific Setup:
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Search for "Client A" in the 'Select Client' field.
  3. Select "Client A" from the 'Results' field.
  4. Click "Independent Note" from 'Progress Note For' field.
  5. Select desired value from 'Note Type' field.
  6. Add desired comments in 'Notes Field' field.
  7. Select "Final" from 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a "Confirm Document" message is displayed.
  10. Click [Accept and Route].
  11. Validate a "Verify Password" message is displayed.
  12. Enter the password associated to the logged in user in the 'Password' field.
  13. Click [Verify].
  14. Search for and select the practitioner associated to the logged in user in the 'Supervisor' field.
  15. Click [Add] and [Submit].
  16. Validate a "Notes Filed" message is displayed.
  17. Click [OK] and close the form.
  18. Navigate to the 'My To Do's widget.
  19. Navigate to the "New" section.
  20. Validate the To Do for "Client A" is displayed.
  21. Add desired comments in the 'Note-to-Self' field.
  22. Navigate to the "All" section.
  23. Validate the comments in the 'Note-to-Self' field remains.
  24. Click [Refresh].
  25. Validate the comments in the 'Note-to-Self' field remains.
  26. Navigate to the "New" section.
  27. Click [Refresh].
  28. Validate the comments in the 'Note-to-Self' field remains.
  29. Click [Approve Document].
  30. Click [Accept].
  31. Validate a "Verify Password" message is displayed.
  32. Enter the password associated to the logged in user in the 'Password' field.
  33. Click [Ok].
  34. Validate the To Do for "Client A" is no longer displayed.
Scenario 2: Ambulatory Progress Notes - File a progress note and validate the 'Note-to-Self' field in the 'My To Do's widget
Specific Setup:
  • Document routing must be enabled for the 'Ambulatory Progress Notes' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Search for "Client A" in the 'Select Client' field.
  3. Select "Client A" from the 'Results' field.
  4. Click "Independent Note" from 'Progress Note For' field.
  5. Select desired value from 'Note Type' field.
  6. Add desired comments in 'Notes Field' field.
  7. Select "Final" from 'Draft/Final' field.
  8. Click [Submit].
  9. Validate a "Confirm Document" message is displayed.
  10. Click [Accept and Route].
  11. Validate a "Verify Password" message is displayed.
  12. Enter the password associated to the logged in user in the 'Password' field.
  13. Click [Verify].
  14. Search for and select the practitioner associated to the logged in user in the 'Supervisor' field.
  15. Click [Add] and [Submit].
  16. Navigate to the 'My To Do's' widget.
  17. Navigate to the "New" section.
  18. Validate the To Do for "Client A" is displayed.
  19. Add desired comments in the 'Note-to-Self' field.
  20. Navigate to the "All" section.
  21. Validate the comments in the 'Note-to-Self' field remains.
  22. Click [Refresh].
  23. Validate the comments in the 'Note-to-Self' field remains.
  24. Navigate to the "New" section.
  25. Click [Refresh].
  26. Validate the comments in the 'Note-to-Self' field remains.
  27. Click [Approve Document].
  28. Click [Accept].
  29. Validate a "Verify Password" message is displayed.
  30. Enter the password associated to the logged in user in the 'Password' field.
  31. Click [Ok].
  32. Validate the To Do for "Client A" is no longer displayed.
Topics
• Widgets
AV-82900 Summary | Details
OE NX - Order Entry Console - PRN Frequency code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode - Create new order with PRN Frequency code - External Pharmacy Mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code "Order Code A" must be configured to have a default duration in days.
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for a pharmacy-type order code.
  3. Populate the required fields selecting any "PRN" frequency code from the 'Frequency' field.
  4. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  5. Click [Add to Scratchpad].
  6. Click the order in the 'Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  7. Click [Update Order] and file the order.
  8. Validate the order created is displayed within the 'Order grid'.
Scenario 2: OE NX- Admission Med Reconciliation - Create new order with PRN Frequency code - External Pharmacy Mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code "Order Code A" must be configured to have a default duration in days.
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Admission Med Reconciliation' tab.
  3. Create an order for a pharmacy-type order code.
  4. Populate the required fields selecting any "PRN" frequency code from the 'Frequency' field.
  5. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  6. Click [Add to Scratchpad].
  7. Click the order in the 'Inpatient Medications Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  8. Click [Update Order] and [Reconcile & Review].
  9. Validate the 'Admission Med Reconciliation' tab is displayed in view-only mode.
Topics
• NX • Order Entry Console
AV-83068 Summary | Details
Scheduling Calendar - form launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • My Forms
  • Scheduling Calendar - Appointment Grid
Scenario 1: Scheduling Calendar - Validate opening additional form(s) from an appointment
Specific Setup:
  • Have an existing appointment [ApptA] scheduled in the "Scheduling Calendar" form
  • In form "User Definition", [UserA] has [FormA] selected in the "Select Forms" field on "Appointment Scheduling" section of the form. This will enable [FormA] to be available for launch, when the user right-clicks on an existing appointment
  • [UserA] has the "Forms & Data" widget on their home view.
  • In the "My Forms" section, [FormB] has been added as a favorite
  • Log in as [UserA]
Steps
  1. Open form "Scheduling Calendar"
  2. Locate [ApptA] on the calendar grid
  3. Right-Click on the appointment
  4. From the drop-down list, select [FormA]
  5. Validate the form launches successfully
  6. Click the "(+) Browse forms" tab to the right of form name tab, to bring up the "My Forms" window
  7. From the "My Forms" list, click on [FormB] to launch it
  8. Populate the form and submit the form
  9. Validate the form files successfully
  10. Navigate back to [FormA]
  11. Populate any desired fields and submit the form
  12. Validate the form files successfully
  13. Close the "Scheduling Calendar" form
Topics
• Appointment Management • Form load
AV-83073 Summary | Details
Form return after Submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Practitioner Assignment
Scenario 1: Validate "Return to Form" after form submission functionality
Specific Setup:
  • Have a modeled form [FormA] that is set with field "Re-Enter" form enabled in "Form Definition"
  • In form "Set System Defaults", have any progress note form [FormB], selected in field "Return to Pre-Display Upon Filling the Following Progress Notes"
Steps
  1. Access [FormA], the modeled form
  2. Populate all required and desired fields.
  3. Click [Submit]
  4. Validate the 'Form Return' dialog is displayed and click [Yes].
  5. Validate the form pre-display is displayed and click [Add].
  6. Populate all required and desired fields.
  7. Click [Submit]
  8. Validate the 'Form Return' dialog is displayed and click [No].
  9. Validate the form closes and you're brought back to the home view
  10. Access [FormB], the progress note form
  11. Populate all required and desired fields.
  12. Click [Submit]
  13. Validate the 'Form Return' dialog is displayed and click [Yes].
  14. Validate the form pre-display is displayed and click [Add].
  15. Populate all required and desired fields.
  16. Click [Submit]
  17. Validate the 'Form Return' dialog is displayed and click [No].
  18. Validate the form closes and you're brought back to the home view
Topics
• Modeling • NX • Progress Notes
AV-83074 Summary | Details
Multiple Forms Opened for Multiple Clients
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Academic Assessments
Scenario 1: Validate form re-entry when multiple forms are opened for multiple clients at once
Specific Setup:
  • Two clients are enrolled in existing episodes (Client A & Client B).
