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RADplus Client Update 3328-002 Acceptance Tests

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AV-46180 Summary | Details
Avatar eMAR - Filtering By Order Type
Scenario 1: Administration Events for 'Order Types' of "Pharmacy", "Dietary", and "Therapy" where 'Additional Attempts Planned' set to "No".
Specific Setup:
  • Must have a value in the '(10000) Administration Event' dictionary under 'eMAR Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has 'Successful Administration' = "No", "Additional Attempts Planned" = "No", 'Limit To Specific Tabs' = no value and 'Add Reason Dictionary To Comments' = "Required", and 'Require Comments' = "Yes". (TEST)
  • Must have a value entered in the '(10020) Event Reason' dictionary under 'eMAR Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS'. (Patient Unavailable)
  • Must have a value in the '(500) Order Type' dictionary under 'Order Entry Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has the '(501) Order Type Category' extended dictionary attribute set to "Pharmacy". (Pharmacy)
  • Must have a value in the '(500) Order Type' dictionary under 'Order Entry Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has the '(501) Order Type Category' extended dictionary attribute set to "Dietary". (Dietary)
  • Must have a value in the '(500) Order Type' dictionary under 'Order Entry Tabled Files' in the 'Dictionary Update' form under 'Avatar CWS' that has the '(501) Order Type Category' extended dictionary attribute set to "Therapy". (Therapy)
  • The 'Avatar Order Entry->eMAR->Settings->->->Order Types Processed By eMAR' registry setting must include "Pharmacy", "Dietary", and "Therapy" order types.
  • The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • A "Pharmacy" order type code must exist. (Pharmacy Code A)
  • A "Dietary" order type code must exist. (Dietary Code A)
  • A "Therapy" order type code must exist. (Therapy Code A)
  • Select the following order types from the 'Order Type' field in eMAR:
  • "Pharmacy" in the 'Medications' tab.
  • "Dietary" in the 'Nutrition Orders' tab.
  • "Therapy" in the 'All Other Order Types' tab.
  • Please log out and back in doing the configuration above.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Search for and select "Pharmacy Code A" from the 'New Order' field.
  3. Fill out any required fields and click [Add to Scratchpad].
  4. Search for and select "Dietary Code A" from the 'New Order' field.
  5. Fill out any required fields and click [Add to Scratchpad].
  6. Search for and select "Therapy Code A" from the 'New Order' field.
  7. Fill out any required fields, click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains the "Pharmacy" order, the "Dietary" order, and the "Therapy" order.
  9. Access the 'Avatar eMAR' widget.
  10. Remain on the 'Medications' tab.
  11. Validate that "Pharmacy" is still checked in the 'Order Type' checklist and that the order for "Pharmacy Code A" is displayed.
  12. Double click on any available administration cell under the current date.
  13. Verify the 'Order Acknowledgement' dialog is displayed and click [OK].
  14. Verify the 'Client Education' dialog exists.
  15. Select "Yes" from the 'Education Performed' field and click [OK].
  16. Set the 'Med ID' cell to the "NDC" of the order selected.
  17. Select "TEST" from the 'Administration Event' field.
  18. Click [View - Comment].
  19. Set the 'Reason' field to "Patient Unavailable".
  20. Set the 'Text' field to "test".
  21. Click [OK].
  22. If there are any warnings, populate the 'Override Reason' field.
  23. Click the 'Accept administration information entered' check box.
  24. Click [OK].
  25. Validate the cell selected under the current date contains "TEST" as well as "the time of the attempted administration".
  26. Uncheck "Pharmacy" from the 'Order Type' field and validate the order for "Pharmacy Code A" is no longer shown in the eMAR grid.
  27. Click the 'Nutrition Orders' tab.
  28. Validate that "Dietary" is still checked in the 'Order Type' checklist and that the order for "Dietary Code A" is displayed.
  29. Double click in any available cell under the current date.
  30. Verify the 'Order Acknowledgement' dialog is displayed and click [OK].
  31. Verify the 'Client Education' dialog exists.
  32. Select "Yes" from the 'Education Performed' field and click [OK].
  33. Set the 'Administration Event' field to "TEST".
  34. Click [View - Comment].
  35. Select "Patient Unavailable" from the 'Reason' field.
  36. Set the 'Text' field to "test".
  37. Click [OK].
  38. Click the 'Accept administration information entered' check box and click [OK].
  39. Validate that the cell that was selected contains "TEST" as well as "the time of the attempted administration".
  40. Click the 'All Other Order Types' tab.
  41. Validate that "Therapy" is still checked in the 'Order Type' checklist and that the order for "Therapy Code A" is displayed.
