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RADplus Client Update 3392-001 Acceptance Tests

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AV-73997 Summary | Details
Disclosure Management - Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Validate successful report processing in form "Disclosure Management"
Specific Setup:
  • In form "Import reports", have a report imported for import type "Import Report As Disclosure Management" [TestReport], that will display data filed in [TestTable]
  • Have a client [TestClient] admitted in three episodes:
  • [EpisodeA] has data filed in [TestTable]
  • [EpisodeB] has no data field in [TestTable]
  • [EpisodeC] has data filed in [TestTable]
Steps
  1. Select the client
  2. Open form "Disclosure Management"
  3. Populate the "Request Date" field
  4. Populate the "Request For Information Start Date"
  5. Populate the "Request For Information End Date"
  6. Select all episodes in the "Request Episode(s)" field
  7. Select the report in the "Requested Chart Items" field
  8. Select an organization from the "Requesting Organization or Individual" search
  9. Click the [Authorization] section
  10. Populate the "Authorization Start Date"
  11. Populate the "Authorization End Date"
  12. Select all episodes in the "Authorization Episodes" field
  13. Click the [Disclosure] section
  14. Populate the "Disclosure Date" field
  15. Populate the "Disclosure Time" field
  16. Select the disclosure report in the "Chart Disclosure Information" field
  17. Click [Process]
  18. In the "Items for Disclosure" dialog panel, validate there's a row listed for each episode
  19. Select the row for [EpisodeA]
  20. Click [View]
  21. Validate information is display as expected in the report preview window
  22. Select the row for [EpisodeB]
  23. Click [View]
  24. Validate a "No Data Returned for this item" dialog is displayed, as expected
  25. Click [OK]
  26. Select the row for [EpisodeC]
  27. Click [View]
  28. Validate information is display as expected in the report preview window
  29. Click [Disclose]
  30. Validate message is displayed "No Data found processing the report for Episode 2. Will not be included in the disclosed packet"
  31. Validate the report displays the expected disclosure messaging
  32. Validate the report displays expected data page for [EpisodeA]
  33. Validate the report displays expected data page for [EpisodeC]
  34. Validate the report displays no page for [EpisodeB] as expected
Topics
• Disclosure • NX
AV-82474 Summary | Details
Order Entry Console (Discharge Med Reconciliation section) - complete discharge reconciliation with no orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Discharge Med Reconciliation - Hold in Pending Status or Review and Sign with no CONT meds or no new meds
Specific Setup:
  • 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.
  • "Client A" must not have any active orders.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Reconciliation' tab.
  3. Validate there are no orders in the 'Inpatient Medications' order grid.
  4. Validate there are no orders in the 'Home Medications Scratchpad (Post-Discharge)'.
  5. Validate [Hold in Pending Status] is enabled.
  6. Validate [Review and Sign] is enabled.
  7. Click [Hold in Pending Status].
  8. Validate [Restart Reconciliation] is enabled.
  9. Validate [Edit Pending Reconciliation] is enabled.
  10. Validate [Activate & Reconcile] is enabled.
  11. Click [Edit Pending Reconciliation].
  12. Validate a warning message is displayed stating "Warning! Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok].
  13. Validate [Hold in Pending Status] is enabled.
  14. Validate [Review and Sign] is enabled.
  15. Click [Review and Sign].
  16. Validate the 'Discharge Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-85386 Summary | Details
Document Routing - Crystal Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Review To Do Item
Scenario 1: Document Routing with Crystal Report - "Allow Notifications When Final" validations
Specific Setup:
  • Have 2 users: [StaffA] and [StaffB]
  • Both users have the "My To Do's" widget on their home view
  • Have a form [TestForm] that is enabled for document routing.
  • Have a 'Crystal Report" created based on that form that has been imported for 'Document Routing' through the 'Import Reports' form.
  • In form "Document Routing Setup", [TestForm] has prompt "Allow Notifications When Final" set to "Yes" and "Allow Notifications With No Approvers" set to "Yes"
  • Login as [StaffA]

.

