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RADplus Client Update 2513-012 Acceptance Tests

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AV-84924 Summary | Details
Progress Notes (Group and Individual) form - Client in context
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Browse Forms
  • Update Client Data
Scenario 1: Validate selected client in context launching a Form from the "Browse Forms" button
Specific Setup:
  • Have two active clients on the system [ClientA] and [ClientB]
  • User has the "My Clients" widget on their home view
  • User has access to the "Progress Note (Group and Individual)" form and any client based form, for example the "Update Client Data" form
Steps
  1. In the "My Clients" widget, search for and select [ClientA]
  2. Validate [ClientA] is selected highlighted in the "Recent Clients" list
  3. Double click on the [ClientA] to open "Chart"
  4. Validate the name of [ClientA] is displayed in the "Chart" header
  5. Under the header, click the "Browse Forms" (+) button
  6. In the "Search Forms" field search for "Progress Note (Group and Individual)" form
  7. Validate the "Select Client" field is populated with [ClientA]
  8. Validate the client header reflects information for [ClientA]
  9. Populate the desired fields on the form
  10. Click [File Note]
  11. Validate submission is successful
  12. In the "Select Client" field, select [ClientB]
  13. Validate the name of [ClientB] is displayed in the client header section
  14. Close the form
  15. At the home view, validate [ClientA] is still selected highlighted in the "Recent Clients" list
  16. At the home view select and open form "Update Client Data"
  17. Validate [ClientA] is selected highlighted in the "Recent Clients" list
  18. Search and open the "Update Client Data" form
  19. Validate the name of [ClientA] is displayed in the client header section
  20. Under the header, click the "Browse Forms" (+) button
  21. In the "Search Forms" field search for "Progress Note (Group and Individual)" form
  22. Validate the client header reflects information for [ClientA]
  23. Populate the desired fields on the form
  24. Click [File Note]
  25. Validate submission is successful
  26. In the "Select Client" field, select [ClientB]
  27. Validate the name of [ClientB] is displayed in the client header section
  28. Close the form
  29. At the home view, validate [ClientA] is still selected highlighted in the "Recent Clients" list
Topics
• My Clients • Progress Notes
AV-84936 Summary | Details
Widget's within forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Update Client Data
Scenario 1: Validate the selected client remains in context for "Widgets" included within a Form
Specific Setup:
  • Have the "Progress Note (Group and Individual)" form set up in "Form Designer" with widget [WidgetA] selected in field "Widgets to Display on Form". For this example the "Client Diagnosis" widget will be used
  • Have any other client based form [FormB] also set up in "Form Designer" with widget [WidgetA] selected in field "Widgets to Display on Form". For this test form "Update Client Data" is used
  • Have two or more active clients on the system [ClientA], [ClientB] and [ClientC]
  • All three clients have data filed in table used in [WidgetA]
Steps
  1. Open the "Progress Note (Group and Individual)" form
  2. Select [ClientA] in the "Select Client" field
  3. Validate [WidgetA] reflects the data field for [ClientA], as expected
  4. Select [ClientB] in the "Select Client" field
  5. Validate [WidgetA] reflects the data field for [ClientB], as expected
  6. Populate all required and desired fields on the form
  7. Click [File Note]
  8. Validate the note files successfully
  9. Staying the form, select [ClientC] in the "Select Client" field
  10. Validate [WidgetA] reflects the data field for [ClientC], as expected
  11. Select [ClientB] in the "Select Client" field
  12. Validate [WidgetA] reflects the data field for [ClientB], as expected
  13. Select [ClientA] in the "Select Client" field
  14. Validate [WidgetA] reflects the data field for [ClientA], as expected
  15. Close the form
  16. At the home view, select [ClientA]
  17. Open [FormB]
  18. Validate [WidgetA] reflects the data field for [ClientA], as expected
  19. Make any desired changes and submit the form
  20. Validate the form files successfully
  21. Repeat step 2 for [ClientB] and [ClientC]
  22. Validate [WidgetA] reflects the data field for the client selected, as expected
Topics
• Widgets
AV-85047 Summary | Details
Quick Link
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
  • Form Designer Properties - Quick Links
  • Scheduling Calendar
Scenario 1: "Quick Links" - set up and form launch validations
Specific Setup:
  • Have a "Quick Link" added to a form via "Form Designer". For this example, the form "Scheduling Calendar – Check In” is used
  • Have an appointment scheduled for a client in form "Scheduling Calendar"
