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RADplus Client Update 3392-006 Acceptance Tests

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AV-45800 Summary | Details
OE NX - Orders This Episode - Client with two episodes (one in external pharmacy mode and one not)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode - non-controlled substance - New and Discontinue for a client that is not in external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Range Expressions In Order Quantity Field' registry setting must be set to "N".
  • Please log out of the application and log back in 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 "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the ‘New Order’ field.
  3. Validate the 'Dose' field is required and has a red border around the field.
  4. Validate the 'Dose Unit' field is required and has a red border around the field.
  5. Set the 'Dose' field to "2"
  6. Select “Tablet” in the ‘Dose Unit’ field.
  7. Set the Freq’ field to "TWICE A DAY".
  8. Set the ‘Duration’ field to "10" and click [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the ‘Order grid’ contains the order for “ADVIL”.
Scenario 2: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, and Discontinue
Specific Setup:
  • A schedule II pharmacy-type order code must exist. (Order Code A)
  • A frequency code must be configured as a routine frequency with 2 scheduled hours of administration, one at 09:00 AM and one at 09:00 PM, through the "Frequency Code Setup' form. (Frequency 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 an allergy to "Order Code A" 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. Validate a warning indicator is displayed with "At least one warning has been found with this order" link under the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Set the 'Duration' field to "10" and click [Days].
  7. Set the 'Start Time' field to "08:30 AM".
  8. Select "Frequency Code A" from the 'Freq' field.
  9. Validate the 'First Dose Date' field is set to "Today's Date".
  10. Validate the 'First Dose Time' field is set to "09:00 AM".
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin".
  13. Override the interaction and click [Save Override and Exit].
  14. Validate the 'Order grid' contains an order for "Order Code A".
  15. Select "Order Code A" and click [Copy].
  16. Validate a message is displayed stating "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
  17. Click [Add to Scratchpad] and [Sign].
  18. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Order Code A" and a 'Duplicate Order' interaction.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Order grid' contains two orders for "Order Code A".
  21. Select the first order and click [Modify].
  22. Set the Dose to "2".
  23. Validate that "Tablet" is displayed in the 'Dose Unit' field
  24. Click [Add to Scratchpad] and [Sign].
  25. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Order Code A" and a 'Duplicate Order' interaction.
  26. Override all interactions and click [Save Override and Exit].
  27. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY".
  28. Select the first order and click [Hold], [Add to Scratchpad], and [Sign].
  29. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" with an "Order Status" of "Active(On Hold)".
  30. Select the order with an 'Order Status' of "Active(On Hold)" and click [Resume], [Add to Scratchpad], and [Sign].
  31. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY" both with an 'Order Status' of "Active"
  32. Select the first order and click [Renew].
  33. Set the 'Renew' field to "15" and click [Days].
  34. Click [Add to Scratchpad] and [Sign].
  35. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY".
Scenario 3: OE NX - Orders This Episode - Schedule IV - New, Reorder, Copy and Discontinue - Fax - external pharmacy mode
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”.
  • 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.
  • A client must have an active episode whose program and unit are not 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. Access the Order Entry Console for Client A.
  2. Set the 'New Order' field to "AMBIEN (ZOLPIDEM TARTRATE) 10 MG TABLET ORAL (Schedule IV)".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "EVERY DAY" from the 'Freq' field.
  6. Select "Tablet" from the 'Dispense Qty Unit' field.
  7. Validate the 'Days Supply' contains "28".
  8. Set the 'Stop Date' to 97 days in the future from the current date.
  9. Validate the 'Refills' field contains "0".
  10. Validate the 'Days Supply' contains "97".
  11. Set the 'Stop Date' to 1 day in the future from the current date.
  12. Validate the 'Refills' field contains "0".
  13. Validate the 'Days Supply' contains "1".
  14. Set the 'Days Supply' field to "30".
  15. Click [Add to Scratchpad], [Final Review].
  16. Click 'Fax' and [Sign].
  17. Verify the new order is displayed in the 'Order grid'.
Scenario 4: OE NX - Orders This Episode - Client with two episodes (EPM and Non-EPM) - create orders for each with one episode in header and the other in Scratchpad
Specific Setup:
  • A client must have two active episodes One that is in external pharmacy mode (Episode 1) and one that is not (Episode 2). (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Order Code A" 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. Select "Episode 2" in the 'Episode' field in the Client Header.
  3. Select "Episode 1" in the 'Episode' field below the 'Scratchpad'.
  4. Search for and select any pharmacy-type order code in the 'New Order' field.
  5. Fill out all required fields.
  6. Validate the 'Days Supply', 'Dispense Qty', 'Dispense Qty Unit', 'Directions', and 'Note to Pharmacist' fields exist and click [Add to Scratchpad] and [Final Review].
  7. Validate an 'Interactions' dialog may be displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Order grid' contains an order for "ADVIL 200 MG TABLET ORAL"
  10. Select "Episode 1" in the 'Episode' field in the Client Header.
  11. Select "Episode 2" in the 'Episode' field below the 'Scratchpad'.
  12. Search for and select any pharmacy-type order code in the 'New Order' field.
  13. Fill out all required fields.
  14. Validate the 'Days Supply', 'Dispense Qty', 'Dispense Qty Unit', 'Directions', and 'Note to Pharmacist' fields do not exist and click [Add to Scratchpad] and [Sign].
  15. Validate an 'Interactions' dialog may be displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Order grid' contains an order for "ADVIL 200 MG TABLET ORAL".
Topics
• OE NX - POV • Order Entry Console
AV-51789 Summary | Details
OE NX - Orders This Episode - Duplicate Order Interaction in Lab Orders
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 - Duplicate Order Code Checking in the Order Entry Console
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.
  • The ‘Require Override Text With This Override’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20121) Duplicate Alert Override Code’ dictionary for “Duplicate Override”.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "XANAX 1 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "MG" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "30" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "XANAX 1 MG ORAL TABLET, TWICE A DAY".
  9. Search for and select "XANAX 1 MG TABLET ORAL" from the 'New Order' field.
  10. Set the 'Dose' field to "1".
  11. Select "MG" from the 'Dose Unit' field.
  12. Select "TWICE A DAY" from the 'Freq' field.
  13. Set the 'Duration' field to "30" and click [Days].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Interactions' dialog is displayed.
  16. Select "Duplicate Override" from the 'Override Reason' field.
  17. Set the 'Notes' field to any value and click [Save Override and Exit].
  18. Validate the 'Order grid' contains two orders for "XANAX 1 MG ORAL TABLET, TWICE A DAY".
Scenario 2: OE NX - Duplicate Order Code Checking in the Order Entry Console for Lab Orders
Specific Setup:
  • A lab-type order code must exist. (Complete Blood Count)
  • 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 "Complete Blood Count" from the 'New Order' field.
  3. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  4. Validate the 'Order grid' contains an order for "Complete Blood Count".
  5. Search for and select "Complete Blood Count" from the 'New Order' field.
  6. Validate the 'At least one warning has been found with this order code' link is displayed with the warning icon in front of it.
  7. Populate all required fields and click [Add to Scratchpad].
  8. Validate the 'Action' column contains "ADD" with the warning icon displayed.
  9. Click [Sign].
  10. Validate the 'Interactions' dialog is displayed.
  11. Validate there is a 'Duplicate Orders' tab that contains a Duplicate Order Code interaction for "Complete Blood Count".
