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RADplus Client Update 3392-003 Acceptance Tests

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AV-72238 Summary | Details
myAvatar Middleware process - Database locks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Current Database Locks
  • Current System Status
  • Windows System Task Manager
Scenario 1: Validate myAvatar form database locks are removed after their Middleware processes have been removed
Steps
  1. Internal Testing Only
Topics
• Database Management • Forms • NX
AV-82907 Summary | Details
Avatar eMAR - CWS User Modeled Forms - Data Validation
Scenario 1: eMAR - Multiple Specimen Collection in Avatar eMAR with associated non-episodic CWS User modeled forms
Specific Setup:
  • Multiple lab order codes must exist. (Arterial Blood Gases, COVID Rapid, Glucose - Blood)
  • A non-episodic CWS user modeled form must exist in the application for the order codes above. (ABG Details, COVID Details, Blood Glucose)
  • "ABG Details" contains no required observations.
  • "Blood Glucose" contains at least one required observation.
  • An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for each lab test.
  • "Arterial Blood Gases" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field.
  • "COVID Rapid" that uses the non-episodic CWS user modeled form that was imported to be displayed upon result and "No" selected in the 'Include Form Data as Result Comments' field.
  • "Glucose - Blood" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field.
  • 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 "Glucose - Blood" in the 'New Order' field.
  3. Set the 'Duration' field to "10" and click [Days].
  4. Click [Add to Scratchpad].
  5. Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field.
  6. Select "One Time Only" in the 'Frequency' field.
  7. Set the 'Duration' field to "10" and click [Days].
  8. Click [Add to Scratchpad].
  9. Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field.
  10. Set the 'Duration' field to "10" and click [Days].
  11. Click [Add to Scratchpad].
  12. Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field.
  13. Set the 'Duration' field to "10" and click [Days].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Order grid' contains two orders for "Arterial Blood Gases", one order for "COVID Rapid (Unit performed)ONE TIME ONLY", and one order for "Glucose - Blood"
  16. Select the 'eMAR' widget.
  17. Click the 'Lab Orders' tab.
  18. Validate that two orders for "Arterial Blood Gases" are displayed with "Specimen Collect" in the first cell under the current date for both orders.
  19. Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date.
  20. Validate that an order for "Glucose-Blood" is displayed with "Specimen Collect" in the first cell under the current date.
  21. Complete 'Order Acknowledgement' and 'Client Education' for all orders.
  22. Select the first cell under the current date with "Specimen Collect" for each order and click [Administer].
  23. Validate that there are 4 rows on the 'Specimen Collection' tab, one for each order.
  24. Select "Blood for all 4 rows" in the 'Specimen Type' cells.
  25. Select "No" for all 4 rows in the 'Fasting' cells.
  26. Set the 'Collection Volume' cells to "200" for all 4 rows.
  27. Set the 'Collection Volume Units of Measure' cells to "mL" for all 4 rows.
  28. Validate that the 'Specimen Collect' dialog is displayed and that one "ABG Details" tab and a "Blood Glucose" tab is displayed on tabs next to the 'Specimen Collection' tab. These are the non-episodic CWS user modeled form names of the forms associated with these order codes in the 'Test Definition' section of the 'POC Results Entry Configuration' form.
  29. Validate the 'ABG Details' tab contains a green checkmark.
  30. Validate the 'Blood Glucose' tab contains a red flag.
  31. Click the 'ABG Details' tab.
  32. Validate that none of the fields are required.
  33. Select "Left Radial" in the 'Site' field.
  34. Select "Other" in the 'Held for' field.
  35. Set the 'Held for (Other)' field to "1 hour".
  36. Select "1" in the 'Puncture Attempts' field.
  37. Select "Nasal Cannula" in the 'Type of Oxygen Therapy' field.
  38. Set the 'lpm (Nasal Cannula)' field to "2".
  39. Click the 'Blood Glucose' tab.
  40. Validate the 'Date Of Entry' field is required and enabled.
  41. Validate the 'NAME' field is required and enabled.
  42. Validate the the 'Secondary Glucose Entry' field is enabled but not required.
  43. Check the 'Accept specimen collection entered' checkbox and click [Ok].
  44. Validate a message is displayed stating "Missing Required Fields Blood Glucose - Date Of Entry Blood Glucose - NAME" and click [Ok].
