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RADplus Client Update 3201-008 Acceptance Tests

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AV-79427 Summary | Details
Administration Times - 'Custom'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Admission Medication Reconciliation - Taper/Titrate - Calendar
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Select the ‘Admission Medication Reconciliation’ tab.
  3. Create a Taper/Titrate order with at least 2 steps.
  4. Click [Add to Scratchpad].
  5. Select the second step from the 'Scratchpad'.
  6. Click [Custom] next to the 'Frequency' field.
  7. Verify the 'Custom Administration' dialog is displayed.
  8. Set the first 'Scheduled Administration Time' field to "0900" and press Tab.
  9. Set the second 'Scheduled Administration Time' field to "0900" and press Tab.
  10. Validate a error message is displayed containing 'Administration times cannot be repeated'.
  11. Click [Ok] and click [Save].
  12. Validate 'Start Date' and 'Start Time' fields contain their original values.
Scenario 2: OE NX - Orders This Episode - Taper/Titration - 24-hr - Custom Administration Time
Specific Setup:
  • A client must have an active episode whose program and unit are not configured in the 'External Pharmacy Setup' form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Create a Taper/Titrate order with 3 steps for a pharmacy-type order code each for 7 days.
  3. Click [Add to Scratchpad].
  4. Select the second step from the 'Scratchpad'.
  5. Click [Custom] next to the 'Frequency' field.
  6. Verify the 'Custom Administration' dialog is displayed.
  7. Set the first 'Scheduled Administration Time' field to "0900" and press Tab.
  8. Set the second 'Scheduled Administration Time' field to "0900" and press Tab.
  9. Validate a error message is displayed containing 'Administration times cannot be repeated'.
  10. Click [Ok] and click [Save].
  11. Validate 'Start Date' and 'Start Time' fields contain their original values.
Topics
• NX • Order Entry Console
AV-79948 Summary | Details
Patient Health Profile form - Problems List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Patient Health Profile
  • Problem List
Scenario 1: 'Patient Health Profile' - Problem grid validations
Specific Setup:
  • A "Patient Health Profile" web service (WEBSVC.PHPData) has been submitted for "ClientA"
Steps
  1. Open the 'Patient Health Profile' for the client selected in the pre-conditions.
  2. Select "Client A"
  3. Validate the "Problem" [ProblemA] imported via 'Patient Health Profile" web service is present in the "Problems" grid
  4. Double Click In the "Verification" column in the grid
  5. Select "Verified"
  6. Click [Add To Problem List].
  7. In the "Problem" field enter another problem [ProblemB] and in the "Status" field, select "Active
  8. Click [Save].
  9. Click [Submit].
  10. Validate the form files successfully
  11. Open the "Problem List" form
  12. Select ClientA
  13. Click [View Problems]
  14. In the "Client Problem" list report
  15. Validate [ProblemA] is present on the report, as expected
  16. Validate [ProblemB] is present in the report, as expected
Topics
• Web Services
AV-80758 Summary | Details
Signature Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - Draft/Final
  • General PM Form 1
Scenario 1: "Signature" fields - Field validations and form submission
Specific Setup:
  • [FormA] contains two 'Signature" fields.
