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RADplus Client Update 3328-003 Acceptance Tests

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AV-83615 Summary | Details
Order Groups - Change in 'Order Group Start Date/Time' reflected for all selected orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Group Setup
  • Orders This Episode
Scenario 1: Order Entry Console - Order Group - Ensuring Order Group Start Date change is reflected in orders selected
Specific Setup:
  • An order group must exist that contains the following (Order Group A):
  • A pharmacy-type order code with a routine 'Frequency Code' of "Twice a Day", with scheduled administration times at "09:00 AM" and "09:00 PM".
  • A pharmacy-type order code with a routine 'Frequency Code' of "Every Day".
  • A pharmacy-type order code with a prn 'Frequency Code' of "As Needed".
  • A client must have an active episode.(Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains 3 orders.
  4. Click the 'Select All' checkbox.
  5. Validate the 'Order Group Start Date' field contains the current date.
  6. Validate the 1st order's 'Start Date' contains the current date.
  7. Validate the 2nd order's 'Start Date' contains the current date.
  8. Validate the 3rd order's 'Start Date' contains the current date.
  9. Set the 'Order Group Start Date' field to a date that is five days in the future of the current date.
  10. Validate that the 'Start Date' fields for all orders contain a date that is five days in the future of the current date.
  11. Set the 'Order Group Start Date' field to a date that is five days in the past.
  12. Validate that the 'Start Date' fields for all orders contain a date that is five days in the past.
  13. Click [Add to Scratchpad].
  14. Validate that 3 orders are in the 'Scratchpad' with red flags.
  15. Select order 1 in the 'Scratchpad'.
  16. Populate all required fields and click [Update Order].
  17. Select order 2 in the 'Scratchpad'.
  18. Populate all required fields and click [Update Order].
  19. Select order 3 in the 'Scratchpad'.
  20. Populate all required fields and click [Update Order] and [Sign].
  21. If the 'Interactions' dialog is displayed, override all interactions and click [Save Override and Exit].
  22. Validate the 'Order grid' contains the 3 new orders.
Topics
• NX • Order Entry Console
AV-84040 Summary | Details
User Defined Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Ambulatory Progress Notes
  • Progress Notes (Group and Individual)
Scenario 1: Validate data results using "User Defined " text templates
Specific Setup:
  • The registry setting "Enable Templates on Demand for SQL Widget" is enabled.
  • Have access to a form that contains as scrolling text field, for example a progress note form.
Steps
  1. Open the form
  2. Navigate to the scrolling free text field.
  3. "Right-Click" in the field (In "Avatar NX", click the widget template icon next field)
  4. Select "User Defined Template".
  5. Click "Manage Templates".
  6. Set the "Template Name" to a desired name [TemplateTest]
  7. Add fields such as Street, City, State, Zip by dragging from the right side panel
  8. Type in text in the field that also includes carriage return line feeds within the text
  9. Click the [Preview] button
  10. Validate the "Preview" window, displays all data as expected including the line feeds
  11. Click [OK]
  12. Click [Add]
  13. Validate [TemplateTest] displays in the bottom panel under "My Templates"
  14. Click [Save]
  15. "Right-Click" in the field
  16. Click "User Defined Templates"
  17. Select [TemplateTest] template
  18. Validate the field is populated with data and text based on the template set up in step 1
  19. Validate all data is formatted as expected, including any carriage return line feeds included in the template
  20. Submit the form
  21. Return to the form and select the row just submitted
  22. Navigate to the scrolling text field
  23. Validate the data populated and formatted in the field is as expected, including any carriage return line feeds included in the template
Topics
• Forms
AV-84649 Summary | Details
Quick Link
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
  • Form Designer Properties - Quick Links
  • Scheduling Calendar
Scenario 1: "Quick Links" - set up and form launch validations
Specific Setup:
  • Have a "Quick Link" added to a form via "Form Designer". For this example, the form "Scheduling Calendar – Check In” is used
  • Have an appointment scheduled for a client in form "Scheduling Calendar"