  • Must have 4 forms that prompt form re-entry for the same client (Form A, Form B, Form C).
  • Must have a form that prompts form re-entry for a new entity (Form D).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate "Form A" is displayed for "Client A".
  3. Click [Home] to navigate back to the HomeView.
  4. Select "Client B" and access "Form B".
  5. Validate "Form B" is displayed for "Client B".
  6. Navigate back to the opened tab for "Form A".
  7. Validate "Form A" is displayed for "Client A".
  8. Populate any desired fields.
  9. Click [Submit].
  10. Validate a message is displayed stating: Submitting has completed. Do you wish to re-enter the form?
  11. Click [Yes].
  12. Validate "Form A" is still displayed for "Client A".
  13. Close the form.
  14. Navigate back to the opened tab for "Form B".
  15. Validate "Form B" is displayed for "Client B".
  16. Close the form.
  17. Select "Client A" and access "Form D".
  18. Click [Browse Forms] and select "Form B".
  19. Validate "Form B" is opened in a second tab for "Client A".
  20. Click [Browse Forms] and select "Form C".
  21. Validate "Form C" is opened in a third tab for "Client A".
  22. Navigate back to "Form D".
  23. Populate any desired fields.
  24. Click [Submit].
  25. Validate a message is displayed stating: Submitting has been completed. Do you wish to re-enter the form?
  26. Click [Yes].
  27. Validate a message is displayed stating: Submitting has been completed. The following forms are currently open for this client: "Form B", and "Form C". Do you wish to close these forms?
  28. Click [Yes].
  29. Validate "Form B" and "Form C" have closed.
  30. Validate the 'Select Client' dialog is displayed for "Form D".
  31. Search for and select "Client B".
  32. Validate "Form D" is displayed for "Client B".
  33. Close the form.
Topics
• Forms
AV-83109 Summary | Details
To Do Widget - Sign Tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: My To Do's Widget - (Sign Tab] - Signing multiple documents at once
Specific Setup:
  • Have a system that has multiple To Do's (for example, five or more) generated and not yet approved and signed
  • [UserA] is a staff member and also has permissions to co-sign to do's for other staff members
  • [UserA] has the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Navigate to the "My To Do's" widget
  2. Click on the [Sign] tab
  3. Validate the "Search Documents" list contains the expected document To Do's
  4. Select just the first document in the list, take note of the client name of the document
  5. Click [Accept]
  6. Validate the expected Client document has been moved to the "Accepted Documents" section,
  7. Validate the next consecutive client document is automatically highlighted in the "Search Documents" section, take note of the client name of the document
  8. Click [Accept]
  9. Validate the expected Client document has been moved to the "Accepted Documents" section,
  10. Validate the next consecutive client document is automatically highlighted in the "Search Documents" section, take note of the client name of the document
  11. Repeat the previous step till all the documents are listed in the "Accepted Documents" section
  12. Ensure no documents accepted, are listed more the once
  13. Click [Sign All]
  14. Enter a password in the "Password" prompt
  15. Validate the processing dialog is displayed
  16. Validate all documents have been removed form the "Accepted Documents" section
  17. Access the 'Clinical Document Viewer' form.
  18. Select "Client" in the 'Select All or Individual Client' field.
  19. In the 'Select Client' field, select one of clients noted in step 1 who's To Do was signed
  20. Click [Process].
  21. Validate document is present in the document list
  22. Click [View]
  23. Validate the document contents are as expected
  24. Repeat step 2a for any other desired clients who's To do document was signed, in step 1
  25. Validate results are as expected
Topics
• Widgets
AV-83444 Summary | Details
'ProviderConnect File Attach' document viewing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProviderConnect File Attach
Scenario 1: 'ProviderConnect File Attach' - Verification of File Viewing
Specific Setup:
  • 'CSP Location' for Generic Document Retriever must be defined (via 'ProviderConnect File Attach Defaults' form)
  • One or more .pdf (Microsoft Edge Portable Document Format), .jpg (Image) and/or .docx (Microsoft Word) files for ProviderConnect File Attach upload/storage
Steps
  1. Open the 'ProviderConnect File Attach' form.
  2. Enter/select 'Member ID' and 'Provider' values for File Attach upload/viewing.
  3. Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable).
  4. Click 'Upload File' button to select local file for ProviderConnect File Attach upload.
  5. When file upload IS completed, enter 'Comments' field value if desired and click 'Store File' button.
  6. Ensure user is presented with confirmation dialog noting 'File stored successfully'.
  7. Enter/select 'Member ID' and 'Provider' values for File Attach viewing.
  8. Select 'Authorization', 'Provider' or 'Other' in 'File Type' field (and select 'Authorization' field value if applicable).
  9. Select file attachment to be opened for viewing in the 'Existing Files' field.
  10. Click 'View File' button to open selected file attachment for view.
  11. Ensure that .pdf (Microsoft Edge Portable Document Format) and .jpg (Image) files are opened within myAvatar 'ProviderConnect File Attach' form for viewing.
  12. Ensure that .docx (Microsoft Word) files are automatically opened in the Microsoft Word application (or other locally-defined native application for .docx file type) with temporary file data (allowing user to save locally or view/discard).
