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RADplus Client Update 3201-005 Acceptance Tests

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AV-58329 Summary | Details
OE NX - Lab order - Modify
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Multiple Reasons Checklist
  • Orders This Episode
Scenario 1: OE NX - Lab Order - Modify
Specific Setup:
  • A client must have an active episode (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any lab-type order code (LAB A) from the 'New Order' field.
  3. Select "Every Day" from the 'Frequency' field.
  4. Set the 'Duration' field to "5" and click [Days].
  5. Click [Add to Scratchpad] and [Sign].
  6. Select "LAB A" from the 'Order grid' and click [Modify].
  7. Select "Daily" from the 'Frequency' field.
  8. Click [Add to Scratchpad].
  9. Validate the 'Scratchpad' contains "LAB A Daily" and click [Sign].
  10. Validate the lab-type order displays in the 'Order grid'.
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-70694 Summary | Details
Duplicate Order checking in the Order Entry Console
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Warning Dialog - Duplicate Order
  • Orders This Episode
Scenario 1: OE NX - Duplicate Order Code Checking - New, Copy, Modify, Reorder and Discontinue
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two clients must exist. A client must have an active episode. (Client A) and a client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client B)
  • “Client A” and "Client B" 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 'CHANTIX (VARENICLINE) 1 MG TABLET ORAL' field.
  3. Set the 'Dose' Field to "1".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq:' field.
  6. Set the 'Duration' field to "90" and click [Days].
  7. Validate the 'Start Date' contains the current date.
  8. Validate the 'Stop Date' contains a date that is ninety days in the future of the current date.
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate that the 'Order grid' contains one order for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  11. Select the order and click [Copy].
  12. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains two orders for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  15. Select the first order in the 'Order grid' and click [DC].
  16. Click [Add to Scratchpad] and [Sign]
  17. Select the order in the 'Order grid' and click [Modify].
  18. Set the 'Dose' field to "0.5".
  19. Click [Add to Scratchpad] and [Sign].
  20. Validate one order for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL" is displayed.
  21. Select "Client B" and remain on 'Orders This Episode'.
  22. Search for and select "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  23. Set the 'Dose' Field to "1".
  24. Validate that the 'Dose Unit' field contains "Tablet".
  25. Select "Twice a Day" from the 'Freq:' field.
  26. Set the 'Duration's field to "30" and click [Days].
  27. Set the 'Days Supply' field to "30".
  28. Validate the 'Dispense Qty' field contains "60".
  29. Select "Tablet" in the 'Dispense Qty Unit' field.
  30. Set the 'Start Date' to a date that is 28 days in the past.
  31. Set the 'Start Date' to "09:00 AM".
  32. Validate the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'.
  33. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  34. Click [Add to Scratchpad] and [Final Review].
  35. Validate the 'Interactions' dialog is displayed.
  36. Override all interactions and click [Save Override and Exit].
  37. Validate that the 'Order grid' contains one order for ""RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" with an 'Order Status' of "Active - No Renew - Use Reorder".
  38. Select the order and click [Reorder].
  39. Click [Add to Scratchpad], [Final Review] and [Sign].
  40. Validate the 'Order grid' contains two orders for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)". One with an 'Order Status' of "Active" and one with an 'Order Status' of "Active - Reordered".
  41. Select both orders in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
  42. Access the 'Registry Settings' form and set the 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting to "Y".
  43. Please log out of the application and log back in.
  44. Select “Client A” and access the Order Entry Console.
  45. Search for and select 'CHANTIX (VARENICLINE) 1 MG TABLET ORAL' field.
  46. Set the 'Dose' Field to "1".
  47. Select "Tablet" from the 'Dose Unit' field.
  48. Select "TWICE A DAY" from the 'Freq:' field.
  49. Set the 'Duration' field to "90" and click [Days].
  50. Click [Add to Scratchpad] and [Sign].
  51. Validate that the 'Order grid' contains one order for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  52. Select the order and click [Copy].
  53. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [No].
  54. Click [Add to Scratchpad] and [Sign].
  55. Validate the 'Duplicate Order' warning is displayed and contains the following:
  56. "DUPLICATE ORDER CODE: CHANTIX (VARENICLINE) 1 MG ORAL TABLET (3343) 1 active order with this same 'Order Code' was found for this client."
  57. Set the 'Notes' field to any value and click [Save Override and Exit].
  58. Validate that the 'Order grid' contains two orders for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  59. Select the first order in the 'Order grid' and click [Modify].
  60. Select "Daily" from the 'Freq:' field.
  61. Click [Add to Scratchpad] and [Sign].
  62. Validate the 'Duplicate Order' warning is displayed and contains the following: "DUPLICATE ORDER CODE: CHANTIX (VARENICLINE) 1 MG ORAL TABLET (3343) 1 active order with this same 'Order Code' was found for this client".
  63. Set the 'Notes' field to any value and click [Save Override and Exit].
  64. Validate the 'Order grid' contains the following orders:
  65. "CHANTIX (VARENICLINE) 1 MG ORAL TABLET1 TABLET, DAILY".
  66. "CHANTIX (VARENICLINE) 1 MG ORAL TABLET1 TABLET, TWICE A DAY".
  67. Select the second order in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
  68. Select the order in the 'Order grid' and click [Modify].
  69. Set the 'Dose' Field to "0.5".
  70. Click [Add to Scratchpad] and [Sign].
  71. Validate the "Duplicate Order" warning does not exist.
  72. Select the order in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
  73. Select "Client B" and remain on 'Orders This Episode'.
  74. Search for and select "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  75. Set the 'Dose' Field to "1".
  76. Validate that the 'Dose Unit' field contains "Tablet".
  77. Select "Twice a Day" from the 'Freq:' field.
  78. Set the 'Duration's field to "30" and click [Days].
  79. Set the 'Days Supply' field to "30".
  80. Validate the 'Dispense Qty' field contains "60".
  81. Select "Tablet" in the 'Dispense Qty Unit' field.
  82. Set the 'Start Date' to a date that is 28 days in the past.
  83. Set the 'Start Date' to "09:00 AM".
  84. Validate the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'.
  85. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  86. Click [Add to Scratchpad] and [Final Review].