  42. Double click in any available cell under the current date.
  43. Verify the 'Order Acknowledgement' dialog is displayed and click [OK].
  44. Verify the 'Client Education' dialog exists.
  45. Select "Yes" from the 'Education Performed' field and click [OK].
  46. Set the 'Administration Event' field to "TEST".
  47. Click [View - Comment].
  48. Select "Patient Unavailable" from the 'Reason' field.
  49. Set the 'Text' field to "test".
  50. Click [OK].
  51. Click the 'Accept administration information entered' check box and click [OK].
  52. Validate that the cell that was selected contains "TEST" as well as "the time of the attempted administration".
  53. Click the 'Medications' tab.
  54. Validate that "Pharmacy" is still unchecked in the 'Order Type' field and that no pharmacy type order codes are present in the eMAR grid.
Topics
• Avatar eMAR • eMAR
AV-62291 Summary | Details
Progress Notes (Group and Individual) form - Client in context
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Browse Forms
  • Update Client Data
Scenario 1: Validate selected client in context launching a Form from the "Browse Forms" button
Specific Setup:
  • Have two active clients on the system [ClientA] and [ClientB]
  • User has the "My Clients" widget on their home view
  • User has access to the "Progress Note (Group and Individual)" form and any client based form, for example the "Update Client Data" form
Steps
  1. In the "My Clients" widget, search for and select [ClientA]
  2. Validate [ClientA] is selected highlighted in the "Recent Clients" list
  3. Double click on the [ClientA] to open "Chart"
  4. Validate the name of [ClientA] is displayed in the "Chart" header
  5. Under the header, click the "Browse Forms" (+) button
  6. In the "Search Forms" field search for "Progress Note (Group and Individual)" form
  7. Validate the "Select Client" field is populated with [ClientA]
  8. Validate the client header reflects information for [ClientA]
  9. Populate the desired fields on the form
  10. Click [File Note]
  11. Validate submission is successful
  12. In the "Select Client" field, select [ClientB]
  13. Validate the name of [ClientB] is displayed in the client header section
  14. Close the form
  15. At the home view, validate [ClientA] is still selected highlighted in the "Recent Clients" list
  16. At the home view select and open form "Update Client Data"
  17. Validate [ClientA] is selected highlighted in the "Recent Clients" list
  18. Search and open the "Update Client Data" form
  19. Validate the name of [ClientA] is displayed in the client header section
  20. Under the header, click the "Browse Forms" (+) button
  21. In the "Search Forms" field search for "Progress Note (Group and Individual)" form
  22. Validate the client header reflects information for [ClientA]
  23. Populate the desired fields on the form
  24. Click [File Note]
  25. Validate submission is successful
  26. In the "Select Client" field, select [ClientB]
  27. Validate the name of [ClientB] is displayed in the client header section
  28. Close the form
  29. At the home view, validate [ClientA] is still selected highlighted in the "Recent Clients" list
Topics
• My Clients • Progress Notes
AV-80028 Summary | Details
Forms launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • My Forms
  • Discharge
  • Progress Notes (Group and Individual)
  • Treatment Plan
Scenario 1: Scheduling Calendar - Validate opening additional form(s) from an appointment
Specific Setup:
  • Have an existing appointment [ApptA] scheduled in the "Scheduling Calendar" form
  • In form "User Definition", a user has [FormA], [FormB] and [FormC] selected in the "Select Forms" field on "Appointment Scheduling" section of the form. (Note: This will enable the forms to be available for launch when a user right-clicks on an existing appointment)
  • The user has the "Forms & Data" widget on their home view.