Topics
• Provider Search
AV-83553 Summary | Details
Chart View - 'Print All' output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - my Clients
  • PDF Document
Scenario 1: "Chart View" - Validate "PDF All" print document output
Specific Setup:
  • [FormA] has two records filed [Rec1] and [Rec2], for [ClientA] in [EpisodeA]
  • [UserA] has [FormA] added to his chart view
  • [UserA] has the "My Clients" widget on their home view
  • Log in as [UserA]
Steps
  1. Select [ClientA] in the "My Clients" widget
  2. Right-click and click "Display Chart"
  3. In "Chart View"
  4. Select [FormA] from the forms list on the left side panel and click the tab for [EpisodeA]
  5. Validate the document contents are expected in the document preview, display detail for both rows file for [ClientA]
  6. Set the "Zoom Bar" adjustment at the bottom right of the screen to "100%
  7. Validate the text size of the documents contents are as expected based on the zoom level chosen
  8. Click the "PDF All" link in the right corner
  9. In the "Windows Explorer" dialog screen, select a location to save the PDF file
  10. Set the "File Name" field to the desired name [DocumentA]
  11. Click [Save]
  12. Navigate to the location of [DocumentA]
  13. Click to open the PDF file
  14. Validate the document contents are expected in the document preview, with a separate document page displaying for each row filed
  15. Validate the text size of the documents contents are as expected based on the zoom level chosen
  16. Validate text size of the header and body sections of the document are the same size and consistent with the zoom level chosen in step 2
  17. Close the document
  18. Close the clients chart
  19. Repeat steps 1 and 2, choosing a smaller zoom level, for example "80%"
  20. Validate results are as expected
  21. Close the clients chart
  22. Repeat steps 1 and 2, choosing a larger zoom level, for example "140%"
  23. Validate results are as expected
Topics
• Forms
AV-83608 Summary | Details
Clinical Document Viewer - Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: "Clinical Document Viewer" form - Validate field and data results
Specific Setup:
  • Have a client [ClientA] admitted in an active episode
  • Have a progress note form [FormA] enabled for document routing
  • A progress note for a "New Service" has been created in [FormA] for [ClientA] and the document [DocA], has been routed and approved.
Steps
  1. Open the 'Clinical Document Viewer' form.
  2. Select "Client" from the 'Select Type' field.
  3. Select "Individual" from the 'Select All or Individual Client' field.
  4. Select [ClientA] in the 'Select Client' field.
  5. Select "All" from 'Episode' field.
  6. Click the "Process" button.
  7. In the document "Results" grid, locate the row containing [DocA] filed for [ClientA]
  8. Validate the following fields are populated, as expected:
  9. Client ID
  10. Client Name
  11. Episode
  12. Document Description
  13. Document Date
  14. Service Date
  15. Document Status
  16. Form Name
  17. User
  18. Click the [View] check box for the row
  19. Click the [View] button to display the document
  20. Validate all fields in step 3a are populated as expected in the document
Topics
• Clinical Document Viewer
AV-84185 Summary | Details
Treatment Plan - 'Participation' section (Grid)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan Participation section with site specific field
Specific Setup:
  • In form "Site Specific Section" modeling, edit the "Treatment Plan - Participation" section:
  • Select a "SS Treatment Plan Part Free Text" field to be included and set prompt "Initially Enabled" to "No"
  • Select the "Notification Required" field to be included. In the "Event Definition" section, create an event that will set the "SS Treatment Plan Part Free Text" field to be "Enabled" when an entry is added to "Notification Required" field
  • Document routing is enabled for the "Treatment Plan" form
  • [UserA] has the "My To Do's" list on their home view
  • Log in as [UserA]
Steps
  1. Open 'Treatment Plan' or a copy of the form for any test client.
  2. Click [Add] on the pre-display.
  3. Click [No] on the message: 'Do you want to default plan information from a previously entered plan?'
  4. Set the 'Plan Date' to any date.
  5. Enter any text in the 'Plan Name' field.
  6. Select any value from the 'Plan Type' field.
  7. Navigate to the 'Plan Participants' section.
  8. Select any value in the 'Role' field.
  9. Select any staff member in the 'Staff ID' field.
  10. Click the 'SS Treatment Plan Part Scrolling Free Text' field
  11. Validate the field is disabled
  12. Click to enter a value in the "Notification" field
  13. Validate the 'SS Treatment Plan Part Scrolling Free Text' field is enabled
  14. Enter text in the 'SS Treatment Plan Part Scrolling Free Text' field. Note that this field may have a user defined name.
  15. Complete any required fields.
  16. Click 'Final' in the 'Treatment Plan Status' field (or 'Pending Approval', if active).
  17. Click [Submit].
  18. Scroll to the 'Plan Participation' section on the 'Confirm Document' display.
  19. Validate that all values are populated as expected
  20. Click [Accept and Route].
  21. Enter the 'Password' for the logged in user in the 'Verify Password' dialog.
  22. Click [OK].
  23. Select any approver on the 'Route Document To' dialog.
  24. Click [Submit].
  25. Logged in as the user to whom the To Do was sent,
  26. Click 'Approve Document' in the To Do widget for the treatment plan.
  27. Scroll to the 'Plan Participation' section on the 'Confirm Document' display.
  28. Validate that all values are populated as expected
  29. Click [Accept].
  30. Enter the 'Password' for the logged in user in the 'Verify Password' dialog.
  31. Validate the To do is removed from the To Do widget
Topics
• Treatment Plan
AV-84200 Summary | Details
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Cross Episode Financial Eligibility
  • Registry Settings (PM)
  • Spreadsheet Batch Remittance Posting
Scenario 1: The 'Spreadsheet Batch Remittance Posting' workscreen displays all client episodes.
Specific Setup:
  • The registry setting 'Sort Episodes by Admission Date' is set to "Y".
  • Client:
  • Select a client with more than one episode or create a new client with multiple episodes.
  • Verify that each episode has a diagnosis record,
  • Verify that each episode has an eligibility record or a cross episode eligibility episode.
  • Unpaid, claimed services exist in each episode.
  • Client Ledger is used to note the ‘TOTAL BALANCE BY GUARANTOR’ for each episode.
Steps
  1. Open 'Spreadsheet Batch Remittance Posting'.
  2. Enter required fields.
  3. Click 'Launch Work Screen'.
  4. In the grid, select the client.
  5. Verify that all the episodes are displayed in the 'Ep #' column.
  6. Select a specific episode and enter desired payment information in the table.
  7. Click [Accept].
  8. Click [Submit].
  9. Close the form.
  10. Open ‘Client Ledger’.
  11. Select the episode that the payment was created for.
  12. Select ‘Simple’ in ‘Ledger Type’.
  13. Click [Process].
  14. Validate that the payment is displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the payment amount.
  15. Close the report.
  16. Close the form.
Scenario 2: Spreadsheet Batch Remittance Posting functionality
Specific Setup:
  • Client:
  • Select a client with unpaid, claimed services.
  • Client Ledger is used to note the ‘TOTAL BALANCE BY GUARANTOR’.
Steps
  1. Open 'Spreadsheet Batch Remittance Posting'.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Click the "Launch Work Screen" button.
  7. Enter an ID in the "Client" field.
  8. Select an episode for the selected client in the "Ep #" field.
  9. Select a claim number in the "Claim" field.
  10. Select a payor in the "Payor" field.
  11. Select a date in the "Begin Date/Svc Date" field.
  12. Select a date in the "End Date/Svc Code" field.
  13. Verify the "Total Charges" field auto populated when the claim was selected.
  14. Verify the "Liability" field auto populated when the claim was selected.
  15. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  16. Click [+] in the first column of the row.
  17. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  18. Enter an amount in the "Payment Amount" field.
