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RADplus Client Update 3392-004 Acceptance Tests

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AV-82518 Summary | Details
Order Entry Console (Orders This Episode) - Require Reason
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Orders This Episode - Require Reason Code registry setting = Y - Require Reason Code off of Order Type set to "No"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”:
  • '(541) Require Reason Code' = “No”
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • A client must have an active 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 any pharmacy-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Final Review].
  8. Validate the 'Interactions' dialog is displayed.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order.
Scenario 2: OE NX - Orders This Episode - Lab-type orders - Require Reason Code registry setting = Y - Require Reason Code off of Order Type set to "No"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”:
  • '(541) Require Reason Code' = “No”
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any lab-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains the new dietary order.
Scenario 3: OE NX - Orders This Episode - Dietary-type order - Require Reason Code registry setting = Y - Require Reason Code off of Order Type set to "No"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”:
  • '(541) Require Reason Code' = “No”
  • '(555) Require Reason when Duration is greater than Default’ = “No”
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any dietary-type order code in the 'New Order' field.
  3. Validate the 'Reason' field is required.
  4. Populate all required fields, except the 'Reason' field and click [Add to Scratchpad].
  5. Validate a red flag is displayed in the 'Action' column of the 'Scratchpad'.
  6. Select the order in the 'Scratchpad'.
  7. Select a value in the 'Reason' field and click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains the new dietary order.
Topics
• NX • Order Entry Console
AV-90174 Summary | Details
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting functionality
Specific Setup:
  • Client:
  • Select a client with claimed services. A minimum of one service has no balance due. There are other services with a balance due.
  • Client Ledger is used to note the ‘TOTAL BALANCE BY GUARANTOR’.
Steps
  1. Open 'Spreadsheet Batch Remittance Posting'.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Select 'Yes' in 'Include Zero Balance Claims'.
  7. Select 'Yes' in ' 'Include Zero Balance Services'.
  8. Click the "Launch Work Screen" button.
  9. Enter an ID in the "Client" field.
  10. Select an episode for the selected client in the "Ep #" field.
  11. Select a claim number in the "Claim" field.
  12. Select a payor in the "Payor" field.
  13. Select a date in the "Begin Date/Svc Date" field.
  14. Select a date in the "End Date/Svc Code" field.
  15. Verify the "Total Charges" field auto populated when the claim was selected.
  16. Verify the "Liability" field auto populated when the claim was selected.
  17. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  18. Click [+] in the first column of the row.
  19. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  20. Select a service with a balance due and enter an amount in the "Payment Amount" field.
  21. Select a code in the "Payment Code" field.
  22. Click [TAB] key.
  23. Validate the 'Payment Code' field displays the same value selected in the above step.
  24. Enter an amount in the "Adjust Amount" field.
  25. Select a code in the "Adjust Code" field.
  26. Click [TAB] key.
  27. Validate the 'Adjust Code' field displays the same value selected in the above step.
  28. Enter an amount in the "Transfer Amount" field.
  29. Select a code in the "Transfer Code" field.
  30. Click [TAB] key.
  31. Validate the 'Transfer Code' displays the same value selected in the above step.
  32. Select a guarantor in the "Transfer Guar" field.
  33. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  34. Repeat steps 19 - 21 for a service that has no balance due.
  35. Click the "Accept" button.
  36. Click the "Submit" button.
  37. Open 'Client Ledger'.
  38. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  39. Select ‘Simple’ in ‘Ledger Type’.
  40. Click [Process].
  41. Validate that the payment, adjustments, and transfers are displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the appropriate amount.
  42. Close the report.
  43. Close the form.
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services. Note the episode.