  12. Set the 'Notes' field to any value and click [Save Override and Exit].
  13. Validate the 'Order grid' contains two orders for "Complete Blood Count".
Scenario 3: OE NX - Duplicate Order Code Checking in the Order Entry Console for Dietary Orders
Specific Setup:
  • A dietary-type order code must exist. (Order Code A)
  • 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 Code A" in the 'New Order' field.
  3. Populate all required field and click [Add to Scratchpad] and [Sign].
  4. Validate the 'Order grid' contains an order for "Order Code A".
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Validate the 'At least one warning has been found with this order code.' link is displayed with the warning icon in front of it.
  7. Populate all required fields and click [Add to Scratchpad].
  8. Validate the 'Action' column contains "ADD" with the warning icon displayed.
  9. Click [Sign].
  10. Validate the 'Interactions' dialog is displayed.
  11. Validate there is a 'Duplicate Orders' tab that contains a Duplicate Order Code interaction for "Full Liquid Diet".
  12. Set the 'Notes' field to any value and click [Save Override and Exit].
  13. Validate the 'Order grid' contains two orders for "Order Code A".
Topics
• NX • Order Entry Console
AV-64887 Summary | Details
Home Medications - Discontinuing a medication
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - Validate Order Actions - New Order, Modify, Reorder, and DC
Specific Setup:
  • Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B)
  • A client must have an active inpatient episode.
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Click the 'Home Medications' tab.
  4. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  5. Search for and select any medication in the 'New Order' field
  6. Populate all required fields.
  7. Click [Add to Scratchpad] and [Final Review].
  8. Validate the 'Final Review' dialog is displayed.
  9. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  10. Select "Pending" in the 'Status' field.
  11. Validate the new order is displayed.
  12. Log out of the application.
  13. Log into the application as "User B".
  14. Select "Client A" and access the Order Entry Console.
  15. Click the 'Home Medications' tab.
  16. Select "Pending" in the 'Status' field.
  17. Select the pending order and click [Validate].
  18. Validate the 'Final Review' dialog is displayed.
  19. Validate the 'Action' column is equal to "VALIDATE".
  20. Validate the 'Order Details' column contains "Action: NEW ORDER".
  21. Select "None" in the 'Output' field and click [Sign].
  22. Select "Active" in the 'Status' field.
  23. Validate the order is displayed with a 'Order Status' of "Active".
  24. Log into the application as "User A".
  25. Select "Client A" and access the Order Entry Console.
  26. Click the 'Home Medications' tab.
  27. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  28. Select the medication in the list of current medications and click [Modify].
  29. Select a different value in the 'Frequency' field and click [Add to Scratchpad] and [Final Review].
  30. Validate the 'Final Review' dialog is displayed.
  31. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  32. Select "Pending" in the 'Status' field.
  33. Validate the new order is displayed.
  34. Log out of the application.
  35. Log into the application as "User B".
  36. Select "Client A" and access the Order Entry Console.
  37. Click the 'Home Medications' tab.
  38. Select "Pending" in the 'Status' field.
  39. Select the pending order and click [Validate].
  40. Validate the 'Final Review' dialog is displayed.
  41. Validate the 'Action' column is equal to "VALIDATE".
  42. Validate the 'Order Details' column contains "Action: MODIFY ORDER".
  43. Select "None" in the 'Output' field and click [Sign].
  44. Select "Active" in the 'Status' field.
  45. Validate the order is displayed with a 'Order Status' of "Active".
  46. Log into the application as "User A".
  47. Select "Client A" and access the Order Entry Console.
  48. Click the 'Home Medications' tab.
  49. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  50. Select the medication in the list of current medications and click [Reorder].
  51. Click [Add to Scratchpad] and [Final Review].
  52. Validate the 'Final Review' dialog is displayed.
  53. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  54. Select "Pending" in the 'Status' field.
  55. Validate the new order is displayed.
  56. Log out of the application.
  57. Log into the application as "User B".
  58. Select "Client A" and access the Order Entry Console.
  59. Click the 'Home Medications' tab.
  60. Select "Pending" in the 'Status' field.
  61. Select the pending order and click [Validate].
  62. Validate the 'Final Review' dialog is displayed.
  63. Validate the 'Action' column is equal to "VALIDATE".
  64. Validate the 'Order Details' column contains "Action: REORDER".
  65. Select "None" in the 'Output' field and click [Sign].
  66. Select "Active" in the 'Status' field.
  67. Validate the order is displayed with a 'Order Status' of "Active".
  68. Log into the application as "User A".
  69. Select "Client A" and access the Order Entry Console.
  70. Click the 'Home Medications' tab.
  71. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  72. Select the medication in the list of current medications and click [D/C].
  73. Validate the 'Discontinue Date' and 'Discontinue Time' fields are disabled and contain the current date and time.
  74. Select any value in the 'Discontinue Reason' field and click [Add to Scratchpad] and [Final Review].
  75. Validate the 'Final Review' dialog is displayed.
  76. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  77. Select "Pending" in the 'Status' field.
  78. Validate the new order is displayed.
  79. Log out of the application.
  80. Log into the application as "User B".
  81. Select "Client A" and access the Order Entry Console.
  82. Click the 'Home Medications' tab.
  83. Select "Pending" in the 'Status' field.
  84. Select the pending order and click [Validate].
  85. Validate the 'Final Review' dialog is displayed.
  86. Validate the 'Action' column is equal to "VALIDATE".
  87. Validate the 'Order Details' column contains "Action: DISCONTINUE ORDER".
  88. Select "None" in the 'Output' field and click [Sign].
  89. Select "Active" in the 'Status' field.
  90. Select "Discontinue" from the 'Status' field.
  91. Validate the order is displayed with an 'Order Status' of "Discontinued".
Topics
• Home Medications • NX
AV-82710 Summary | Details
Discharge Med Reconciliation - Ensure Start Date does not carry forward
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Entry Console
Scenario 1: OE NX - Create New Order in Orders This Episode - Reconcile in Discharge Med Reconciliation - Validate in Home Meds
Specific Setup:
  • The '548 Enable Multiple Reasons at Order Entry' extended attribute off of 'Order Entry Tabled Files' > '(500) Order Types' must be set to "Yes" for "Pharmacy".
  • The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • Please log out of the application and log back in after completing the above configuration.
  • 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "3 TIMES A DAY" from the 'Freq' field.
  6. Click [Reason-View].
  7. Validate the 'Multiple Reason Checklist' dialog is displayed.
  8. Select multiple values in the 'Reasons' field and click [Save].
  9. Set the 'Reason Text' field to "testing".
  10. Set the 'Duration' field to "14" and click [Days].
  11. Validate the 'Days Supply' field contains "14".
  12. Validate the 'Dispense Qty' field contains "42".
  13. Select "Tablet" from the 'Dispense Qty Unit' field.
  14. Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day".
  15. Click [Add to Scratchpad] and click [Final Review].
  16. Validate the 'Interactions' dialog is displayed.
  17. Override all interactions and click [Save Override and Exit].
  18. Validate the 'Final Review' dialog is displayed and click [Sign].
  19. Validate the 'Dispense Qty Unit' field contains "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, 3 TIMES A DAY "The multiple values selected from the 'Reasons' field" -- testing ".
  20. Access the 'Discharge Reconciliation' tab.
  21. Validate the 'Inpatient Medications' contains "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, 3 TIMES A DAY "The multiple values selected from the 'Reasons' field" - testing".
  22. Select the order "ADVIL ALLERGY & CONGESTION RELIEF" from the 'Inpatient Medications'.
  23. Click [Add to Scratchpad As RX].
  24. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Advil Allergy & Congestion Relief 4 MG-200 MG-10 MG Tablet Oral Take one (1) tablet by mouth three times a day, Reason: -- testing".