Steps
  1. Open the 'Form Designer' form.
  2. Select [Scheduling Calendar – Check In] from the 'Forms' field.
  3. Select the [Check In] section from the "Sections" field.
  4. Click [Show Section].
  5. Click [Add] in the 'Quick Links' section on the left side panel
  6. Search for a form in the "Search Forms" field. For this example "Update Client Data" form is used
  7. Select the form and click [Save]
  8. Click [Submit].
  9. Open form "Scheduling Calendar"
  10. Navigate to the appointment added in the set up
  11. Right-Click on the appointment on the appointment in the grid and choose "Check In"
  12. Validate the "Check In" form is launched successfully
  13. Populate and submit the form
  14. Validate the user is returned to the "Scheduling Calendar" form
  15. Close the form
  16. Validate the user is returned to the home view
Topics
• Form load • NX
AV-85151 Summary | Details
Document Routing - Route To Document
Scenario 1: Document Routing - Supervisor approval required with Acknowledgments allowed
Specific Setup:
  • In form "User Definition", have a user who is a staff member [StaffA] set with prompt "Supervisor Approval Required for Documents" to "Yes" and [TestForm] chosen in field "Select Forms Requiring a Supervisor"
  • In form "Document Routing Setup", have a form [TestForm] enabled for document routing with prompt "Acknowledgment Allowed" set to "Yes"
  • Have another user who is a staff member [StaffB]
  • [StaffA] and [StaffB] have the "My To Do's" widget on their home view
  • Log in as [StaffA]
Steps
  1. Open [TestForm]
  2. Select a client
  3. Populate all desired fields
  4. Set the "Draft/Final" prompt to "Final" and click [OK]
  5. Click [Submit]
  6. Click [Sign and Route]
  7. At the "Route Document To" screen,
  8. Validate the "Supervisor" field is required
  9. Validate the [Submit] field is disabled
  10. In the "Add Members to Acknowledge" box, search and select [StaffA]
  11. Validate [StaffA] is added to the routing list box and the "Acknowledge" checkbox is populated
  12. Validate [Submit] button is still disabled
  13. Search for [StaffB] in the "Supervisor" field and click [Add]
  14. Validate [StaffB] is added in the routing list box and the "Approver" check box is checked
  15. Validate the [Submit] is now enabled, as expected
  16. Click the [Submit] button
  17. Validate the form files successfully
  18. Log out as [StaffA]
  19. Log in as [StaffB]
  20. At the home view, navigate to the "My To Do's list
  21. Validate the To Do routed in step 1, is present
  22. Select and approve the document
  23. Validate the To Do is removed from the To Do's list
  24. Log out as [StaffB]
  25. Log back in as [StaffA]
  26. At the home view, navigate to the "My To Do's list
  27. Validate an "Acknowledgment" To Do is present as expected, now that the To Do in step 4 has been approved,
  28. Click [Acknowledge Document]
  29. At "Confirm Document" screen, click [Acknowledge]
  30. Validate the To Do is removed from the To Do's list
Scenario 2: Document Routing - Supervisor approval required with Acknowledgments not allowed
Specific Setup:
  • In form "User Definition", have a user who is a staff member [StaffA] set with prompt "Supervisor Approval Required for Documents" to "Yes" and [TestForm] chosen in field "Select Forms Requiring a Supervisor"
  • In form "Document Routing Setup", have a form [TestForm] enabled for document routing with prompt "Acknowledgment Allowed" set to "No"
  • Have another user who is a staff member [StaffB]
  • [StaffA] and [StaffB] have the "My To Do's" widget on their home view
  • Log in as [StaffA]
Steps
  1. Open [TestForm]
  2. Select a client
  3. Populate all desired fields
  4. Set the "Draft/Final" prompt to "Final" and click [OK]
  5. Click [Submit]
  6. Click [Sign and Route]
  7. At the "Route Document To" screen,
  8. Validate the "Supervisor" field is required
  9. Validate the [Submit] field is disabled
  10. Search for [StaffB] in the "Supervisor" field and click [Add]
  11. Validate [StaffB] is added in the routing list box and the "Approver" check box is checked
  12. Validate the [Submit] button is now enabled, as expected
  13. Click the [Submit] button
  14. Validate the form files successfully
  15. Log out as [StaffA]
  16. Log in as [StaffB]
  17. At the home view, navigate to the "My To Do's" list
  18. Validate the To Do routed in step 1, is present
  19. Select and approve the document
  20. Validate the To Do is removed from the To Do's list
Topics
• Document Routing • NX
AV-85714 Summary | Details
Chart - Document output
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • PDF Document
Scenario 1: Chart View - Validate "Print" and "Print All" Document Output
Specific Setup:
  • Have a client [TestClient] with two or more documents created, for any form [TestForm]. For example, a progress note form
  • For this example three documents are used [Document1], [Document2] and [Document3]
  • Have the [TestForm] included in a user's chart view
  • Log in as the user
Steps
  1. Select [TestClient] and right-click on the client to open their "Chart"
  2. Select [TestForm] from the "Chart Forms" list
  3. Select the episode tab
  4. Verify data for all three documents are listed consecutively, in the document display section
  5. Click the [Print All] link in the right corner of the tab
  6. In the print dialog screen, select "Microsoft Print to PDF" from the "Name" drop down list
  7. Click [OK]
  8. A "Save Print Output As" dialog will display. (Note user will be prompted with the "Save Print Output As" dialog for each row in the tab by descending data entry date/time order)