  • Use 'Client Ledger' to 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
• NX • Spreadsheet Batch Remittance Posting
AV-90681 Summary | Details
Document Routing - Supervisor final approver
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
Scenario 1: Document Routing - Supervisor "Final Approver" required for Documents
Specific Setup:
  • Have a form [TestForm] enabled for "Document Routing"
  • In form "Document Routing Setup" have the following prompts set for [TestForm]:
  • "Approver Required" is set to "Yes"
  • "Require Final Approver" is set to "yes"
  • "Approver List Defaults" set to "Default From Last Filing"
  • Have two users who are staff members. [StaffA] and [StaffB]
  • In form "User Definition" have the following setting set:
  • [StaffA] is set up with prompt "User Can be Final Approver" set to "Yes" and [TestForm] selected in prompt "Select Forms For Final Approval" field
  • [StaffB] is a user who is set up with prompt "Supervisor Approval Required for Documents" set to "Yes" and [TestForm] selected in the "Select Forms Requiring Supervisor" field
  • Log in as [StaffB]
Steps
  1. Open [TestForm]
  2. Select the desired client
  3. Populate all required and desired fields.
  4. Select "Final" from the 'Draft/Final' field.
  5. Click [Submit Note].
  6. At the 'Route Document to' screen
  7. Search for and add [StaffB] in the approver search field
  8. Click the "Approver" check box next to their name
  9. Validate the [Submit] button is not enabled yet
  10. Search for and add [StaffA] in the "Supervisor" search field
  11. Click the "Final Approver" check box next to their name
  12. Validate the [Submit] button is now enabled
  13. Click [Submit]
  14. Validate the form submits successfully
  15. At the home view, navigate to the 'My To Do's' widget.
  16. Locate the 'To Do' for the document submitted in step 1
  17. Open the 'To Do'
  18. Validate document is displayed as expected
  19. Click [Accept] and [Sign].
  20. Validate the 'To Do' is removed from the 'To Do' list
  21. Open [TestForm] again
  22. Select the desired client
  23. Populate all required and desired fields.
  24. Select "Final" from the 'Draft/Final' field.
  25. Click [Submit Note].
  26. At the 'Route Document to' screen
  27. Validate [StaffA] has defaulted in from the last filing in step 1, as expected
  28. Search for and add [StaffB] in the approver search field
  29. Click the "Approver" check box next to their name
  30. Validate the [Submit] button is not enabled yet
  31. Click the "Final Approver" check box next [StaffA]
  32. Validate the [Submit] button is now enabled
  33. Click [Submit]
  34. Validate the form submits successfully
  35. At the home view, navigate to the 'My To Do's' widget.
  36. Locate the 'To Do' for the document submitted in step 2
  37. Open the 'To Do'
  38. Validate document is displayed as expected
  39. Click [Accept] and [Sign].
  40. Validate the 'To Do' is removed from the 'To Do' list
  41. Log out as [StaffB]
  42. Log in as [StaffA]
  43. At the home view, navigate to the 'My To Do's' widget.
  44. Locate the 'To Do' for the document submitted in step 1
  45. Open the 'To Do'
  46. Validate document is displayed as expected
  47. Click [Accept] and [Sign].
  48. Validate the 'To Do' is removed from the To Do list
  49. Return to the 'To Do' list
  50. Locate the 'To Do' for the document submitted in step 2
  51. Open the 'To Do'
  52. Validate document is displayed as expected
  53. Click [Accept] and [Sign].
  54. Validate the 'To Do' is removed from the 'To Do' list
Topics
• Document Routing
AV-90774 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:
  • Client Ledger
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting functionality
Specific Setup:
  • Client:
  • Select a client with claimed services. A minimum of one service has no balance due. There are other services with a balance due.
  • Client Ledger is used to note the ‘TOTAL BALANCE BY GUARANTOR’.
Steps
  1. Open 'Spreadsheet Batch Remittance Posting'.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Select 'Yes' in 'Include Zero Balance Claims'.
  7. Select 'Yes' in ' 'Include Zero Balance Services'.
  8. Click the "Launch Work Screen" button.
  9. Enter an ID in the "Client" field.
  10. Select an episode for the selected client in the "Ep #" field.
  11. Select a claim number in the "Claim" field.
  12. Select a payor in the "Payor" field.
  13. Select a date in the "Begin Date/Svc Date" field.
  14. Select a date in the "End Date/Svc Code" field.
  15. Verify the "Total Charges" field auto populated when the claim was selected.
  16. Verify the "Liability" field auto populated when the claim was selected.
  17. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  18. Click [+] in the first column of the row.