  87. Validate the 'Interactions' dialog is displayed.
  88. Override all interactions and click [Save Override and Exit].
  89. Validate that the 'Order grid' contains one order for ""RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" with an 'Order Status' of "Active - No Renew - Use Reorder".
  90. Select the order and click [Reorder].
  91. Click [Add to Scratchpad], [Final Review] and [Sign].
  92. Validate the 'Order grid' contains two orders for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)". One with an 'Order Status' of "Active" and one with an 'Order Status' of "Active - Reordered".
  93. Select both orders in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
Scenario 2: Order Entry Console - Duplicate Order checking when adding and removing orders from Scratchpad
Specific Setup:
  • A client must have an active 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 "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad].
  3. Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad].
  4. Search for and select "Lisinopril 10 MG Tablet ORAL" from the 'New Order' field and click [Add to Scratchpad].
  5. Validate the 'Action' column for the first order does not contain an 'Interactions Icon'.
  6. Validate the 'Action' column for the second order contains an 'Interactions Icon'.
  7. Validate the 'Action' column for the third order contains an 'Interactions Icon'.
  8. Click the 'Interactions Icon' for the second order.
  9. Validate the Interactions dialog contains a message that states: "1 order with this same 'Order Code' was found in the scratchpad." and click [Close].
  10. Click the 'Interactions Icon' for the third order.
  11. Validate the Interactions dialog contains a message that states: "2 orders with this same 'Order Code' were found in the scratchpad." and click [Close].
  12. Select the first order and click [Remove from Scratchpad].
  13. Validate the 'Action' column for the first order does not contain an 'Interactions Icon'.
  14. Validate the 'Action' column for the second order contains an 'Interactions Icon'.
  15. Click the 'Interactions Icon' for the second order.
  16. Validate the Interactions dialog contains a message that states: "1 order with this same 'Order Code' was found in the scratchpad." and click [Close].
  17. Select the first order and click [Remove from Scratchpad].
  18. Validate the 'Action' column for the remaining order does not contain an 'Interactions Icon'.
  19. Select the remaining order and click [Remove from Scratchpad].
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-71186 Summary | Details
Disabling the 'Client Reported' checkbox in Home Medications when performing a Reorder or Modify
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Dosage Range
  • Orders This Episode
  • Home Medications
Scenario 1: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • Please log out and log back in after completing the above configuration.
  • Two clients must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A & Client B)
  • A client must exist that has a previously filed 'Discharge Med Reconciliation'. (Client B)
  • "Client A" and "Client B" 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 'Home Medications' tab.
  3. Validate the ‘Client Reported’ checkbox is checked.
  4. Set the ‘New Order’ field to "predniSONE 5 MG Tablet Oral".
  5. Set the ‘Dose’ field to "2".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "TWICE A DAY" from the ‘Frequency’ field.
  8. Click [Save].
  9. Validate the 'New Order' field does not contain a value.
  10. Uncheck the ‘Client Reported’ checkbox.
  11. Set the ‘New Order’ field to "Advil 200 MG Tablet Oral".
  12. Set the ‘Dose’ field to "2".
  13. Select "Tablet" from the ‘Dose Unit’ field.
  14. Select "TWICE A DAY" from the ‘Frequency’ field.
  15. Set the ‘Days Supply’ field to "12".
  16. Click [Add to Scratchpad].
  17. Validate the 'New Order' field does not contain a value
  18. Set the ‘New Order’ field to "cefTRIAXone 1 GM Powder for Solution Injection".
  19. Set the ‘Dose’ field to "1".
  20. Select "Gram" from the ‘Dose Unit’ field.
  21. Select "EVERY DAY" from the ‘Frequency’ field.
  22. Set the ‘Days Supply’ field to "12".
  23. Set the ‘Dispense Qty’ field to "1".
  24. Select "Bottle" from the ‘Dispense Qty’ field.
  25. Click [Add to Scratchpad] and [Final Review].
  26. Validate the 'Interactions' dialog is displayed.
  27. Enter a value in the 'Notes' field, and click [Save Override and Exit].
  28. Validate the ‘Final Review’ dialog is displayed.
  29. Click [Sign]
  30. Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection".
  31. Select the "ADVIL" order and click [Modify].
  32. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  33. Set the 'Dose' field to "1".
  34. Click [Add to Scratchpad], [Final Review], and [Sign].
  35. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order from the 'Order Grid'.
  36. Click [Reorder].
  37. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection"
  38. Click [Add to Scratchpad], [Final Review], and [Sign].
  39. Select "Client B" from the "My Clients" widget.
  40. Validate the 'New Order' field does not contain a value.
  41. Select "Client A" from the "My Clients" widget.
  42. Select the ‘Discharge Reconciliation’ tab.
  43. Validate that the three orders appear in the 'Home Medications Scratchpad'.
  44. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  45. Select "Side Effects" from the ‘Diagnosis’ field.
  46. Set the ‘Days Supply’ field to "12".
  47. Click [Update Order].
  48. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  49. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  50. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  51. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post Discharge)'.
  52. Click [Reorder/Modify].
  53. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  54. Click [Update Order].
  55. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "CONT".