Steps
  1. Access form [TestForm] and select a client [TestClient]
  2. Populate the desired fields on the form
  3. Select "Final" in the 'Draft/Final' field.
  4. Validate a "Confirm Document" screen displays the data populated in the form, as expected
  5. Scroll to the last page of the document
  6. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by: "StaffA" on 01/01/2023 at 9:00AM EDT Author"
  7. Click [Accept and Route/Notify]
  8. At the "Route To Document" screen
  9. Search for [StaffB] in the "Add users to Notify when Final" search box
  10. Click [Add]
  11. Validate [StaffB] is added in the "Approver/Notify" section and has the "Notify" checkbox selected
  12. Click [Submit]
  13. Log out as [StaffA]
  14. Log in as [StaffB]
  15. Navigate to the "My To Do's" widget
  16. Locate the To Do sent in step 1 and open the To Do
  17. Validate the To Do information displayed is as expected
  18. Click the "Reviewed" check box
  19. Click [Submit]
  20. Validate the To Do is removed from the To Do's list
  21. Access the 'Clinical Document Viewer' form.
  22. Select [TestClient]
  23. Click [Process] to display documents created
  24. In the document list locate the row for document created in step 1
  25. Double-click on the row to display the document contents
  26. Validate data is populated in the document as expected
  27. Scroll to the last page of the document
  28. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by: "StaffA" on 01/01/2023 at 9:00AM EDT Author"
  29. Close the form
  30. Open form "Document Routing Setup"
  31. Select [TestForm] for edit
  32. Set prompt "Allow Notifications with No Approvers" to "No"
  33. Submit the form
  34. Log out as [StaffB]
  35. Log in as [StaffA]
  36. Access form [TestForm] and select a client [TestClient]
  37. Populate the desired fields on the form
  38. Select "Final" in the 'Draft/Final' field.
  39. Validate a "Confirm Document" screen displays the data populated in the form, as expected
  40. Scroll to the last page of the document
  41. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by: "StaffA" on 01/02/2023 at 9:00AM EDT Author"
  42. Click [Accept and Route/Notify]
  43. At the "Route To Document" screen
  44. Search for [StaffB] in the "Add users to Notify when Final" search box
  45. Click [Add]
  46. Validate [StaffB] is added in the "Approver/Notify" section and has the "Notify" checkbox selected
  47. Search for [StaffA] in the "Approvers" search box
  48. Click [Add]
  49. Validate [StaffA] is added in the "Approver/Notify" section and has the "Approver" checkbox selected
  50. Click [Submit]
  51. Navigate to the "My To Do's" widget
  52. Locate the To Do sent in step 8c and click "Approve Document"
  53. Validate the To Do information displayed is as expected
  54. Navigate to the last page
  55. Validate the electronic signature is displayed as expected. For example: "Electronically Signed by:"StaffA" on 01/02/2023 at 9:00AM EDT Staff"
  56. Click [Accept]
  57. Validate the To Do is removed from the To Do's list
  58. Log out as [StaffA]
  59. Log in as [StaffB]
  60. Navigate to the "My To Do's" widget
  61. Locate the To Do sent in step 1 and open the To Do
  62. Validate the To Do information displayed is as expected
  63. Click the "Reviewed" check box
  64. Click [Submit]
  65. Validate the To Do is removed from the To Do's list
Topics
• Document Routing • NX
AV-86993 Summary | Details
My To Do's Widget - Sign Tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.My To Do's Widget (Sign Tab)
Scenario 1: 'My To Dos' Widget (Sign' Tab) - 'Accept', 'Reject', 'Remove' and 'Filter by Form' validations
Specific Setup:
  • In form "Document Routing Setup", two forms [FormA] and [FormB], have enabled for document routing
  • Each form has been submitted two or more times and documents have been routed to staff member [StaffA]
  • [StaffA] has the "My To Do's" widget on their home view
  • Login as [StaffA]
Steps
  1. Navigate to the "Sign Tab the "My To Do's" widget
  2. Validate based on the setup that all documents are listed in the "Search Documents" section
  3. Validate the "Filter by Form" section box is blank
  4. Set the "Filter by Form" dropdown to [FormA]
  5. Validate just documents for [FormA] are present in the "Search Documents" section and there are no duplicates
  6. Select [Doc1]
  7. Click [Accept]
  8. In the "Approval Comments" dialog, enter the desired comments and click [OK]
  9. Validate [Doc1] is now in the "Accepted Documents" section and is no longer is present in "Search Documents" section
  10. Now set the "Filter by Form" dropdown back to blank
  11. Validate [Doc1] is still in the "Accepted Documents" section and is still not present in "Search Documents" section
  12. Validate the other documents are still present in the "Search Documents" section as expected with no duplicates
  13. Click the "Refresh" button on the widget
  14. Validate all the documents are back in the "Search Documents" list box including [Doc1] and there are no documents in the "Accepted Documents" section
  15. Select [Doc2] in the "Search Document" section
  16. Click [Accept]
  17. In the "Approval Comments" dialog, enter the desired comments and click [OK]