  • [SigA] is set as a "Required" field
  • [SigB] is set as not required
  • [FormA] also contains a "Draft/Final" field and any other desired fields
Steps
  1. Open [FormA] and select any client, [ClientA]
  2. Navigate to field [SigB]
  3. Click [Get Signature]
  4. Populate the field with a signature
  5. Populate any other desired fields except [SigA]
  6. Set the "Draft/Final" field to "Draft"
  7. Click [Submit]
  8. Validate a message stating that required field [SigA] is not populated, is displayed
  9. Click [OK]
  10. Navigate to field [SigA]
  11. Click [Get Signature]
  12. Don't populate the signature box
  13. Click [OK]
  14. Click [Submit]
  15. Validate a message stating that required field [SigA] is not populated, is displayed
  16. Click [OK]
  17. Navigate to field [SigA]
  18. Click [Get Signature]
  19. This time, populate the signature box
  20. Click [OK]
  21. Click [Submit]
  22. Validate the form files successfully
  23. Return to [FormA]
  24. Select the row submitted in step 1
  25. Validate all fields including [SigA] and [SigB] are populated, as expected
  26. Open [FormA] and select [ClientA]
  27. Click to add a new row
  28. Navigate to field [SigB]
  29. Click [Get Signature]
  30. Populate the field with a signature
  31. Populate any other desired fields except [SigA]
  32. Set the "Draft/Final" field to "Final"
  33. Validate a message stating that rewired field [SigA] is not populated, is displayed
  34. Click [OK]
  35. Navigate to field [SigA]
  36. Click [Get Signature]
  37. Don't populate the signature box
  38. Click [OK]
  39. Set the "Draft/Final" field to "Final"
  40. Validate a message stating that required field [SigA] is not populated, is displayed
  41. Click [OK]
  42. Navigate to field [SigA]
  43. Click [Get Signature]
  44. This time, populate the signature box
  45. Click [OK]
  46. Click [Submit]
  47. Validate the form files successfully
  48. Return to [FormA]
  49. Select the row just submitted in step 3
  50. Validate all fields including [SigA] and [SigB] are populated, as expected
Topics
• Forms • NX
AV-81088 Summary | Details
Order Entry Console - Scratchpad
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 - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • 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. Select the 'Home Medications' tab.
  3. Click [Change] and validate the 'Pharmacy Search' dialog appears.
  4. Set the 'Search Within' field to "All" and click [Search], choose a pharmacy and then click [Select & Make Preferred].
  5. Validate the chosen pharmacy is listed above the 'Order grid'.
  6. Validate the ‘Reported’ checkbox is checked.
  7. Search for and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  8. Set the ‘Dose’ field to "5".
  9. Validate the 'Dose Unit' field defaults to "Tablet".
  10. Select "Milligram" from the 'Dose Unit' field.
  11. Select "TWICE A DAY" from the ‘Frequency’ field.
  12. Click [Save].
  13. Validate the 'New Order' field does not contain a value.
  14. Uncheck the ‘Reported’ checkbox.
  15. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  16. Set the ‘Dose’ field to "2".
  17. Validate the 'Dose Unit' field contains "Tablet".
  18. Select "TWICE A DAY" from the ‘Frequency’ field.
  19. Set the ‘Days Supply’ field to "12" and press Tab.
  20. Click [Add to Scratchpad].
  21. Validate the 'New Order' field does not contain a value
  22. Search for and select "cefTRIAXone 1 GM Powder for Solution Injection" in the 'New Order' field.
  23. Set the ‘Dose’ field to "1".
  24. Select "Gram" from the ‘Dose Unit’ field.
  25. Select "EVERY DAY" from the ‘Frequency’ field.
  26. Set the ‘Days Supply’ field to "12".
  27. Set the ‘Dispense Qty’ field to "1".
  28. Select "Gram" from the ‘Dispense Qty Unit' field.
  29. Click [Add to Scratchpad] and [Final Review].
  30. Validate the 'Interactions' dialog is displayed.
  31. Override all interactions and click [Save Override and Exit].
  32. Validate the ‘Final Review’ dialog is displayed click [Sign]
  33. 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".
  34. Select the "ADVIL" order and click [Modify].
  35. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  36. Set the 'Dose' field to "1".
  37. Click [Add to Scratchpad] and [Final Review].
  38. Validate the 'Interactions' dialog is displayed.
  39. Override all interactions and click [Save Override and Exit].
  40. Validate the 'Final Review' dialog is displayed and click [Sign].
  41. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order and click [Reorder].
  42. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection".
  43. Click [Add to Scratchpad][Final Review], and [Sign].
  44. Select the ‘Discharge Reconciliation’ tab.
  45. Validate the chosen pharmacy is listed above the 'Home Medications Scratchpad (Post-Discharge)'.
  46. Validate that the three orders appear in the 'Home Medications Scratchpad (Post Discharge)'.
  47. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  48. Validate the 'Dose Unit' field contains "Milligram" in myAvatar and "Tablet" in NX.