  56. Click [Review and Sign].
  57. Validate the 'Interactions' dialog is displayed.
  58. Enter a value in the 'Notes' field, and click [Save Override and Exit].
  59. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  60. Select "Client B" from the "My Clients" widget.
  61. Validate the 'New Order' field does not contain a value and is disabled.
Scenario 2: OE NX - Home Medications - Client Reported - Variable Dose - New Order, Edit, Make Rx and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "Lisinopril 30 MG Tablet Oral" in the 'New Order' field.
  5. Check the 'Variable Dose' checkbox.
  6. Validate the 'Variable Dose' dialog is displayed.
  7. Set the 1st 'Dose' field to "1".
  8. Validate the 1st 'Dose Unit' field contains "Tablet".
  9. Select "TWICE A DAY" in the 1st 'Frequency' field.
  10. Set the 2nd 'Dose' field to "2".
  11. Validate the 2nd 'Dose Unit' field contains "Tablet".
  12. Select "AS NEEDED" in the 2nd 'Frequency' field.
  13. Click [Save].
  14. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  15. Click [View] in the 'History' column.
  16. Validate the 'Order History' dialog is displayed.
  17. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  18. Uncheck the 'Client Reported' checkbox.
  19. Select the "Lisinopril" order and click [Edit].
  20. Validate the 'Client Reported' checkbox is checked.
  21. Validate the 'Client Reported' checkbox is disabled.
  22. Validate the 'Variable Dose' checkbox is checked.
  23. Set the 'Stop Date' field to a date that is 10 days in the future of the current date and click [Save].
  24. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  25. Click [View] in the 'History' column.
  26. Validate the 'Order History' dialog is displayed.
  27. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  28. Check the 'Client Reported' checkbox.
  29. Select the "Lisinopril" order and click [Make Rx].
  30. Validate the 'Client Reported' checkbox is unchecked.
  31. Validate the 'Variable Dose' checkbox is checked.
  32. Set the 'Days Supply' field to "12" and press Tab.
  33. Validate the 'Dispense Qty' field contains "48".
  34. Validate the 'Dispense Qty Unit' field contains "Tablet".
  35. Click [Add to Scratchpad] and [Final Review].
  36. Validate the 'Final Review' dialog is displayed.
  37. Select "None" in the 'Output' column and click [Sign].
  38. Validate the 'Order grid' contains an order for "Lisinopril 30 MG ORAL Tablet Take one (1) tablet by mouth twice a day AND two (2) tablets as needed (Refills: 0, Disp. Qty: 48 Tablet)".
  39. Click [View] in the 'History' column.
  40. Validate the 'Order History' dialog is displayed.
  41. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
  42. Select the "Lisinopril" order and click [D/C].
  43. Click [Add to Scratchpad] and [Final Review].
  44. Validate the 'Final Review' dialog is displayed.
  45. Select "None" in the 'Output' column and click [Sign].
  46. Select "Discontinued" in the 'Status' field.
  47. Click [View] - in the 'History' column.
  48. Validate the 'Order History' dialog is displayed.
  49. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
Topics
• Discharge Med Reconciliation • NX • Order Entry Console
AV-74869 Summary | Details
Chart View - Undocking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - document routing - sign
  • Dynamic Form - Progress Notes
Scenario 1: Chart View - functionality validations
Specific Setup:
  • [UserA] has [ClientA] in their caseload
  • [UserA] has [FormA] added to their "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 on [ClientA] to open "Chart View"
  3. Click the "Un-Dock" arrow icon on the "Chart" tab
  4. Validate the "Chart View" screen is undocked from the main screen in a separate window
  5. Click the "Un-Dock" arrow icon again
  6. Validate the "Chart View" window is restored to the main screen
  7. On the left side panel of the "Chart View", click [FormA]
  8. Validate results are displayed for [FormA] in the chart view window
  9. Click the "Un-Dock" arrow icon on the "Chart" tab
  10. Validate the "Chart View" screen is undocked from the main screen in a separate window
  11. Click the "Un-Dock" arrow icon again
  12. Validate the "Chart View" window is restored to the main screen
  13. Click the "Add" button on the right side of the "Chart View" window to launch [FormA]
  14. Populate the desired fields on [FormA]
  15. Submit [FormA]
  16. Validate the data submitted in [FormA] is displayed as expected in the "Chart View" window
Topics
• Forms
AV-75564 Summary | Details
eMAR - Barcode scan
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • eMAR widget
  • eMAR widget - My Clients
  • Order Entry Console
Scenario 1: Scanning Client ID in the eMAR widget form correctly defaults data
Specific Setup:
  • Client A and Client B must have orders placed in the 'Order Entry Console'
Steps
  1. Set the Search Clients field to "Client B".
  2. Open the eMAR console.
  3. Select "Due Now" from the 'Order Filter' field.
  4. Scan the bar code for Client A.
  5. Verify Client A displays and "Due Now" is selected in the 'Order Filter'.
Scenario 2: Avatar eMAR - barcode scanning for a half dose
Specific Setup:
  • The 'My Clients' widget must be accessible from the eMAR widget
  • A client must have an active episode. (Client A)
  • Client A must be admitted to "Site 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 "PREDNISONE 1 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "0.5".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "Twice a Day" from the 'Freq' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "PREDNISONE 1 MG ORAL TABLET .5 MG, TWICE A DAY".
  9. Deselect "Client A".
  10. Select the 'eMAR' widget.
  11. In the 'My Clients' widget click the 'Site' tab.
  12. Search for and select "Site A".
  13. Scan the barcode for "Client A".
  14. Validate "Client A" is selected.
  15. Validate the order for "PREDNISONE" is displayed with hours of administration under the current date.
  16. Scan the barcode for "PREDNISONE 1 MG TABLET ORAL".
  17. Validate a message is displayed stating: "Total dose scanned exceeds ordered dose for PREDNISONE 1 MG TABLET (Order #: ####) on current date at current time. Do you wish to continue with the selection?" and click [OK].