  19. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  20. Select a service with a balance due and enter an amount in the "Payment Amount" field.
  21. Select a code in the "Payment Code" field.
  22. Click [TAB] key.
  23. Validate the 'Payment Code' field displays the same value selected in the above step.
  24. Enter an amount in the "Adjust Amount" field.
  25. Select a code in the "Adjust Code" field.
  26. Click [TAB] key.
  27. Validate the 'Adjust Code' field displays the same value selected in the above step.
  28. Enter an amount in the "Transfer Amount" field.
  29. Select a code in the "Transfer Code" field.
  30. Click [TAB] key.
  31. Validate the 'Transfer Code' displays the same value selected in the above step.
  32. Select a guarantor in the "Transfer Guar" field.
  33. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  34. Repeat steps 19 - 21 for a service that has no balance due.
  35. Click the "Accept" button.
  36. Click the "Submit" button.
  37. Open 'Client Ledger'.
  38. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  39. Select ‘Simple’ in ‘Ledger Type’.
  40. Click [Process].
  41. Validate that the payment, adjustments, and transfers are displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the appropriate amount.
  42. Close the report.
  43. Close the form.
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services. Note the episode.
  • Use 'Client Ledger' to 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
• NX • Spreadsheet Batch Remittance Posting
AV-90985 Summary | Details
Widget - allow undocking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • TestForm
Scenario 1: Validate widgets added to forms via "Form Designer"
Specific Setup:
  • Have three widgets created in form "Widget Wizard" and/or "Widget Definition"
  • [WidgetA] has none of the selections selected in the "Widget Attributes" field. Note: Selections are "Allow Minimize", "Allow Refresh", and Allow Undock"
  • [WidgetB] has all the selections selected
  • [WidgetC] has two of the selections selected and one that is not. For this test, "Allow Undock" is not selected
  • In "Form Designer", have a form [TestForm] that has all three widgets chosen in the “Widgets to Display on Form” field
Steps
  1. Open [TestForm]
  2. Validate all three widgets in the setup are displayed on the form and populated, as expected
  3. Validate that [WidgetA] does not contain the "Allow Minimize', "Allow Refresh", or "Allow Undock" buttons in the upper right corner of the widget, as expected
  4. Validate that [WidgetB] contains the "Allow Minimize', "Allow Refresh", or "Allow Undock" buttons in the upper right corner of the widget, as expected
  5. Click "Refresh" button on the widget
  6. Validate the widget refreshes as expected
  7. Click the "Minimize" button on the widget
  8. Validate widget minimizes to a tab at the bottom panel, underneath the other widget.
  9. Click the widget tab in the bottom panel
  10. Validate the widget returns to its previous location, as expected
  11. Click the 'Undock' button on the widget
  12. Validate that the widget undocks in a new window.
  13. Click the "Dock" button in the widget
  14. Validate that the widget docks back to its original location on the form, as expected
  15. Validate that [WidgetC] does not contain the "Undock" button but does contain the "Refresh" and "Minimize" buttons, as expected
  16. Click "Refresh" button on the widget
  17. Validate the widget refreshes as expected
  18. Click the "Minimize" button on the widget
  19. Validate widget minimizes to a tab at the bottom panel, underneath the other widget.
  20. Click the widget tab
  21. Validate the widget returns to its previous location, as expected
Topics
• Form Designer • NX • Widgets
AV-91292 Summary | Details
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting functionality
Specific Setup:
  • Client:
  • Select a client with claimed services. A minimum of one service has no balance due. There are other services with a balance due.
  • Client Ledger is used to note the ‘TOTAL BALANCE BY GUARANTOR’.
Steps
  1. Open 'Spreadsheet Batch Remittance Posting'.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Select 'Yes' in 'Include Zero Balance Claims'.