Steps
  1. Open the 'Form Designer' form.
  2. Select [Scheduling Calendar – Check In] from the 'Forms' field.
  3. Select the [Check In] section from the "Sections" field.
  4. Click [Show Section].
  5. Click [Add] in the 'Quick Links' section on the left side panel
  6. Search for a form in the "Search Forms" field. For this example "Update Client Data" form is used
  7. Select the form and click [Save]
  8. Click [Submit].
  9. Open form "Scheduling Calendar"
  10. Navigate to the appointment added in the set up
  11. Right-Click on the appointment on the appointment in the grid and choose "Check In"
  12. Validate the "Check In" form is launched successfully
  13. Populate and submit the form
  14. Validate the user is returned to the "Scheduling Calendar" form
  15. Close the form
  16. Validate the user is returned to the home view
Topics
• Form load • NX
AV-85103 Summary | Details
Avatar eMAR - Filtering By Order Type
Scenario 1: Administration Events for 'Order Types' of "Pharmacy", "Dietary", and "Therapy" where 'Additional Attempts Planned' set to "No".
Specific Setup:
  • Must have a value in the '(10000) Administration Event' dictionary under 'eMAR Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has 'Successful Administration' = "No", "Additional Attempts Planned" = "No", 'Limit To Specific Tabs' = no value and 'Add Reason Dictionary To Comments' = "Required", and 'Require Comments' = "Yes". (TEST)
  • Must have a value entered in the '(10020) Event Reason' dictionary under 'eMAR Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS'. (Patient Unavailable)
  • Must have a value in the '(500) Order Type' dictionary under 'Order Entry Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has the '(501) Order Type Category' extended dictionary attribute set to "Pharmacy". (Pharmacy)
  • Must have a value in the '(500) Order Type' dictionary under 'Order Entry Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has the '(501) Order Type Category' extended dictionary attribute set to "Dietary". (Dietary)
  • Must have a value in the '(500) Order Type' dictionary under 'Order Entry Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has the '(501) Order Type Category' extended dictionary attribute set to "Therapy". (Therapy)
  • The 'Avatar Order Entry->eMAR->Settings->->->Order Types Processed By eMAR' registry setting must include "Pharmacy", "Dietary", and "Therapy" order types.
  • The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • A "Pharmacy" order type code must exist. (Pharmacy Code A)
  • A "Dietary" order type code must exist. (Dietary Code A)
  • A "Therapy" order type code must exist. (Therapy Code A)
  • Select the following order types from the 'Order Type' field in eMAR:
  • "Pharmacy" in the 'Medications' tab.
  • "Dietary" in the 'Nutrition Orders' tab.
  • "Therapy" in the 'All Other Order Types' tab.
  • Please log out and back in doing the configuration above.
  • 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 "Pharmacy Code A" from the 'New Order' field.
  3. Fill out any required fields and click [Add to Scratchpad].
  4. Search for and select "Dietary Code A" from the 'New Order' field.
  5. Fill out any required fields and click [Add to Scratchpad].
  6. Search for and select "Therapy Code A" from the 'New Order' field.
  7. Fill out any required fields, click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains the "Pharmacy" order, the "Dietary" order, and the "Therapy" order.
  9. Access the 'Avatar eMAR' widget.
  10. Remain on the 'Medications' tab.
  11. Validate that "Pharmacy" is still checked in the 'Order Type' checklist and that the order for "Pharmacy Code A" is displayed.
