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RADplus Client Update 3392-002 Acceptance Tests

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AV-87310 Summary | Details
myAvatar - sign in
Scenario 1: Launch "myAvatar" sign-in screen - validations
Specific Setup:
  • Have two workstations available for testing that can be used to launch "myAvatar" and sign-in:
  • [WorkstationA] has the "64bit" version of Java installed
  • [WorkstationB] has the "32bit" version of Java installed
  • Have a user with valid sign in credentials
Steps
  1. Navigate to [WorktationA]
  2. Open the "myAvatar" start page
  3. Click [Start myAvatar]
  4. Validate the user is presented with a popup warning:
  5. "You are running with a 64-bit Java JRE. This may cause unexpected behavior in myAvatar. Netsmart recommends the use of the 32-bit version for the best user experience"
  6. Click [OK]
  7. At the myAvatar "Sign-In" screen, populate the required fields for sign-on
  8. Click [Sign In]
  9. Validate the user is logged in successfully
  10. Open any and submit any form
  11. Validate submission is successful
  12. Log out of "myAvatar"
  13. Navigate to [WorktationB]
  14. Open the "myAvatar" start page
  15. Click [Start myAvatar]
  16. Validate there are no warnings and the user is presented with the "myAvatar "Sign-In" screen
  17. Populate the required fields for sign-on
  18. Click [Sign In]
  19. Validate the user is logged in successfully
  20. Open any and submit any form
  21. Validate submission is successful
  22. Log out of "myAvatar"
Topics
• Avatar Login • Forms
AV-88089 Summary | Details
Move Selected Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Move Selected Data (CWS)
  • Progress Notes (Group and Individual)
  • Move Selected Data (PM)
Scenario 1: Move Selected Data [CWS] - Move data from one episode to another when document routing is enabled
Specific Setup:
  • A client is enrolled in two existing episodes (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar CWS" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Progress Notes (Group and Individual)" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "Yes" in the 'Allow Comments During Approval' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  9. Select "Episode 1" in the 'Select Episode' field.
  10. Select "Independent Note" in the 'Progress Note For' field.
  11. Select the desired value in the 'Note Type' field.
  12. Enter the desired value in the 'Notes Field' field.
  13. Select "Final" in the 'Draft/Final' field.
  14. Click [File Note].
  15. Validate the 'Confirm Document' dialog is displayed.
  16. Click [Accept].
  17. Enter the password for the logged in user in the 'Password' field and click [Verify].
  18. Enter the desired comments in the 'Approval Comments' field and click [OK].
  19. Validate a message is displayed stating: Note Filed.
  20. Click [OK] and close the form.
  21. Access the 'Clinical Document Viewer' form.
  22. Select "Client" in the 'Select Type:' field.
  23. Select "Individual" in the 'Select All or Individual Client' field.
  24. Select "Client A" in the 'Select Client' field.
  25. Click [Process].
  26. Validate the document filed is displayed for "Episode 1" and select it for viewing.
  27. Click [View].
  28. Validate the document displays as expected with the approver signature and approval comments.
  29. Click [Close All Documents] and close the form.
  30. Access the 'Move Selected Data' CWS form.
  31. Select "Client" in the 'Entity Database' field.
  32. Select "Progress Notes (Group and Individual)" in the 'Form' field.
  33. Select "Client A" in the 'Old Entity' field.
  34. Select "Episode 1" in the 'Old Episode' field.
  35. Click [Select Row to be Moved].
  36. Select the record filed in the previous steps and click [OK].
  37. Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity.
  38. Click [OK].
  39. Select "Client A" in the 'New Entity' field.
  40. Select "Episode 2" in the 'New Episode' field.
  41. Enter the desired value in the 'Reason for Moving Data' field.
  42. Click [Submit].
  43. Validate the 'Confirm Document' dialog is displayed.
  44. Click [Accept].
  45. Enter the password for the logged in user in the 'Password' field and click [Verify].
  46. Enter the desired comments in the 'Approval Comments' field and click [OK].
  47. Access the 'Clinical Document Viewer' form.
  48. Select "Client" in the 'Select Type:' field.
  49. Select "Individual" in the 'Select All or Individual Client' field.
  50. Select "Client A" in the 'Select Client' field.
  51. Click [Process].
  52. Validate the document filed is displayed for "Episode 2" and select it for viewing.
  53. Click [View].
  54. Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments.
  55. Click [Close All Documents] and close the form.
Scenario 2: Move Selected Data [PM] - Move data from one episode to another when document routing is enabled
Specific Setup:
  • Must have a PM modeled form defined with a 'Draft/Final' field (Form A).
  • A client is enrolled in two existing episodes (Client A).
Steps
  1. Access the 'Document Routing Setup' form.
  2. Select "Avatar PM" in the 'Application' field.
  3. Click [Select Form].
  4. Select "Form A" in the 'Select a form to enable Document Routing' field and click [OK].
  5. Select "Yes" in the 'Enable Document Routing' field.
  6. Select "Yes" in the 'Allow Comments During Approval' field.
  7. Click [File] and close the form.
  8. Select "Client A" and access "Form A".
  9. Select "Episode 1" and click [OK].
  10. Populate all required and desired fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [Submit].
  13. Validate the 'Confirm Document' dialog is displayed.
  14. Click [Accept].
  15. Enter the password for the logged in user in the 'Password' field and click [Verify].
  16. Enter the desired comments in the 'Approval Comments' field and click [OK].
  17. Access the 'Clinical Document Viewer' form.
  18. Select "Client" in the 'Select Type:' field.
  19. Select "Individual" in the 'Select All or Individual Client' field.
  20. Select "Client A" in the 'Select Client' field.
  21. Click [Process].
  22. Validate the document filed is displayed for "Episode 1" and select it for viewing.
  23. Click [View].
  24. Validate the document displays as expected with the approver signature and approval comments.
  25. Click [Close All Documents] and close the form.
  26. Access the 'Move Selected Data' PM form.
  27. Select "Client" in the 'Entity Database' field.
  28. Select "Form A" in the 'Form' field.
  29. Select "Client A" in the 'Old Entity' field.
  30. Select "Episode 1" in the 'Old Episode' field.
  31. Click [Select Row to be Moved].
  32. Select the record filed in the previous steps and click [OK].
  33. Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity.
  34. Click [OK].
  35. Select "Client A" in the 'New Entity' field.
  36. Select "Episode 2" in the 'New Episode' field.
  37. Enter the desired value in the 'Reason for Moving Data' field.
  38. Click [Submit].
  39. Validate the 'Confirm Document' dialog is displayed.
  40. Click [Accept].
  41. Enter the password for the logged in user in the 'Password' field and click [Verify].
  42. Enter the desired comments in the 'Approval Comments' field and click [OK].
  43. Access the 'Clinical Document Viewer' form.
  44. Select "Client" in the 'Select Type:' field.
  45. Select "Individual" in the 'Select All or Individual Client' field.
  46. Select "Client A" in the 'Select Client' field.
  47. Click [Process].
  48. Validate the document filed is displayed for "Episode 2" and select it for viewing.
  49. Click [View].
  50. Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments.