  9. In the navigation bar, navigate to a desired location to save all the files.
  10. In the "File Name" field enter the desired file name for [Document3]
  11. Click the [Save] button
  12. In the next "Save Print Output As" dialog, enter the desired file name for [Document2] in the "File Name" field,
  13. Click the [Save] button
  14. In the next "Save Print Output As" dialog, enter the desired file name for [Document1] in the "File Name" field,
  15. Click the [Save] button
  16. Open windows explorer and navigate to the location of the PDF documents saved in step 1
  17. Open the [Document1]
  18. Validate the contents of the page contains the expected data and data is in a readable format
  19. Open the [Document2]
  20. Validate the contents of the page contains the expected data and data is in a readable format
  21. Open the [Document3]
  22. Validate the contents of the page contains the expected data and data is in a readable format
  23. Navigate back to "Chart View"
  24. In the episode tab scroll to any one of the document rows listed in the tab, for example the row for [Document2]
  25. In the header section, click the "Print" link for that document
  26. In the print dialog screen, select "Microsoft Print to PDF" from the "Name" drop down list and click [OK]
  27. In the "Save Print Output As" dialog, select a location to save the file
  28. Set the "File Name" field to the desired file name [Document2]
  29. Click the [Save] button
  30. Open windows explorer and navigate to the location of the "Document2" PDF file
  31. Open the [Document2]
  32. Validate the contents of the page contains the expected data and the date is in a readable format
Topics
• Forms
AV-85865 Summary | Details
Treatment Plan - 'Assigned Services' grid
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • The client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from the 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the 'Status' field.
  13. Validate that all the fields display as expected.
  14. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
  15. Click [Add New Intervention].
  16. Enter any value in the 'Intervention' text field.
  17. Select any value from the 'Status' field.
  18. Click [Add Service] in the 'Assigned Services' field.
  19. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  20. Populate the 'Service Program' field.
  21. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  22. Select any service code.
  23. Validate that the service code field is populated as expected in the 'Service Code' field.
  24. Select any value in the 'Frequency' field.
  25. Select any value in the 'Duration' field.
  26. Enter any value in the 'Amount' field.
  27. Select any value in the 'Service Mode' field.
  28. Select any value in the 'Place of Service field.
  29. Enter and value in the 'Agency and Staff Responsible' field.
  30. Click [Add Service] in the 'Assigned Services' field.
  31. Populate all desired fields.
  32. Click [Return To Plan].
  33. Click [Submit].
  34. Validate the plan submit successfully.
  35. Select "Client A" and access the 'Treatment Plan' form.
  36. Click to edit the row just submitted.
  37. Click [Launch Plan].
  38. Click the 'Interventions' item on the plan tree.
  39. Click [Add New Intervention].
  40. Enter any value in the 'Intervention' text field.
  41. Select any value from the 'Status' field.
  42. In the 'Assigned Services' grid, click [Copy Service].
  43. Validate in the popup window, and check that the Amount field appears before Service Mode and Place of Service.
  44. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted.
  45. Click [Copy].
  46. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected.
  47. Click [Copy Service].
  48. Validate that the service previously copied is disabled and select the remaining service.
  49. Validate the services display as expected and neither are duplicated.
  50. Select the 'Assigned Services' row just added.
  51. Click the [Delete Service] button.
  52. Validate that the service row is removed from the 'Assigned Services' grid, as expected.
  53. Click [Return to Plan].
  54. Click [Submit].
  55. Validate the plan submit successfully.
Topics
• Treatment Plan