  25. Select the order for "Advil Allergy & Congestion Relief " from the 'Home Medications Scratchpad (Post-Discharge)'.
  26. Validate the 'Dose' field contains "1".
  27. Validate the 'Dose Unit' field contains "Tablet".
  28. Validate the 'Frequency' field contains "3 TIMES A DAY".
  29. Validate the 'Reason field contains the multiple values selected from the 'Reasons' field.
  30. Set the 'Days Supply' field to "14".
  31. Validate the 'Dispense Qty' field contains "42".
  32. Validate the 'Dispense Qty Unit' field contains "Tablet".
  33. Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day".
  34. Click [Update Order] and click [Review and Sign].
  35. Validate the 'Interactions' dialog is displayed.
  36. Override all interactions and click [Save Override and Exit].
  37. Validate the 'Final Review' dialog is displayed and click [Sign].
  38. Access the 'Home Medications' tab
  39. Uncheck the 'Client Reported' checkbox.
  40. Validate the 'Order grid' for "Advil Allergy & Congestion Relief 4 MG-200 MG-10 MG".
  41. Search for and select "PriLOSEC 10 MG, Capsule, Delayed Release (1 Capsule TWICE A DAY)" in the 'New Order' field.
  42. Validate the 'Dose' field contains "1".
  43. Validate the 'Dose Unit' field contains "Capsule".
  44. Validate the 'Frequency' field contains "TWICE A DAY".
  45. Set the 'Days Supply' field to "15".
  46. Validate the 'Dispense Qty' field contains "30".
  47. Validate the 'Dispense Qty Unit' field contains "Capsule".
  48. Validate the 'Directions' field contains "Take one (1) capsule by mouth twice a day".
  49. Click [Add to Scratchpad] and click [Final Review].
  50. Validate the 'Interactions' dialog is displayed.
  51. Override all interactions and click [Save Override and Exit].
  52. Validate the 'Final Review' dialog is displayed and click [Sign].
  53. Validate the 'Order grid' contains "PriLOSEC 10 MG ORAL Capsule, Delayed ReleaseTake one (1) capsule by mouth twice a day"
Scenario 2: OE NX - Discharge Med Reconciliation - Ensure Start Date does not carry forward
Specific Setup:
  • Two clients must exist. A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) A client who has an active inpatient episode. (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.
  • A pharmacy-type order code must have a 'Default Duration (Days)' set to "30". (Atenolol).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ATENOLOL 50 MG TABLET ORAL " in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate the 'Duration' field contains "30" and that [Days] is selected.
  7. Validate the 'Start Date' field contains "Today's Date".
  8. Validate the 'Stop Date' field contains "30 days from Today's Date".
  9. Set 'Duration' field to "15".
  10. Set the 'Start Date' field to a date that is 3 days in the past of the current date.
  11. Select "Tablet" from the 'Dispense Qty Unit' field.
  12. Click [Add to Scratchpad] and [Final Review].
  13. Validate the 'Interactions' dialog is displayed.
  14. Override all interactions and click [Save Override and Exit].
  15. Validate the 'Final Review' dialog is displayed and click [Sign].
  16. Validate the 'Order grid contains and order for "ATENOLOL" with a 'Start Date' that is 3 days in the past and a 'Stop Date' date that is 12 days in the future.
  17. Access the 'Discharge Reconciliation' tab.
  18. Validate the 'Inpatient Medications' grid contains the order for "ATENOLOL".
  19. Select the order and click [Add to Scratchpad As RX].
  20. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the "ATENOLOL" order.
  21. Select the order.
  22. Validate the 'Start Date' field contains the current date.
  23. Validate the 'Stop Date' field contains a date that is 12 days in the future of the current date.
  24. Set the 'Dispense Qty' field to "10".
  25. Click [Update Order].
  26. Set the 'Inhouse Pharmacy Dispense Days Supply' field to "10" and click [Review and Sign].
  27. Validate the 'Final Review' dialog is displayed and click [Sign].
  28. Select "Client B" and access the Order Entry Console.
  29. Search for and select "ADVIL 200 MG TABLET ORAL" in the 'New Order' field.
  30. Set the 'Dose' field to "1".
  31. Select "Tablet" in the 'Dose Unit' field.
  32. Select "TWICE A DAY" in the 'Freq' field.
  33. Set the 'Duration' field to "6" and click [Doses].
  34. Validate the 'Start Date' field contains "Today's Date".
  35. Validate the 'Stop Date' field contains "3 days from Today's Date".
  36. Set the 'Start Date' field to a date that is two days in the past from the current date.
  37. Click [Add to Scratchpad] and [Sign].
  38. Validate the 'Order grid' contains an order for "ADVIL" with a 'Start Date' that is two days in the past and a 'Stop Date' that is one day in the future.
  39. Access the 'Discharge Reconciliation' tab.
  40. Validate the 'Inpatient Medications' grid contains the order for "ADVIL 200 MG TABLET ORAL".
  41. Select the order and click [Add to Scratchpad As RX].
  42. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the "ADVIL" order.
  43. Select the order.
  44. Validate the 'Start Date' field contains the current date.
  45. Validate the 'Stop Date' field contains a date that is one day in the future of the current date.
  46. Set the 'Dispense Qty' field to "10".
  47. Click [Update Order] and click [Review and Sign].
  48. Validate the 'Final Review' dialog is displayed and click [Sign].
  49. Validate the 'Discharge Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-86385 Summary | Details
Orders This Episode and Admission Reconciliation - Stop Date/Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Group Setup
  • Orders This Episode
  • Home Medications
  • Order Entry Console
Scenario 1: NX - Order group - Preferred Dose
Specific Setup:
  • "Order Code A" must be added to an 'Order Group'. (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. Check the checkbox next to "Order Code A".
  5. Set the 'Dose' field to "1".
  6. Select "Tablet" from the 'Dose Unit' field.
  7. Set the 'Freq' field to "3 TIMES A DAY".
  8. Set the 'Duration' field to "1" and click [Minutes].
  9. Set the 'Start Time' field to "0000" and press tab.
  10. Validate the 'Start Date' field contains the current date.
  11. Validate the 'Start Time' field contains "12:00 AM".
  12. Validate the 'Stop Date' field contains the current date.
  13. Validate the ' Stop Time' field contains "12:00 AM".
  14. Set the 'Duration' field to "1440".
  15. Validate the 'Start Date' field contains the current date.
  16. Validate the 'Start Time' field contains "12:00 AM".
  17. Validate the 'Stop Date' field contains the current date.
  18. Validate the 'Stop Time' field contains "11:59 PM".
  19. Set the 'Start Date' field to a daylight savings date.
  20. Validate the 'Duration' field contains "1440".
  21. Validate the 'Start Date' field contains the daylight savings date.
  22. Validate the 'Start Time' field contains "12:00 AM".
  23. Validate the 'Stop Date' field contains the daylight savings date.
  24. Validate the 'Stop Time' field contains "11:59 PM".
  25. Set the 'Start Date' field to the current date.
  26. Clear any value in the 'Duration' field.
  27. Set the 'Stop Date' to the current date.
  28. Set the 'Stop Time' field to "0001" and press tab.
  29. Validate the 'Stop Time' field contains "12:01 AM".
  30. Validate the 'Duration' field contains "2".
  31. Set the 'Duration' field to "3" and click [Days].
  32. Click [Add to Scratchpad] and click [Sign].
  33. Validate the 'Order grid' contains the order "Order Code A".
Scenario 2: OE NX - Orders This Episode - 'Dispense Qty' set to "0"
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 "ADVIL 200 MG TABLET ORAL" from the 'New order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Set the 'Freq' field to "3 TIMES A DAY".