  19. Select a code in the "Payment Code" field.
  20. Enter an amount in the "Adjust Amount" field.
  21. Select a code in the "Adjust Code" field.
  22. Enter an amount in the "Transfer Amount" field.
  23. Select a code in the "Transfer Code" field.
  24. Select a guarantor in the "Transfer Guar" field.
  25. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  26. Click the "Accept" button.
  27. Click the "Submit" button.
  28. Open 'Client Ledger'.
  29. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  30. Select ‘Simple’ in ‘Ledger Type’.
  31. Click [Process].
  32. Validate that the payment is displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the payment amount.
  33. Close the report.
  34. Close the form.
Topics
• Spreadsheet Remittance Posting
AV-84207 Summary | Details
Widgets - form launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • Permissions Dialog
Scenario 1: Validate user access permissions launching a form from a widget
Specific Setup:
  • Have a widget [WidgetA] created that contains a link to launch a form [FormA]. For example, a widget created in form "Widget Wizard' using the 'Enhanced Widget View" functionality available in the form
  • Have users (either assigned or not assigned to a user role) set up with following permissions to [FormA]:
  • [UserA] has full access to [FormA]
  • [UserB] has only "Read" access to [FormA]
  • [UserC] has no access to [FormA]
  • All three users have [WidgetA] on their home view
  • Log in as [UserA]
Steps
  1. At the home view, click to refresh [WidgetA]
  2. Click the link in the widget to launch [FormA]
  3. Validate the form opens successfully and fields are accessible for data entry
  4. Populate the form
  5. Submit the form
  6. Validate the form files successfully
  7. Log out as [UserA]
  8. Log in as [UserB]
  9. At the home view, click to refresh [WidgetA]
  10. Click the link in the widget to launch [FormA]
  11. Validate a message "Opening [FormA] (Read Only) .... Please Wait", is displayed
  12. Validate the form opens successfully and all fields are populated (if applicable) but disabled, as expected
  13. Log out as [UserB]
  14. Log in as [UserC]
  15. At the home view, click to refresh [WidgetA]
  16. Click the link in the widget to launch [FormA]
  17. Validate access is denied, as the user does not have permissions to the form
Topics
• Forms • Widgets
AV-84229 Summary | Details
Product Scrolling Free Text Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Product Scrolling Free Text Templates- Validate 'Append', 'Replace', 'Cancel' functionality
Specific Setup:
  • In form "Product Scrolling Free Text Templates", have a template set up for a text field in any product form. For example, the "Notes Field" in any progress notes form
Steps
  1. Open the product form.
  2. Right click in the text field.
  3. Select the template.
  4. Validate the text in the template is populated as expected.
  5. Hit "Enter" to go to the next line.
  6. Right click in the text field again.
  7. Select the template.
  8. Click 'Append'.
  9. Validate the text in the template is populated as expected after the first template.
  10. Hit "Enter" to go to the next line.
  11. Right click in the text field again.
  12. Select the template.
  13. Click 'Cancel'.
  14. Right click in the text field again.
  15. Select the template.
  16. Validate the text in the template is populated as expected after the first two templates.
  17. Hit "Enter" to go to the next line.
  18. Right click in the text field again.
  19. Select the template.
  20. Click 'Replace'.
  21. Validate all the templates are removed and just the new template is populated.
  22. Repeat step 1 but without hitting the 'Enter' key after each template is chosen.
  23. Validate results are as expected.
Topics
• Forms
AV-84230 Summary | Details
Assessment Problem Planning - Scrolling Free Text Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assessment Problem Planning
  • Product Scrolling Free Text Templates (CWS)
  • Registry Settings (CWS)
  • View Definition
  • Widget Wizard (CWS)
Scenario 1: Assessment Problem Planning - Validate scrolling free text templates (System Templates)
Specific Setup:
  • Avatar CWS 2022 Update 89 is required for full functionality.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Product Scrolling Free Text Templates' form.
  2. Select "Assessment Problem Planning" and click [OK].
  3. Click [Template Definition].
  4. Click [Add New Item] in the 'Scrolling Text Templates' field.
  5. Select "Plan (81355)" in the 'Scrolling Text Table Column' field.
  6. Enter the desired value in the 'Template Description' field. Note: this will now be referred to as "Template A".
  7. Enter the desired value(s) in the 'Template Contents' field.
  8. Select the desired value(s) in the 'Keywords' field.
  9. Click [View Sample].
  10. Validate the added 'Template Contents' displays correctly.
  11. Click [Submit].
  12. Access the 'Assessment Problem Planning' form for "Client A".
  13. Enter the current date in the 'Date' field.
  14. Click [New Row].
  15. Select the desired value in the 'Add New Problem' field.
  16. Select the desired value in the 'Status' field.
  17. Right Click in the 'Plan' field.
  18. Select "Template A" in the 'System Templates' field.
  19. Validate the 'Plan' field displays the "Template A" contents.
  20. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  21. Click [Submit] and reopen the form.
  22. Click [Load Existing Assessment].
  23. Select the Previously filed Problem.
  24. Click [OK].
  25. Select the Problem in the Grid.
  26. Validate the previously filed data is displayed correctly.
  27. Close the form.
Scenario 2: Assessment Problem Planning - Validate scrolling free text templates (User Defined Templates)
Specific Setup:
  • Avatar CWS 2022 Update 89 is required for full functionality.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Assessment Problem Planning' form for "Client A".
  2. Enter the current date in the 'Date' field.
  3. Click [New Row].
  4. Select the desired value in the 'Add New Problem' field.
  5. Select the desired value in the 'Status' field.
  6. Right Click in the 'Plan' field.
  7. Select "Manage Templates" in the 'User Defined Templates' field.
  8. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
  9. Drag and Drop the desired fields to the template from the 'Available Fields' field.
  10. Click [Preview].
  11. Validate the Preview displays the added fields.
  12. Close the preview.
  13. Click [Add] and [Save].
  14. Right Click in the 'Plan' field.
  15. Select "Template A" in the 'User Defined Templates' field.
  16. Validate the 'Plan' field displays the "Template A" contents.
  17. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  18. Click [Submit] and reopen the form.
  19. Click [Load Existing Assessment].
  20. Select the Previously filed Problem.
  21. Click [OK].
  22. Select the Problem in the Grid.
  23. Validate the previously filed data is displayed correctly.
  24. Close the form.
Scenario 3: Assessment Problem Planning - Validate scrolling free text templates (Widget Templates)
Specific Setup:
  • Avatar CWS 2022 Update 89 is required for full functionality.
  • The Registry Setting 'Enable Templates On Demand for SQL Widgets' must be set to "Y".
  • A client is enrolled in an existing episode (Client A) with the following:
  • Vitals on file in the 'Vitals Entry' form.