  12. Double click on any available administration cell under the current date.
  13. Verify the 'Order Acknowledgement' dialog is displayed and click [OK].
  14. Verify the 'Client Education' dialog exists.
  15. Select "Yes" from the 'Education Performed' field and click [OK].
  16. Set the 'Med ID' cell to the "NDC" of the order selected.
  17. Select "TEST" from the 'Administration Event' field.
  18. Click [View - Comment].
  19. Set the 'Reason' field to "Patient Unavailable".
  20. Set the 'Text' field to "test".
  21. Click [OK].
  22. If there are any warnings, populate the 'Override Reason' field.
  23. Click the 'Accept administration information entered' check box.
  24. Click [OK].
  25. Validate the cell selected under the current date contains "TEST" as well as "the time of the attempted administration".
  26. Uncheck "Pharmacy" from the 'Order Type' field and validate the order for "Pharmacy Code A" is no longer shown in the eMAR grid.
  27. Click the 'Nutrition Orders' tab.
  28. Validate that "Dietary" is still checked in the 'Order Type' checklist and that the order for "Dietary Code A" is displayed.
  29. Double click in any available cell under the current date.
  30. Verify the 'Order Acknowledgement' dialog is displayed and click [OK].
  31. Verify the 'Client Education' dialog exists.
  32. Select "Yes" from the 'Education Performed' field and click [OK].
  33. Set the 'Administration Event' field to "TEST".
  34. Click [View - Comment].
  35. Select "Patient Unavailable" from the 'Reason' field.
  36. Set the 'Text' field to "test".
  37. Click [OK].
  38. Click the 'Accept administration information entered' check box and click [OK].
  39. Validate that the cell that was selected contains "TEST" as well as "the time of the attempted administration".
  40. Click the 'All Other Order Types' tab.
  41. Validate that "Therapy" is still checked in the 'Order Type' checklist and that the order for "Therapy Code A" is displayed.
  42. Double click in any available cell under the current date.
  43. Verify the 'Order Acknowledgement' dialog is displayed and click [OK].
  44. Verify the 'Client Education' dialog exists.
  45. Select "Yes" from the 'Education Performed' field and click [OK].
  46. Set the 'Administration Event' field to "TEST".
  47. Click [View - Comment].
  48. Select "Patient Unavailable" from the 'Reason' field.
  49. Set the 'Text' field to "test".
  50. Click [OK].
  51. Click the 'Accept administration information entered' check box and click [OK].
  52. Validate that the cell that was selected contains "TEST" as well as "the time of the attempted administration".
  53. Click the 'Medications' tab.
  54. Validate that "Pharmacy" is still unchecked in the 'Order Type' field and that no pharmacy type order codes are present in the eMAR grid.
Topics
• Avatar eMAR • eMAR
AV-85303 Summary | Details
User Defined Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Ambulatory Progress Notes
  • Progress Notes (Group and Individual)
Scenario 1: Validate data results using "User Defined " text templates
Specific Setup:
  • The registry setting "Enable Templates on Demand for SQL Widget" is enabled.
  • Have access to a form that contains as scrolling text field, for example a progress note form.
Steps
  1. Open the form
  2. Navigate to the scrolling free text field.
  3. "Right-Click" in the field (In "Avatar NX", click the widget template icon next field)
  4. Select "User Defined Template".
  5. Click "Manage Templates".
  6. Set the "Template Name" to a desired name [TemplateTest]
  7. Add fields such as Street, City, State, Zip by dragging from the right side panel
  8. Type in text in the field that also includes carriage return line feeds within the text
  9. Click the [Preview] button
  10. Validate the "Preview" window, displays all data as expected including the line feeds
  11. Click [OK]
  12. Click [Add]
  13. Validate [TemplateTest] displays in the bottom panel under "My Templates"
  14. Click [Save]
  15. "Right-Click" in the field
  16. Click "User Defined Templates"
  17. Select [TemplateTest] template
  18. Validate the field is populated with data and text based on the template set up in step 1
  19. Validate all data is formatted as expected, including any carriage return line feeds included in the template
  20. Submit the form
  21. Return to the form and select the row just submitted
  22. Navigate to the scrolling text field
  23. Validate the data populated and formatted in the field is as expected, including any carriage return line feeds included in the template
Topics
• Forms
AV-85313 Summary | Details
Forms launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • My Forms
  • Discharge
  • Progress Notes (Group and Individual)
  • Treatment Plan
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", a user has [FormA], [FormB] and [FormC] selected in the "Select Forms" field on "Appointment Scheduling" section of the form. (Note: This will enable the forms to be available for launch when a user right-clicks on an existing appointment)
  • The user has the "Forms & Data" widget on their home view.