  49. Select any value from the ‘Diagnosis’ field.
  50. Set the ‘Days Supply’ field to "12".
  51. Click [Update Order].
  52. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  53. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  54. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  55. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post-Discharge)'.
  56. Click [Reorder/Modify].
  57. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  58. Click [Update Order].
  59. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "REORDER/MODIFY".
  60. Click [Review and Sign].
  61. Validate the 'Interactions' dialog is displayed.
  62. Override all interactions and click [Save Override and Exit].
  63. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  64. Validate the chosen pharmacy is still listed above the 'Home Medications Scratchpad (Post-Discharge)'.
Scenario 2: OE NX - Orders This Episode - My Favorites - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • Two frequency codes must exist. One that has administration hours of "09:00 AM", "03:00 PM", and "09:00 PM" (3 TIMES A DAY) and one that has a 'Routine or PRN (AS Needed)' equal to "PRN" and no administration hours. (AS NEEDED).
  • A pharmacy-type order code must have a 'Default Duration (Doses)' of "10" and must have "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code A)
  • A client must have an active inpatient 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. Validate that the 'New Order' field, 'Order Type Search Filter' field, the [My Favorites - Star], and the 'My Favorites' link are displayed.
  3. Click 'My Favorites'
  4. Validate the 'Favorites' dialog is displayed.
  5. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'Order Search' field and click [Add to Favorites].
  6. Validate that "CEFACLOR 250 MG CAPSULE ORAL" is displayed in the list of 'Favorites'.
  7. Check the 'Select' checkbox for the "CEFACLOR 250 MG CAPSULE ORAL" order and click [Add to Scratchpad].
  8. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  9. Select the order in the 'Scratchpad'.
  10. Set the 'Dose' field to "1".
  11. Select "Capsule" in the 'Dose Unit' field.
  12. Select "3 TIMES A DAY" in the 'Freq' field.
  13. Validate the 'Duration' field contains "10" and that [Doses] is selected.
  14. Validate the 'Start Date' field contains the current date.
  15. Validate the 'Start Time' field contains the current time, which is after "09:00 AM" and before "03:00 PM".
  16. Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
  17. Validate the 'Stop Time' field contains "03:00 PM".
  18. Select "AS NEEDED" in the 'Freq' field.
  19. Validate the 'Duration' field contains "10".
  20. Validate that [Doses] is disabled and not selected.
  21. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  22. Click [Update Order] and [Sign].
  23. An 'Interaction' dialog may be displayed.
  24. If displayed override all interactions and click [Save Override and Exit].
  25. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, AS NEEDED".
Scenario 3: OE NX - Orders This Episode - Create 12 Orders - Validate the Orders
Steps

Internal Testing Only
Topics
• NX • Order Entry Console
AV-81303 Summary | Details
eMAR Performance Improvements
Scenario 1: eMAR - administer medication event (admin/edit/void)
Steps

Internal Testing Only
Topics
• Avatar eMAR • eMAR • Medication Order • NX • Order Entry Console
AV-81306 Summary | Details
eMAR - Incremental Scanning - improved automatic order selection
Scenario 1: 'Prevent eMAR Administration Events' preventing administration for "Lab" type orders with "Increment Barcode Scanning" disabled.
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
  • The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Lab" checked.
  • A Lab-type order code must exist with a 'Specimen Type' = "Blood" and no External Lab Vendor. (Complete Blood Count)
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to "Complete Blood Count".
  3. Validate that the 'Specimen Type' field is equal to "Blood".
  4. Set the 'Duration' field to "1" and click [Days].
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate that the 'Order grid' contains an order for "Complete Blood Count".
  7. Select "HomeView" and deselect "Client A"
  8. Access the 'Avatar eMAR' form and select the 'Lab Orders' tab.
  9. Select "Client A" in the 'Client' field.
  10. Validate that an order for "Complete Blood Count" is displayed and contains "Specimen Collect" under the current date.