  6. Set the 'Duration' field to "1" and click [Minutes].
  7. Set the 'Start Time' field to "0000" and press tab.
  8. Validate the 'Start Date' field contains the current date.
  9. Validate the 'Start Time' field contains "12:00 AM".
  10. Validate the 'Stop Date' field contains the current date.
  11. Validate the ' Stop Time' field contains "12:00AM".
  12. Set the 'Duration' field to "1440".
  13. Validate the 'Start Date' field contains the current date.
  14. Validate the 'Start Time' field contains "12:00 AM".
  15. Validate the 'Stop Date' field contains the current date.
  16. Validate the 'Stop Time' field contains "11:59 PM".
  17. Set the 'Start Date' field to a daylight savings date.
  18. Validate the 'Duration' field contains "1440".
  19. Validate the 'Start Date' field contains the daylight savings date.
  20. Validate the 'Start Time' field contains "12:00 AM".
  21. Validate the 'Stop Date' field contains the daylight savings date.
  22. Validate the 'Stop Time' field contains "11:59 PM".
  23. Set the 'Start Date' field to the current date.
  24. Clear any value in the 'Duration' field.
  25. Set the 'Stop Time' field to "0001" and press tab.
  26. Validate the 'Stop Time' field contains "12:01 AM".
  27. Validate the 'Duration' field contains "2".
  28. Set the 'Duration' field to "11" and click [Days].
  29. Validate the 'Days Supply' field contains "11".
  30. Validate the 'Dispense Qty' field contains "33".
  31. Set 'Dispense Qty' field to "0".
  32. Select "Tablet" in the 'Dispense Qty Unit' field.
  33. Validate the 'Direction' field contains "Take one (1) capsule by mouth three times a day".
  34. Click [Add to Scratchpad] and [Final Review].
  35. Validate an 'Interactions' dialog may be displayed.
  36. Override all interactions and click [Save Override and Exit].
  37. Validate the 'Final Review' dialog is displayed.
  38. Validate the 'Order grid' contains the order.
Scenario 3: OENX - Admission Reconciliation - Hover Over Required Field Flag
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • 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. Click the 'Home Medications' tab and create a new medication.
  3. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Click on "Admission Reconciliation" tab.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Click [Add to Scratchpad].
  7. Hover over the missing required field flag and validate it displays all missing required fields.
  8. Click on "Order A" in the 'Inpatient Medications Scratchpad'.
  9. Set the 'Duration' field to "1" and click [Minutes].
  10. Set the 'Start Time' field to "0000" and press tab.
  11. Validate the 'Start Date' field contains the current date.
  12. Validate the 'Start Time' field contains "12:00 AM".
  13. Validate the 'Stop Date' field contains the current date.
  14. Validate the ' Stop Time' field contains "12:00 AM".
  15. Set the 'Duration' field to "1440".
  16. Validate the 'Start Date' field contains the current date.
  17. Validate the 'Start Time' field contains "12:00 AM".
  18. Validate the 'Stop Date' field contains the current date.
  19. Validate the 'Stop Time' field contains "11:59 PM".
  20. Set the 'Start Date' field to a daylight savings date.
  21. Validate the 'Duration' field contains "1440".
  22. Validate the 'Start Date' field contains the daylight savings date.
  23. Validate the 'Start Time' field contains "12:00 AM".
  24. Validate the 'Stop Date' field contains the daylight savings date.
  25. Validate the 'Stop Time' field contains "11:59 PM".
  26. Set the 'Start Date' field to the current date.
  27. Clear any value in the 'Duration' field.
  28. Set the 'Stop Time' field to "0001" and press tab.
  29. Validate the 'Stop Time' field contains "12:01 AM".
  30. Validate the 'Duration' field contains "2".
  31. Set the 'Duration' field to "28" and click [Days].
  32. Populate all required fields and click [Update Order].
  33. Click [Hold in Pending Status].
Topics
• NX • Order Entry Console
AV-92608 Summary | Details
Recent Staff results
Scenario 1: 'My Clients Widget ' - Client, Staff and Site Tab(s) validations
Specific Setup:
  • Have staff member [StaffA] that contains an apostrophe in their name. For example, "Ryan O'Reilly"
  • Have another staff member [StaffB] that does not contain an apostrophe in their name
  • Have a client [ClientA] admitted in the system in an inpatient episode in a specific "Unit" [TestUnit]
  • [ClientA] contains an apostrophe in their name
  • [ClientA] has an appointment scheduled with [StaffA] in a specific "Site" [TestSite]
  • Have a second client [ClientB] admitted in the system in an inpatient episode in the same "Unit" [TestUnit]
  • [ClientB] contains does 'not' contain an apostrophe in their name
  • [ClientB] also has an appointment scheduled with [StaffA] in at site [TestSite]
  • Logged in user has the "My Clients" widget on their home view
Steps
  1. Navigate to the "My Clients" widget
  2. Click the "Staff" tab in the widget
  3. In the "Search Staff" field, search for [StaffA]
  4. Validate the name in the search results is displayed as expected and the letter following the apostrophe in their name
  5. Select the staff member
  6. Validate their name In the "Recent Staff" section is displayed as expected, and the letter following the apostrophe in their name is capitalized.
  7. In the "Search Staff" field, search for [StaffB]
  8. Validate the name in the search results is displayed as expected a
  9. Select the staff member
  10. Validate their name In the "Recent Staff" section is displayed as expected
  11. Click on the "Client" tab
  12. In the "Search Clients" field, search for [ClientA]
  13. Validate the name in the search results is displayed as expected and the letter following the apostrophe in their name is capitalized. For example, "Ryan O'Reilly"
  14. Select the client
  15. Validate their name In the "Recent Clients" section is displayed as expected and the letter following the apostrophe in their name is capitalized.
  16. Double-click on the client to open their "Chart"
  17. Validate their name in the "Chart" header is displayed as expected, and the letter following the apostrophe in their name is capitalized.
  18. Close their chart
  19. In the "Search Clients" field, search for [ClientB]
  20. Validate the name in the search results is displayed as expected
  21. Select the client
  22. Validate their name In the "Recent Clients" section is displayed as expected
  23. Double-click on the client to open their "Chart"
  24. Validate their name in the "Chart" header, is displayed as expected
  25. Close their chart
  26. Click the "Site" tab in the widget
  27. Click the 'Unit' radio button
  28. In the "Search" field, search for [TestUnit]
  29. In the "Client" results list
  30. Validate [ClientA] is present in the list
  31. Select the client
  32. Validate their name in the "Recent Clients" list is displayed as expected, and the letter following the apostrophe in their name is capitalized.
  33. Validate [ClientB] is present in the list
  34. Validate their name in the "Recent Clients" list, is displayed as expected
  35. Click the "Site" radio button
  36. In the "Search" field, search for [TestSite]
  37. Validate [ClientA] is present in the list
  38. Validate their name In the "Client" list is displayed as expected and the letter following the apostrophe in their name is capitalized.