  45. Set the 'Date Of Entry' field to "abc" and press Tab.
  46. Validate a message is displayed stating "Invalid date" and click [OK].
  47. Set the 'Date Of Entry' field to the current date.
  48. Set the 'NAME' field to "Client A's last name, Client A's first name" and press Tab.
  49. Set the 'Secondary Glucose Entry' field to "92" and click [Ok].
  50. Validate that the first cell under the current date for each order has the time the specimen was collected.
  51. Right click on the first administration cell for the "Glucose-Blood" order and click [Edit Specimen Collection Event].
  52. Validate the 'Blood Glucose' tab contains a green checkmark.
  53. Click the 'Blood Glucose' tab and validate the 'Date of Entry' field equals the current date, the 'NAME' field equals "Client A's last name, Client A's first name" and the 'Secondary Glucose Entry' field equals "92".
  54. Click [Close].
  55. Go to 'Chart View' for "Client A".
  56. Select "ABG Details" and validate that the 'Current' tab contains "ABG Details Site: Left Radial Held for: Other Held For (Other): 1 hour Puncture Attempts: 1 Type of Oxygen Therapy: Nasal Cannula lpm (Nasal Cannula): 2"
  57. Select "Blood Glucose" and validate that the 'Current' tab contains "Blood Glucose Date Of Entry: {current date} NAME: {Client A's last name, first name} Secondary Glucose Entry: 92".
  58. Close Chart View.
  59. Select "Client A" and access the 'POC Results Entry' form.
  60. Validate that "No" is selected in the 'Include Inactive Orders' field.
  61. Select the "Arterial Blood Gases" order with the largest Order # in the 'Order' field.
  62. Validate that "No" is selected in the 'Include Resulted Collections' field.
  63. Validate the 'Collection' field contains the collection that was done for the "Arterial Blood Gases" order in Avatar eMAR.
  64. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details".
  65. Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here.
  66. Validate that all fields are disabled.
  67. Validate the 'Site' field contains "Left Radial".
  68. Validate that "Other" is selected in the 'Held for' field.
  69. Validate that the 'Held For (Other)' field contains "1 hour".
  70. Validate that "1" is selected in the 'Puncture Attempts' field.
  71. Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula".
  72. Validate the 'lpm (Nasal Cannula)' field contains "2".
  73. Select the other "Arterial Blood Gases" order in the 'Order' field.
  74. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details".
  75. Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here.
  76. Validate that all fields are disabled.
  77. Validate the 'Site' field contains "Left Radial".
  78. Validate that "Other" is selected in the 'Held for' field.
  79. Validate that the 'Held For (Other)' field contains "1 hour".
  80. Validate that "1" is selected in the 'Puncture Attempts' field.
  81. Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula".
  82. Validate the 'lpm (Nasal Cannula)' field contains "2".
  83. Select the "Glucose - Blood" order in the 'Order' field.
  84. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "Blood Glucose".
  85. Validate that all of the same fields that existed on the 'Blood Glucose' tab in Avatar eMAR are displayed here.
  86. Validate that all fields are disabled.
  87. Validate the 'Date Of Entry' field contains the current date.
  88. Validate the 'NAME' field contains "Client A's last name,first name".
  89. Validate that the 'Secondary Glucose Entry' field contains "92".
  90. Select the "COVID Rapid" order in the 'Order' field.
  91. Validate that "No" is selected in the 'Include Resulted Collections' field.
  92. Validate the 'Collection' field contains the collection that was done for the "COVID Rapid (Unit Performed)" order in Avatar eMAR.