  11. Select the "Specimen Collect" cell under the current date and click [Administer].
  12. Validate that the 'Order Acknowledgement' dialog is displayed.
  13. Click [OK].
  14. Validate that the 'Client Education' dialog is displayed.
  15. Select "Yes" in the 'Education Performed' field.
  16. Click [OK].
  17. Validate that an 'Error' message is displayed stating: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Lab"
  18. Click [OK].
  19. Validate that the 'Administration Event' dialog is not displayed.
  20. Close the form.
Topics
• Avatar eMAR • eMAR • Medication Order • NX • Order Entry Console
AV-81408 Summary | Details
Signature Field - Time out
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
Scenario 1: System Security Defaults - Validate "Signature Timeout (In seconds)" functionality
Specific Setup:
  • Have a system with prompt "Enable Signature Pad Support" set to "Yes" in form "System Security Defaults"
  • Have prompt "Signature Timeout (In seconds)" set to desired number of seconds. [ValueA]
  • Have a form [FormA] that includes a "Signature" field
Steps
  1. Open [FormA]
  2. Navigate to the "Signature" prompt
  3. Click [Get Signature]
  4. Validate the signature box is displayed
  5. Without entering a signature or clicking any buttons, wait the number of seconds [ValueA] set as the timeout in the set up
  6. Validate the popup signature box does not close before the time limit
  7. Validate the popup signature box closes after the time limit is reached, as expected
  8. Click [Get Signature] again
  9. Enter a signature before the time limit is reached
  10. Validate the signature is populated as expected
  11. Submit the form
  12. Return to [FormA]
  13. Select the row just submitted in step 1
  14. Validate the "Signature" field is populated as expected
Topics
• Forms • NX
AV-81535 Summary | Details
Import Client Picture images
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import Client Picture (PM)
Scenario 1: Import Client Picture (Acquire, Clear, Restore) - Validations
Specific Setup:
  • Have three clients [ClientA], [ClientB] and [ClientC] that do not have a client picture on file yet in the system
  • Have three images, [ImageA], [ImageB] and [ImageC] available for import
Steps
  1. Open form "Import Client Picture"
  2. In the "Client Search" field, select [ClientA]
  3. Validate the "Picture" field is blank
  4. Click the [Acquire Image] button
  5. Navigate to the location of the [ImageA] and select the file
  6. Validate the "Picture" field contains is populated with [ImageA]
  7. Click the [Submit] button
  8. Click the [Yes] button to return to the form
  9. In the "Client Search" field, select [ClientA]
  10. Validate the "Picture" field contains is populated with [ImageA]
  11. Close the form
  12. Re-open form "Import Client Picture"
  13. In the "Client Search field, select [ClientB]
  14. Validate the "Picture" field is blank
  15. Click the [Acquire Image] button
  16. Navigate to the location of [ImageA] file and select the file
  17. Validate the "Picture" field contains is populated with [ImageA]
  18. Click the [Acquire Image] button again
  19. Navigate to the location of [ImageB] file and select the file
  20. Validate the "Picture" field contains is populated with [ImageB]
  21. Click the [Acquire Image] button again
  22. Navigate to the location of [ImageC] file and select the file
  23. Validate the "Picture" field contains is populated with [ImageC]
  24. Click the [Submit] button
  25. Click the [Yes] button to return to the form
  26. In the "Client Search field, select [ClientB]
  27. Validate the "Picture" field contains is populated with [ImageC]
  28. Close the form
  29. Re-open form "Import Client Picture"
  30. In the "Client Search field, select [ClientC]
  31. Validate the "Picture" field is blank
  32. Click the [Acquire Image] button
  33. Navigate to the location of [ImageA] file and select the file
  34. Validate the "Picture" field contains is populated with [ImageA]
  35. Click the [Discard] button
  36. Click the [Yes] button to confirm the close of the form
  37. Re-open form "Import Client Picture"
  38. In the "Client Search field, select [ClientC]
  39. Validate the picture field is blank
  40. Click the [Acquire Image] button
  41. Navigate to the location of [ImageA] file and select the file
  42. Validate the "Picture" field contains is populated with [ImageA]
  43. Click the [Clear Image] button
  44. Validate the "Picture" field has been cleared
  45. Click the [Restore Image] button
  46. Validate the "Picture" field now restore with [ImageA]
  47. Click the [Submit] button
  48. Click the [Yes] button to return to the form
  49. In the "Client Search field, select [ClientC]
  50. Validate the "Picture" field contains is populated with [ImageA]