  39. Validate [ClientB] is present in the list
  40. Validate their name in the "Client" list, is displayed as expected
Topics
• My Clients • Practitioner
AV-92850 Summary | Details
Document Routing - Route To User's Title
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Viewer
Scenario 1: Document Routing - (Accept & Route) a document validations
Specific Setup:
  • Have any form [TestForm] enabled for document routing, for this example a Modeled form will be used
  • [TestUser] is a staff member with access to [TestFom] and has the "My To Do's" widget on their home view
  • Log in as [TestUser]
Steps
  1. Open [TestForm] for any client [TestClient]
  2. Populate the desired fields on the form
  3. Select "Final" in the 'Draft/Final' field.
  4. A message displays indicating "Selecting Final prevents future edits".
  5. Click [OK] and [Submit].
  6. Verify the document preview displays the data as expected
  7. Click [Accept and Route].
  8. Enter the password for the user in the 'Password' field
  9. Click [OK].
  10. In the "Route Document To" screen,
  11. Select [TestUser] in the "Supervisor" search field and click [Add]
  12. Validate [TestUser] is still listed in the approver list section but their "Title" has changed to "Supervisor", as expected
  13. Now select [TestUser] in the "Add Approver" search field and click [Add]
  14. Validate [TestUser] is added to the approver list and the "Title" column contains "Staff"
  15. Click [Submit] to route the document [TestDocA]
  16. Navigate to the 'My To Do's' widget.
  17. Locate the To Do for document just routed [TestDocA]
  18. Click [Approve Document]
  19. Verify the document preview displays the data as expected
  20. Click [Accept].
  21. Enter the password for the user in the 'Password' field.
  22. Click [OK].
  23. Validate the "To Do" has been removed from the "My To Do's" widget
  24. Access the 'Clinical Document Viewer' form.
  25. Enter [TestClient] in the 'Select Client' field.
  26. Locate [TestDocA] in the document results list
  27. Click [View] to display the document
  28. Verify the document preview displays the data as expected
  29. Validate the electronic signature indicates [TestUser] with the date and time of the document submission followed by their title "Staff"
  30. Access [TestForm] again for any client [TestClient]
  31. Populate the desired fields on the form
  32. Select "Final" in the 'Draft/Final' field.
  33. A message displays indicating "Selecting Final prevents future edits".
  34. Click [OK] and [Submit].
  35. Verify the document preview displays the data as expected
  36. Click [Accept and Route].
  37. Enter the password for the user in the 'Password' field
  38. Click [OK].
  39. In the "Route Document To" screen,
  40. Select [TestUser] in the "Add Approver" search field and click [Add]
  41. Validate [TestUser] is added to the approver list and the "Title" column contains "Staff"
  42. Now select [TestUser] in the "Supervisor" search field and click [Add]
  43. Validate [TestUser] is still listed in the approver list section but their "Title" has changed to "Supervisor", as expected
  44. Click [Submit] to route the document [TestDocB]
  45. Navigate to the 'My To Do's' widget.
  46. Locate the To Do for document just routed [TestDocB]
  47. Click [Approve Document]
  48. Verify the document preview displays the data as expected
  49. Click [Accept].
  50. Enter the password for the user in the 'Password' field.
  51. Click [OK].
  52. Validate the "To Do" has been removed from the "My To Do's" widget
  53. Access the 'Clinical Document Viewer' form.
  54. Enter [TestClient] in the 'Select Client' field.
  55. Locate [TestDocB] in the document results list
  56. Click [View] to display the document
  57. Verify the document preview displays the data as expected
  58. Validate the electronic signature indicates [TestUser] with the date and time of the document submission followed by their title "Supervisor"
Topics
• Document Routing
AV-93021 Summary | Details
Treatment Plan - Large number of edits to a row of problem data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Field Data Validations
Specific Setup:
  • Have a treatment plan with a 'disabled ' field, set up as the last field in the Problem, Goals, Objective or Interventions sections. For example, a disabled "Scrolling Free Text" field
  • Have another field set up right before the disabled last field in each section, that requires a selection or input type entry. For example, a "Site Specific" dictionary or integer field.
  • Registry Setting "Enable Service Entry Restrictions by Client Treatment Plan "is set to "S".
  • Registry Setting "Activate Program/Service Code Filter" = "Y".
Steps
  1. Open the "Treatment Plan" form:
  2. Search and select a client in the 'Select Client' field.
  3. Enter a plan name in the "Plan Name" field.
  4. Enter the current date in the 'Plan Date' field.
  5. Select any value from the 'Plan Type' field.
  6. Select "Draft" from the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Enter any value in the 'Problem Code' field.
  10. Enter any value in the 'Problem' field.
  11. Enter the current date in the 'Date of Onset' field.
  12. Select "Active" from the 'Status (Problem List)' field.
  13. Populate any other desired fields, except for the last two fields in the section.
  14. Navigate to the next to last field, which should be the one located right before the disabled field, as outline in the setup section.
  15. Select or input a value in the next to last field in the section.
  16. Click the 'Tab' key.
  17. Click [Back to Plan Page].
  18. Validate all data enter on the main section is populated as expected.
  19. Click [Launch Plan].
  20. Select the "Problem" added in step 1g.
  21. Validate all the fields are populated in the section as expected, including the value populated in next to last field of the section.
  22. Click [Add New Goal].
  23. Populate all the required and desired fields in the section, except for the last two fields in the section.
  24. Repeat steps 1m -1q.
  25. Validate the results are as expected.
  26. Click [Add New Objective].
  27. Populate all the required and desired fields in the section, except for the last two fields in the section.
  28. Repeat steps 1m-1q.
  29. Validate the results are as expected.
  30. Click [Add New Intervention].
  31. Populate all the required and desired fields in the section, except for the last two fields in the section.
  32. Repeat steps 1m-1q.
  33. Validate the results are as expected.
  34. Click [Back to Plan Page].
  35. Click [Submit].
  36. Open the "Treatment Plan" form:
  37. Search and select the same client used in the prior step, in the 'Select Client' field.
  38. Select the treatment plan just filed.
  39. Validate all data enter on the main section is populated as expected.
  40. Click to the view data field in "Problems", "Goals", "Objectives" and "Interventions" sections.
  41. Validate all data filed is present, as expected.
  42. Open the "Treatment Plan" form:
  43. Create another treatment plan for the client.
  44. Fill out the Problem and Intervention sections.
  45. In the Intervention, add some "Assigned Services".
  46. Delete the services that were just entered.
  47. Validate all the service rows were deleted.
  48. Click "Back to Plan Page".
  49. At this point, you can either finalize the form or you can Click "Close Form".
Scenario 2: Problem List - Add / Edit / Void a problem
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Must have an "Active" and "Void" dictionary value defined for the 'Status (16214)' dictionary. The 'Active Status' extended dictionary data element defined for these values.
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Select the desired problem in the 'Problem' field.
  4. Select "Active" in the 'Status' field.
  5. Populate all other desired fields.
  6. Click [Save], [Yes], and [Submit].
  7. Select "Client A" and access the 'Problem List' form.
  8. Click [View/Enter Problems].
  9. Validate the problem filed in the previous steps is displayed.
  10. Select "Void" in the 'Status' field.
  11. Click [Save], [Yes], and [Submit].
  12. Select "Client A" and access the 'Problem List' form.
  13. Click [View/Enter Problems].
  14. Validate the problem is no longer displayed since it has been voided.
  15. Close the form.
Scenario 3: Treatment Plan - Verify 'Problem List'
Specific Setup:
  • A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A)
  • "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select "Plan A" and click [Edit].