  93. Validate that all fields are not required and enabled.
  94. Click [Cancel].
Topics
• Avatar eMAR • Avatar Login • eMAR
AV-88203 Summary | Details
Orders Console Widget - client information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Client Alert - Client
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE Console - Validate client in context information toggling between clients with and without "Client Alerts"
Specific Setup:
  • Have a system with "Avatar Order Entry" installed
  • Have two clients [TestClientA] and [TestClientB], that have appointments scheduled at any "Site" [TestSite] with any practitioner
  • [TestClientA] has a client alert warning set up in form "Client Alerts"
  • [TestClientB] does not have an alert set up
  • Have two clients [TestClientC] and [TestClientD], who are admitted inpatient programs and are both admitted in "Unit" [TestUnit]
  • [TestClientD] has a client alert warning set up in form "Client Alerts"
  • [TestClientE] does not have an alert set up
  • The logged in user has the "My Clients" widget on their home view and the "Orders" console widget as one of their "Views"
Steps
  1. At the home view, click on the "Orders" view
  2. In the "My Clients" widget, click the "Site" tab and select the "Site" button
  3. Search for [TestSite] in the search field
  4. Select [TestClientB] in the client list
  5. Validate the "Client Information" banner refreshes once and reflects information for [TestClientB]
  6. Validate the "Orders This Episode" section refreshes once and reflects information for client [TestClientB]
  7. Now select [TestClientA] in the "Site" tab
  8. Validate the "Client Alert Dialog" is presented to the user. Before accepting the alert:
  9. Validate the "Client Information" banner still reflects information for [TestClientB]
  10. Validate the "Orders This Episode" section still reflects information for client [TestClientB]
  11. Click [Yes] to acknowledge the alert
  12. Validate the "Client Information" banner refreshes once and now reflects information for [TestClientA]
  13. Validate the "Orders This Episode" section refreshes once and now reflects information for client [TestClientA]
  14. Repeat step 1b again, toggling back to select [TestClientB]
  15. Validate results are as expected
  16. Navigate to the "My Clients" widget and click the "Unit" button
  17. Search for [TestUnit] in the search field
  18. Select [TestClientD] in the client list
  19. Validate the "Client Information" banner refreshes once and reflects information for [TestClientD]
  20. Validate the "Orders This Episode" section refreshes once and reflects information for client [TestClientD]
  21. Now select [TestClientC] in the "Site" tab
  22. Validate the "Client Alert Dialog" is presented to the user. Before accepting the alert:
  23. Validate the "Client Information" banner still reflects information for [TestClientD]
  24. Validate the "Orders This Episode" section still reflects information for client [TestClientD]
  25. Click [Yes] to acknowledge the alert
  26. Validate the "Client Information" banner refreshes once and now reflects information for [TestClientC]
  27. Validate the "Orders This Episode" section refreshes once and now reflects information for client [TestClientC]
  28. Repeat step 2b again, toggling back to select [TestClientD]
  29. Validate results are as expected
Topics
• NX • Order Entry Console
AV-88979 Summary | Details
Spreadsheet Edit Service Information - Updating service code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Client Charge Input
  • Diagnosis
  • Financial Eligibility
  • Recurring Client Charge Input (Diagnosis Entry)
  • Registry Settings (PM)
  • Spreadsheet Edit Service Information
Scenario 1: Spreadsheet Edit Service Information and Edit Service Information - Validating service code update
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified to be used. Note the guarantor's code/name.
  • Service codes:
  • Two existing service code are identified to be used. Note the service codes/descriptions.
  • Service Fee/ Cross Reference Maintenance:
  • A fee definition is created for each service code identified in the 'Service Codes' form. Note the service fee for all the service codes identified.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note client id, admission program, admission date.
  • Financial Eligibility:
  • A guarantor identified in the 'Guarantors/Payors' form is assigned to the client as a primary guarantor.
  • Recurring Client Charge Input:
  • 4-5 services are rendered to the client. Note service date, service code.
  • Client Ledger:
  • All the services distributed correctly to the assigned guarantor.
Steps
  1. Open the 'Spreadsheet Edit Service Information' form.
  2. Select ‘All’ in the 'Individual Or All Practitioners' field.
  3. Select ‘All’ in the 'Individual Or All Programs' field.
  4. Select the client from the setup section in the 'Individual Or All Clients' field.
  5. Enter the date rage to include all three services created in the setup section in the 'Begin Date Of Service' and 'End Date Of Service' fields.
  6. Select "No" in the Only Show Services That Require A Diagnosis Or Are Primary Medical Program Services field.
  7. Select all the options in the 'Only Load Services With This Status' field.
  8. Click [Edit Service Information].
  9. Change the service code in the 'Service Code' column.
  10. Verify the 'Service Code' and 'Cost Of Service' are changed correctly.
  11. Save the grid.
  12. Click [Yes].
  13. Click [OK].
  14. Open the 'Edit Service Information' form.
  15. Select a client and episode.
  16. Select a service to edit.
  17. Select a new service code in the 'Service Code' field that is different from the existing service code.
  18. Verify the service code is updated successfully.
  19. Verify the cost of service updated successfully for the new service code.
Topics
• Edit Service Information • NX • Spreadsheet Edit Service Information
AV-89014 Summary | Details
OE NX - Orders This Episode - PRN or Other
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - External Pharmacy Mode - Ensure 'Stop Date/Time' remain populated when selecting a PRN frequency code
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • Two frequency codes must exist:
  • one with administration times at "09:00 AM" and "09:00 PM". (Twice A Day)
  • one that is a "PRN" with no administration times. (As Needed)
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form.