  18. Click [Administer].
  19. Validate the [View - Warning] contains a red flag.
  20. Select any successful administration event from the 'Administration Event' field.
  21. Click [View - Warning].
  22. Validate the cell selected via barcode scan contains the amount given, the 'Administration Time', and contains a warning indicator.
  23. Click the 'Accept administration information entered' checkbox and click [OK].
  24. Validate the cell selected via barcode scan displays "1 MG current time" with a warning icon.
Topics
• Avatar eMAR • Barcode
AV-75803 Summary | Details
Military Time - POC Results Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Orders This Episode
  • POC Results Entry
Scenario 1: POC Results Entry - Add a Result / Correct a Result / Void a Result - Military Time enabled/disabled
Specific Setup:
  • Avatar CWS 2022 Update 8 and RADplus Client Update 3201-003 are required in order to utilize full functionality.
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "mg" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "No" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
  • The 'RADplus->General->->->Enable Military Time' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Setting->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • Please log out of and back into the application after this configuration has been done
  • 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 "Complete Blood Count (CBC)" in the 'New Order' field.
  3. Select "DAILY" in the 'Frequency' field.
  4. Set the 'Duration' field to "48" and click [Hours].
  5. Click the [Add to Scratchpad] and Click [Sign].
  6. Validate the 'Order grid' contains the order "Complete Blood Count (Blood)DAILY".
  7. Access the 'eMAR' widget.
  8. Click the 'Lab Orders' tab.
  9. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date.
  10. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order.
  11. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer]
  12. Validate the 'Specimen Collection' dialog is displayed.
  13. Check the 'Accept specimen collection entered' check box and click [OK].
  14. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time.
  15. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  16. Validate that the 'Include Inactive Orders' is defaulted to "No".
  17. Select the "Complete Blood Count (CBC)" order in the 'Order' field.
  18. Validate the 'Collection' field contains the "Collection Date, Collection Time in military time and the staff who collected the specimen along with the staff member's credentials".
  19. Validate the 'Order details' area is disabled and contains: 'Order #', 'Order Status', 'Order Type', 'Order Code', 'Frequency', 'Order Date', 'Start Date', 'Current Stop Date' and 'Discontinue Date' (if applicable).
  20. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  21. Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
  22. Validate the 'Specimen Collection Date' field contains the collection date.
  23. Validate the 'Specimen Collection Time' field contains the collection time in military time.
  24. Validate the 'Result Date' field contains the current date.
  25. Validate the 'Result Time' field contains the current time in military time.
  26. Validate the 'Results' section is displayed.
  27. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
  28. Click [File].
  29. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value' and 'vital_sign'.
  30. Filter the report by select "Client A's PATID" in the 'PATID' field
  31. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  32. Validate that the one row of data is displayed.
  33. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "117" in the 'reading_entry' field, "117 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  34. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'result_rpt_change_time', 'specimen_collection_date' and 'specimen_collection_time'.
  35. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  36. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  37. Validate that one row of data exists for this client.
  38. Validate that the 'result_status_code' field for this row contains a "C".
  39. Validate that the 'result_status_value' field is populated with: Correction to results.
  40. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  41. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  42. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  43. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field in standard time.
  44. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  45. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time' in standard time.
  46. Select "Client A" and access the 'POC Results Entry' form.
  47. Validate that the 'Include Inactive Orders' is defaulted to "No".
  48. Select the "Complete Blood Count" order in the 'Order' field.
  49. Select "Yes" in the 'Include Resulted Collections' field.
  50. Validate the 'Collection' field contains the "Collection Date, Collection Time in military time and the staff who collected the specimen along with the staff member's credentials".
  51. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  52. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  53. Validate the 'Specimen Collection Time' field contains the collection time in military time.
  54. Validate the 'Result Time' field contains the current time in military time.
  55. Validate that the 'Field Name' field contains "117".
  56. Set the 'Field Name' field to "125" and click [File].
  57. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  58. Validate that the one row of data is displayed.
  59. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  60. Refresh the report created using the 'SYSTEM.results_header' table.
  61. Validate that one row of data exists for this client.
  62. Validate that the 'result_status_code' field for this row contains a "C".
  63. Validate that the 'result_status_value' field is populated with: Correction to results.
  64. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  65. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  66. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  67. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field in standard time.
  68. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date.
  69. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time' in standard time.
  70. Contact your Netsmart representative to set the "Enable Military Time" registry setting to "N".
  71. Log out of the application and log back in.
  72. Select "Client A" and access the 'POC Results Entry' form.
  73. Validate that the 'Include Inactive Orders' is defaulted to "No".
  74. Select the "Complete Blood Count" order in the 'Order' field.
  75. Select "Yes" in the 'Include Resulted Collections' field.
  76. Validate the 'Collection' field contains the "Collection Date Collection Time in standard time and the staff who collected the specimen along with the staff member's credentials".
  77. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  78. Validate the 'Specimen Collection Time' field contains the collection time in standard time.
  79. Validate the 'Result Time' field contains the current time in standard time.
  80. Validate that the 'Field Name' field contains "125".
  81. Set the 'Field Name' field to "155" and click [File].
  82. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  83. Validate that the one row of data is displayed.
  84. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "155" in the 'reading_entry' field, "155 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
  85. Refresh the report created using the 'SYSTEM.results_header' table.
  86. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  87. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  88. Validate that one row of data exists for this client.
  89. Validate that the 'result_status_code' field for this row contains a "C".
  90. Validate that the 'result_status_value' field is populated with: Correction to results.
  91. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  92. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  93. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  94. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field in standard time.