  • In the "My Forms" section, [FormA] has been added as a favorite
Steps
  1. Open form "Scheduling Calendar"
  2. Locate [ApptA] on the calendar grid
  3. Right-Click on the appointment
  4. From the drop-down list, select [FormA]
  5. Validate the form launches successfully
  6. Click the "(+) Browse forms" tab to the right of form name tab, to bring up the "My Forms" window
  7. From the "My Forms" list, click on [FormB] to launch it
  8. Populate the form and submit the form
  9. Validate the form files successfully
  10. Navigate back to [FormA]
  11. Populate any desired fields and submit the form
  12. Validate the form files successfully
  13. Close the "Scheduling Calendar" form
  14. Re-Open form "Scheduling Calendar"
  15. Locate [ApptA] on the calendar grid
  16. Right-Click on the appointment
  17. From the drop-down list, select “Check-In” (Note: the form will open in a separate Avatar window)
  18. At the “Check-In” form
  19. Click the "(+) Browse forms" tab
  20. Search for [FormB]
  21. Validate the form opens successfully
  22. Navigate back to the “Check-in” window
  23. Close the “Check-in” form
  24. Return to [FormB]
  25. Click the "(+) Browse forms" tab
  26. Search for [FormC]
  27. Validate the form opens successfully
  28. Close [FormC]
  29. Close [FormB]
Scenario 2: Validate launching forms from "Widgets"
Specific Setup:
  • Have the following widgets defined on a user's [UserA] home view or a console view:
  • "My Calendar" widget
  • "My To Do's" widget
  • "Client Diagnosis" widget
  • "Console Widget Viewer"
  • "Treatment Plan" form console widget
  • "Progress Note (Group and Individual)" form console widget
  • [WidgetA] created that contains a link to launch a form [FormA]. For example, form "Discharge". [Note: form "Widget Wizard' using the 'Enhanced Widget View" functionality can be used to create the widget]
  • [ClientA] is admitted in one or more open episodes
  • [ClientA] has a treatment plan form filed in form "Treatment Plan"
  • [ClientA] has a progress note filed in form "Progress Note (Group and Individual)" form and a "To Do" has been generated
  • [ClientA] has a diagnosis filed in form "Diagnosis"
  • [ClientA] has an appointment scheduled [ApptA] in form "Scheduling Calendar"
  • In form "User Definition", [UserA] has [FormA] selected in the "Select Forms" field on "Appointment Scheduling" section of the form.
  • Log in as [UserA]
Steps
  1. Select [ClientA]
  2. Navigate to [WidgetA]
  3. Click on the link to launch [FormA]
  4. Validate the form launches successfully
  5. Close the form
  6. Navigate to the "My Calendar" widget
  7. Right Click on [ApptA]
  8. Select [FormA]
  9. Validate the form launches successfully
  10. Close the form
  11. Navigate to "My To Do's" widget
  12. Locate the To Do for the "Progress Notes (Group and Individual)"
  13. Click on the form link in the "Form" column to launch the form
  14. Validate the form launches successfully
  15. Close the form
  16. Navigate to "Treatment Plan" widget
  17. Click the [View] button
  18. Click the [Open Record] button in the "Console Widget Viewer" widget
  19. Validate the form launches successfully
  20. Close the form
  21. Navigate to the "Progress Note(Group and Individual)" widget
  22. Click the [View] button
  23. Click the [Open Record] button in the "Console Widget Viewer" widget
  24. Validate the form launches successfully
  25. Close the form
  26. Navigate to the "Client Diagnoses Widget"
  27. Click the date listed under the "Diagnosis Date" column
  28. Validate the form launches successfully
  29. Close the form
Topics
• Appointment Management • Console Widget • Form load • Forms • NX • Widgets
AV-84624 Summary | Details
Widget's within forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Update Client Data
Scenario 1: Validate the selected client remains in context for "Widgets" included within a Form
Specific Setup:
  • Have the "Progress Note (Group and Individual)" form set up in "Form Designer" with widget [WidgetA] selected in field "Widgets to Display on Form". For this example the "Client Diagnosis" widget will be used
  • Have any other client based form [FormB] also set up in "Form Designer" with widget [WidgetA] selected in field "Widgets to Display on Form". For this test form "Update Client Data" is used
  • Have two or more active clients on the system [ClientA], [ClientB] and [ClientC]
  • All three clients have data filed in table used in [WidgetA]
Steps
  1. Open the "Progress Note (Group and Individual)" form
  2. Select [ClientA] in the "Select Client" field
  3. Validate [WidgetA] reflects the data field for [ClientA], as expected
  4. Select [ClientB] in the "Select Client" field
  5. Validate [WidgetA] reflects the data field for [ClientB], as expected
  6. Populate all required and desired fields on the form
  7. Click [File Note]
  8. Validate the note files successfully
  9. Staying the form, select [ClientC] in the "Select Client" field
  10. Validate [WidgetA] reflects the data field for [ClientC], as expected
  11. Select [ClientB] in the "Select Client" field
  12. Validate [WidgetA] reflects the data field for [ClientB], as expected
  13. Select [ClientA] in the "Select Client" field
  14. Validate [WidgetA] reflects the data field for [ClientA], as expected
  15. Close the form
  16. At the home view, select [ClientA]
  17. Open [FormB]
  18. Validate [WidgetA] reflects the data field for [ClientA], as expected
  19. Make any desired changes and submit the form
  20. Validate the form files successfully
  21. Repeat step 2 for [ClientB] and [ClientC]
  22. Validate [WidgetA] reflects the data field for the client selected, as expected
Topics
• Widgets