  • An existing record on file in the 'Assessment Problem Planning' form.
  • A widget (Widget A) is defined in 'Widget Wizard' for the 'Assessment Problem Planning' form with the following:
  • Widget uses the 'SYSTEM.cw_assess_prob_plan_hdr' SQL table.
  • Displays the following fields in the widget: 'SYSTEM.cw_assess_prob_planning_hdr.ID', 'SYSTEM.cw_assess_prob_plan_hdr.PATID', and 'SYSTEM.cw_assess_prob_plan_hr.assessment_date'.
  • Widget is accessible from the HomeView.
  • 'Recent Vitals' widget must be added to the HomeView.
Steps
  1. Access the 'Assessment Problem Planning' form for "Client A".
  2. Click [Load Existing Assessment].
  3. Select the previously filed Problem.
  4. Click [OK].
  5. Select the problem in the grid to display the previously filed details.
  6. Right click in the 'Plan' field.
  7. Select "Widget A" in the 'Widget Templates' field.
  8. Enter the current date & Click [OK].
  9. Select [Insert] & Click [OK].
  10. Validate the "Widget A" data has been inserted to the 'Plan' field.
  11. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  12. Click [Submit] and reopen the form.
  13. Click [Load Existing Assessment].
  14. Select the Previously filed Problem.
  15. Click [OK].
  16. Select the Problem in the Grid.
  17. Validate the previously filed data is displayed correctly.
  18. Close the form.
  19. Select "Client A" and navigate to "Widget A".
  20. Validate the new 'Assessment Problem Planning record is displayed.
  21. Access the 'Assessment Problem Planning' form for "Client A".
  22. Enter the current date in the 'Date' field.
  23. Click [New Row].
  24. Select the desired value in the 'Add New Problem' field.
  25. Select the desired value in the 'Status' field.
  26. Right Click in the 'Plan' field.
  27. Select "Recent Vitals" in the 'Widget Templates' field.
  28. Validate the client's vitals data is displayed in the 'Plan' field.
  29. Validate the row in the 'Assessment Problem Planning' grid displays the problem/plan text accordingly.
  30. Click [Submit] and reopen the form.
  31. Click [Load Existing Assessment].
  32. Select the previously filed Problem.
  33. Click [OK].
  34. Select the Problem in the Grid.
  35. Validate the previously filed data is displayed correctly.
  36. Close the form.
Topics
• Assessment Problem Planning
AV-84264 Summary | Details
eMAR - Additional Data - Administration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Order Code Setup
  • Orders This Episode
Scenario 1: eMAR - Unsuccessful administration with Additional Data Tab
Specific Setup:
  • The ‘(10002) Successful Administration’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “NURSE-ADMIN”.
  • The ‘(10002) Successful Administration’ extended attribute must be set to “No” and the '(10009) Client Refusal' extended attribute must be set to "Yes" in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “REFUSED”.
  • An order code must exist with values selected in the 'Additional Data Elements To Require in Avatar eMAR (Administration)' field. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
  4. Validate the 'Order grid' contains an order for "Order Code A".
  5. Access the ‘eMAR’ widget.
  6. Validate an order is displayed for "Order Code A" with no hours of administration.
  7. Select the first cell under the previous day and click [Administer].
  8. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  9. Verify the 'Client Education' dialog exists.
  10. Select "Yes" in the 'Education Performed' field and click [OK].
  11. Verify the 'Administration Event' dialog exists and contains an order for "Order Code A".
  12. Validate the 'Qty' field contains "1".
  13. Validate the 'Unit' field contains "Capsule".
  14. Select "Refused" from the 'Administration Event' field.
  15. Check the 'Accept administration information entered' check box and click [Ok].
  16. Validate the first cell under the current date contains a "thumbs-down" symbol indicating the dose was refused, "1 Capsule", and the time of the attempted administration in military format.
  17. Right click the first cell under the current date that was administered and select "Administration After Initial Refusal".
  18. Verify the 'Administration Event' dialog exists and contains an order for "Order Code A".
  19. Validate the 'Administration Date' and 'Administration Time' fields contain the current date and time.
  20. Validate the 'Qty' field contains "1".
  21. Validate the 'Unit' field contains "Capsule".
  22. Select "Nurse-Administered" from the 'Administration Event' field.
  23. Access the 'Additional Data (Administration)' tab.
  24. Set 'Temperature (Fahrenheit)' to "99".
  25. Set 'Weight (lbs/kgs)' to "200" and click "lbs".
  26. Click [Submit Edit].
  27. Validate the first cell under the current date contains a "U-Turn" symbol, indicating the administration has been updated, "1 Capsule", and the time administered in military format.
Topics
• Order Entry Console
AV-84288 Summary | Details
Avatar eMAR - Administer discontinued orders - Warning message
Scenario 1: eMAR - Administering Discontinued Orders - Dietary Order
Specific Setup:
  • Avatar eMAR 2022 Update 31 and myAvatar Client Update 2513-011 or 3328-001 are needed in order to utilize full functionality.
  • A 'Dietary' order code must exist. (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Duration' to any value and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate the 'Order grid' contains the "Order Code A" order.
  6. Select the order and click [D/C], [Add to Scratchpad] and [Sign].
  7. Validate the 'Order grid' does not contain any orders.
  8. Access the 'eMAR' widget.
  9. Select a cell under the current date for the first "Order Code A" order.
  10. Validate a message is displayed stating "The selected order is Discontinued, effective 'discontinued date' and 'discontinued time'. To continue with this administration click "Ok". To cancel this administration click "Cancel"."
  11. Click [OK] and [Administer].
  12. Validate the 'Administration Event' dialog is displayed with a red flag in [Warning-View].
  13. Click [Warning - View] and validate that the 'Administration Date/Time' tab contains "This Administration Event is occurring after the order's Discontinue Date/Time of 'discontinued date' and 'discontinued time'."
  14. Override the warning and click [OK].
  15. Check the 'Accept administration information entered' check box and click [OK].
  16. Validate the first cell under the current date contains the amount administered and the time administered.
Topics
• Order Entry Console
AV-84293 Summary | Details
Disclosure Management - documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Disclosure Management for Requested Document Image
Specific Setup:
  • In the "View Attachment Types" field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting/authorizing document images for disclosure.