  95. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  96. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time' in standard time.
  97. Select "Client A" and access the 'POC Results Entry' form.
  98. Validate that the 'Include Inactive Orders' field is defaulted to "No".
  99. Select the "Complete Blood Count" order in the 'Order' field.
  100. Select "Yes" in the 'Include Resulted Collections' field.
  101. Validate the 'Collection' field contains the "Collection Date Collection Time in standard time and the staff who collected the specimen along with the staff member's credentials".
  102. Validate that "Correct" is selected by default in the 'Add/Edit/Void' field.
  103. Validate the 'Collecting Staff' field contains the staff member associated to the user who is logged into the application and it is the staff member associated to the user who completed the specimen collection along with the staff member's credentials.
  104. Select "Void" in the 'Add/Correct/Void' field.
  105. Enter any value in the 'Void Comments' field.
  106. Click [File].
  107. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  108. Validate that the row for this result has been removed.
  109. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_val_alt', 'result_rpt_change_date', 'result_rpt_change_time', specimen_collection_date, 'specimen_collection_time', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', and 'display_type_value'.
  110. Filter the report using the 'PATID' field and selecting "Client A's" PATID.
  111. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  112. Validate that one row of data exists for this client.
  113. Validate that the 'result_status_code' field for this row contains a "C".
  114. Validate that the 'result_status_value' field is populated with: Correction to results.
  115. Validate that the 'universal_svc_id_code_alt' field contains "CBC".
  116. Validate that the 'universal_svc_id_val_alt' field contains "Complete Blood Count".
  117. Validate that the 'voided_date' field contains the current date.
  118. Validate the 'voided_by' field contains the username associated with the staff member who voided the result.
  119. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
  120. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
  121. Validate that the 'result_rpt_change_date' field contains the value that was entered in the 'Result Date' field.
  122. Validate that the 'result_rpt_change_time' field contains the value that was entered in the 'Result Time' field in standard time.
  123. Validate the 'specimen_collection_date' field contains the 'Specimen Collection Date'.
  124. Validate the 'specimen_collection_time' field contains the 'Specimen Collection Time' in standard time.
  125. Validate that the 'display_type_value' field contains "Voided".
Topics
• Avatar eMAR
AV-76275 Summary | Details
Approving documents
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 - Approving Documents
Specific Setup:
  • A user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
  • Document routing is enabled for the 'Progress Notes (Group and Individual)' form.
  • "User A" is defined with an associated staff member.
  • A client must be enrolled in an existing episode (Client A).
  • Log in as "User A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  17. Select the row for "Client A" and click the [Approve Document].
  18. Validate the document is displayed with the expected data.
  19. Click [Accept].
  20. Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
  21. Validate the To-Do is no longer displayed.
  22. Access the 'Clinical Document Viewer' form.
  23. Select "Client" in the 'Select All or Individual Client' field.
  24. Select "Client A" in the 'Select Client' field.
  25. Click [Process].
  26. Validate the document for "Client A" displays in the document list.
  27. Click to view the document.
  28. Validate that the document displays the expected data.
  29. Close the form.
Topics
• Document Routing • NX
AV-76570 Summary | Details
User defined text template
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Create Template
Scenario 1: Validate 'User Defined' text (Templates on Demand) functionality
Specific Setup:
  • Have registry setting "Enable Templates on Demand for SQL Widgets" set to "Yes"
  • Have access to a form [FormA] with a "Scrolling" text box. For example the "Notes" field on any progress note form.
Steps
  1. Open [FormA]
  2. Right-Click in the text field.
  3. Click on "User Defined Templates" from the menu.
  4. Click on "Manage".
  5. On the "Create Template" screen, populate the "Template Name" field.
  6. In the "Template" input box, type in or paste from a document, text that includes special characters
  7. Drag in any desired fields from the "Available" fields panel.
  8. Click [Add].
  9. Validate the new template is displayed under the "My Templates" menu in the "Organize Templates" section.
  10. Click [Save].
  11. Right-click in the text field.
  12. Click on "User Defined Templates" from the menu.
  13. Click on the template name just created.
  14. From the "Append, Insert, or Replace All?" dropdown list, choose "Insert".
  15. Click [OK].
  16. Validate the text and field values defined in the template are displayed in the notes field, as expected.
  17. Place the cursor either at the end of the text or anywhere within the text just inserted.
  18. Repeat steps 11 thru 13.
  19. From the "Append, Insert, or Replace All?" dropdown list, choose "Insert" again.
  20. Validate the text and field values defined in the template are displayed as expected the text was inserted where ever the cursor was positioned.
  21. Repeat steps 11 thru 13.
  22. From the "Append, Insert, or Replace All?" dropdown list, choose "Append".
  23. Validate the text and field values defined in the template are displayed as expected and have been appended to the end of the current text.
  24. Repeat steps 11 thru 13.
  25. From the "Append, Insert, or Replace All?" dropdown list, choose "Replace".
  26. Validate the text and field values defined in the template are displayed as expected and have completely replaced all previous text.
  27. Submit the form
  28. Return to the form
  29. Select the record just submitted
  30. Validate the text and field values defined in the template are displayed as expected in the text field
Topics
• Forms
AV-76683 Summary | Details
Spreadsheet Batch Remittance Posting - Workscreen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Ledger
  • Dynamic Form - Admission - Client
  • Financial Eligibility
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating remittance batch posting by new remittance batch
Specific Setup:
  • Select existing client with Financial Eligibility setup.
  • Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility.
  • Run the "Client Ledger" report for the client and note the client's total "Liability" amount.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  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 payer 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.
Scenario 2: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • A new client is added or an existing client is identified. Note the Client id/name.
  • The financial eligibility record is created for the client. Note the Guarantor code/name.
  • Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility. Note the service start/ end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the clients total 'Liability' amount.
  • An interim billing batch is created to include client, guarantor and services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  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. Select the interim batch created in the setup section in the 'Interim Batch Number' field.
  7. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  8. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  9. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  10. Click the "Launch Work Screen" button.
  11. Enter an ID in the "Client" field.
  12. Select an episode for the selected client in the "Ep #" field.
  13. Select a payer in the "Payor" field.
  14. Select a date in the "Begin Date/Svc Date" field.
  15. Select a date in the "End Date/Svc Code" field.
  16. Verify the "Total Charges" field auto populated.
  17. Verify the "Liability" field auto populated.
  18. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  19. Click [+] in the first column of the row.
  20. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  21. Enter an amount in the "Payment Amount" field.
  22. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  23. Enter an amount in the "Adjust Amount" field.
  24. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  25. Enter an amount in the "Transfer Amount" field.
  26. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  27. Select a guarantor in the 'Transfer Guar' field.
  28. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  29. Click the "Accept" button.
  30. Click the "Submit" button.
Topics
• NX • Spreadsheet Remittance Posting
AV-76977 Summary | Details
Financial Eligibility - widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Financial Eligibility widget
Scenario 1: "Financial Eligibility" widget: Validate client data
Specific Setup:
  • Have the "Financial Eligibility" widget on the home view for [UserA]
  • Have two clients [ClientA] and [ClientB]
  • [ClientA] is admitted in an active episode and has financial edibility information filed in form "Financial Eligibility"
  • [ClientB] is not admitted in any active episode
Steps
  1. Log in as [UserA]
  2. In the client search field on the home view, select [ClientB]
  3. Navigate to the "Financial Eligibility" widget
  4. Validate the widget displays no information for [ClientB], as expected
  5. In the client search field, select [ClientA]
  6. Validate the "Financial Eligibility" widget refreshes and displays financial eligibility information filed for [ClientA], as expected
  7. In the client search field, select [ClientB] again
  8. Validate the "Financial Eligibility" widget refreshes and displays no information for [ClientB], as expected
  9. Repeat steps 4 and 5 again
  10. Validate results are as expected
Topics
• Financial Eligibility • NX
AV-77311 Summary | Details
Scheduling Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: "Scheduling Calendar" practitioner filter
Specific Setup:
  • Have two sites set up [SiteA] and [SiteB] in "Site Registration"
  • In form "Staff Member Hours and Exceptions", have a practitioner [StaffA] set with only available days/hours for appointments in [SiteA] that have an "Effective" end date set to a date [DateA] prior to today's date. For example: a date two weeks prior.
  • In form "Staff Member Hours and Exceptions", have a practitioner [StaffB] set with only available days/hours for appointments in [SiteA] that have no "Effective" end date set
  • Have another practitioner [StaffC] with only available days and hours for appointments in [SiteB]
Steps
  1. Open form "Scheduling Calendar"
  2. In the "Filter" section, select [SiteA] from the "Site" field
  3. Select today's date on the Calendar
  4. Validate [StaffB] is present in the "Staff Members" list
  5. Validate [StaffA] is not present in the "Staff Members" list in the "Filter" section
  6. Validate [StaffC] is not present in the "Staff Members" list
  7. Change the date in the scheduling calendar to a date less than or equal to [DateA], set in the set up
  8. Validate [StaffA] is now present in the "Staff Members" list in the "Filter" section
  9. Validate [StaffB] is still present in the "Staff Members" list
  10. Validate [StaffC] is not present in the "Staff Members" list
  11. In the "Filter" section, select [SiteB] from the "Site" field
  12. Validate [StaffA] and [StaffB] are not present in the "Staff Members" list in the "Filter" section
  13. Validate [StaffC] is present in the "Staff Members" list
  14. In the "Filter" section, select [SiteA] again from the "Site" field
  15. Validate [StaffA] and [StaffB] are still present in the "Staff Members" list
  16. Validate [StaffC] is not present in the "Staff Members" list
Topics
• Scheduling Calendar
AV-77315 Summary | Details
Chart View - Client Tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart
  • Update Client Data
Scenario 1: Chart View - Validate client name displayed in the chart view "Tab"
Specific Setup:
  • Have a client with just first and last name defined. [ClientA]
  • Have a client with first name, last name and "Prefix" defined. [ClientB]
  • Have a client with first name, last name and "Suffix" defined. [ClientC]
  • 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]
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
  2. Right-click on the clients name and click to display the clients chart
  3. Validate the "Tab" above the clients chart, displays the first name of [ClientA] followed by the first initial of their last name
  4. Click back to the home view
  5. Search and open [FormA]
  6. Validate the "Tab" above the clients chart, still displays the first name of [ClientA] followed by the first initial of their last name
  7. Close [FormA]
  8. Validate the "Tab" above the clients chart, still displays the first name of [ClientA] followed by the first initial of their last name
  9. Close chart view for [ClientA]
  10. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientB]
  11. Right-click on the clients name and click to display the clients chart
  12. Validate the "Tab" above the clients chart, displays the first name of [ClientB] followed by the first initial of their last name
  13. Click back to the home view
  14. Search and open [FormA]
  15. Validate the "Tab" above the clients chart, still displays the first name of [ClientB] followed by the first initial of their last name
  16. Close [FormA]
  17. Validate the "Tab" above the clients chart, still displays the first name of [ClientB] followed by the first initial of their last name
  18. Close chart view for [ClientB]
  19. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientC]
  20. Right-click on the clients name and click to display the clients chart
  21. Validate the "Tab" above the clients chart, displays the first name of [ClientC] followed by the first initial of their last name
  22. Click back to the home view
  23. Search and open [FormA]
  24. Validate the "Tab" above the clients chart, still displays the first name of [ClientC] followed by the first initial of their last name
  25. Close [FormA]
  26. Validate the "Tab" above the clients chart, still displays the first name of [ClientA] followed by the first initial of their last name
  27. Close chart view for [ClientC]
Topics
• Client Banner
AV-77478 Summary | Details
Treatment Plan - plan date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan: Allow Plan Date Changes on default from previous plan
Specific Setup:
  • A client must be enrolled in an existing episode [ClientA]
  • File a new treatment plan [PlanA] for [ClientA], in form "Treatment Plan" using a "Plan Date" of today's date
  • Registry Setting "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->Filing Options->Default From Previous Plan" is set to "Y"
  • For the Netsmart product "Treatment Plan" form, or any copy of the form, set the Registry Setting: ""Disallow Plan Date Changes" is set to "N".