  51. Click [Close All Documents] and close the form.
Topics
• Clinical Document Viewer • Move Selected Data • Progress Notes
AV-88264 Summary | Details
Order Entry Console - Pre-Admit - Order Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Frequency Code Setup
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
  • The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not for Routine Orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "No"
  • 'Hours of Administration' = "08:00 AM"
  • Two Pharmacy-type order codes must exist. (Order Code A) (Order Code B)
  • An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
  • "Order Code A" has a default frequency of "Frequency Code A".
  • "Order Code B" has a default frequency of "Frequency Code B".
  • A client must have an active pre-admit 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.
  4. Click [Select All].
  5. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
  6. Validate that the 'First Dose Date/Time' fields are hidden.
  7. Validate that the 'Stop Date/Time' fields are hidden.
  8. Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B".
  9. Click the 'Custom' button for "Order Code A".
  10. Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save].
  11. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK].
  12. Click the 'Custom' button for "Order Code B".
  13. Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save].
  14. Click [Add to Scratchpad].
  15. Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099".
  16. Select "Order Code A" from the 'Scratchpad'.
  17. Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed.
  18. Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel].
  19. Click [Give Initial Dose Now - Yes].
  20. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK].
  21. Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel].
  22. Set the 'Duration' field to "1" and click [Days].
  23. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099".
  24. Select "Order Code B" from the 'Scratchpad'.
  25. Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel].
  26. Set the 'Duration' field to "2" and click [Days].
  27. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099".
  28. Click [Sign].
Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
  • The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine Orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A Pharmacy-type order code must exist. (Order Code A)
  • A client must have an active pre-admit 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 Code A" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field.
  4. Validate the "Start Date/Time' fields are hidden.
  5. Validate the 'Stop Date/Time' fields are hidden.
  6. Validate the 'First Dose Date/Time' fields are hidden.
  7. Validate that 'Give Initial Dose Now' [Yes] is disabled.
  8. Validate the 'Custom' button is not hidden.
  9. Search for and select "Frequency Code A" from the 'Freq:' field.
  10. Validate that 'Give Initial Dose Now' [Yes] is pressed.
  11. Validate that 'Give Initial Dose Now' [Yes] is enabled.
  12. Validate that 'Skip 1st Dose' [Yes] is disabled.
  13. Validate that [Custom] is not hidden.
  14. Click [Custom].
  15. Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save].
  16. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared."
  17. Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed.
  18. Click 'Give Initial Dose Now' [Yes].
  19. Validate a warning message is displayed stating: 'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared."
  20. Click [OK].
  21. Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel].
  22. Set the 'Duration' field to "1" and click [Days].
  23. Click [Add to Scratchpad].
  24. Validate the 'Start Date' field contains "01/01/2099".
  25. Validate the 'Stop Date' field contains "01/01/2099".
  26. Select "Order Code A" from the scratchpad.
  27. Validate that 'Give Initial Dose Now' [Yes] is pressed.
  28. Validate that 'Give Initial Dose Now' [Yes] is enabled.
  29. Click [Cancel] and then [Sign].
Topics
• Order Entry Console
AV-88357 Summary | Details
Order Entry Console - Orders This Episode - Duration in Doses
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: New Order - Duration in Doses - no defaults
Specific Setup:
  • Must have a pharmacy-type order code that does not contain any default values in the 'Default Frequency Code', 'Default Duration (Doses)' or 'Maximum Duration (Doses)' fields.(Order Code A)
  • 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.
  • A frequency code must exist that has hours of administration of "09:00 AM" and "09:00 PM". (ex. Twice a Day)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Remain on 'Orders This Episode'.
  3. Select "Order Code A" in the 'New Order' field.
  4. Validate [Doses] is disabled.
  5. Set the 'Dose' field to "1".
  6. Select "Tablet" in the 'Dose Unit' field.
  7. Select "Twice a Day" in the 'Freq' field.
  8. Validate that [Doses] becomes enabled.
  9. Select a value that does not have hours of administration in the 'Freq' field.
  10. Validate that [Doses] is disabled.
  11. Select "Twice a Day" in the 'Freq' field.
  12. Validate that the 'First Dose Date/Time' fields contain the current date and "09:00 PM" because it is currently after 09:00 AM.
  13. Validate that the 'Duration' field does not contain a value.
  14. Validate that the 'Start Date' field contains the current date.
  15. Validate that the 'Start Time' field contains the current time.
  16. Set the 'Duration' field to 10 and select [Doses].
  17. Validate that the 'Stop Date' field is required, disabled and contains a value that is 5 days after the 'Start Date'.
  18. Validate that the 'Stop Time' field is required, disabled and contains the last administration time for this order, which will be "09:00 AM".
  19. Click [Add to Scratchpad] and [Sign].
  20. Validate that the 'Order grid' contains the new order with "(Starting Doses:10)" displayed after the 'Freq' in the 'Order details' column.
  21. Validate that the new order has a status of "Active No Renew - Use Reorder" in the 'Order Status' column.

Note: If the application is set to provide notifications for "Order Entry (Reorder Due)" in the 'Notifications Setup' form, this does not pertain to orders with 'Duration' in Doses.

Scenario 2: OE NX - Orders this Episode - Copy, Modify, and Reorder with Diagnosis
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. Search for and select "ADDERALL 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Validate the 'Dose Unit' field is equal to "Tablet".
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Set the 'Start Date' field to "t-27".
  8. Set the 'Start Time' field to the current time.
  9. Validate the 'Dispense Qty' field is equal to "112".
  10. Select "Tablet" from the 'Dispense Qty Unit' field.
  11. Validate the 'Earliest Fill Date' field is equal to the current date.
  12. Search for and select "Anger" from the 'Diagnosis' field.
  13. Click [Add to Scratchpad] and [Final Review].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Select "None" in the 'Output' field and click [Sign].
  17. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Copy].
  18. Validate the 'Diagnosis' field is equal to "Anger".
  19. Click [Refresh Orders].
  20. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Modify].
  21. Validate the 'Diagnosis' field is equal to "Anger".
  22. Click [Refresh Orders].
  23. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Reorder].
  24. Validate the 'Diagnosis' field is equal to "Anger".
Scenario 3: OE NX - Orders This Episode - Renew
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. Create a pharmacy-type order. (Order A)
  3. Select "Order A" from the 'Order grid' and click [Renew].
  4. Set the 'New Stop Date' field to be prior to the 'Effective Renew Date' field.
  5. Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK].
  6. Set the 'New Stop Date' field equal to "Today" and the 'New Stop Time' field prior to the 'Effective Renew Time' field.
  7. Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK].
  8. Set the 'Renew' field to "58" and click [Days].
  9. Validate the 'Current Stop Date' field contains the current date.
  10. Validate the 'New Stop Date' contains a date "58" days in the future from current date.
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains the order with a 'Stop Date' that is "58" days in the future from current date.
Topics
• Diagnosis • Duration in Doses • NX • Order Entry Console
AV-88705 Summary | Details
Order Entry Console - Orders This Episode - Custom Administration times
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
Scenario 1: OE NX - Create an order using an "Every Nth Day" frequency code with no scheduled administration times
Specific Setup:
  • A frequency code must exist that has the following configuration:(Every 2 Days)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "No"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Every Nth Day' is set to "2"
  • 'Times/24 Hours' is set to "1".