  • Documents exist for the various forms selected
Steps
  1. Open the 'Disclosure Management' form
  2. Enter a date in the "Request Date" field
  3. Enter a date in the "Request Information Start Date" field
  4. Enter a date in the "Request Information End Date" field
  5. Select the desired document images in the "Requested Document Images" field
  6. Enter an organization name in the "Organization" field
  7. Go to the "Authorization" section
  8. Enter a date in the "Authorization Start Date"
  9. Enter a date in the "Authorization End Date"
  10. Click the "Update Document Images Authorized For Disclosure" button
  11. Select the desired "Document Image" row(s) and set the "Authorized" field to "Yes"
  12. Click the "Save" button
  13. Click the "Refresh Document Images" button
  14. Verify the previously selected document displays as "Authorized" in the "Document Images Authorized For Disclosure"
  15. Go to the "Disclosure "section
  16. Enter a date in the "Disclosure Date" field
  17. Enter a time in the "Disclosure Time" field
  18. Click [Process]
  19. In the "Items for Disclosure" list, select the first document image and click [View]
  20. Verify the disclosure information displays as expected in the document preview section
  21. Repeat steps 3d each document in the document list
  22. Verify the disclosure information displays as expected in the document preview section
  23. Click [Disclose]
  24. Validate the "Processing Disclosure Items" message is displayed and process completes successful
  25. Click the "Cancel" button to return to the "Disclosure" section
  26. Click the "Submit" button to file the record
  27. Validate submission completes successfully
Topics
• Disclosure
AV-84308 Summary | Details
OE NX - Interval Frequency Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Interval Order - Order Entry Console (Admission Med Reconciliation)
Specific Setup:
  • A frequency code must exist that is configured as an interval frequency code. (Frequency Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Admission Med Reconciliation' tab
  3. Search for and select any pharmacy-type order code.
  4. Populate all required field and ensure that "Frequency Code A" is selected in the 'Freq' field.
  5. Validate the 'Custom' button does not display.
  6. Click [Add to Scratchpad] and click [Reconcile & Review].
  7. Validate the 'Admission Med Reconciliation' tab displays in view-only mode.
Scenario 2: OE NX - Orders This Episode - Taper/Titration - 24-hr - Custom Administration Time
Specific Setup:
  • A client must have an active episode whose program and unit are configured in the 'External Pharmacy Setup' form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Create a Taper/Titrate order with 3 steps for a pharmacy-type order code.
  3. Click [Add to Scratchpad].
  4. Select row 1 from the 'Scratchpad'.
  5. Populate all required fields and click [Update Order].
  6. Select row 2 from the 'Scratchpad'.
  7. Populate all required fields and click [Update Order].
  8. Select row 3 from the 'Scratchpad'.
  9. Populate all required fields and select an interval frequency code in the 'Freq' field.
  10. Validate the 'Custom' button does not display.
  11. Click [Update Order], [Add to Scratchpad] and [Final Review].
  12. Validate the 'Interactions' dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
Scenario 3: OE NX - Order Group - Interval Order
Specific Setup:
  • An order group must contain a pharmacy-type order code with an interval frequency. (Order Group A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" and select the pharmacy-type order code with the interval frequency.
  3. Validate 'Custom' is not displayed next to the 'Frequency' field.
  4. Click [Add to Scratchpad].
  5. Select the order from the 'Scratchpad' and validate 'Custom' is not displayed next to the 'Frequency'.
  6. Populate the remaining required fields and click [Update Order] and [Sign].
  7. Validate the new order is displayed in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-84358 Summary | Details
Client Name display and form launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart
  • Update Client Data
Scenario 1: Validate client name display in the "My Clients" widget and "Chart" view header
Specific Setup:
  • In form "Dictionary Update", have the "Client Prefix (175)" dictionary updated with dictionary values. For example: "Dr.", "Mr.", "Mrs." or "Ms"
  • Have a client with just first and last name defined. [ClientA]
  • Have a client with first name, last name and middle name defined. [ClientB]
  • Have a client with first name, middle name, last name and a suffix defined. [ClientC]
  • Have a client with a prefix, first name, middle name, last name and a suffix defined. [ClientD]
  • Have a client who first name starts with one of the prefix values stated in first set up step [ClientE]. For example a first name of "Drew"
  • Have the "My Clients" widget on a user's [UserA] home view
  • Have a client based form available for testing. For example "Update Client Data" [FormA]
  • Have [FormA] added to the users home view
  • Log in as [UserA]
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
  2. Validate the selected clients first and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  3. Right-click on the clients name and click to display the clients chart
  4. Validate the name in the client chart header displays clients first and last name, as expected
  5. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  6. Click back to the Home View
  7. Search and open [FormA]
  8. Validate the name in the client header displays clients first and last name, as expected
  9. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  10. Close or submit [FormA]
  11. Validate the name in the client header displays clients first and last name, as expected
  12. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
  13. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientB]
  14. Validate the selected clients first, middle and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  15. Right-click on the clients name and click to display the clients chart
  16. Validate the name in the client chart header displays clients first, middle and last name, as expected
  17. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  18. Click back to the Home View
  19. Search and open [FormA]
  20. Validate the name in the client header displays clients first, middle and last name, as expected
  21. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  22. Close or submit [FormA]
  23. Validate the name in the client header displays clients first, middle and last name, as expected
  24. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  25. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientC]
  26. Validate the selected clients first, middle, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  27. Right-click on the clients name and click to display the clients chart
  28. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  29. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  30. Click back to the Home View
  31. Search and open [FormA]
  32. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  33. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  34. Close or submit [FormA]
  35. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  36. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  37. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientD]
  38. Validate the selected clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  39. Right-click on the clients name and click to display the clients chart
  40. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  41. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  42. Click back to the Home View
  43. Search and open [FormA]
  44. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  45. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  46. Close or submit [FormA]
  47. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  48. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  49. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientE]
  50. Validate the selected clients first and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  51. Right-click on the clients name and click to display the clients chart
  52. Validate the name in the client chart header displays clients first and last name, as expected
  53. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  54. Click back to the Home View
  55. Search and open [FormA]
  56. Validate the name in the client header displays clients first and last name, as expected
  57. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  58. Close or submit [FormA]
  59. Validate the name in the client header displays clients first and last name, as expected
  60. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
Topics
• Client Search
AV-84375 Summary | Details
Treatment Plan - fields that record time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
Scenario 1: Treatment Plan - SS Time fields disabled in Treatment Plans
Specific Setup:
  • Site Specific Section Modeling for CWS is used to add a minimum of one ‘Time’ field to desired ‘Treatment Plan’. Note the section(s) of the plan that time fields are added to.
  • Click 'Refresh Forms' item on the home screen.
  • The ‘Treatment Plan’ is used to create draft treatment plan for any client. Add a value to each time field.