  • In the "My Forms" section, [FormA] has been added as a favorite
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
  14. Re-Open form "Scheduling Calendar"
  15. Locate [ApptA] on the calendar grid
  16. Right-Click on the appointment
  17. From the drop-down list, select “Check-In” (Note: the form will open in a separate Avatar window)
  18. At the “Check-In” form
  19. Click the "(+) Browse forms" tab
  20. Search for [FormB]
  21. Validate the form opens successfully
  22. Navigate back to the “Check-in” window
  23. Close the “Check-in” form
  24. Return to [FormB]
  25. Click the "(+) Browse forms" tab
  26. Search for [FormC]
  27. Validate the form opens successfully
  28. Close [FormC]
  29. Close [FormB]
Scenario 2: Validate launching forms from "Widgets"
Specific Setup:
  • Have the following widgets defined on a user's [UserA] home view or a console view:
  • "My Calendar" widget
  • "My To Do's" widget
  • "Client Diagnosis" widget
  • "Console Widget Viewer"
  • "Treatment Plan" form console widget
  • "Progress Note (Group and Individual)" form console widget
  • [WidgetA] created that contains a link to launch a form [FormA]. For example, form "Discharge". [Note: form "Widget Wizard' using the 'Enhanced Widget View" functionality can be used to create the widget]
  • [ClientA] is admitted in one or more open episodes
  • [ClientA] has a treatment plan form filed in form "Treatment Plan"
  • [ClientA] has a progress note filed in form "Progress Note (Group and Individual)" form and a "To Do" has been generated
  • [ClientA] has a diagnosis filed in form "Diagnosis"
  • [ClientA] has an appointment scheduled [ApptA] in form "Scheduling Calendar"
  • In form "User Definition", [UserA] has [FormA] selected in the "Select Forms" field on "Appointment Scheduling" section of the form.
  • Log in as [UserA]
Steps
  1. Select [ClientA]
  2. Navigate to [WidgetA]
  3. Click on the link to launch [FormA]
  4. Validate the form launches successfully
  5. Close the form
  6. Navigate to the "My Calendar" widget
  7. Right Click on [ApptA]
  8. Select [FormA]
  9. Validate the form launches successfully
  10. Close the form
  11. Navigate to "My To Do's" widget
  12. Locate the To Do for the "Progress Notes (Group and Individual)"
  13. Click on the form link in the "Form" column to launch the form
  14. Validate the form launches successfully
  15. Close the form
  16. Navigate to "Treatment Plan" widget
  17. Click the [View] button
  18. Click the [Open Record] button in the "Console Widget Viewer" widget
  19. Validate the form launches successfully
  20. Close the form
  21. Navigate to the "Progress Note(Group and Individual)" widget
  22. Click the [View] button
  23. Click the [Open Record] button in the "Console Widget Viewer" widget
  24. Validate the form launches successfully
  25. Close the form
  26. Navigate to the "Client Diagnoses Widget"
  27. Click the date listed under the "Diagnosis Date" column
  28. Validate the form launches successfully
  29. Close the form
Topics
• Appointment Management • Console Widget • Form load • Forms • NX • Widgets
AV-85456 Summary | Details
Document Routing - Route To Document
Scenario 1: Document Routing - Supervisor approval required with Acknowledgments allowed
Specific Setup:
  • In form "User Definition", have a user who is a staff member [StaffA] set with prompt "Supervisor Approval Required for Documents" to "Yes" and [TestForm] chosen in field "Select Forms Requiring a Supervisor"
  • In form "Document Routing Setup", have a form [TestForm] enabled for document routing with prompt "Acknowledgment Allowed" set to "Yes"
  • Have another user who is a staff member [StaffB]
  • [StaffA] and [StaffB] have the "My To Do's" widget on their home view
  • Log in as [StaffA]
Steps
  1. Open [TestForm]