  • 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.
  • Note: For testing purposes the time is currently after "08:00 AM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "PERCOCET (ACETAMINOPHEN-OXYCODONE HYDROCHLORIDE) 325 MG-10 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field.
  4. Select "Every 2 Days" in the 'Freq' field.
  5. Validate the 'First Dose Date' and 'First Dose Time' fields are disabled and do not contain values.
  6. Click [Custom] and enter "0800" and press Tab in the first 'Scheduled Administration Time' field and click [Save].
  7. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date.
  8. Validate the 'First Dose Time' field is disabled and contains "08:00 AM".
  9. Validate the 'Start Date' field is required, enabled and contains the current date.
  10. Validate the 'Start Time' field is required, enabled and contains the current time.
  11. Set the 'Duration' field to "6" and click [Days].
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Order grid' contains the "PERCOCET" order.
  14. Select the 'eMAR' widget.
  15. Validate the 'Administration Date' field contains the current date and time.
  16. Validate the "PERCOCET" order is displayed that contains a 'Next Administration Date/Time' of T+2 at 0800".
  17. Validate the first cell under the current date for the "PERCOCET" order contains a dashed line.
  18. Set the 'Administration Date' field to two days in the future of the current date.
  19. Validate that there is a dashed line in the first cell under the current date and a cell that contains "0800" in the first cell under the date that is 2 days in the future.
Scenario 2: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past
Specific Setup:
  • A frequency code must exist that has the following configuration:(Frequency Code A)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "No"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Every Nth Day' is set to "2"
  • 'Times/24 Hours' is set to "1".
  • 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'.
  • 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.
  • Note: For testing purposes the time is currently after "08:00 AM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "KADIAN (MORPHINE SULFATE) 10 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Capsules" in the 'Dose Unit' field.
  4. Select "Frequency Code A" in the 'Freq' field.
  5. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date.
  6. Validate the 'First Dose Time' field is disabled and contains "08:00 AM".
  7. Validate the 'Start Date' field contains the current date.
  8. Validate the 'Start Time' field contains the current time.
  9. Set the 'Start Date' field to a date that is three days in the future of the current date.
  10. Validate the 'First Dose Date' field contains a date that is five days in the future of the current date.
  11. Validate the 'First Dose Time' field contains "08:00 AM".
  12. Set the 'Start Date' field to the current date.
  13. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
  14. Validate the 'First Dose Time' field contains "08:00 AM".
  15. Set the 'Start Date' field to a date that is two days in the past.
  16. Validate the 'Start Time' field contains the current time.
  17. Validate the 'First Dose Date' field contains the current date.
  18. Validate the 'First Dose Time' field contains "08:00 AM".
  19. Set the 'Start Date' field to the current date.
  20. Validate the 'Start Date' field contains the current date.
  21. Validate the 'Start Time' field contains the current time.
  22. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
  23. Validate the 'First Dose Time' field contains "08:00 AM".
  24. Set the 'Duration' field to "4" and click [Days].
  25. Click [Add to Scratchpad]
  26. Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM".
  27. Click [Cancel Update] and [Sign].
  28. Validate the 'Order grid' contains an order for "KADIAN".
  29. Access the 'eMAR' widget.
  30. Validate the 'Administration Date' field contains the current date
  31. Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800".
  32. Validate the first cell under the current date for this order contains a dashed line.
  33. Set the 'Administration Date' field to a date that is two days in the future and click [Refresh].
  34. Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800".
Scenario 3: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is not required
Specific Setup:
  • The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are not required for Routine orders." in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
  • Please log out of and back into the application after completing the above configuration
  • 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 any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
  4. Validate the 'First Dose Date' field is not required and contains the current date.
  5. Validate the 'First Dose Time' field is not required and contains the current date rounded up to the nearest half hour.
  6. Validate the 'Give Initial Dose Now [Yes]' button is selected.
  7. Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields.
  8. Click [Add to Scratchpad] and click [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 4: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is required and administration times are enforced
Specific Setup:
  • The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
  • 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 any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" in the 'Freq' field.
  4. Validate the 'First Dose Date' field is required and contains the current date.
  5. Validate the 'First Dose Time' field is required and contains the current time rounded up to the nearest half hour.
  6. Validate the 'Give Initial Dose Now' [Yes] button is selected.
  7. Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values in the 'First Dose Date/Time' fields.
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 5: OE NX - Order Entry Console - Changing Administration Times and Frequency Codes
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.
  • A frequency code must exist with scheduled hours of administration (Ex: Twice a Day 9:00 AM and 9:00 PM)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Select "Twice a Day" in the 'Freq' field.
  4. Click the 'Custom' link and change the administration times to "0100" and "1300" and click [Save].
  5. Change the 'Freq' field to any other frequency code then change it back to "Twice a Day".
  6. Click the 'Custom' link and validate the administration times display as "0900" and "2100".
  7. Clear the values in the 'Administration Time' fields and click [Save].
  8. Click the 'Custom' link and validate the 'Administration Time' fields are still blank.
Topics
• Avatar eMAR • NX • Order Entry Console
AV-88781 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 HomeView.