  18. Validate [Doc2] is now in the "Accepted Documents" section and is no longer is present in "Search Documents" section
  19. Now set the "Filter by Form" dropdown to [FormA] again
  20. Select [Doc2] in the "Accepted Documents" section
  21. Click [Remove]
  22. Validate [Doc2] is removed from the "Accepted Documents" section and added back to the "Search Documents" section as expected
  23. Now set the "Filter by Form" dropdown back to blank again
  24. Validate all the documents are present in the "Search Documents" section and there are no duplicates
  25. Click the "Refresh" button on the widget
  26. Validate all the documents are back in the "Search Documents" list box and there are no documents in the "Accepted Documents" section, as expected
  27. On the [Sign] tab, note the number in parentheses for example, "Sign(4)' which indicates the total number of all documents displayed
  28. Validate this number is accurate based on the number of documents displayed in the "Search Documents" section
  29. Set the "Filter by Form" dropdown to [FormB]
  30. Validate just documents for [FormB] are present in the "Search Documents" section
  31. Select one of the documents for example [Doc2]
  32. Click [Reject]
  33. In the "Comments for Reject" dialog, enter the desired comments and click [OK]
  34. Validate that [Doc2] has been removed from the "Search Documents" section
  35. Validate the number next to the "Sign" tab has decreased by "1"
  36. Now set the "Filter by Form" dropdown back to blank again
  37. Validate [Doc2] that was rejected, is still not present in "Search Documents" section
  38. Validate all other documents are still present in the "Search Documents" section as expected and there are no duplicates
  39. Validate there a no documents listed in the "Accepted Documents" section, as expected
Topics
• "My To Do's" widget
AV-87234 Summary | Details
Chart View - Browse forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Family Registration
  • Staff Members Hours And Exceptions
  • Update Client Data
Scenario 1: Chart View (Browse Forms) Menu - Form search and load validations
Specific Setup:
  • User has the "My Clients" widget on their home view
  • User has access to a client based form, for example the "Update Client Data" form
  • An active client exists on the system [TestClient]
  • A "Staff" member exists on the system [TestStaff]
  • A "Family" has been created in form "Family Registration"
  • User also has access to the following forms
  • "Progress Note (Group and Individual)" form
  • "Family Registration" form
  • “Staff Members Hours and Exceptions”
Steps
  1. In the "My Clients" widget, search and select a client [TestClient]
  2. Validate information for [ClientA] is displayed in the "Chart" header
  3. Next to the "Chart" tab, click the "Browse Forms" (+) button
  4. In the "Search Forms" field search and open "Progress Note (Group and Individual)" form
  5. Validate the "Select Client" field is populated with [TestClient]
  6. Validate the client header reflects information for [TestClient]
  7. Populate the desired fields on the form
  8. Click [File Note]
  9. Validate submission is successful
  10. Close the form
  11. At the home view, select the tab containing the "Chart" for [TestClient]
  12. Click the "Browse Forms" (+) button
  13. In the "Search Forms" field, search for a client based form, for example "Update Client Data"
  14. Validate the form opens and information for [TestClient] is displayed as expected
  15. Validate information for [ClientA] is displayed in the "Chart" header
  16. Close the form
  17. At the home view, select the tab containing the "Chart" for [TestClient]
  18. Click the "Browse Forms" (+) button
  19. In the "Search Forms" field search and open "Family Registration" form
  20. At the "Select Family" prompt, select a family [TestFamily]
  21. Validate the form opens and information for [TestFamily] is displayed as expected
  22. Close the form
  23. At the home view, select the tab containing the "Chart" for [TestClient]
  24. Click the "Browse Forms" (+) button
  25. In the "Search Forms" field search and open "“Staff Members Hours and Exceptions” form
  26. At the "Select Staff" prompt, select an existing staff member [TestStaff]
  27. Validate the form opens and information for [TestStaff] is displayed as expected
  28. Close the form
Topics
• Forms
AV-87353 Summary | Details
Spreadsheet Remittance Posting - Launch work screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar_PM_Receipt.rpt
  • Client Ledger
  • Dynamic Form - Individual Cash Posting - Information
  • Spreadsheet Remittance Posting
  • Spreadsheet Batch Remittance Posting
Scenario 1: 'Spreadsheet Remittance Posting' form - Validate 'Launch Work Screen'.
Specific Setup:
  • Payment/Adjustment Code definition:
  • Identify an existing adjustment code. Note the code value / name.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client id.
  • Financial Eligibility:
  • Two guarantors are assigned to the client and a coverage effective date is entered. Note the guarantor codes / names.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Please note, The service dates are in the coverage effective range. Note service start date/ end date.
  • Client Ledger:
  • The services are distributed to the primary guarantor.