  7. Select 'Yes' in ' 'Include Zero Balance Services'.
  8. Click the "Launch Work Screen" button.
  9. Enter an ID in the "Client" field.
  10. Select an episode for the selected client in the "Ep #" field.
  11. Select a claim number in the "Claim" field.
  12. Select a payor in the "Payor" field.
  13. Select a date in the "Begin Date/Svc Date" field.
  14. Select a date in the "End Date/Svc Code" field.
  15. Verify the "Total Charges" field auto populated when the claim was selected.
  16. Verify the "Liability" field auto populated when the claim was selected.
  17. Verify the "Liability" amount matches the amount noted in the "Client Ledger" report.
  18. Click [+] in the first column of the row.
  19. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  20. Select a service with a balance due and enter an amount in the "Payment Amount" field.
  21. Select a code in the "Payment Code" field.
  22. Click [TAB] key.
  23. Validate the 'Payment Code' field displays the same value selected in the above step.
  24. Enter an amount in the "Adjust Amount" field.
  25. Select a code in the "Adjust Code" field.
  26. Click [TAB] key.
  27. Validate the 'Adjust Code' field displays the same value selected in the above step.
  28. Enter an amount in the "Transfer Amount" field.
  29. Select a code in the "Transfer Code" field.
  30. Click [TAB] key.
  31. Validate the 'Transfer Code' displays the same value selected in the above step.
  32. Select a guarantor in the "Transfer Guar" field.
  33. Verify the "New Balance" field is updated with the balance after all amounts are updated.
  34. Repeat steps 19 - 21 for a service that has no balance due.
  35. Click the "Accept" button.
  36. Click the "Submit" button.
  37. Open 'Client Ledger'.
  38. Select 'All Episodes' in 'Claim/Episode/All Episodes'.
  39. Select ‘Simple’ in ‘Ledger Type’.
  40. Click [Process].
  41. Validate that the payment, adjustments, and transfers are displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the appropriate amount.
  42. Close the report.
  43. Close the form.
Scenario 2: Spreadsheet Batch Remittance Posting - Cancel Button & Display Functionality
Specific Setup:
  • Client A:
  • Identify a client with unpaid claimed services. Note the episode.
  • Use 'Client Ledger' to 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
• NX • Spreadsheet Batch Remittance Posting
AV-92094 Summary | Details
Client Information display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Information widget
Scenario 1: 'My Clients' Widget - Validate "Client/Episode" information when selecting clients
Specific Setup:
  • [TestUser] has several clients on their caseload includes [CleintA] and [ClientB]
  • [ClientA]
  • Is admitted in an inpatient episode in [Episode1] in [UnitA] and in an outpatient episode in [Episode2]
  • Has an appointment scheduled in [SiteA] with a staff member
  • [ClientB]
  • Is admitted in an inpatient episode in [Episode1] in [UnitB] and in an outpatient episode in [Episode2]
  • Has an appointment scheduled in [SiteB] with a staff member
  • [TestUser] has the "My Clients" widget and the "Client Information" widget on their home view
  • Log in as [TestUser]
Steps
  1. Navigate to the "My Clients" widget
  2. In the "Search Clients field" of the widget, search for and select [ClientA]
  3. Validate their name is highlighted in the widget
  4. Validate their name is displayed in the client header
  5. Validate their client data is displayed in the "Client Information" widget
  6. Click the "Episode:" drop down list in the upper right corner
  7. Validate both [Episide1] and [Episode2] are displayed
  8. Select [Episode1]
  9. Validate their name is displayed in the client header
  10. Validate their client data for [Episode1] is displayed in the "Client Information" widget
  11. Select [Episode2]
  12. Validate their name is displayed in the client header
  13. Validate their client data for [Episode2] is displayed in the "Client Information" widget
  14. Repeat step 1a, this time selecting [ClientB] and validating their information
  15. Validate results are as expected
  16. In the "My Clients" widget, click the "Site" tab and select the "Site" radio button
  17. In the "Search" field, search and select [SiteA]
  18. Validate [ClientA] is displayed in the client list
  19. Select [ClientA]
  20. Validate their name is displayed in the client header