  • User has access to following forms
  • "Update Client Data"
  • "Progress Note (Group and Individual)"
  • "Family Registration"
  • “Staff Members Hours and Exceptions”
  • An active client exists on the system [TestClientA] whose Patient ID# assigned, for this test of "1"
  • An active staff member exists on the system [TestStaff] whose Staff ID# assigned, for this test is also "1"
  • An active "Family" exists on the system [TestFamily] whose Family ID# assigned, for this test is also "1"
  • Another active client [TestClientB] exists with a Patient ID# assigned, that does not match any Staff ID# or Family ID# assigned in the system
Steps
  1. In the "My Clients" widget, search and select a client [TestClientA]
  2. Validate information for [TestClientA] 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 [TestClientA]
  6. Validate the client header reflects information for [TestClientA]
  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 [TestClientA]
  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 [TestClienA] is displayed as expected
  15. Validate information for [TestClientA] is displayed in the "Chart" header
  16. Close the form
  17. At the home view, select the tab containing the "Chart" for [TestClientA]
  18. Click the "Browse Forms" (+) button
  19. In the "Search Forms" field, search and open the "Family Registration" form
  20. At the "Select Family" selection screen, click [Cancel]
  21. Validate user is returned to "Chart" and the form is not launched as expected
  22. Click the "Browse Forms" (+) button
  23. In the "Search Forms" field, search and open "Family Registration" form again
  24. At the "Select Family" selection screen, enter [TestFamily] in the "Select Family" search field
  25. Validate the form opens and information for [TestFamily] is displayed as expected
  26. Close the form
  27. At the home view, select the tab containing the "Chart" for [TestClientA]
  28. Click the "Browse Forms" (+) button
  29. In the "Search Forms" field, search and open the “Staff Members Hours and Exceptions” form
  30. At the "Select Staff" selection screen, click [Cancel]
  31. Validate user is returned to "Chart" and the form is not launched as expected
  32. Click the "Browse Forms" (+) button
  33. In the "Search Forms" field, search and open the “Staff Members Hours and Exceptions” form
  34. At the "Select Staff" selection screen, enter [TestStaff] in the "Select Staff" search field
  35. Validate the form opens and information for [TestStaff] is displayed as expected
  36. Close the form
  37. Repeat steps 1 through 4 for [TestClientB]
  38. Validate results are as expected
Topics
• Forms
AV-88782 Summary | Details
Form and Chart Launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - Forms & Data Widget
  • HomeView.Recent Clients
  • Update Client Data
Scenario 1: Validate launching forms and client chart for clients whose "first" name matches a "Prefix" or "Suffix"
Specific Setup:
  • [TestUser] has access to one or more client based form. For this test forms, "Update Client Data" and "Progress Notes (Group and Individual)" are used
  • Have the test forms added to the users "Chart" View
  • [TestUser] has the "My Clients" and "Forms & Data" widgets on their home view
  • In form "Dictionary Update", have the "Client Prefix (175)" and the "Client Suffix (174)" dictionaries set up with one or more dictionary values. For this test, prefix value "Dr" and suffix value "IV" are used
  • Create or have existing clients defined with the following "First" name characteristics:
  • [ClientA] has a first name whose characters begin with one of the "Prefix" values set up on the system. For example a prefix of "Dr" exists and the clients first name is "Drew"
  • [ClientB] has first name that is the same as one of the "Prefix" values set up on the system. For example the clients name is, "Dr Jay"
  • [ClientC] has a first name whose characters begin with one of the "Suffix" values set up on the system. For example a suffix of "IV" exists and the clients name is "Ivan"
  • [ClientD] has first name that is the same as one of the "Suffix" values set up on the system. For example a suffix of "IV" exists and the clients name is "Iv"
  • [ClientE] is a client whose first name does not match or start with a client "Prefix" or "Suffix" setup in the system
  • Log in as [TestUser]
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search and select [ClientA]
  2. Right-click on the clients name and click to display the clients chart
  3. Validate the clients chart opens successfully
  4. Validate the name in the client chart header is [ClientA]
  5. Navigate to the chart view forms list on the left side panel
  6. Select the "Update Client Data" form and click [Edit]
  7. Validate the form launches successfully
  8. Validate the name in "Client Name" field is [ClientA]
  9. Validate the name in "Client Header" is [ClientA]
  10. Close the form
  11. Select the "Progress Notes (Group & Individual)" form" and click [Add]
  12. Validate the form launches successfully
  13. Validate the name in "Select Client" field contains [ClientA]
  14. Validate the name in "Client Header" is [ClientA]
  15. Close the form
  16. Close the clients chart to return to the home view
  17. In the "Recent Clients" list, select [ClientA]
  18. In the "Forms & Data" widget, search and select the "Update Client Data" form
  19. Validate the form launches successfully
  20. Validate the name in "Client Name" field is [ClientA]
  21. Validate the name in "Client Header" is [ClientA]
  22. Close the form
  23. In the "Forms & Data" widget, search for and open the "Progress Notes (Group & Individual)" form
  24. Validate the launches successfully
  25. Validate the name in "Select Client" field is [ClientA]
  26. Validate the name in "Client Header" is [ClientA]
  27. Close the form
  28. Repeat step 1 and for 2 for [ClientB], [ClientC], [ClientD] and [ClientE]
  29. Validate results are as expected for each client
Scenario 2: Validate client name display in the "My Clients" widget and "Chart" view header
Specific Setup:
  • In form "Dictionary Update", have the "Client Prefix (175)" and the "Client Suffix (174)" dictionaries, populated with dictionary values.
  • Have a client with just first and last name defined. [ClientA]
  • Have a client with first name, last name and middle name defined. [ClientB]
  • Have a client with first name, middle name, last name and a suffix defined. [ClientC]
  • Have a client with a prefix, first name, middle name, last name and a suffix defined. [ClientD]
  • Have a client who first name starts with one of the prefix values stated in first set up step [ClientE]. For example a first name of "Drew"
  • Have the "My Clients" widget on a user's [TestUser] home view
  • Have a client based form available for testing. For example "Update Client Data" [TestForm]
  • Have [TestForm] added to the users home view
  • Log in as [TestUser]
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
  2. Validate the selected clients first and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  3. Right-click on the clients name and click to display the clients chart
  4. Validate the name in the client chart header displays clients first and last name, as expected
  5. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  6. Click back to the Home View
  7. Search and open[TestForm]
  8. Validate the name in the client header displays clients first and last name, as expected
  9. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  10. Close or submit [TestForm]
  11. Validate the name in the client header displays clients first and last name, as expected
  12. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
  13. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientB]
  14. Validate the selected clients first, middle and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  15. Right-click on the clients name and click to display the clients chart
  16. Validate the name in the client chart header displays clients first, middle and last name, as expected
  17. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  18. Click back to the Home View
  19. Search and open [TestForm]
  20. Validate the name in the client header displays clients first, middle and last name, as expected
  21. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  22. Close or submit [TestForm]
  23. Validate the name in the client header displays clients first, middle and last name, as expected
  24. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  25. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientC]
  26. Validate the selected clients first, middle, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  27. Right-click on the clients name and click to display the clients chart
  28. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  29. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  30. Click back to the Home View
  31. Search and open [TestForm]
  32. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  33. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  34. Close or submit [TestForm]
  35. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  36. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  37. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientD]
  38. Validate the selected clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters) are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  39. Right-click on the clients name and click to display the clients chart
  40. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  41. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  42. Click back to the Home View
  43. Search and open [TestForm]
  44. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  45. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  46. Close or submit [TestForm]
  47. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  48. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  49. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientE]
  50. Validate the selected clients first and last name are displayed in both the "My Clients" and "Recent Clients" lists, as expected
  51. Right-click on the clients name and click to display the clients chart
  52. Validate the name in the client chart header displays clients first and last name, as expected
  53. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  54. Click back to the Home View
  55. Search and open [TestForm]
  56. Validate the name in the client header displays clients first and last name, as expected
  57. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  58. Close or submit [TestForm]
  59. Validate the name in the client header displays clients first and last name, as expected
  60. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
Topics
• Forms • My Clients
AV-88968 Summary | Details
"Paste Cell" button in TDE grids
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Health Maintenance Guideline Definition - Facility
Scenario 1: 'Health Maintenance Guideline Definition - Facility' - Form Validations
Steps
  1. Access the 'Health Maintenance Guideline Definition - Facility' form.
  2. Click [Immunizations] and [New Row].
  3. Select the desired value in the 'Vaccine' field.
  4. Select the desired value in the 'Dose' field.
  5. Enter "16" in the 'Age Fr' field.
  6. Enter "70" in the 'Age To' field.
  7. Populate all other required and desired fields.
  8. Click [New Row].
  9. Select the desired value in the 'Vaccine' field.
  10. Select the desired value in the 'Dose' field.
  11. Enter "90" in the 'Age Fr' field.
  12. Select the value in 'Age To' cell in the first row (value should be "70") and click [Copy Cell].
  13. Click [Paste Cell] in the 'Age To' cell in the second row.
  14. Validate an error message is displayed stating: 'Age To' cannot be less than 'Age Fr'.
  15. Click [OK].
  16. Validate the 'Age To' field does not contain any value.
  17. Enter "100" in the 'Age To' field.
  18. Populate all other required and desired fields.
  19. Click [Save] and [Submit].
  20. Access the 'Health Maintenance Guideline Definition - Facility' form.
  21. Click [Immunizations].
  22. Validate the rows filed in the previous steps are displayed.
  23. Click [Close/Cancel] and close the form.
Topics
• Client Health Maintenance • NX
AV-88976 Summary | Details
Order Entry Console - 'First Dose Date/Time' Warning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
  • Order Group Setup
  • Avatar eMAR
  • App Dashboard
  • eMAR
Scenario 1: OE NX - Unscheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" - Default Give Initial Dose Now
Specific Setup:
  • The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A frequency code must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form. (Frequency Code A)
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • Please log out of and back into the application after completing the above configuration
  • 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 any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
  4. Validate that 'Give Initial Dose Now' [Yes] is selected.
  5. Set the 'First Dose Time' field to a value outside the allowable window ('First Dose' adjustment allowed when 'Give Initial Dose Now' registry setting).