Steps
  1. Open the "Treatment Plan" form.
  2. Select [ClientA]
  3. Click [Add] on the "Pre-display" screen.
  4. Click [Yes] to the message "Do you want to default plan information from a previously entered plan?".
  5. Select a plan from the "Default From Previous" drop down list with a "Plan Date" in the future.
  6. In the "Please Enter Plan Date" dialog box, enter a date that includes the first day of the month. For example "04/01/2022"
  7. Click the "Y" button, to select the date prior
  8. Validate the date displayed is as expected. For this example "03/31/2022"
  9. Click the "T" button, to select the current date
  10. Validate the date displayed is as expected. For this example "04/01/2022"
  11. Click [OK]
  12. Validate the date is accepted
  13. Click [Yes] on the "Are you sure you want to default information from this plan?"
  14. In the "Treatment Plan" form
  15. Verify the "Plan Date" contains the expected date
  16. Enter the "Plan Name". (Note that this is an optional field for inclusion on this form)
  17. Select any value from the "Plan Type" drop down list.
  18. Populate any other desired fields
  19. Select "Draft" in the "Treatment Plan Status" field.
  20. Click [Submit]
  21. Validate the form files successfully.
  22. Return to the "Treatment Plan" form
  23. Select [ClientA] and edit the row just submitted
  24. Validate information is displayed as expected in the treatment plan
Topics
• NX • Treatment Plan
AV-77962 Summary | Details
Spreadsheet Batch Remittance Posting - Default Posting Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Ledger
  • Dynamic Form - Admission - Client
  • Financial Eligibility
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating Default Posting Codes using remittance batch
Specific Setup:
  • A new client is added or an existing client is identified. Note the Client id/name.
  • The financial eligibility record is created for the client. Note the Guarantor code/name.
  • Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility. Note the service start/end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the clients total 'Liability' amount.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  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. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the "Launch Work Screen" button.
  10. Enter an ID in the "Client" field.
  11. Select an episode for the selected client in the "Ep #" field.
  12. Select a payer in the "Payor" field.
  13. Select a date in the "Begin Date/Svc Date" field.
  14. Select a date in the "End Date/Svc Code" field.
  15. Verify the "Total Charges" field auto populated.
  16. Verify the "Liability" field auto populated.
  17. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  18. Click [+] in the first column of the row.
  19. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the "Payment Amount" field.
  21. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  22. Enter an amount in the "Adjust Amount" field.
  23. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  24. Enter an amount in the "Transfer Amount" field.
  25. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  26. Select a guarantor in the 'Transfer Guar' field.
  27. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  28. Click the "Accept" button.
  29. Click the "Submit" button.
Scenario 2: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • A new client is added or an existing client is identified. Note the Client id/name.
  • The financial eligibility record is created for the client. Note the Guarantor code/name.
  • Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility. Note the service start/ end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the clients total 'Liability' amount.
  • An interim billing batch is created to include client, guarantor and services.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  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. Select the interim batch created in the setup section in the 'Interim Batch Number' field.
  7. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  8. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  9. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  10. Click the "Launch Work Screen" button.
  11. Enter an ID in the "Client" field.
  12. Select an episode for the selected client in the "Ep #" field.
  13. Select a payer in the "Payor" field.
  14. Select a date in the "Begin Date/Svc Date" field.
  15. Select a date in the "End Date/Svc Code" field.
  16. Verify the "Total Charges" field auto populated.
  17. Verify the "Liability" field auto populated.
  18. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  19. Click [+] in the first column of the row.
  20. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  21. Enter an amount in the "Payment Amount" field.
  22. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  23. Enter an amount in the "Adjust Amount" field.
  24. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  25. Enter an amount in the "Transfer Amount" field.
  26. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  27. Select a guarantor in the 'Transfer Guar' field.
  28. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  29. Click the "Accept" button.
  30. Click the "Submit" button.
Topics
• NX • Spreadsheet Remittance Posting
AV-78922 Summary | Details
Avatar - Forced Logout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Security Defaults
Scenario 1: Forced logout - Inactivity warning
Steps
  1. Access the 'System Security Defaults' form.
  2. Select 'Exit Application' from the 'Application Timeout Behavior' field.
  3. Set the 'Lock Screen Timeout (In Seconds)' field to "60" and click [Submit].
  4. Log out of the application and log back in.
  5. Wait 60 seconds without doing anything.
  6. Validate the logout warning displays and do not take any action.
  7. Validate you have been logged out.
Topics
• Avatar Login
AV-78958 Summary | Details
OE - Client Switching
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Switching between clients with many orders
Specific Setup:
  • The two clients being used must have had many orders created for them at some time so that when changing the status filter in the Order Entry Console to "All" there are at least 30 orders that display
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select "All" from the Status field.