  3. Right-click on the 'Plan Type' field.
  4. Validate a 'Plan Type' dialog stating: "Update Dictionary?"
  5. Click [Yes].
  6. Click [New Row].
  7. Enter any value in the 'Dictionary Code' field.
  8. Enter any value in the 'Dictionary Value' field.
  9. Select "Yes" in the 'Active' field.
  10. Click [Save].
  11. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
  12. Validate the new value is present in the 'Plan Type' field.
  13. Click on any problem in the 'Problem List' grid.
  14. Navigate to the 'DSM/ICD Code' column.
  15. Click [View].
  16. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
  17. Validate the ICD10 Description item is equal to "ICD10 description".
  18. Click [System Notes] - View button.
  19. Validate the 'Action' column is equal to "Action related to the problem".
  20. Validate the 'Date' column is equal to "Action date".
  21. Validate the 'Status' column is equal to "Status of problem".
  22. Validate the 'User' column is equal to "User logged in at time of action".
  23. Validate the 'From' column is equal to "From or option from which the action was created".
  24. Close the form.
  25. Select "Client A" and access the 'Treatment Plan' form.
  26. Create a new Treatment Plan for the 'Client A'.
  27. Click the "New Row" button for the 'Problems' field.
  28. Click the 'Problem' field and enter the desired problem and press the 'Enter' key.
  29. Validate the 'Problem search results' appears and works as expected.
  30. Select the desired value in the 'Status' field.
  31. Select all three problems to 'Include in this plan?'.
  32. Select "Draft" from the 'Treatment Plan Status' field.
  33. Click [Launch Plan].
  34. Select a problem to delete.
  35. Click [Delete Selected Item].
  36. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
  37. Complete the plan by adding the desired goals, objectives, and interventions.
  38. Click [Return To Plan].
  39. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
  40. Select "Final" from the 'Treatment Plan Status' field.
  41. Click [Submit].
Topics
• NX • Problem List • Treatment Plan
AV-93314 Summary | Details
Spreadsheet Edit Service Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Spreadsheet Edit Service Information
Scenario 1: Spreadsheet Edit Service Information - validate sorting functionality
Specific Setup:
  • Multiple clients must be defined with services filed.
Steps
  1. Access ‘Spreadsheet Edit Service Information’ form.
  2. Enter desired date in ‘Begin Date of Service’.
  3. Enter desired date in ‘End Date of Service’.
  4. Select the desired values for the remaining required fields.
  5. Click [Edit Service Information Button].
  6. Validate ‘Spreadsheet Edit Service Information’ page slides in with all data as expected.
  7. Click on ‘Client’ column header.
  8. Validate the clients are sorted alphabetically by last name.
  9. Manually enter data into 'Cost of Service' cell.
  10. Click 'Copy Cell'.
  11. Select a new row and the 'Cost of Service' field.
  12. Click 'Paste Cell'.
  13. Verify that the data pasted to the new cell.
  14. Repeat step 9 for 'Referring Provider, or other desired field.
  15. Save the table.
  16. Close the form.
Topics
• Spreadsheet Edit Service Information
AV-93319 Summary | Details
Spreadsheet Batch Remittance Posting - Validating 'Include Service Start and End Dates' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Registry Settings (PM)
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
  • Create Interim Billing Batch File
Scenario 1: Spreadsheet Batch Remittance Processing' form - Registry setting - Include Service Start and End Dates - Validating work screen
Specific Setup:
  • Registry Settings:
  • The 'Include Service Start and End Dates' registry setting is set to 'N'.
  • Admission:
  • An existing client is identified, or a new client is created.
  • Financial Eligibility:
  • Two guarantors are assigned to the client and coverage effective date is populated. Note the guarantor's code/name for all guarantors.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client and distributed to the primary guarantor. The service dates are covered in the coverage effective range.
  • Create Interim Billing Batch:
  • An Interim Billing Batch is created for the client that includes services distributed to the guarantor. Note the batch number/name.
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 description in the 'Batch Description' field.
  4. Select the interim billing batch created in 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. Click [Launch Work Screen].
  8. Verify the 'Client' field is auto populated with the client included in the interim billing batch selected.
  9. Hover over the 'Transfer Guar' field for any row.
  10. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
  11. Verify the 'Begin Date/Svc Date' and the 'End Date/Svc Code' are populated correctly with the start and end date of the services rendered to the selected client.
  12. Click '+' icon.
  13. Verify the correct services/claims displays for the client for the listed begin/end date.
  14. Update the end date from the parent/claim row.
  15. Verify the services or claims are displayed correctly after updating the end date.
Scenario 2: Spreadsheet Batch Remittance Posting - Validating payment, adjustment and transfer total - Allow Posting Of Zero Dollar Payment
Specific Setup:
  • Registry Setting:
  • Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = Yes.
  • Posting/Adjustment Codes Definition:
  • An existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • 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.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Select an episode for the selected client in the ‘Ep #’ field.
  12. Select a payer 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.
  16. Verify the ‘Liability’ field auto populated.
  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 unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the ‘Payment Amount’ field.
  21. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  22. Enter an amount in the ‘Adjust Amount’ field.
  23. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  24. Enter an amount in the ‘Transfer Amount’ field.
  25. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  26. Select a guarantor in the 'Transfer Guar' field.
  27. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  28. Verify the to row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  29. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  30. Click the ‘Accept’ button.
  31. Verify the following fields displays the values as selected.
  32. Click the ‘Submit’ button.
  33. Open The 'Client Ledger' form.
  34. Select a desired client.
  35. Select a desired episode for the client.
  36. Select desired ledger type.
  37. Click [Process].
  38. Verify the client ledger displays the transactions correctly for the client.
  39. Close the report.
  40. Close the form.
  41. Open the 'Registry Settings' form.
  42. Set the 'Allow Posting of Zero Dollar Payment' is set to 'No'.
  43. Open the 'Spreadsheet Batch Remittance Posting' form.
  44. Select ‘Create Batch’ in the 'Create, Edit Or Delete Remittance Batch' field.
  45. Enter a description in the 'Batch Description' field.
  46. Enter a date in the 'Posting Date' field.
  47. Enter a date in the 'Date Of Receipt' field.
  48. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  49. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  50. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  51. Click the ‘Launch Work Screen’ button.
  52. Enter an existing client ID in the ‘Client’ field.
  53. Select an episode for the selected client in the ‘Ep #’ field.
  54. Select a payer in the ‘Payor’ field.
  55. Select a date in the ‘Begin Date/Svc Date’ field.
  56. Select a date in the ‘End Date/Svc Code’ field.
  57. Click [+] in the first column of the row.
  58. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  59. Enter an amount in the ‘Payment Amount’ field.
  60. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  61. Enter an amount in the ‘Adjust Amount’ field.
  62. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  63. Enter an amount in the ‘Transfer Amount’ field.
  64. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  65. Select a guarantor in the 'Transfer Guar' field.
  66. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  67. Verify the to row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  68. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  69. Click the ‘Accept’ button.
  70. Verify the following fields displays the values as selected.
  71. Click the ‘Submit’ button.
  72. Open The 'Client Ledger' form.
  73. Select a desired client.
  74. Select a desired episode for the client.
  75. Select desired ledger type.
  76. Click [Process].
  77. Verify the client ledger displays the transactions correctly for the client.
  78. Close the report.
  79. Close the form.
Topics
• NX • Spreadsheet Batch Remittance Posting
AV-93390 Summary | Details
Spreadsheet Batch Remittance Posting - Default posting codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Registry Settings (PM)
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
  • Create Interim Billing Batch File
Scenario 1: Spreadsheet Batch Remittance Processing' form - Registry setting - Include Service Start and End Dates - Validating work screen
Specific Setup:
  • Registry Settings:
  • The 'Include Service Start and End Dates' registry setting is set to 'N'.