  6. Validate that 'Give Initial Dose Now' [Yes] is no longer selected.
  7. Re-select 'Give Initial Dose Now' [Yes] and validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and time rounded up to the nearest half hour.
  8. Click [Add to Scratchpad] and [Sign]
  9. Validate the order displays in the 'Order grid'.
Scenario 2: OENX - Order Group, that has no order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM
Specific Setup:
  • A frequency code must exist that is configured as follows:(Frequency Code A)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "Yes"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
  • 'Times/24 Hours' is set to "1"
  • "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any).
  • An order group must exist that contains the following orders: (Order Group A)
  • A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
  • A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM".
  • A client must have and 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 "Order Code A" and "Order Code B".
  4. Validate that neither order is selected.
  5. Select "Order Code B".
  6. Set the 'Dose' field to "1".
  7. Select "Tablet" in the 'Dose Unit' field.
  8. Validate the 'Freq' field contains "TWICE A DAY".
  9. Set the 'Duration' to any value and click [Days].
  10. Validate the 'Start Date' field contains the current date.
  11. Validate the 'Start Time' field contains the current time.
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Interactions' dialog is displayed.
  14. Override all interactions and click [Save Override and Exit].
  15. Validate the 'Order grid' contains a new order for "Order Code B".
Scenario 3: OE NX - Order Group, that has one order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM
Specific Setup:
  • A frequency code must exist that is configured as follows:(Frequency Code A)
  • 'Routine or PRN(As Needed)' is set to "Routine"
  • 'One Time Only' is set to "Yes"
  • 'Interval Frequency' is set to "No"
  • 'Daily Administration' is set to "Not Daily"
  • 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
  • 'Times/24 Hours' is set to "1"
  • "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any)'.
  • An interval frequency code must exist. (Frequency Code B)
  • An order group must exist that contains the following orders: (Order Group A)
  • A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
  • A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM" and has the 'Yes' checkbox checked in the 'Default To Selected When Selecting Orders From Order Group' field.
  • 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. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B".
  4. Validate that "Order Code A" is not selected by default.
  5. Validate the checkbox for "Order Code B" is selected.
  6. Set the 'Dose' field to "1".
  7. Select "Tablet" in the 'Dose Unit' field.
  8. Validate the 'Freq' field contains "TWICE A DAY".
  9. Set the 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' fields change to 'First Dose Date/Time'.
  10. Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' fields change back to 'Start Date/Time'.
  11. Set the 'Duration' to any value and click [Days].
  12. Validate the 'Start Date' field contains the current date.
  13. Validate the 'Start Time' field contains the current time.
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Interactions' dialog is displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Order grid' contains a new order for "Order Code B".
Scenario 4: OE NX - "Hours of Administration are required for Routine orders." - Order Group - One Time Only with Give Initial Dose Now = "Yes"
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A pharmacy-type order code must exist. (Order Code A)
  • An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
  • 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 "Order Code A".
  4. Validate the 'First Dose Date/Time' field is equal to "Today" and the current time rounded to the nearest half hour/hour.
  5. Fill in any missing fields and click [Add to Scratchpad].
  6. Select the order in the 'Scratchpad'.
  7. Validate the 'First Dose Date' field is equal to current date.
  8. Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
  10. Validate the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
  11. Click [Cancel Update] and [Sign].
  12. Validate the 'Order grid' contains an order for "Order Code A"
  13. Access the 'eMAR' tab.
  14. Validate the order for "Order Code A" is displayed and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.
Scenario 5: OE NX - "Hours of Administration are not required for Routine orders." - Order Group - One Time Only with Set Hours of Administration
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "No"
  • 'Hours of Administration' = "08:00 AM"
  • A pharmacy-type order code must exist. (Order Code A)
  • An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
  • 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 "Order Code A".
  4. Validate the 'First Dose Date/Time' field is equal to "Tomorrow's Date" and "08:00 AM".
  5. Fill in any missing fields and click [Add to Scratchpad].
  6. Select the order in the 'Scratchpad'.
  7. Validate the 'First Dose Date' field is equal to "Tomorrow's Date".
  8. Validate the 'First Dose Time' field is equal to "08:00 AM".
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field.
  10. Validate that the 'Start Time' field is equal to the 'First Dose Time' field.
  11. Click [Cancel Update] and [Sign].
  12. Validate the 'Order grid' contains an order for "Order Code A"
  13. Navigate to the 'eMAR' tab.
  14. Set the 'Administration Date' field to "T+1".
  15. Validate the Order for "Order Code A" is shown and that there is one scheduled administration time at 0800.
Scenario 6: OE NX - Order Group - Unscheduled One Time Only - Default to selected
Specific Setup:
  • An order group (Order Group A) must exist with at least two pharmacy-type order codes where:
  • The first order code does not default to selected in the 'Order Group Dialog'. (Order Code A)
  • The second order code must default to selected, have a default one time only frequency code that does not default to 'Give Initial Dose Now', and have a default duration. (Order Code B)
  • 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".
  3. Validate that the 'Order Group' dialog is displayed and that "Order Code B" is selected by default and that the 'Frequency' is defaulted from 'Order Group Setup'.
  4. Populate the 'Dose' and 'Dose Unit' fields.
  5. Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad] and [Sign]
  6. Validate the orders display in the 'Order grid'.
Topics
• Avatar eMAR • eMAR • NX • Order Entry Console
AV-89073 Summary | Details
User Defined Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: User Defined Templates - Validate the 'Current Time' field
Specific Setup:
  • The'Utilize Local Workstation Time Zone' registry setting must be set to "N".
  • The user's local time must be in a different time zone than the cache server time.
  • A client must be enrolled in more than one episode (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select the desired value in the 'Select Episode' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Right click in the 'Notes Field' and select [User Defined Templates] and [Manage].