Steps
  1. Open the ‘Treatment Plan’ for the client.
  2. Select edit on the draft plan.
  3. Launch the plan.
  4. Change the time for each time field that was added above. Click the ‘Current Button’ for at least one field.
  5. Save the plan as ‘Final’.
  6. Open the ‘Treatment Plan’ for the client.
  7. Select edit on the final plan.
  8. Click [Yes].
  9. Launch the plan.
  10. Validate that the time fields cannot be edited and that the ‘Current Button’ is disabled.
  11. Close the form.
Topics
• NX • Treatment Plan
AV-84433 Summary | Details
Avatar eMAR - Quick Actions - Changing Clients
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: Scanning Client ID in the 'Avatar eMAR' form correctly defaults data
Specific Setup:
  • Two clients that have active episodes must exist and they must have active orders. (Client A and Client B)
Steps
  1. Open the 'Avatar eMAR' form.
  2. Select "Client B" from the 'Clients' field.
  3. Change the value in the 'Order Filter' field.
  4. Scan the bar code for the patient ID of "Client A".
  5. Verify all information displays correctly.
Scenario 2: eMAR - Taking Quick Actions - Changing Clients
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Prevent Administration Events for Unvalidated New Physician Orders' must be set to "4".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create any pharmacy-type order that requires validation.
  3. Access the 'eMAR' widget.
  4. Scan the client's wristband.
  5. Select any administration cell and quickly attempt to change clients via the 'My Clients' widget.
  6. Validate a warning pops up and that it can be acted on.
  7. Populate the warning and click [Administer].
  8. Populate the required fields and file the administration.
Topics
• Avatar eMAR • Barcode • eMAR • NX
AV-84490 Summary | Details
Order Entry Console (Admission Med Reconciliation section - no access
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry User Definition
  • User Definition
Scenario 1: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when user in 'Order Entry User Definition' is deactivated
Specific Setup:
  • A user must exist in 'Order Entry User Definition' that has access to all 'Order Types' and all order actions. (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist that has an active episode. (Client A)
  • Must be logged in as "User A".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate that the 'New Order' field is enabled.
  3. Select the 'Home Medications' tab.
  4. Validate that the 'New Order' field is enabled.
  5. Click the 'Admission Med Reconciliation' tab.
  6. Validate that the 'New Order' field is enabled.
  7. Click the 'Discharge Med Reconciliation' tab.
  8. Validate that the 'New Order' field is enabled.
  9. Select 'HomeView' and deselect "Client A".
  10. Access the 'Order Entry User Definition' form for "User A".
  11. Check the 'Deactivate' checkbox and click [Submit].
  12. Validate a message is displayed stating "Order Entry User Definition has completed. Do you wish to return to form?" and click "No".
  13. Log out of the application and log back in as "User A".
  14. Select "Client A" and access the Order Entry Console.
  15. Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings".
  16. Select the 'Home Medications' tab.
  17. Validate the 'New Order' field is enabled.
  18. Select the 'Admission Med Reconciliation' tab.
  19. Validate that it contains "Widget disabled due to your security settings".
  20. Select the 'Discharge Med Reconciliation' tab.
  21. Validate that it contains "Widget disabled due to your security settings".
Scenario 2: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when a user does not have "Display" checked in 'Order Entry User Definition'.
Specific Setup:
  • A user must exist in 'Order Entry User Definition' that has access to all 'Order Types' and all order actions. (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must exist that has an active episode. (Client A)
  • Must be logged in as "User A".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate that the 'New Order' field is enabled.
  3. Select the 'Home Medications' tab.
  4. Validate that the 'New Order' field is enabled.
  5. Click the 'Admission Med Reconciliation' tab.
  6. Validate that the 'New Order' field is enabled.
  7. Click the 'Discharge Med Reconciliation' tab.
  8. Validate that the 'New Order' field is enabled.
  9. Select 'myDay' and click 'Clear Client'.
  10. Access the 'Order Entry User Definition' form for "User A".
  11. Uncheck the 'Display' checkbox in the 'Order Actions Allowed' field.
  12. Validate the 'Order Types Allowed to View' field is disabled and has no values selected.
  13. Click [Submit]
  14. Validate a message is displayed stating "Order Entry User Definition has completed. Do you wish to return to form?" and click "No".
  15. Log out of the application and log back in as "User A".
  16. Select "Client A" and access the Order Entry Console.
  17. Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings".
  18. Select the 'Home Medications' tab.
  19. Validate the 'New Order' field is enabled.
  20. Select the 'Admission Med Reconciliation' tab.
  21. Validate that it contains "Widget disabled due to your security settings".
  22. Select the 'Discharge Med Reconciliation' tab.
  23. Validate that it contains "Widget disabled due to your security settings".
Scenario 3: No access to Orders This Episode, Admission Med Reconciliation, or Discharge Reconciliation when a user does not have anything set up in 'Order Entry User Definition'.
Specific Setup:
  • A user must exist that is set up in 'User Definition' and has access to all forms and tables, but does not have a user profile set up for 'Order Entry User Definition'. (User A)
  • Please log out of the application and log back in after the above configuration.
  • A client must have an active episode. (Client A)
  • Must be logged in as "User A".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate the 'Orders This Episode' tab contains "Widget disabled due to your security settings".
  3. Select the 'Home Medications' tab.
  4. Validate that a message is received stating "Authentication failure: OrderConnect Session ID could not be obtained. OrderConnect User Password not known." and click [OK].
  5. Select the 'Admission Med Reconciliation' tab.
  6. Validate that it contains "Widget disabled due to your security settings".
  7. Select the 'Discharge Med Reconciliation' tab.
  8. Validate that it contains "Widget disabled due to your security settings".
Topics
• NX • Order Entry Console
AV-84491 Summary | Details
OE NX - Order Entry Console - Improve OTO Frequency Logic
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
Scenario 1: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60"
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX Release 2022.11.00 is required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • A frequency code (Frequency Code A) must be configured as a "One-Time-Only" frequency with a scheduled administration at 0800 (08:00 AM).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate the 'First Dose Date', 'First Dose Time', 'Start Date, and 'Start Time' fields are populated with the next available administration.
  5. Click 'Give Initial Dose Now' [Yes] and validate the 'First Dose' fields are updated to the current date/time.
  6. Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
  7. Validate the [Yes] button becomes deselected.
  8. Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 2: OE NX - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX 2022.11.00 is required in order to utilize full functionality.
  • A frequency code (Frequency Code A) must be configured to be an un-scheduled one-time-only frequency code in the 'Frequency Code Setup' form.
  • "Frequency Code A" must be configured to default to 'Give Initial Dose Now' in the 'Frequency Code Setup' form.
  • A client must have an active episode. (Client A).
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate 'Give Initial Dose Now' [Yes] is selected and the 'First Dose Date", 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the order created displays in the 'Order grid'.
Scenario 3: OE NX - One Time Only - Default to give Initial Dose Now - Order Group
Specific Setup:
  • A frequency code (Frequency Code A) must be configured as a one time only, frequency with 'Default to Give Initial Dose Now' set to "Yes".