Topics
• Client Picture • NX
AV-81638 Summary | Details
Treatment Plan - Tree view
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Treatment Plan
Scenario 1: Treatment Plan(Tree view) - Problems, Goals, Objectives, Interventions validations
Specific Setup:
  • Have a client enrolled in an active episode. [ClientA]
  • Have access to the "Treatment Plan" form
Steps
  1. Select a desired client [ClientA]
  2. Open the 'Treatment Plan' form for the client
  3. Populate any required fields
  4. Click [Launch Plan]
  5. Click [Add New Problem]
  6. Validate the "Problem" description in the Tree view displays <New Problem>
  7. Click [Add New Goal]
  8. Validate the "Goal" description in the Tree view displays <New Goal>
  9. Click [Add New Objective]
  10. Validate the "Problem" description in the Tree view displays <New Objective>
  11. Click [Add New Problem]
  12. Validate the "Intervention" description in the Tree view displays <New Intervention>
  13. Click the [Return to Plan] button
  14. Click [Launch Plan]
  15. Validate the "Problem" description in the Tree view still displays <New Problem>
  16. Validate the "Goal" description in the Tree view still displays <New Goal>
  17. Validate the "Objective" description in the Tree view still displays <New Objective>
  18. Validate the "Intervention" description in the Tree view still displays <New Intervention>
  19. In the tree view, click the "Problem"
  20. In the detail section below, populate all the required fields, including the "Problem" text field with a description of the problem [ProbDesc]
  21. In the tree view, click the "Goal"
  22. In the detail section below, populate all the required fields, including the "Goals text field with a description of the problem [GoalDesc]
  23. In the tree view, click the "Objective"
  24. In the detail section below, populate all the required fields, including the "Objective text field with a description of the problem [ObjDesc]
  25. In the tree view, click the "Intervention"
  26. In the detail section below, populate all the required fields, including the "Intervention" text field with a description of the problem [InterDesc]
  27. Click the [Return to Plan] button
  28. Select "Final" in the "Draft/Final" field
  29. Click [Submit]
  30. Validate the form files successfully
  31. Re-open the 'Treatment Plan' form for [ClientA]
  32. Select the "Final" row filed in step 1
  33. In the main section, validate all fields are populated, as expected
  34. Click [Launch Plan]
  35. Validate the "Problem" description in the Tree view displays the [ProbDesc] added in step 1
  36. Validate the "Goal" description in the Tree view displays the [GoalDesc] added in step 1
  37. Validate the "Objective" description in the Tree view displays the [ObjDesc] added in step 1
  38. Validate the "Intervention" description in the Tree view displays the [InterDesc] added in step 1
  39. In the tree view, click the "Problem"
  40. In the detail section below, validate all fields are populated as expected
  41. In the tree view, click the "Goal"
  42. In the detail section below, validate all fields are populated as expected
  43. In the tree view, click the "Objective"
  44. In the detail section below, validate all fields are populated as expected
  45. In the tree view, click the "Intervention"
  46. In the detail section below, validate all fields are populated as expected
Topics
• NX • Treatment Plan
AV-81757 Summary | Details
Tabular Data Editor
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Processing (CMS 1500)
  • Financial Eligibility
  • Manual Batch Adjudication
  • Member Specific Information
  • Practitioner Numbers By Guarantor And Program
Scenario 1: 'Claim Processing (CMS 1500)' - Form Verification
Specific Setup:
  • Client record with one or more CMS 1500 (Professional) claim(s)/service(s) for adjudication (or eligible for claim/service entry)
Steps
  1. Open Avatar MSO 'Claim Processing (CMS 1500)' form.
  2. Note - Acceptance testing may also be confirmed via 'Manual Batch Adjudication' form, as well as 'Close Batch' form/function service adjudication
  3. Select claims processing batch for service entry/edit.
  4. Open existing claim for adjudication or create new claim for service entry/edit.
  5. Set value for 'Member Name or ID' and 'Provider' in claim level section (if adding new claim/services).
  6. Navigate to 'Service Detail' section of form.
  7. Click 'Add New Item' button (or select existing service and click 'Edit Selected Item' button).
  8. Enter/select 'Date of Service', 'Procedure Code', 'Total Charge' and 'Service Units' field values.
  9. Click 'Display Valid Authorizations' button and select Service Authorization (or directly enter value in 'Authorization Number' field).