  • “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.
  • For testing purposes this occurred between "09:00 AM" and "09:00 PM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a pharmacy-type order code in the 'New Order' form.
  3. Set the 'Dose' field to any value and validate the 'Dose Unit' field contains "Tablet".
  4. Select "Twice A Day" in the 'Frequency' field.
  5. Validate the 'First Dose Date' field contains the current date and the 'First Dose Time' field contains "09:00 PM".
  6. Validate the 'Duration' field is not displayed
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "56" and select "Tablet" in the 'Dispense Qty Unit' field.
  9. Validate the 'Stop Date' and 'Stop Time' fields are populated.
  10. Select "As Needed" in the 'Frequency' field.
  11. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  12. Click [Add to Scratchpad].
  13. Select the order from the 'Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  14. Click [Cancel Update] and [Final Review].
  15. Validate the 'Interactions' dialog is displayed and override any interactions and click [Save Override and Exit].
  16. Validate the 'Final Review' dialog is displayed and click [Sign].
  17. Validate the order is displayed in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-89240 Summary | Details
Episode Selection
Scenario 1: Validate results displayed in "Episode" drop down fields
Specific Setup:
  • Have two clients, [ClientA] and [ClientB] who are both active in multiple episodes
  • [TestUser] has the "My Clients" widget and a client based widget [TestWidget]. For example, the "Admission" widget
  • Have access to a client based form [FormA], that does not include a "Select Client" and "Episodes" fields with the form. For example the "Update Client Data" form. Access the for that does not include a "Select Client" and "Episodes" field within the form
  • Have access to a client based form [FormB], that does include a "Select Client" and "Episodes" fields within the form. For example the "Progress Notes (Group and Individual)" or "Client Ledger" forms
  • Logged in user has the "My Clients" widget and [TestWidget] on their home view
Steps
  1. In the "Search Clients" field on the home view, select [ClientA]
  2. Click the "Episodes" drop down list in the upper right-hand corner of the home view
  3. Validate the "Episodes" selection box displays a row for each of the clients existing episodes
  4. From the "Episodes" dropdown list on the home view, select any episode [EpisodeA]
  5. Validates [TestWidget] reflects the row of data for current selected episode
  6. Open [FormA]
  7. Either close or populate and submit the form.
  8. At the home view:
  9. Validate [ClientA] is still currently selected and highlighted in the "My Clients" widget
  10. Validate the "Episodes" dropdown list still has [EpisodeA] selected
  11. Validate [TestWidget] reflects the client's data for current selected episode
  12. From the "Episodes" dropdown list on the home view, select a different episode. [EpisodeB]
  13. Validates [TestWidget] reflects the row of data for current selected episode
  14. Open [FormA]
  15. Either close or submit the form.
  16. At the home view:
  17. Validate [ClientA] is still currently selected and highlighted in the "My Clients" widget
  18. Validate the "Episodes" dropdown list still has [EpisodeB] selected
  19. Validate [TestWidget] reflects the row of data for current selected episode
  20. In the "Search Clients" field on the home view, select [ClientB]
  21. Repeat step 2 for [ClientB]
  22. Validate results are as expected
  23. At the home view,
  24. Select either [ClientA] or [ClientB] in the "Select Client" field
  25. Click the "Episodes" drop down list and select any episode [EpisodeA]
  26. Access [FormB]
  27. Validate the "Select Client" field is populated as expected, with the client selected in step 4a
  28. Click the "Select Episode" field within the form
  29. Validate a row is displayed for each of the clients existing episodes
  30. Select any episode from the "Select Episode" field within the form
  31. Close or submit the form
  32. Back at the home view
  33. Validate the "Episodes" drop down list still reflects the episode chosen in step 4a, as expected
Topics
• Client Information • Forms
AV-89817 Summary | Details
eMAR - Order Type Filtering
Scenario 1: Administering an order in Avatar eMAR
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 an order for a pharmacy-type order code and validate the 'Order grid' contains that order.