  6. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
  7. Drag and drop the 'Current Time' field to the template from the 'Available Fields' field.
  8. Drag and drop the 'Current Date' field to the template from the 'Available Fields' field.
  9. Drag and drop any other desired fields.
  10. Click [Preview].
  11. Validate that the 'Preview' contains the cache server time for the 'Current Time' field.
  12. Close the preview.
  13. Click [Add] and [Save].
  14. Navigate to the 'User Defined Templates'.
  15. Validate that "Template A" is displayed and select it.
  16. Validate the 'Notes Field' field displays "Template A" with the cache server time for the 'Current Time'.
  17. Populate any other required and desired fields.
  18. Select "Final" in the 'Draft/Final' field.
  19. Click [File Note].
  20. Validate a message is displayed stating: Note Filed.
  21. Click [OK] and close the form.
  22. Select "Client A" and access the 'Progress Notes' widget.
  23. Validate the note filed in the previous steps is displayed.
  24. Validate the 'Notes Field' contains the contents from "Template A" and the 'Current Time' displays the cache server time.
Topics
• Progress Notes • Registry Settings
AV-89552 Summary | Details
Scheduling Calendar - Launching additional forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Modeled Test Form
  • Progress Notes (Group and Individual)
  • Scheduling Calendar
Scenario 1: Scheduling Calendar - Launch a Form from an Appointment that has an "Additional Form to Launch" event defined
Specific Setup:
  • Have an existing appointment [TestAppt] scheduled in the "Scheduling Calendar" form for client.
  • Have a modeled form [FormA] that has a field with an "Additional Form to Launch" event defined to launch [FormC].
  • Have a progress note form [FormB] that has a field with an "Additional Form to Launch" event defined via "Site Specific Section Modeling", to launch [FormC].
  • In form "User Definition", [TestUser] has [FormA] and [FormB] 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).
  • Log in as [TestUser].
Steps
  1. Open the "Scheduling Calendar" form.
  2. Right-click on the existing appointment.
  3. Click [FormA], the modeled form.
  4. Validate the form opens successfully.
  5. While in [FormA], navigate to the field set up with the form launch event.
  6. Select or enter the value in the field setup to launch the form.
  7. Validate [FormC] launches successfully.
  8. Populate the form and submit it.
  9. Validate the form files successfully.
  10. Navigate back to [FormA].
  11. Populate the form and submit it.
  12. Validate the form files successfully.
  13. Right-click the existing appointment [TestAppt].
  14. Click [FormB], the progress note form.
  15. Validate the form opens successfully.
  16. While in [FormB], navigate to the field set up with the form launch event.
  17. Select or enter the value in the field setup to launch the form.
  18. Validate [FormC] launches successfully.
  19. Populate the form and submit it.
  20. Validate the form files successfully.
  21. Navigate back to [FormA].
  22. Populate the form and submit it.
  23. Validate the form files successfully.
Topics
• Forms • Scheduling Calendar
AV-90228 Summary | Details
Chart View - Form launch entity selection
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 HomeView.
  • User has access to following forms
  • "Update Client Data"
  • "Progress Note (Group and Individual)"
  • "Family Registration"
  • “Staff Members Hours and Exceptions”
  • An active client exists on the system [TestClientA] whose Patient ID# assigned, for this test of "1"
  • An active staff member exists on the system [TestStaff] whose Staff ID# assigned, for this test is also "1"
  • An active "Family" exists on the system [TestFamily] whose Family ID# assigned, for this test is also "1"
  • Another active client [TestClientB] exists with a Patient ID# assigned, that does not match any Staff ID# or Family ID# assigned in the system
Steps
  1. In the "My Clients" widget, search and select a client [TestClientA]
  2. Validate information for [TestClientA] 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 [TestClientA]
  6. Validate the client header reflects information for [TestClientA]
  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 [TestClientA]
  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 [TestClienA] is displayed as expected
  15. Validate information for [TestClientA] is displayed in the "Chart" header
  16. Close the form
  17. At the home view, select the tab containing the "Chart" for [TestClientA]
  18. Click the "Browse Forms" (+) button
  19. In the "Search Forms" field, search and open the "Family Registration" form
  20. At the "Select Family" selection screen, click [Cancel]
  21. Validate user is returned to "Chart" and the form is not launched as expected
  22. Click the "Browse Forms" (+) button
  23. In the "Search Forms" field, search and open "Family Registration" form again
  24. At the "Select Family" selection screen, enter [TestFamily] in the "Select Family" search field
  25. Validate the form opens and information for [TestFamily] is displayed as expected
  26. Close the form
  27. At the home view, select the tab containing the "Chart" for [TestClientA]
  28. Click the "Browse Forms" (+) button
  29. In the "Search Forms" field, search and open the “Staff Members Hours and Exceptions” form
  30. At the "Select Staff" selection screen, click [Cancel]
  31. Validate user is returned to "Chart" and the form is not launched as expected
  32. Click the "Browse Forms" (+) button
  33. In the "Search Forms" field, search and open the “Staff Members Hours and Exceptions” form
  34. At the "Select Staff" selection screen, enter [TestStaff] in the "Select Staff" search field
  35. Validate the form opens and information for [TestStaff] is displayed as expected
  36. Close the form
  37. Repeat steps 1 through 4 for [TestClientB]
  38. Validate results are as expected
Topics
• Forms
AV-90300 Summary | Details
Spreadsheet Batch Remittance Posting - CAS data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Avatar NX Report Viewer
  • Batch Remittance Posting Report
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • 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. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Enter desired value in ‘Receipt’.
  8. Enter desired value in ‘Check #’.
  9. Select the ‘Default Guarantor’.
  10. Select the ‘Default Payment Code’.
  11. Select the ‘Default Adjustment Code.
  12. Select the ‘Default Transfer Code.
  13. If desired, enter a 'Service Start Date'.
  14. If desired, enter a 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the data from the interim batch defaults.
  17. Click [Enter CARC(s)].
  18. Select desired value in 'CAS Adjustment Group Code'.
  19. Select desired value in 'CAS Adjustment Reason Code'.
  20. Enter an amount in 'Adjustment'.
  21. Validate that the 'Post' field is checked if the group/reason code has a value of 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835.
  22. Enter additional CARC(s) as desired.
  23. Click [Save].
  24. Validate that the 'Adjust Amount' contains the total of the adjustments.
  25. Validate that the 'Adjust Code' contains the default value.
  26. If a transfer CARC was added, validate that the 'Transfer Amount' contains the total of the transfers.
  27. Validate that the 'Transfer Code' contains the default value.
  28. Hover over the 'Transfer Guar' to validate the table displays the client's guarantors, excluding the guarantor in 'Payor'.
  29. Select a 'Transfer Guar'.
  30. Enter a 'Payment Amount'.
  31. Validate that the 'Payment Code' contains the default value.
  32. If desired, click the '+' item to display the individual services.
  33. Validate the payments, adjustments, and transfers within the individual services, noting the date range of services with activity.
  34. Click [Accept].
  35. Click [Submit].
  36. Validate that the message contains 'Remittance batch 'XX' posted'.
  37. Click [OK].
  38. Click [No].
  39. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  40. Validate the data for the services that were paid, adjusted, or transferred.
  41. Close the report.
  42. Close the form.
Topics
• Spreadsheet Batch Remittance Posting
AV-90302 Summary | Details
Spreadsheet Batch Remittance Posting – Message Box
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • 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.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
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. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / 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 the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-90303 Summary | Details
Spreadsheet Batch Remittance Posting – Cancel button.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • 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.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
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. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / 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 the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-90304 Summary | Details
Spreadsheet Batch Remittance Posting – Required field indicator.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
  • Spreadsheet Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • 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.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
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. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Remittance Posting - Sort Columns
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, that are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
Steps
  1. Open ‘Spreadsheet Remittance Posting’.
  2. Select the ‘Client’.
  3. Select desired value in ‘Post By Claim or Episode’. Based on the selection above different required fields will display.