  • An order group (Order Group A) must be created with at least one pharmacy-type order (Order A) that has a default frequency of "One Time Only"
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select 'Order Group A" from the 'New Order' field.
  3. Select "Order A" and validate "One Time Only" is selected in the 'Frequency' field.
  4. Click [Add to Scratchpad].
  5. Select "Order A" from the scratchpad and validate the 'First Dose Date", 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
  6. Populate any remaining required fields and click [Update Order].
  7. Click [Sign] and validate "Order A" displays in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-84509 Summary | Details
MPI - Client Search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • MPI Search
Scenario 1: Admitting a new client with 'Master Patient Index' enabled
Specific Setup:
  • 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.
Steps
  1. Access the 'Admission' form.
  2. Verify the 'Select Client' dialog exists.
  3. Enter any new value in the 'Last Name' field.
  4. Enter any new value in the 'First Name' field.
  5. Select any value from the 'Sex' field.
  6. Click [Search].
  7. Validate the 'Search Results' dialog is displayed stating: No matches found.
  8. Click [New Client].
  9. Validate the 'Master Patient Index Search' dialog is displayed.
  10. Enter the same value used in the previous steps in the 'Last Name' field.
  11. Enter the same value used in the previous steps in the 'First Name' field.
  12. Enter any value in the 'Date Of Birth' field.
  13. Select the same value used in the previous steps from the 'Sex' field.
  14. Click [Search].
  15. Validate the 'MPI Search Results' dialog is displayed showing any results that may have been found.
  16. Click [Add New Client].
  17. Validate the "Admission" form is launched and the client first and last name is automatically populated in the "Client Name" field.
  18. Populate the required field on the form and any other desired fields.
  19. Validate the form files successfully.
  20. From the "My Clients" widget, select the new client.
  21. Access the 'Admission' form.
  22. Validate the fields contain the previously populated values.
  23. Close the form.
Topics
• Client Search
AV-84620 Summary | Details
eMAR - Reason for Reschedule Administration Event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • eMAR widget
  • Orders This Episode
  • Registry Settings (CWS)
  • Registry Settings (PM)
  • Order Code Setup
Scenario 1: eMAR Administration Event - Follow Up Reminder - 'Require Reason for Rescheduling an Administration Event' registry setting set to "Y".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 are needed in order to utilize full functionality.
  • There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A)
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = no value
  • ‘eMAR Follow-Up Reminder Heading’ = “Heading A”
  • An NDC for "Order Code A" must be noted.
  • A frequency code with no set hours of administration must exist. (Frequency Code A)
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Populate any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  8. Double-click the first cell under the current date.
  9. Complete 'Order Acknowledgment' and 'Client Education'.
  10. Validate that the 'Administration Event' dialog is displayed.
  11. Set the 'Med ID' field to "Order Code A's" NDC.
  12. Select "Nurse Administered" in the 'Administration Event' field.
  13. Check the 'Accept administration information entered' checkbox and click [OK].
  14. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  15. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'.
  16. Right-click the 'Follow-up' cell under the current date.
  17. Click 'Reschedule'.
  18. Validate the 'Rescheduled Dose' dialog is displayed.
  19. Set the 'New Scheduled Time' field to a time in the future from current time.
  20. Select "Other Reason" from the 'Reason' field.
  21. Set the 'Reason Text' field to any value.
  22. Click [Save].
  23. Validate that the cell that was rescheduled now contains the new scheduled time.
Scenario 2: eMAR - Reschedule Reason - 'Require Reason for Rescheduling an Administration Event' registry setting set to "Y".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 are needed in order to utilize full functionality.
  • A pharmacy-type order code must exist. (Order Code A):
  • An NDC for "Order Code A" must be noted.
  • A frequency code must exist with set hours of administration of which one hour is in the past. (Frequency Code A)
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Fill out any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with hours of administration under the current date.
  8. Right-click the first past due cell under the current date.
  9. Click 'Reschedule'.
  10. Validate the 'Rescheduled Dose' dialog is displayed.
  11. Set the 'New Scheduled Time' field to a time in the future from current time.
  12. Select "Other Reason" from the 'Reason' field.
  13. Set the 'Reason Text' field to any value.
  14. Click [Save].
  15. Validate the cell that was past due now displays the new scheduled time.
Scenario 3: eMAR - Reschedule Reason - 'Require Reason for Rescheduling an Administration Event' registry setting set to "N".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 are needed in order to utilize full functionality.
  • A pharmacy-type order code must exist. (Order Code A):
  • An NDC for "Order Code A" must be noted.
  • A frequency code must exist with set hours of administration of which one hour is in the past. (Frequency Code A)
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Fill out any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with hours of administration under the current date.
  8. Right-click the first past due cell under the current date.
  9. Click 'Reschedule'.
  10. Validate the 'Rescheduled Dose' dialog is displayed.
  11. Set the 'New Scheduled Time' field to a time in the future from current time.
  12. Validate the 'Reason' field is not required and select "Other Reason" from the 'Reason' field.
  13. Validate the 'Reason Text' field is required.
  14. Set the 'Reason Text' field to any value.
  15. Click [Save].
  16. Validate the cell that was past due now displays the new scheduled time.
Scenario 4: eMAR Administration Event - Follow Up Reminder - 'Require Reason for Rescheduling an Administration Event' registry setting set to "N".
Specific Setup:
  • Avatar eMAR 2022 Update 33 and myAvatar Client Update 2513-011 or 3328-001 are needed in order to utilize full functionality.
  • There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A)
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = no value
  • ‘eMAR Follow-Up Reminder Heading’ = “Heading A”
  • An NDC for "Order Code A" must be noted.
  • A frequency code with no set hours of administration must exist. (Frequency Code A)
  • The 'Avatar eMAR->General->Settings->->->Require Reason for Rescheduling an Administration Event' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Populate any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  8. Double-click the first cell under the current date.
  9. Complete 'Order Acknowledgment' and 'Client Education'.
  10. Validate that the 'Administration Event' dialog is displayed.
  11. Set the 'Med ID' field to "Order Code A's" NDC.
  12. Select "Nurse Administered" in the 'Administration Event' field.
  13. Check the 'Accept administration information entered' checkbox and click [OK].
  14. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  15. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'.
  16. Right-click the 'Follow-up' cell under the current date.
  17. Click 'Reschedule'.
  18. Validate the 'Rescheduled Dose' dialog is displayed.
  19. Set the 'New Scheduled Time' field to a time in the future from current time.
  20. Validate the 'Reason' field is not required.
  21. Select "Other Reason" from the 'Reason' field.
  22. Validate the 'Reason Text' field is required.
  23. Set the 'Reason Text' field to any value.
  24. Click [Save].
  25. Validate that the cell that was rescheduled now contains the new scheduled time.
Topics
• Avatar eMAR • NX