  3. Access the 'eMAR' widget.
  4. Validate the 'Order Type' field has "Pharmacy" selected.
  5. Validate the order created is displayed.
  6. Administer the order and validate the amount administered and the time of administration are displayed
Topics
• Avatar eMAR • eMAR
AV-89884 Summary | Details
Form Submission - system performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Chart
  • Update Client Data
Scenario 1: Validate system performance after Form submission
Specific Setup:
  • Have a user [TestUser] who has several "Views" set up on their home view that each containing many active widgets. For example, a user with eight views and each view contains ten or more active widgets
  • Have any form [TestForm] for testing
  • Have four clients [ClientA], [CleintB], [ClientC] and [ClientD]
  • [ClientC] is admitted in the three episodes. [EpisodeA], [EpisodeB] and [EpisodeC]
Steps
  1. Select any client [ClientA]
  2. Launch any form [TestForm]
  3. Populate the form
  4. Submit the form
  5. Quickly while the form is submitting, switch to the home view and select another "View"
  6. Validate the "View" along with widget data in the view, load in a timely manner
  7. Validate the [FormA] has submitted successfully
  8. Quickly after form submission, switch again to any other "View"
  9. Validate the "View" along with widget data in the view, load in a timely manner
  10. Validate [TestForm] has submitted successfully
  11. Quickly after form submission, select another client [ClientB] and select another "View
  12. Validate the "View" along with widget data in the view, load in a timely manner
  13. Select any client [ClientA]
  14. Launch any form [TestForm]
  15. Populate the form
  16. Submit the form
  17. Quickly while the form is submitting, switch to the home view and select another client [ClientB]
  18. Validate client can be selected successfully
  19. Validate [TestForm] has submitted successfully
  20. Quickly after form submission, select another client [ClientC]
  21. Validate client can be selected successfully
  22. With [ClientC] selected, select [EpisodeA] from the "Episode" drop down list on the home view
  23. Launch any form [TestForm]
  24. Populate the form
  25. Submit the form
  26. Quickly while the form is submitting, click to the home view and select a different episode [EpisodeB] from the "Episodes" drop down list
  27. Validate the episode selection was successful
  28. Validate [TestForm] has submitted successfully
  29. Quickly after form submission, select a different episode [EpisodeC] from the "Episodes" drop down list
  30. Validate the episode selection was successful
  31. With [ClientC] selected
  32. Launch any form [TestForm]
  33. Populate the form
  34. Submit the form
  35. Quickly, while the form is submitting, click to the home view and double click on [ClientC] to open their client "Chart"
  36. Validate their chart opens successfully and in a timely manner
  37. Validate [TestForm] has submitted successfully
  38. Quickly after form submission, click back to the home view and select another client [ClientD]
  39. Double click to open their chart
  40. Validate their chart opens successfully and in a timely manner
Topics
• Forms • NX • Widgets
AV-90069 Summary | Details
Forms & Data Widget - 'Edit my Forms' screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - Forms & Data Widget(Edit My Forms)
Scenario 1: "Forms & Data" widget (Edit My Forms): Validate adding and removing folders and forms
Specific Setup:
  • Have the "Forms & Data" widget added to logged in users home view
Steps
  1. Navigate to the "Forms and Data" widget and click [Edit] to enter the "Edit My Forms" screen
  2. Right-click and add a folder [FolderA]
  3. In the form search field, search for any form [FormA]
  4. Click [Add Form] button to add it to the "My Forms" list.
  5. Validate the form is added to the list
  6. Drag the form under [FolderA].
  7. Right-click on [FolderA] and delete it.
  8. Validate both the folder and the form are removed from the list
  9. Now search for the same form [FormA]
  10. Click [Add Form] button to add it to the "My Forms" list again
  11. Validate the form is added to the list successfully
  12. Click [Save] to submit the changes and return to the "Forms & Data" widget
  13. At "Forms & Data" widget, click the "Refresh" button across from the 'Browse Forms" menu
  14. Validate [FormA] is present in the "Forms & Data" widget list, as expected
  15. Navigate to the "Forms and Data", click [Edit] to enter the "Edit My Forms" screen again
  16. In "Edit My Forms" screen, right-click and add a folder [FolderB]
  17. In the form search field search for any form [FormB] and click [Add Form] button to add it to the "My Forms" list.
  18. Validate the form is in the list
  19. Drag the form into the [FolderB].
  20. Click [Save] to submit the changes and return to the "Forms & Data" widget
  21. At "Forms & Data" widget, click the "Refresh" button across from the "Browse Forms" menu
  22. Validate [FolderB] is present with [FormB] under it in the list, as expected.
  23. Click [Edit] to enter the "Edit My Forms" screen again
  24. Search for [FormB] again and click [Add Form]
  25. Validate you get an error that [FormB] is already added to the list.
  26. Click [OK]
  27. Now right-click on [FormB] and click "Rename."
  28. Rename the form to something new [FormBnew]
  29. In the form search field, search for the same form [FormB] (under its original name) and click [Add Form].
  30. Validate the user gets an error dialog indicating that [FormB] is already in the list with the name [FormBnew]
  31. Click [OK]
  32. Click [Save] to submit the changes and return to the "Forms & Data" widget
  33. At "Forms & Data" widget, click the "Refresh" button across from the "Browse Forms" menu
  34. Validate [FolderB] is present with [FormBnew] below it, as expected.
Topics
• Forms
AV-90179 Summary | Details
Chart View - Client Header
Scenario 1: Chart View (Header) - Validate the "Client/Episode" in context information when navigating between clients
Specific Setup:
  • [ClientA] is admitted in [EpisodeA]
  • [ClientB] is admitted in [EpisodeB]
  • User has access to a client based form.
  • Registry setting "Populate Chart Header with Currently Selected Episode” is set to "Y"
  • Registry setting ‘Default Value for Console View Episodes’ is set to "1"
  • User has the "My Clients" widget on their home view
Steps
  1. In the "My Clients" widget, search for and select [ClientA]
  2. In the "Episode:" selection field on the top right of the home view, select "EpisodeA"
  3. Double click on the [ClientA] to open the clients "Chart"
  4. In the "Client Header" section:
  5. Validate the name of [ClientA] and their associated "PatID" number is displayed, as expected
  6. Validate the "Episode" field reflects "EpisodeA"
  7. Leave the "Chart" tab for [ClientA] open
  8. Navigate back to the home view
  9. In the "Select Client" field, select [ClientB]
  10. Select "EpisodeB" in the "Episode:" field on the home view
  11. Double click on the [ClientB] to open the clients "Chart"
  12. In the "Client Header" section:
  13. Validate the name of [ClientB] and their associated "PatID" number is displayed
  14. Validate the "Episode" field reflects "EpisodeB"
  15. Next to the "Chart Tab", click the "Browse Forms" (+) button
  16. In the "Search Forms" field search for an open any client based form [TestForm],
  17. Validate the form opens successfully and the "Client Name" field is populated with [ClientB]
  18. In the client header section of the form, validate the name of [ClientB] and their associated "PatID" number is displayed
  19. If the form open is 'Episodic', validate the "Episode" field reflects "EpisodeB"
  20. Close the form
  21. Leave the "Chart" tab for [ClientB] open
  22. Navigate back to the home view
  23. Validate the "Episode:" field on the home view, is still populated with "EpisodeB"
  24. Click the "Chart" tab left open for [ClientA]
  25. Validate the name of [ClientA] and their associated "PatID" number is still displayed
  26. Validate the "Episode" field still reflects "EpisodeA"
  27. Click the "Chart" tab left open for [ClientB]
  28. Validate the name of [ClientB] and their associated "PatID" number is still displayed
  29. Validate the "Episode" field still reflects "EpisodeB"
Topics
• Client Header
AV-90245 Summary | Details
Chart View - Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Chart
Scenario 1: Validate a "ScriptLink" script set to launch another form upon form submission