  2. Select a client
  3. Populate all desired fields
  4. Set the "Draft/Final" prompt to "Final" and click [OK]
  5. Click [Submit]
  6. Click [Sign and Route]
  7. At the "Route Document To" screen,
  8. Validate the "Supervisor" field is required
  9. Validate the [Submit] field is disabled
  10. In the "Add Members to Acknowledge" box, search and select [StaffA]
  11. Validate [StaffA] is added to the routing list box and the "Acknowledge" checkbox is populated
  12. Validate [Submit] button is still disabled
  13. Search for [StaffB] in the "Supervisor" field and click [Add]
  14. Validate [StaffB] is added in the routing list box and the "Approver" check box is checked
  15. Validate the [Submit] is now enabled, as expected
  16. Click the [Submit] button
  17. Validate the form files successfully
  18. Log out as [StaffA]
  19. Log in as [StaffB]
  20. At the home view, navigate to the "My To Do's list
  21. Validate the To Do routed in step 1, is present
  22. Select and approve the document
  23. Validate the To Do is removed from the To Do's list
  24. Log out as [StaffB]
  25. Log back in as [StaffA]
  26. At the home view, navigate to the "My To Do's" list
  27. Validate an "Acknowledgment" To Do is present as expected, now that the To Do in step 4 has been approved,
  28. Click [Acknowledge Document]
  29. At "Confirm Document" screen, click [Acknowledge]
  30. Validate the To Do is removed from the To Do's list
Scenario 2: Document Routing - Supervisor approval required with Acknowledgments not allowed
Specific Setup:
  • In form "User Definition", have a user who is a staff member [StaffA] set with prompt "Supervisor Approval Required for Documents" to "Yes" and [TestForm] chosen in field "Select Forms Requiring a Supervisor"
  • In form "Document Routing Setup", have a form [TestForm] enabled for document routing with prompt "Acknowledgment Allowed" set to "No"
  • Have another user who is a staff member [StaffB]
  • [StaffA] and [StaffB] have the "My To Do's" widget on their home view
  • Log in as [StaffA]
Steps
  1. Open [TestForm]
  2. Select a client
  3. Populate all desired fields
  4. Set the "Draft/Final" prompt to "Final" and click [OK]
  5. Click [Submit]
  6. Click [Sign and Route]
  7. At the "Route Document To" screen,
  8. Validate the "Supervisor" field is required
  9. Validate the [Submit] field is disabled
  10. Search for [StaffB] in the "Supervisor" field and click [Add]
  11. Validate [StaffB] is added in the routing list box and the "Approver" check box is checked
  12. Validate the [Submit] button is now enabled, as expected
  13. Click the [Submit] button
  14. Validate the form files successfully
  15. Log out as [StaffA]
  16. Log in as [StaffB]
  17. At the home view, navigate to the "My To Do's" list
  18. Validate the To Do routed in step 1, is present
  19. Select and approve the document
  20. Validate the To Do is removed from the To Do's list
Topics
• Document Routing • NX
AV-85860 Summary | Details
Order Groups - Change in 'Order Group Start Date/Time' reflected for all selected orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Group Setup
  • Orders This Episode
Scenario 1: Order Entry Console - Order Group - Ensuring Order Group Start Date change is reflected in orders selected
Specific Setup:
  • An order group must exist that contains the following (Order Group A):
  • A pharmacy-type order code with a routine 'Frequency Code' of "Twice a Day", with scheduled administration times at "09:00 AM" and "09:00 PM".
  • A pharmacy-type order code with a routine 'Frequency Code' of "Every Day".
  • A pharmacy-type order code with a prn 'Frequency Code' of "As Needed".
  • 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" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains 3 orders.