  10. Enter/select values for any other required/desired fields in form.
  11. Ensure that 'Claim Status' and 'Explanation Of Coverage' field values are set by system according to claim/service information entered or updated (and adjudication configuration/setup present for Avatar MSO system).
  12. Click 'Add New Item' button to enter additional service(s) (or select additional existing service and click 'Edit Selected Item' button to update/adjudicate additional service(s)).
  13. Click 'Submit' button to file 'Claim Processing (CMS 1500)' form and claim/service(s).
  14. Ensure that on re-opening same claim/service in 'Claim Processing (CMS 1500)' form, field values entered/selected are present for claim/service information fields.
Scenario 2: 'Practitioner Numbers by Guarantor and Program' - Edit Practitioner Numbers
Specific Setup:
  • The registry setting "Enable New Practitioner Numbers By Guarantor and Program Form" is configured to "Y".
Steps
  1. Access the form 'Practitioner Numbers By Guarantor and Program'
  2. Select the 'Edit Practitioner Numbers' tab.
  3. Select any value in the 'Practitioner' field.
  4. Select any value in the required 'Guarantor ID' field.
  5. Select any value in the required 'Program' field.
  6. Select any value in the 'Record Selection' field.
  7. Click [Launch Workscreen].
  8. Select any row in the 'Practitioner Numbers By Guarantor and Program' table.
  9. Click [View].
  10. Select any field from the table and enter data (ex. NPI Number, Taxonomy Code).
  11. Click [Save].
  12. Validate that an 'Exit Grid' message is displayed stating "Save Successful".
  13. Click [Ok].
  14. Click [Save].
  15. Validate that an 'Exit Grid' message is displayed stating "Save Successful".
  16. Click [Ok].
  17. Click [Submit].
  18. Validate that a 'Form Return' message is displayed stating "Practitioner Numbers By Guarantor and Program has completed. Do you wish to return to form?".
  19. Click [No].
Topics
• Claims Processing • Practitioner Numbers By Guarantor And Program
AV-81785 Summary | Details
Episode drop down fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Client Ledger
  • Progress Notes (Group and Individual)
Scenario 1: Validate results displayed in "Episode" drop down fields
Specific Setup:
  • Have a client [ClientA] who is admitted in one or more episodes
  • Have access to a form that contains an "Episode" drop down list within the form. For example, the "Progress Note (Group and Individual)", "Client Ledger", "Client Charge Input" and" Edit Service Information" forms
Steps
  1. Access any of the forms mentioned in the set up, for example the 'Progress Notes (Group and Individual)' form.
  2. Select the client in the "Select Client" field
  3. Click the "Select Episode" drop down list
  4. Validate a row is displayed for each of the clients existing episodes
  5. Validate that the format of each episode row displayed is: "Episode # (value) Admit:(date value) Discharge: (Date Value) Program: (Program Value) "
  6. Validate there are no unexpected characters inserted between words or values in the episode rows that are displayed. For example "@" or "&" characters
  7. Repeat step 1 for any other desired forms
  8. Validate results are as expected
  9. In the "Search Clients" field on the home view, select the client
  10. Click the "Episodes" drop down list in the upper corner of the home view
  11. Click "All"
  12. Validate the "Episodes" selection box displays a row for each of the clients existing episodes
  13. Validate that the format of each episode row displayed is: "Episode # (value) Admit:(date value) Discharge: (Date Value) Program: (Program Value) "
  14. Validate there are no unexpected characters inserted between words or values in the episode rows that are displayed. For example "@" or "&" characters
Topics
• Episodes • Forms