Steps
  1. Open the 'Spreadsheet Remittance Posting' form.
  2. Select a date range for a client that contains services.
  3. Populate all required fields.
  4. Select the 'Guarantor To Post For'.
  5. Click [OK] on the guarantor balance message.
  6. Enter a 'Posting Date'.
  7. Enter a 'Date of Receipt'.
  8. Select a valid entry for 'Default Payment/Adjustment Code For Amount To Post' field.
  9. Click [Launch Work Screen].
  10. Hover over the 'Transfer Guar' field.
  11. Select a row associated with client.
  12. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
  13. Enter an 'Adjustment Amount'.
  14. Tab out of the field.
  15. Verify the adjustment amount does not change when tabbing out of the field.
  16. Select desired adjustment code in the 'Adjustment Code'.
  17. Tab out of the field.
  18. Verify the adjustment amount does not change when tabbing out of the field.
  19. Click [Accept].
  20. Click [Submit].
  21. Verify the payment posted successfully.
  22. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting functionality
Specific Setup:
  • Client:
  • Select a client with unpaid, claimed services.
  • Client Ledger is used to note the ‘TOTAL BALANCE BY GUARANTOR’.
Steps
  1. Open 'Spreadsheet Batch Remittance Posting'.
  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 payor 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. Click [TAB] key.
  21. Validate the 'Payment Code' field displays the same value selected in the above step.
  22. Enter an amount in the "Adjust Amount" field.
  23. Select a code in the "Adjust Code" field.
  24. Click [TAB] key.
  25. Validate the 'Adjust Code' field displays the same value selected in the above step.
  26. Enter an amount in the "Transfer Amount" field.
  27. Select a code in the "Transfer Code" field.
  28. Click [TAB] key.
  29. Validate the 'Transfer Code' displays the same value selected in the above step.
  30. Select a guarantor in the "Transfer Guar" field.
  31. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  32. Click the "Accept" button.
  33. Click the "Submit" button.
  34. Open 'Client Ledger'.
  35. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  36. Select ‘Simple’ in ‘Ledger Type’.
  37. Click [Process].
  38. Validate that the payment is displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the payment amount.
  39. Close the report.
  40. Close the form.
Topics
• Spreadsheet Remittance Posting
AV-87877 Summary | Details
Chart View - Client Header
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: Chart View (Header) - Validate the "Client/Episode" in context information when navigating between clients
Specific Setup:
  • [ClientA] is admitted in [EpisodeA]
  • [ClientB] is admitted in [EpisodeB]
  • User has access to a client based form. For example "Update Client Data"
  • Registry setting "Populate Chart Header with Currently Selected Episode” is set to "Y"
  • User has the "My Clients" widget on their home view
Steps
  1. In the "My Clients" widget, search for and select [ClientA]
  2. In the "Episode:" selection field on the top right of the home view, select "EpisodeA"
  3. Double click on the [ClientA] to open the clients "Chart"
  4. In the "Client Header" section:
  5. Validate the name of [ClientA] and their associated "PatID" number is displayed, as expected
  6. Validate the "Episode" field reflects "EpisodeA"
  7. Leave the "Chart" tab for [ClientA] open
  8. Navigate back to the home view
  9. In the "Select Client" field, select [ClientB]
  10. Select "EpisodeB" in the "Episode:" field on the home view
  11. Double click on the [ClientB] to open the clients "Chart"
  12. In the "Client Header" section:
  13. Validate the name of [ClientB] and their associated "PatID" number is displayed
  14. Validate the "Episode" field reflects "EpisodeB"
  15. Next to the "Chart Tab", click the "Browse Forms" (+) button
  16. In the "Search Forms" field search for any client based form [TestForm], for this example "Update Client Data is used.
  17. Validate the form opens successfully and the "Client Name" field is populated with [ClientB]
  18. In the client header section of the form, validate the name of [ClientB] and their associated "PatID" number is displayed
  19. Validate the "Episode" field reflects "EpisodeB"
  20. Close the form
  21. Leave the "Chart" tab for [ClientB] open
  22. Navigate back to the home view
  23. Validate the "Episode:" field on the home view, is still populated with "EpisodeB"
  24. Click the "Chart" tab left open for [ClientA]
  25. Validate the name of [ClientA] and their associated "PatID" number is still displayed
  26. Validate the "Episode" field still reflects "EpisodeA"
  27. Click the "Chart" tab left open for [ClientB]
  28. Validate the name of [ClientB] and their associated "PatID" number is still displayed
  29. Validate the "Episode" field still reflects "EpisodeB"
Topics
• Client Header