  21. Validate their client data is displayed in the "Client Information" widget
  22. Click the "Episode:" drop down list in the upper right corner
  23. Validate both [Episide1] and [Episode2] are displayed
  24. Select [Episode1]
  25. Validate their name is displayed in the client header
  26. Validate their client data for [Episode1] is displayed in the "Client Information" widget
  27. Select [Episode2]
  28. Validate their name is displayed in the client header
  29. Validate their client data for [Episode2] is displayed in the "Client Information" widget
  30. Repeat step 2a, this time selecting [SiteB]
  31. Validate [ClientB] is found and then validate their information
  32. Validate results are as expected
  33. In the "My Clients" widget click the "Unit" tab
  34. In the "Search" field search for and select [UnitA]
  35. Validate [ClientA] is displayed in the client list
  36. Select [ClientA]
  37. Validate their name is displayed in the client header
  38. Validate their client data is displayed in the "Client Information" widget
  39. Click the "Episode:" drop down list in the upper right corner
  40. Validate both [Episide1] and [Episode2] are displayed
  41. Select [Episode1]
  42. Validate their name is displayed in the client header
  43. Validate their client data for [Episode1] is displayed in the "Client Information" widget
  44. Select [Episode2]
  45. Validate their name is displayed in the client header
  46. Validate their client data for [Episode2] is displayed in the "Client Information" widget
  47. Repeat step 3a, this time selecting [UnitB]
  48. Validate [ClientB] is found and then validate their information
  49. Validate results are as expected
Scenario 2: 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
• My Clients • NX • Widgets
AV-92150 Summary | Details
Order Entry Console all sections
Scenario 1: OE NX - Order Entry Console - Create orders in Orders This Episode and Home Medications, Reconcile and Review in Admission Med Reconciliation and Review and Sign in Discharge Med Reconciliation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • Two clients must have active inpatient episodes whose programs or units are configured in the 'External Pharmacy Setup' form. (Client A and Client B)
  • "Client A" and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client B" must have no active orders.
  • For testing purposes the default 'Reason Codes' that come with the application were utilized.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "ADVIL LIQUI-GELS 200 MG CAPSULE, LIQUID FILLED ORAL" in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  6. Validate an 'Interactions' dialog is displayed.
  7. Override all interactions and click [Save Override and Exit].
  8. Validate a loading dialog is displayed stating "Reviewing your orders".
  9. Attempt to select "Client B".
  10. Validate that the 'Client Header Information' contains "Client A".
  11. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  12. Select "None" in 'Output' for both orders and click [Sign].
  13. Validate the 'Order grid' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY" both with 'Reason' and 'Addl Instructions' of "<<<test>>>"""""test""""[test]".
  14. Select the 'Home Medications' tab.
  15. Uncheck the 'Client Reported' checkbox.
  16. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
  17. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  18. Validate an 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate a loading dialog is displayed stating "Reviewing your orders".
  21. Attempt to select "Client B".
  22. Validate that the 'Client Header Information' contains "Client A".
  23. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  24. Select "None" in the 'Output' field and click [Sign].
  25. Validate the 'Order grid' contains "Xyrem 500 MG/1 ML Solution (Schedule III)Take one (1) milliliter by mouth as needed" with both ‘Reason’ and ‘Note to Pharmacist 'of “<<<test>>>"""""test""""[test]”.
  26. Select the 'Admission Med Reconciliation' tab.
  27. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)".
  28. Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)".
  29. Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
  30. Validate that the order for "Xyrem" now appears in the 'Inpatient Medications Scratchpad' and contains a red flag in the 'Action' column.