Specific Setup:
  • Have a "ScriptLink" script set on a form [TestFormA] that is configured to launch a specific form [TestFormB] when [TestFormA] is submitted
  • Have [TestFormA] added to the logged in users "Chart" forms
  • Logged in user has the "My Clients" widget on their home view
Steps
  1. At the home view, select [TestClientA] and then double-click to open their "Chart"
  2. From the "Chart" forms list, click [TestFormA] to launch it
  3. Populate any desired fields
  4. Submit the form again
  5. Validate a dialog is displayed asking the user whether the want to launch [TestFormB]
  6. Click [Yes]
  7. Validate [TestFormA] submits successfully
  8. Validate [TestFormB] is launched for [TestClient]
  9. Populate any desired fields
  10. Submit the form
  11. Validate the form files successfully
  12. Open [TestFormA]
  13. Select [TestClient]
  14. Select the row just submitted in step 1
  15. Validate fields are populated, as expected
  16. Close the form
  17. Open [TestFormB]
  18. Select [TestClient]
  19. Select the row just submitted in step 1
  20. Validate fields are populated, as expected
  21. Close the form
  22. At "Chart" view, launch [TestFormA] again
  23. Select any client [TestClient]
  24. Populate any desired fields
  25. Submit the form
  26. Validate a message is displayed asking the user whether the want to launch [TestFormB]
  27. Click [Cancel]
  28. Validate there is not a dialog displayed to launch [TestFormB] and [TestFormA] submits successfully
  29. Re-open [TestFormA]
  30. Select [TestClient]
  31. Select the row just submitted in step 4
  32. Validate fields are populated, as expected
  33. Close the form
  34. At the home view, select [TestClient] in "Search Clients" field of the "My Clients" widget
  35. Repeat steps 1 thru 5 this time, launching the forms via the "Forms & Data" section of the "My Clients" widget
  36. Validate results are as expected
Topics
• Form load • NX • Scriptlink
AV-90569 Summary | Details
Scheduling Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • TestWidget - Scheduling Widget
Scenario 1: Scheduling Widget - Data validations
Specific Setup:
  • In form "Console Widget Configuration" have a "Scheduling" type widget [TestWidget] defined, to display scheduled appointments on the system
  • In form "Service Codes" have three service codes set up
  • [CodeA] is set with the "Service Required By" field set to "Provider Only"
  • [CodeB] is set with the "Service Required By" field set to "Both"
  • In form "Scheduling Calendar" have three appointments scheduled:
  • [ApptA] is an appointment that is populated with [CodeA] in the "Service Code" field
  • [ApptB] is an appointment that is populated with [CodeB] in the "Service Code" field
  • The logged in user has [TestWidget] on their home view or additional view
Steps
  1. Navigate to [TestWidget]
  2. Locate the row for [ApptA]
  3. Right-Click on the row
  4. Click "Details/Edit"
  5. Validate the "Appointment Details" screen is launched successfully
  6. Validate all fields on the form are populated as expected
  7. Locate the row for [ApptB]
  8. Right-Click on the row
  9. Click "Details/Edit"
  10. Validate the "Appointment Details" screen is launched successfully
  11. Validate all fields on the form are populated as expected
Topics
• Console Widget
AV-90627 Summary | Details
Spreadsheet Remittance Posting
Scenario 1: 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. Double click on the 'Payment Amount' column to sort the columns. Verify the results.
  8. Repeat double clicking on the 'Payment Amount' column to sort the columns. Verify the results.
  9. Sort other columns as desired. Verify the results.
  10. Right click on columns as desired. Verify the results.
  11. Select a ‘Payment Code’ without entering a ‘Payment Amount’. Validate that the ‘Payment Amount’ field becomes outlined in red to indicate it is required.
  12. Select a ‘Adjust Code’ without entering a ‘Adjust Amount’. Validate that the ‘Adjust Amount’ field becomes outlined in red to indicate it is required.
  13. 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.
  14. Add payments, adjustments, and transfers with transfer guarantors.
  15. 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’.
  16. Highlight one field in a column that is not ‘Service Date’ or ‘Service Code’. Note the ‘Service Code’ associated to the row.
  17. 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.
  18. Validate that the services codes that remain highlighted are only the service code that is associated to the row.
  19. Click [Accept].
  20. Click [Submit].
  21. Validate that receipt report opens and contains the correct payment information.
  22. Close the form.
  23. Open ‘Client Ledger’ and process the report the date range of services.
  24. Validate that the payments, adjustments, and transfers display correctly, and that the transfers display the correct transfer guarantor.
  25. Close the report.
  26. Close the form.
Topics
• Spreadsheet Batch Remittance Posting

RADplus_Client_Update_3392-003_Details.csv