  3. Validate all orders are displaying for "Client A".
  4. Select "Client B" from the 'My Clients' widget.
  5. Validate the 'Status' field is set to "All".
  6. Validate the all orders are displaying for "Client B".
  7. Select "Client A" from the 'My Clients' widget.
  8. Validate all orders are displaying for "Client A".
Topics
• NX • Order Entry Console
AV-79214 Summary | Details
Document Routing - submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
Scenario 1: Document Routing - Sending and receiving "Acknowledgement" To-Do(s)
Specific Setup:
  • A client must be admitted in an existing episode. [Client A]
  • Must have two users defined: [UserA] who is associated to a staff members and [UserB] who is not
  • Have the 'Allow sending notifications to non-staff users' registry setting set to "Y"
  • Document routing must be enabled for the 'Mental Status Assessment' form in 'Document Routing Setup' with the following fields set.
  • Have the 'Approver Required' field set to "Yes".
  • Have the 'Acknowledgment Allowed' field set to "Yes".
  • Have the 'Allow Comments During Approval' field set to "No".
Steps
  1. Select [Client A] and access the 'Mental Status Assessment' form.
  2. Enter the desired date in the 'Assessing Date' field.
  3. Select any value in the 'Assessing Clinician' field.
  4. Enter any value in the 'Assessment Time' field.
  5. Select "Final" in the 'Assessment Status' field.
  6. Click [Submit] and [Accept and Route].
  7. Enter the password associated with [UserA] and click [OK].
  8. Enter the practitioner associated to [UserA] in the 'Add Approver' field and click [Add].
  9. Verify the 'Add Members to Acknowledge' field is present.
  10. Search for [UserB] in the 'Add Members to Acknowledge' field.
  11. Click [Add] and [Submit].
  12. Navigate to the 'My To Do's' widget.
  13. Validate there is a To-Do for the assessment filed in the previous steps.
  14. Click [Approve Document].
  15. Validate the 'Document Preview' contains the assessment data filed in the previous steps.
  16. Click [Accept].
  17. Enter the password associated with "User A" and click [OK].
  18. Validate the To-Do is no longer present.
  19. Log out.
  20. Login as [UserB] and navigate to the 'My To Do's' widget.
  21. Validate there is a To-Do for the assessment filed in the previous steps.
  22. Click [Acknowledge Document] and [Acknowledge].
  23. Enter the password associated with [UserB] and click [OK].
  24. Validate the To-Do is no longer present.
Topics
• Document Routing
AV-79248 Summary | Details
Reverting orders through the "Undo" button in Discharge Med Rec
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Dosage Range
  • Orders This Episode
Scenario 1: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • Please log out and log back in after completing the above configuration.
  • Two clients must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A & Client B)
  • A client must exist that has a previously filed 'Discharge Med Reconciliation'. (Client B)
  • "Client A" and "Client B" 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 'Home Medications' tab.
  3. Validate the ‘Client Reported’ checkbox is checked.
  4. Set the ‘New Order’ field to "predniSONE 5 MG Tablet Oral".
  5. Set the ‘Dose’ field to "2".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "TWICE A DAY" from the ‘Frequency’ field.
  8. Click [Save].
  9. Validate the 'New Order' field does not contain a value.
  10. Uncheck the ‘Client Reported’ checkbox.
  11. Set the ‘New Order’ field to "Advil 200 MG Tablet Oral".
  12. Set the ‘Dose’ field to "2".
  13. Select "Tablet" from the ‘Dose Unit’ field.
  14. Select "TWICE A DAY" from the ‘Frequency’ field.
  15. Set the ‘Days Supply’ field to "12".
  16. Click [Add to Scratchpad].
  17. Validate the 'New Order' field does not contain a value
  18. Set the ‘New Order’ field to "cefTRIAXone 1 GM Powder for Solution Injection".
  19. Set the ‘Dose’ field to "1".
  20. Select "Gram" from the ‘Dose Unit’ field.
  21. Select "EVERY DAY" from the ‘Frequency’ field.
  22. Set the ‘Days Supply’ field to "12".
  23. Set the ‘Dispense Qty’ field to "1".
  24. Select "Bottle" from the ‘Dispense Qty’ field.
  25. Click [Add to Scratchpad] and [Final Review].
  26. Validate the 'Interactions' dialog is displayed.
  27. Enter a value in the 'Notes' field, and click [Save Override and Exit].
  28. Validate the ‘Final Review’ dialog is displayed.
  29. Click [Sign]
  30. Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection".
  31. Select the "ADVIL" order and click [Modify].
  32. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  33. Set the 'Dose' field to "1".
  34. Click [Add to Scratchpad], [Final Review], and [Sign].
  35. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order from the 'Order Grid'.
  36. Click [Reorder].
  37. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection"
  38. Click [Add to Scratchpad], [Final Review], and [Sign].
  39. Select "Client B" from the "My Clients" widget.
  40. Validate the 'New Order' field does not contain a value.
  41. Select "Client A" from the "My Clients" widget.
  42. Select the ‘Discharge Reconciliation’ tab.
  43. Validate that the three orders appear in the 'Home Medications Scratchpad'.
  44. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  45. Select "Side Effects" from the ‘Diagnosis’ field.
  46. Set the ‘Days Supply’ field to "12".
  47. Click [Update Order].
  48. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  49. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  50. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  51. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post Discharge)'.
  52. Click [Reorder/Modify].
  53. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  54. Click [Update Order].
  55. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "CONT".
  56. Click [Review and Sign].
  57. Validate the 'Interactions' dialog is displayed.
  58. Enter a value in the 'Notes' field, and click [Save Override and Exit].
  59. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  60. Select "Client B" from the "My Clients" widget.
  61. Validate the 'New Order' field does not contain a value and is disabled.
Topics
• Discharge Med Reconciliation • Order Entry Console