  31. Select the order for "Xyrem" in the 'Inpatient Medications Scratchpad'.
  32. Populate all required fields and click [Update Order].
  33. Validate the "Xyrem" order no longer contains a red flag in the action column.
  34. Select the order for "ADVIL" in the 'Inpatient Medications Scratchpad' and click [DC].
  35. Select the order for "AMBIEN" in the 'Inpatient Medications Scratchpad' and click [Modify].
  36. Select "Tablet" in the 'Dispense Qty Unit' field.
  37. Click [Update Order] and [Reconcile & Review].
  38. Validate an 'Interactions' dialog is displayed.
  39. Override all interactions and click [Save Override and Exit].
  40. Validate a loading dialog is displayed stating "Reviewing your orders".
  41. Attempt to select "Client B".
  42. Validate that the 'Client Header Information' contains "Client A".
  43. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  44. Select "None" in 'Output' for all orders and click [Sign].
  45. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  46. Select the 'Discharge Med Reconciliation' tab.
  47. Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)".
  48. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)".
  49. Select the order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
  50. Validate that the "XYREM" order now appears in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
  51. Select the "XYREM" order.
  52. Populate all required fields and click [Update Order].
  53. Select the order for "Xyrem 500 MG/1 ML Oral (Schedule III)" order in the 'Home Medications Scratchpad (Post Discharge)' and click [DC].
  54. Select the "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" order and click [Do Not Add].
  55. Click [Review and Sign].
  56. Validate the 'Interactions' dialog is displayed.
  57. Override all interactions and click [Save Override and Exit].
  58. Validate a loading dialog is displayed stating "Reviewing your orders".
  59. Attempt to select "Client B".
  60. Validate that the 'Client Header Information' contains "Client A".
  61. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  62. Select "None" in 'Output' for both orders and click [Sign].
  63. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-92165 Summary | Details
Perceptive - documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Batch Capture and Indexing
  • Chart Review
  • Clinical Document Viewer
Scenario 1: Perceptive scan, import, print,view - JxBrowser enabled
Specific Setup:
  • Perceptive storage method must be utilized.
Steps
  1. Open the "Batch Capture and Indexing" form.
  2. Click "Capture".
  3. Select "Scanner" as the "Source".
  4. Scan in a document.
  5. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  6. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  7. Open the Avatar Batch Validate queue.
  8. Open the batch that was just scanned in.
  9. Click "Submit" to save the document to Avatar.
  10. Open the "Batch Capture and Indexing" form.
  11. Click "Capture".
  12. Select "File" as the "Source".
  13. Browse to the location of the file to be imported.
  14. Import the file.
  15. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  16. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  17. Open the Avatar Batch Validate queue.
  18. Open the batch that was just scanned in.
  19. Click "Submit" to save the document to Avatar.
  20. Close the form.
  21. Open the "Chart Review" form.
  22. Select the test client.
  23. Navigate to the category/section that the documents were scanned/imported into.
  24. View the scanned document.
  25. Click "Print".
  26. Validate that the print window opens in Avatar and not in Internet Explorer.
  27. Print the document.
  28. View the imported document.
  29. Click "Print".
  30. Validate that the print window opens in Avatar and not in Internet Explorer
  31. Print the document.
  32. Select the "Document Capture" link in the "Chart Review" form.
  33. Select "Capture".
  34. Select "Scanner" as the "Source".
  35. Scan in a document.
  36. Validate that the capture window opens in Avatar and not in Internet Explorer.
  37. Save the document to Avatar.
  38. Select the "Document Capture" link in the "Chart Review" form.
  39. Select "Capture".
  40. Select "Filer" as the "Source".
  41. Browse to the location on server of the file to be imported.
  42. Import a document.
  43. Validate that the capture window opens in Avatar and not in Internet Explorer.
  44. Save the document to Avatar.
  45. Navigate to the section that the items scanned/imported in with "Chart Review" are stored.
  46. Open the scanned document.
  47. Click "Print".
  48. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  49. Print the document.
  50. Open the imported document.
  51. Click "Print".
  52. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  53. Print the document.
  54. Open "Batch Capture and Indexing".
  55. Scan in a large multi page document.
  56. Open "Clinical Document Viewer".
  57. Open the large document.
  58. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  59. Click "Print".
  60. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  61. Print the document.
Topics
• Document Scan/Import • Perceptive

RADplus_Client_Update_3392-004_Details.csv