  • Admission:
  • An existing client is identified, or a new client is created.
  • Financial Eligibility:
  • Two guarantors are assigned to the client and coverage effective date is populated. Note the guarantor's code/name for all guarantors.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client and distributed to the primary guarantor. The service dates are covered in the coverage effective range.
  • Create Interim Billing Batch:
  • An Interim Billing Batch is created for the client that includes services distributed to the guarantor. Note the batch number/name.
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 description in the 'Batch Description' field.
  4. Select the interim billing batch created in 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. Click [Launch Work Screen].
  8. Verify the 'Client' field is auto populated with the client included in the interim billing batch selected.
  9. Hover over the 'Transfer Guar' field for any row.
  10. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
  11. Verify the 'Begin Date/Svc Date' and the 'End Date/Svc Code' are populated correctly with the start and end date of the services rendered to the selected client.
  12. Click '+' icon.
  13. Verify the correct services/claims displays for the client for the listed begin/end date.
  14. Update the end date from the parent/claim row.
  15. Verify the services or claims are displayed correctly after updating the end date.
Scenario 2: Spreadsheet Batch Remittance Posting - Validating payment, adjustment and transfer total - Allow Posting Of Zero Dollar Payment
Specific Setup:
  • Registry Setting:
  • Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = Yes.
  • Posting/Adjustment Codes Definition:
  • An existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • 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.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Select an episode for the selected client in the ‘Ep #’ field.
  12. Select a payer 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.
  16. Verify the ‘Liability’ field auto populated.
  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 unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the ‘Payment Amount’ field.
  21. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  22. Enter an amount in the ‘Adjust Amount’ field.
  23. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  24. Enter an amount in the ‘Transfer Amount’ field.
  25. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  26. Select a guarantor in the 'Transfer Guar' field.
  27. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  28. Verify the to row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  29. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  30. Click the ‘Accept’ button.
  31. Verify the following fields displays the values as selected.
  32. Click the ‘Submit’ button.
  33. Open The 'Client Ledger' form.
  34. Select a desired client.
  35. Select a desired episode for the client.
  36. Select desired ledger type.
  37. Click [Process].
  38. Verify the client ledger displays the transactions correctly for the client.
  39. Close the report.
  40. Close the form.
  41. Open the 'Registry Settings' form.
  42. Set the 'Allow Posting of Zero Dollar Payment' is set to 'No'.
  43. Open the 'Spreadsheet Batch Remittance Posting' form.
  44. Select ‘Create Batch’ in the 'Create, Edit Or Delete Remittance Batch' field.
  45. Enter a description in the 'Batch Description' field.
  46. Enter a date in the 'Posting Date' field.
  47. Enter a date in the 'Date Of Receipt' field.
  48. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  49. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  50. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  51. Click the ‘Launch Work Screen’ button.
  52. Enter an existing client ID in the ‘Client’ field.
  53. Select an episode for the selected client in the ‘Ep #’ field.
  54. Select a payer in the ‘Payor’ field.
  55. Select a date in the ‘Begin Date/Svc Date’ field.
  56. Select a date in the ‘End Date/Svc Code’ field.
  57. Click [+] in the first column of the row.
  58. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  59. Enter an amount in the ‘Payment Amount’ field.
  60. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  61. Enter an amount in the ‘Adjust Amount’ field.
  62. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  63. Enter an amount in the ‘Transfer Amount’ field.
  64. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  65. Select a guarantor in the 'Transfer Guar' field.
  66. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  67. Verify the to row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  68. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  69. Click the ‘Accept’ button.
  70. Verify the following fields displays the values as selected.
  71. Click the ‘Submit’ button.
  72. Open The 'Client Ledger' form.
  73. Select a desired client.
  74. Select a desired episode for the client.
  75. Select desired ledger type.
  76. Click [Process].
  77. Verify the client ledger displays the transactions correctly for the client.
  78. Close the report.
  79. Close the form.
Scenario 3: Spreadsheet Batch Remittance Posting - Validating Default Posting Codes using remittance batch
Specific Setup:
  • Posting/Adjustment Codes Definition:
  • An existing posting codes is identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client's id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified, or a new guarantor is created to assign to the client. Note the guarantor's code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • Remittance Batch:
  • An existing remittance batch is identified. Note the remittance batch number.
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.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Select an episode for the selected client in the ‘Ep #’ 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.
  16. Verify the ‘Liability’ field auto populated.
  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 unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the ‘Payment Amount’ field.
  21. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  22. Enter an amount in the ‘Adjust Amount’ field.
  23. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  24. Enter an amount in the ‘Transfer Amount’ field.
  25. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  26. Select a guarantor in the 'Transfer Guar' field.
  27. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  28. Click the 'Accept' button.
  29. Verify the 'Default Guarantor' displays the default guarantor selected in above steps.
  30. Verify the 'Default Payment Code' displays the default Payment Code selected in above steps.
  31. Verify the 'Default Adjustment Code' field displays the default Adjustment Code selected in above steps.
  32. In the Default Transfer Code field displays the default Transfer Code selected in above step.
  33. In the Default Trans. To Guarantor field displays the default Transfer Guar selected in above steps.
  34. Click the 'Submit' button.
  35. Open the 'Spreadsheet Batch Remittance Posting' form.
  36. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  37. Enter a description in the 'Batch Description' field.
  38. Enter a date in the 'Posting Date' field.
  39. Enter a date in the 'Date Of Receipt' field.
  40. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  41. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  42. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  43. Click the ‘Launch Work Screen’ button.
  44. Enter an ID in the ‘Client’ field.
  45. Select an episode for the selected client in the ‘Ep #’ field.
  46. Select a payor in the ‘Payor’ field.
  47. Select a date in the ‘Begin Date/Svc Date’ field.
  48. Select a date in the ‘End Date/Svc Code’ field.
  49. Verify the ‘Total Charges’ field auto populated.
  50. Verify the ‘Liability’ field auto populated.
  51. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  52. Click [+] in the first column of the row.
  53. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  54. Enter an amount in the ‘Payment Amount’ field.
  55. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  56. Enter an amount in the ‘Adjust Amount’ field.
  57. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  58. Enter an amount in the ‘Transfer Amount’ field.
  59. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  60. Select a guarantor in the 'Transfer Guar' field.
  61. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  62. Click the 'Cancel' button.
  63. Verify the 'Default Guarantor' displays the default guarantor selected in above steps.
  64. Verify the 'Default Payment Code' displays the default Payment Code selected in above steps.
  65. Verify the 'Default Adjustment Code' field displays the default Adjustment Code selected in above steps.
  66. In the Default Transfer Code field displays the default Transfer Code selected in above step.
  67. In the Default Trans. To Guarantor field displays the default Transfer Guar selected in above steps.
  68. Click the 'Discard' button.
Topics
• NX • Spreadsheet Batch Remittance Posting • Spreadsheet Remittance Posting
AV-94098 Summary | Details
Spreadsheet Batch Remittance Posting - Work Screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Registry Settings (PM)
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
  • Create Interim Billing Batch File
Scenario 1: Spreadsheet Batch Remittance Processing' form - Registry setting - Include Service Start and End Dates - Validating work screen
Specific Setup:
  • Registry Settings:
  • The 'Include Service Start and End Dates' registry setting is set to 'N'.
  • Admission:
  • An existing client is identified, or a new client is created.