  4. Click the 'Select All' checkbox.
  5. Validate the 'Order Group Start Date' field contains the current date.
  6. Validate the 1st order's 'Start Date' contains the current date.
  7. Validate the 2nd order's 'Start Date' contains the current date.
  8. Validate the 3rd order's 'Start Date' contains the current date.
  9. Set the 'Order Group Start Date' field to a date that is five days in the future of the current date.
  10. Validate that the 'Start Date' fields for all orders contain a date that is five days in the future of the current date.
  11. Set the 'Order Group Start Date' field to a date that is five days in the past.
  12. Validate that the 'Start Date' fields for all orders contain a date that is five days in the past.
  13. Click [Add to Scratchpad].
  14. Validate that 3 orders are in the 'Scratchpad' with red flags.
  15. Select order 1 in the 'Scratchpad'.
  16. Populate all required fields and click [Update Order].
  17. Select order 2 in the 'Scratchpad'.
  18. Populate all required fields and click [Update Order].
  19. Select order 3 in the 'Scratchpad'.
  20. Populate all required fields and click [Update Order] and [Sign].
  21. If the 'Interactions' dialog is displayed, override all interactions and click [Save Override and Exit].
  22. Validate the 'Order grid' contains the 3 new orders.
Topics
• NX • Order Entry Console
AV-85874 Summary | Details
Chart - Document output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • PDF Document
Scenario 1: Chart View - Validate "Print" and "Print All" Document Output
Specific Setup:
  • Have a client [TestClient] with two or more documents created, for any form [TestForm]. For example, a progress note form
  • For this example three documents are used [Document1], [Document2] and [Document3]
  • Have the [TestForm] included in a user's chart view
  • Log in as the user
Steps
  1. Select [TestClient] and right-click on the client to open their "Chart"
  2. Select [TestForm] from the "Chart Forms" list
  3. Select the episode tab
  4. Verify data for all three documents are listed consecutively, in the document display section
  5. Click the [Print All] link in the right corner of the tab
  6. In the print dialog screen, select "Microsoft Print to PDF" from the "Name" drop down list
  7. Click [OK]
  8. A "Save Print Output As" dialog will display. (Note user will be prompted with the "Save Print Output As" dialog for each row in the tab by descending data entry date/time order)
  9. In the navigation bar, navigate to a desired location to save all the files.
  10. In the "File Name" field enter the desired file name for [Document3]
  11. Click the [Save] button
  12. In the next "Save Print Output As" dialog, enter the desired file name for [Document2] in the "File Name" field,
  13. Click the [Save] button
  14. In the next "Save Print Output As" dialog, enter the desired file name for [Document1] in the "File Name" field,
  15. Click the [Save] button
  16. Open windows explorer and navigate to the location of the PDF documents saved in step 1
  17. Open the [Document1]
  18. Validate the contents of the page contains the expected data and data is in a readable format
  19. Open the [Document2]
  20. Validate the contents of the page contains the expected data and data is in a readable format
  21. Open the [Document3]
  22. Validate the contents of the page contains the expected data and data is in a readable format
  23. Navigate back to "Chart View"
  24. In the episode tab scroll to any one of the document rows listed in the tab, for example the row for [Document2]
  25. In the header section, click the "Print" link for that document
  26. In the print dialog screen, select "Microsoft Print to PDF" from the "Name" drop down list and click [OK]
  27. In the "Save Print Output As" dialog, select a location to save the file
  28. Set the "File Name" field to the desired file name [Document2]
  29. Click the [Save] button
  30. Open windows explorer and navigate to the location of the "Document2" PDF file
  31. Open the [Document2]
  32. Validate the contents of the page contains the expected data and the date is in a readable format
Topics
• Forms
AV-86022 Summary | Details
Treatment Plan - 'Assigned Services' grid
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • The client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from the 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the 'Status' field.
  13. Validate that all the fields display as expected.
  14. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
  15. Click [Add New Intervention].
  16. Enter any value in the 'Intervention' text field.
  17. Select any value from the 'Status' field.
  18. Click [Add Service] in the 'Assigned Services' field.
  19. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  20. Populate the 'Service Program' field.
  21. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  22. Select any service code.