  4. Enter desired data in all required fields.
  5. Enter desired data in non-required fields.
  6. Click [Launch Work Screen].
  7. Select a ‘Payment Code’ without entering a ‘Payment Amount’. Validate that the ‘Payment Amount’ field becomes outlined in red to indicate it is required.
  8. Select a ‘Adjust Code’ without entering a ‘Adjust Amount’. Validate that the ‘Adjust Amount’ field becomes outlined in red to indicate it is required.
  9. Select a ‘Transfer Code’ or ‘Transfer Guar’ without entering a ‘Transfer Amount’. Validate that the ‘Transfer Amount’ field becomes outlined in red to indicate it is required.
  10. Add payments, adjustments, and transfers with transfer guarantors.
  11. Validate that double clicking on the following columns sorts the data: ‘Service Codes’, ‘Current Balance’, ‘Payment Amount’, ‘Payment Code’, ‘Adjust Amount’, ‘Adjust Code’, ‘Transfer Amount’, ‘Transfer Code’, ‘ Transfer Guar’, and ‘New Balance’.
  12. Highlight one field in a column that is not ‘Service Date’ or ‘Service Code’. Note the ‘Service Code’ associated to the row.
  13. Highlight several service codes that includes services codes that are the same as the one associated to the row and service codes that are not associated to the row.
  14. Validate that the services codes that remain highlighted are only the service code that is associated to the row.
  15. Click [Accept].
  16. Click [Submit].
  17. Validate that receipt report opens and contains the correct payment information.
  18. Close the form.
  19. Open ‘Client Ledger’ and process the report the date range of services.
  20. Validate that the payments, adjustments, and transfers display correctly, and that the transfers display the correct transfer guarantor.
  21. Close the report.
  22. Close the form.
Scenario 3: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / 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 the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-90305 Summary | Details
Spreadsheet Batch Remittance Posting – Payor field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • 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.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
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. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Creating a new remittance batch
Specific Setup:
  • Admission:
  • A new client is added, or an existing client is identified. Note the Client id/name.
  • Financial Eligibility:
  • The guarantor(s) assigned to the client. Note the Guarantor code(s) /name (s).
  • Recurring Client Charge Input:
  • 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.
  • Client Ledger:
  • Verify the services rendered to the client are distributed correctly to the guarantor assigned to the client in the 'Financial Eligibility' from.
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 future date in the 'Posting Date' field.
  5. Verify the error message regarding future date not allowed.
  6. Enter past or current date in the 'Posting Date' field.
  7. Verify the system allows past and current date.
  8. Enter future date in the 'Date Of Receipt' field.
  9. Verify the error message regarding future date not allowed.
  10. Enter past or current date in the 'Date Of Receipt' field.
  11. Verify the system allows past and current date.
  12. Click the "Launch Work Screen" button.
  13. Enter an ID in the "Client" field.
  14. Select an episode for the selected client in the "Ep #" field.
  15. Select a claim number in the "Claim" field.
  16. Select a payer in the "Payor" field.
  17. Select a date in the "Begin Date/Svc Date" field.
  18. Select a date in the "End Date/Svc Code" field.
  19. Verify the "Total Charges" field auto populated when the claim was selected.
  20. Verify the "Liability" field auto populated when the claim was selected.
  21. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  22. Click [+] in the first column of the row.
  23. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  24. Enter an amount in the "Payment Amount" field.
  25. Select a code in the "Payment Code" field.
  26. Enter an amount in the "Adjust Amount" field.
  27. Select a code in the "Adjust Code" field.
  28. Enter an amount in the "Transfer Amount" field.
  29. Select a code in the "Transfer Code" field.
  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.
Topics
• Spreadsheet Batch Remittance Posting
AV-90306 Summary | Details
Spreadsheet Remittance Posting - Column Sorting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Avatar NX Report Viewer
  • Batch Remittance Posting Report
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
  • Spreadsheet Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • 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. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Enter desired value in ‘Receipt’.
  8. Enter desired value in ‘Check #’.
  9. Select the ‘Default Guarantor’.
  10. Select the ‘Default Payment Code’.
  11. Select the ‘Default Adjustment Code.
  12. Select the ‘Default Transfer Code.
  13. If desired, enter a 'Service Start Date'.
  14. If desired, enter a 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the data from the interim batch defaults.
  17. Click [Enter CARC(s)].
  18. Select desired value in 'CAS Adjustment Group Code'.
  19. Select desired value in 'CAS Adjustment Reason Code'.
  20. Enter an amount in 'Adjustment'.
  21. Validate that the 'Post' field is checked if the group/reason code has a value of 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835.
  22. Enter additional CARC(s) as desired.
  23. Click [Save].
  24. Validate that the 'Adjust Amount' contains the total of the adjustments.
  25. Validate that the 'Adjust Code' contains the default value.
  26. If a transfer CARC was added, validate that the 'Transfer Amount' contains the total of the transfers.
  27. Validate that the 'Transfer Code' contains the default value.
  28. Hover over the 'Transfer Guar' to validate the table displays the client's guarantors, excluding the guarantor in 'Payor'.
  29. Select a 'Transfer Guar'.
  30. Enter a 'Payment Amount'.
  31. Validate that the 'Payment Code' contains the default value.
  32. If desired, click the '+' item to display the individual services.
  33. Validate the payments, adjustments, and transfers within the individual services, noting the date range of services with activity.
  34. Click [Accept].
  35. Click [Submit].
  36. Validate that the message contains 'Remittance batch 'XX' posted'.
  37. Click [OK].
  38. Click [No].
  39. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  40. Validate the data for the services that were paid, adjusted, or transferred.
  41. Close the report.
  42. Close the form.
Scenario 2: Spreadsheet Remittance Posting - Sort Columns
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, that are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
Steps
  1. Open ‘Spreadsheet Remittance Posting’.
  2. Select the ‘Client’.
  3. Select desired value in ‘Post By Claim or Episode’. Based on the selection above different required fields will display.
  4. Enter desired data in all required fields.
  5. Enter desired data in non-required fields.
  6. Click [Launch Work Screen].
  7. Select a ‘Payment Code’ without entering a ‘Payment Amount’. Validate that the ‘Payment Amount’ field becomes outlined in red to indicate it is required.
  8. Select a ‘Adjust Code’ without entering a ‘Adjust Amount’. Validate that the ‘Adjust Amount’ field becomes outlined in red to indicate it is required.
  9. Select a ‘Transfer Code’ or ‘Transfer Guar’ without entering a ‘Transfer Amount’. Validate that the ‘Transfer Amount’ field becomes outlined in red to indicate it is required.
  10. Add payments, adjustments, and transfers with transfer guarantors.
  11. Validate that double clicking on the following columns sorts the data: ‘Service Codes’, ‘Current Balance’, ‘Payment Amount’, ‘Payment Code’, ‘Adjust Amount’, ‘Adjust Code’, ‘Transfer Amount’, ‘Transfer Code’, ‘ Transfer Guar’, and ‘New Balance’.