  • Financial Eligibility:
  • Two guarantors are assigned to the client and coverage effective date is populated. Note the guarantor's code/name for all guarantors.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client and distributed to the primary guarantor. The service dates are covered in the coverage effective range.
  • Create Interim Billing Batch:
  • An Interim Billing Batch is created for the client that includes services distributed to the guarantor. Note the batch number/name.
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 description in the 'Batch Description' field.
  4. Select the interim billing batch created in 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. Click [Launch Work Screen].
  8. Verify the 'Client' field is auto populated with the client included in the interim billing batch selected.
  9. Hover over the 'Transfer Guar' field for any row.
  10. Verify a mini-table containing a list of guarantors that are assigned to the client's episode via 'Financial Eligibility' (excluding the current guarantor), that are active for the selected date of service, in the same order as they appear in 'Financial Eligibility'.
  11. Verify the 'Begin Date/Svc Date' and the 'End Date/Svc Code' are populated correctly with the start and end date of the services rendered to the selected client.
  12. Click '+' icon.
  13. Verify the correct services/claims displays for the client for the listed begin/end date.
  14. Update the end date from the parent/claim row.
  15. Verify the services or claims are displayed correctly after updating the end date.
Scenario 2: Spreadsheet Batch Remittance Posting - Validating payment, adjustment and transfer total - Allow Posting Of Zero Dollar Payment
Specific Setup:
  • Registry Setting:
  • Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = Yes.
  • Posting/Adjustment Codes Definition:
  • An existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • 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.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Select an episode for the selected client in the ‘Ep #’ field.
  12. Select a payer 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.
  16. Verify the ‘Liability’ field auto populated.
  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 unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the ‘Payment Amount’ field.
  21. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  22. Enter an amount in the ‘Adjust Amount’ field.
  23. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  24. Enter an amount in the ‘Transfer Amount’ field.
  25. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  26. Select a guarantor in the 'Transfer Guar' field.
  27. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  28. Verify the to row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  29. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  30. Click the ‘Accept’ button.
  31. Verify the following fields displays the values as selected.
  32. Click the ‘Submit’ button.
  33. Open The 'Client Ledger' form.
  34. Select a desired client.
  35. Select a desired episode for the client.
  36. Select desired ledger type.
  37. Click [Process].
  38. Verify the client ledger displays the transactions correctly for the client.
  39. Close the report.
  40. Close the form.
  41. Open the 'Registry Settings' form.
  42. Set the 'Allow Posting of Zero Dollar Payment' is set to 'No'.
  43. Open the 'Spreadsheet Batch Remittance Posting' form.
  44. Select ‘Create Batch’ in the 'Create, Edit Or Delete Remittance Batch' field.
  45. Enter a description in the 'Batch Description' field.
  46. Enter a date in the 'Posting Date' field.
  47. Enter a date in the 'Date Of Receipt' field.
  48. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  49. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  50. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  51. Click the ‘Launch Work Screen’ button.
  52. Enter an existing client ID in the ‘Client’ field.
  53. Select an episode for the selected client in the ‘Ep #’ field.
  54. Select a payer in the ‘Payor’ field.
  55. Select a date in the ‘Begin Date/Svc Date’ field.
  56. Select a date in the ‘End Date/Svc Code’ field.
  57. Click [+] in the first column of the row.
  58. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  59. Enter an amount in the ‘Payment Amount’ field.
  60. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  61. Enter an amount in the ‘Adjust Amount’ field.
  62. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  63. Enter an amount in the ‘Transfer Amount’ field.
  64. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  65. Select a guarantor in the 'Transfer Guar' field.
  66. Verify the ‘New Balance’ field is updated with the balance after all amounts are updated.
  67. Verify the to row (claim row) for total of 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  68. Verify the bottom row for total of 'Payment Amount', 'Adjustment Amount' and 'Transfer Amount' updated correctly.
  69. Click the ‘Accept’ button.
  70. Verify the following fields displays the values as selected.
  71. Click the ‘Submit’ button.
  72. Open The 'Client Ledger' form.
  73. Select a desired client.
  74. Select a desired episode for the client.
  75. Select desired ledger type.
  76. Click [Process].
  77. Verify the client ledger displays the transactions correctly for the client.
  78. Close the report.
  79. Close the form.
Scenario 3: Spreadsheet Batch Remittance Posting - Validating Default Posting Codes using remittance batch
Specific Setup:
  • Posting/Adjustment Codes Definition:
  • An existing posting codes is identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client's id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified, or a new guarantor is created to assign to the client. Note the guarantor's code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • Remittance Batch:
  • An existing remittance batch is identified. Note the remittance batch number.
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.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Select an episode for the selected client in the ‘Ep #’ 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.
  16. Verify the ‘Liability’ field auto populated.
  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 unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the ‘Payment Amount’ field.
  21. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  22. Enter an amount in the ‘Adjust Amount’ field.
  23. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  24. Enter an amount in the ‘Transfer Amount’ field.
  25. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  26. Select a guarantor in the 'Transfer Guar' field.
  27. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  28. Click the 'Accept' button.
  29. Verify the 'Default Guarantor' displays the default guarantor selected in above steps.
  30. Verify the 'Default Payment Code' displays the default Payment Code selected in above steps.
  31. Verify the 'Default Adjustment Code' field displays the default Adjustment Code selected in above steps.
  32. In the Default Transfer Code field displays the default Transfer Code selected in above step.
  33. In the Default Trans. To Guarantor field displays the default Transfer Guar selected in above steps.
  34. Click the 'Submit' button.
  35. Open the 'Spreadsheet Batch Remittance Posting' form.
  36. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  37. Enter a description in the 'Batch Description' field.
  38. Enter a date in the 'Posting Date' field.
  39. Enter a date in the 'Date Of Receipt' field.
  40. Enter payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  41. Enter adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  42. Enter transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  43. Click the ‘Launch Work Screen’ button.
  44. Enter an ID in the ‘Client’ field.
  45. Select an episode for the selected client in the ‘Ep #’ field.
  46. Select a payor in the ‘Payor’ field.
  47. Select a date in the ‘Begin Date/Svc Date’ field.
  48. Select a date in the ‘End Date/Svc Code’ field.
  49. Verify the ‘Total Charges’ field auto populated.
  50. Verify the ‘Liability’ field auto populated.
  51. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  52. Click [+] in the first column of the row.
  53. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  54. Enter an amount in the ‘Payment Amount’ field.
  55. Validate the 'Payment Code' cell defaulted to the default payment code defined.
  56. Enter an amount in the ‘Adjust Amount’ field.
  57. Validate the 'Adjustment Code' cell defaulted to the default adjustment code defined.
  58. Enter an amount in the ‘Transfer Amount’ field.
  59. Validate the 'Transfer Code' cell defaulted to the default transfer code defined.
  60. Select a guarantor in the 'Transfer Guar' field.
  61. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  62. Click the 'Cancel' button.
  63. Verify the 'Default Guarantor' displays the default guarantor selected in above steps.
  64. Verify the 'Default Payment Code' displays the default Payment Code selected in above steps.
  65. Verify the 'Default Adjustment Code' field displays the default Adjustment Code selected in above steps.
  66. In the Default Transfer Code field displays the default Transfer Code selected in above step.
  67. In the Default Trans. To Guarantor field displays the default Transfer Guar selected in above steps.
  68. Click the 'Discard' button.
Topics
• NX • Spreadsheet Batch Remittance Posting • Spreadsheet Remittance Posting

RADplus_Client_Update_3392-006_Details.csv