  23. Validate that the service code field is populated as expected in the 'Service Code' field.
  24. Select any value in the 'Frequency' field.
  25. Select any value in the 'Duration' field.
  26. Enter any value in the 'Amount' field.
  27. Select any value in the 'Service Mode' field.
  28. Select any value in the 'Place of Service field.
  29. Enter and value in the 'Agency and Staff Responsible' field.
  30. Click [Add Service] in the 'Assigned Services' field.
  31. Populate all desired fields.
  32. Click [Return To Plan].
  33. Click [Submit].
  34. Validate the plan submit successfully.
  35. Select "Client A" and access the 'Treatment Plan' form.
  36. Click to edit the row just submitted.
  37. Click [Launch Plan].
  38. Click the 'Interventions' item on the plan tree.
  39. Click [Add New Intervention].
  40. Enter any value in the 'Intervention' text field.
  41. Select any value from the 'Status' field.
  42. In the 'Assigned Services' grid, click [Copy Service].
  43. Validate in the popup window, and check that the Amount field appears before Service Mode and Place of Service.
  44. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted.
  45. Click [Copy].
  46. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected.
  47. Click [Copy Service].
  48. Validate that the service previously copied is disabled and select the remaining service.
  49. Validate the services display as expected and neither are duplicated.
  50. Select the 'Assigned Services' row just added.
  51. Click the [Delete Service] button.
  52. Validate that the service row is removed from the 'Assigned Services' grid, as expected.
  53. Click [Return to Plan].
  54. Click [Submit].
  55. Validate the plan submit successfully.

Scenario 2: Treatment Plan Copy (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • Client must be admitted to an active episode (Client A).
  • A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).
  • The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
  • The following registry setting must be enabled:
  • 'Enable Service Entry Restriction by Client Treatment Plan'
  • 'Activate Program/Service Code Filter'
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from the 'Problem List'.
  6. Select "Draft" in the 'Draft/Final' field.
  7. Click [Launch Plan].
  8. Select the problem from the 'Tree View'.
  9. Select any value from the 'Status' field.
  10. Validate that all the fields display as expected.
  11. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
  12. Click [Add New Intervention].
  13. Validate the new column order is Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  14. Enter any value in the 'Intervention' text field.
  15. Select any value from the 'Status' field.
  16. Click [Add Service] in the 'Assigned Services' field.
  17. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  18. Populate the 'Service Program' field.
  19. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  20. Select any service code.
  21. Validate that the service code field is populated as expected in the 'Service Code' field.
  22. Select any value in the 'Frequency' field.
  23. Select any value in the 'Duration' field.
  24. Enter any value in the 'Amount' field.
  25. Select any value in the 'Service Mode' field.
  26. Select any value in the 'Place of Service' field.
  27. Enter and value in the 'Agency and Staff Responsible' field.
  28. Click [Add Service] in the 'Assigned Services' field.
  29. Populate all desired fields.
  30. Click [Return To Plan].
  31. Click [Submit].
  32. Validate the plan submits successfully.
  33. Select "Client A" and access the 'Treatment Plan Copy' form.
  34. Click to edit the row just submitted.
  35. Click [Launch Plan].
  36. Click the 'Interventions' item on the plan tree.
  37. Validate the 'Assigned Services' grid columns display the expected values.
  38. Click [Add New Intervention].
  39. Enter any value in the 'Intervention' text field.
  40. Select any value from the 'Status' field.
  41. Click [Copy Service].
  42. Validate an 'Add Services From Other Interventions' dialog display.
  43. Validate in the popup window, and check that the Amount field appears before Service Mode and Place of Service.
  44. Select the intervention and click [Copy].
  45. Validate that the 'Assigned Services' field displays the values from the previous intervention.
  46. Select the 'Assigned Services' row just added.
  47. Click the [Delete Service] button.
  48. Validate that the service row is removed from the 'Assigned Services' grid, as expected.
  49. Click [Return to Plan].
  50. Click [Submit].
  51. Validate the plan submit successfully.
Topics
• NX • Treatment Plan