  12. Highlight one field in a column that is not ‘Service Date’ or ‘Service Code’. Note the ‘Service Code’ associated to the row.
  13. Highlight several service codes that includes services codes that are the same as the one associated to the row and service codes that are not associated to the row.
  14. Validate that the services codes that remain highlighted are only the service code that is associated to the row.
  15. Click [Accept].
  16. Click [Submit].
  17. Validate that receipt report opens and contains the correct payment information.
  18. Close the form.
  19. Open ‘Client Ledger’ and process the report the date range of services.
  20. Validate that the payments, adjustments, and transfers display correctly, and that the transfers display the correct transfer guarantor.
  21. Close the report.
  22. Close the form.
Topics
• Spreadsheet Batch Remittance Posting
AV-90307 Summary | Details
Spreadsheet Remittance Posting – Sort by Service Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Avatar NX Report Viewer
  • Batch Remittance Posting Report
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Create Interim Billing Batch File
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
  • Spreadsheet Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating remittance batch posting using 'Interim Billing Batch'
Specific Setup:
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • Claim Adjustment Group/Reason Code Definition has been used to create desired definitions.
  • 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. The client is assigned two or more guarantors.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Remittance Batch Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. Enter desired value in ‘Receipt’.
  8. Enter desired value in ‘Check #’.
  9. Select the ‘Default Guarantor’.
  10. Select the ‘Default Payment Code’.
  11. Select the ‘Default Adjustment Code.
  12. Select the ‘Default Transfer Code.
  13. If desired, enter a 'Service Start Date'.
  14. If desired, enter a 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the data from the interim batch defaults.
  17. Click [Enter CARC(s)].
  18. Select desired value in 'CAS Adjustment Group Code'.
  19. Select desired value in 'CAS Adjustment Reason Code'.
  20. Enter an amount in 'Adjustment'.
  21. Validate that the 'Post' field is checked if the group/reason code has a value of 'No' in 'Compile but do not post adjustments (CAS) associated with the indicated Claim Adjustment Group/Reason codes when processing an 835.
  22. Enter additional CARC(s) as desired.
  23. Click [Save].
  24. Validate that the 'Adjust Amount' contains the total of the adjustments.
  25. Validate that the 'Adjust Code' contains the default value.
  26. If a transfer CARC was added, validate that the 'Transfer Amount' contains the total of the transfers.
  27. Validate that the 'Transfer Code' contains the default value.
  28. Hover over the 'Transfer Guar' to validate the table displays the client's guarantors, excluding the guarantor in 'Payor'.
  29. Select a 'Transfer Guar'.
  30. Enter a 'Payment Amount'.
  31. Validate that the 'Payment Code' contains the default value.
  32. If desired, click the '+' item to display the individual services.
  33. Validate the payments, adjustments, and transfers within the individual services, noting the date range of services with activity.
  34. Click [Accept].
  35. Click [Submit].
  36. Validate that the message contains 'Remittance batch 'XX' posted'.
  37. Click [OK].
  38. Click [No].
  39. Open ‘Client Ledger’ for the client and process the report for the date range of services with activity.
  40. Validate the data for the services that were paid, adjusted, or transferred.
  41. Close the report.
  42. Close the form.
Scenario 2: Spreadsheet Remittance Posting - Sort Columns
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, that are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
Steps
  1. Open ‘Spreadsheet Remittance Posting’.
  2. Select the ‘Client’.
  3. Select desired value in ‘Post By Claim or Episode’. Based on the selection above different required fields will display.
  4. Enter desired data in all required fields.
  5. Enter desired data in non-required fields.
  6. Click [Launch Work Screen].
  7. Select a ‘Payment Code’ without entering a ‘Payment Amount’. Validate that the ‘Payment Amount’ field becomes outlined in red to indicate it is required.
  8. Select a ‘Adjust Code’ without entering a ‘Adjust Amount’. Validate that the ‘Adjust Amount’ field becomes outlined in red to indicate it is required.
  9. Select a ‘Transfer Code’ or ‘Transfer Guar’ without entering a ‘Transfer Amount’. Validate that the ‘Transfer Amount’ field becomes outlined in red to indicate it is required.
  10. Add payments, adjustments, and transfers with transfer guarantors.
  11. Validate that double clicking on the following columns sorts the data: ‘Service Codes’, ‘Current Balance’, ‘Payment Amount’, ‘Payment Code’, ‘Adjust Amount’, ‘Adjust Code’, ‘Transfer Amount’, ‘Transfer Code’, ‘ Transfer Guar’, and ‘New Balance’.
  12. Highlight one field in a column that is not ‘Service Date’ or ‘Service Code’. Note the ‘Service Code’ associated to the row.
  13. Highlight several service codes that includes services codes that are the same as the one associated to the row and service codes that are not associated to the row.
  14. Validate that the services codes that remain highlighted are only the service code that is associated to the row.
  15. Click [Accept].
  16. Click [Submit].
  17. Validate that receipt report opens and contains the correct payment information.
  18. Close the form.
  19. Open ‘Client Ledger’ and process the report the date range of services.
  20. Validate that the payments, adjustments, and transfers display correctly, and that the transfers display the correct transfer guarantor.
  21. Close the report.
  22. Close the form.
Topics
• Spreadsheet Batch Remittance Posting
AV-90309 Summary | Details
Spreadsheet Batch Remittance Posting - Posting Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor and Program
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • 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.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
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. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services, which are for more than one service code. Note the episode.
  • Use 'Client Ledger' note the date range of services, claims number(s), and the guarantor that liability distributed to.
  • 'Create Interim Billing Batch File' has been used to create a batch for the client / 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 the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, enter/select values in 'Receipt'.
  8. If desired, enter/select values in 'Check #'
  9. If desired, enter/select values in 'Default Guarantor'.
  10. If desired, enter/select values in 'Default Payment Code'.
  11. If desired, enter/select values in 'Default Adjustment Code'.
  12. If desired, enter/select values in 'Default Transfer Code'.
  13. If desired, enter/select values in 'Service Start Date'.
  14. If desired, enter/select values in 'Service End Date'.
  15. Click [Launch Work Screen].
  16. Validate that the 'Client' defaults.
  17. Validate that other entered/selected data defaults.
  18. Enter a 'Payment Amount'.
  19. Validate the 'Payment Code' if a value was selected in 'Default Payment Code'. Otherwise, select a 'Payment Code'.
  20. Enter a 'Adjust Amount'.
  21. Validate the 'Adjust Code' if a value was selected in 'Default Adjustment Code'. Otherwise, select a 'Adjust Code'.
  22. Enter a 'Transfer Amount'.
  23. Validate the 'Transfer Code' if a value was selected in 'Default Transfer Code'. Otherwise, select a 'Transfer Code'.
  24. Hover over the 'Transfer Guar' field.
  25. Verify that a mini table will be displayed containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor) and active for the selected date of service in the same order as they set up in the 'Financial Eligibility' form.
  26. Select the desired guarantor to transfer to in the mini table.
  27. Click [Cancel].
  28. Verify 'Cancel Confirmation' message is received.
  29. Click [Yes].
  30. Click [Discard].
  31. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting