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RADplus Client Update 3392-007 Acceptance Tests

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AV-56293 Summary | Details
Order Entry Console - 'Taper/Titration' order with default Special/Addl Instructions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • Frequency Code Setup
  • Order Code Setup
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes"
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B)
  • A pharmacy-type order code must exist with 'Default Special/Additional Instructions' of "Please take with water and food". (Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Create a 'Taper/Titrate' order with 2 steps for "Order Code A".
  3. Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
  4. Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
  5. Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the 'Scratchpad'.
  6. Select the first order in the scratchpad.
  7. Validate the 'First Dose Date' field is equal to the current date
  8. Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
  10. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
  11. Click [Cancel Update] and [Sign].
  12. Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "(Step 1 of 2 steps) Please take with water and food" and the other with 'Addl Instructions' set to "(Step 2 of 2 steps) Please take with water and food".
  13. Navigate to the 'eMAR' tab.
  14. Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time.
  15. Set the 'Administration Date' field to tomorrow's date and click [Refresh].
  16. Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100".
Scenario 2: OE NX - Admission Med Reconciliation - Taper/Titration - Order Code with Default Special/Additional Instructions
Specific Setup:
  • A pharmacy-type order code must exist with 'Default Special/Additional Instructions' of "Please take with water and food". (Order Code A)
  • A client must have an active episode whose program or unit are configure in the 'External Pharmacy Setup' form with no active orders. (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 check off the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  3. Click the 'Admission Reconciliation' tab.
  4. Create a Taper/Titrate order with 3 steps for "Order Code A".
  5. Click [Add to Scratchpad].
  6. Validate the first order appears as "Prednisone 5 MG Tablet Oral 3 Tablet, 3 TIMES A DAY Addl Instructions (1 of 3 steps) Please take with water and food" with a red flag in the 'Action' column.
  7. Validate the second order appears as "Prednisone 5 MG Tablet Oral 2 Tablet, 3 TIMES A DAY Addl Instructions (2 of 3 steps) Please take with water and food" with a red flag in the 'Action' column.
  8. Validate the third order appears as "Prednisone 5 MG Tablet Oral 1 Tablet, Daily - 12:00 PM Addl Instructions (3 of 3 steps) Please take with water and food" with a red flag in the 'Action' column.
  9. Select the first order in the 'Scratchpad'.
  10. Populate any required fields and click [Update Order].
  11. Select the second order in the 'Scratchpad'.
  12. Populate any required fields and click [Update Order].
  13. Select the third order in the 'Scratchpad'.
  14. Populate any required fields and click [Update Order] and [Reconcile and Review].
  15. Validate an 'Interactions' dialog is displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Final Review' dialog is displayed.
  18. Select "None" in the 'Output' field for the first order in the list of orders and validate that the remaining 2 orders also have "None" selected and click [Sign].
  19. Validate three orders are displayed in the 'Order grid' for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "(Step 1 of 2 steps) Please take with water and food", second with 'Addl Instructions' set to "(Step 2 of 2 steps) Please take with water and food", and third with "(Step 1 of 3 steps) Please take with water and food".
Topics
• Avatar eMAR • eMAR • NX • Order Entry Console
AV-63995 Summary | Details
Orders This Episode - non-pharmacy open ended 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 - Orders This Episode - Non-pharmacy open ended orders
Specific Setup:
  • A lab-type order code must exist. (Complete Blood Count)
  • A dietary-type order code must exist. (Full Liquid Diet)
  • A imaging-type order code must exist. (CAT SCAN)
  • 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" in the 'New Order' field..
  3. Validate the 'Start Date' and 'Start Time' fields contain the current date and time.
  4. Validate the 'Stop Date' and 'Stop Time' fields are not required and do not contain a value.
  5. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  6. Validate the 'Order grid' contains an order for "Complete Blood Count".
  7. Search for and select "Full Liquid Diet" from the 'New Order' field.
  8. Validate the 'Start Date' and 'Start Time' fields contain the current date and time.
  9. Validate the 'Stop Date' and 'Stop Time' fields are not required and do not contain a value.
  10. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "Full Liquid Diet".
  12. Search for and select "CAT SCAN" from the 'New Order' field.
  13. Validate the 'Start Date' and 'Start Time' fields contain the current date and time.
  14. Validate the 'Stop Date' and 'Stop Time' fields are not required and do not contain a value.
  15. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  16. Validate the 'Order grid' contains 3 orders for "Complete Blood Count", "Full Liquid Diet", and "CAT SCAN".
Topics
• Order Entry Console
AV-78406 Summary | Details
Discharge Med Reconciliation - 'Restart Reconciliation' button enabled.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Warning Dialog - Age/Problem
  • Remove Completed Medication Reconciliation
Scenario 1: OE NX - OE Console - Complete Admission Med Reconciliation, Remove Complete Admission Med Reconciliation, Complete Discharge Med Reconciliation and Remove Completed Discharge Med Reconciliation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • Please log out and log back in after the configuration. Note: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • 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. Access the Order Entry Console for "Client A".
  2. Click the 'Admission Reconciliation' tab.
  3. Search for "Advil" and clear out the value in the 'New Order' field before the search has completed.
  4. Validate the 'New Order' field is blank.
  5. Search for and select "ADVIL 200 MG TABLET ORAL" in the 'New Order' field.
  6. Populate all required fields.
  7. Click [Add to Scratchpad] and then [Reconcile and Review].
  8. Validate the 'Final Review' dialog is displayed and click [Sign].
  9. Click the 'Discharge Med Reconciliation' tab.
  10. Select the "ADVIL 200 MG TABLET ORAL" order created from the 'Inpatient Medications' grid.
  11. Click [Do Not Add].
  12. Search for "prednisone" in the 'New Order' field and clear out the value before the search has completed.
  13. Validate the 'New Order' field is blank.
  14. Search for and select "predniSONE 5 MG ORAL Tablet" in the 'New Order' field
  15. Populate all required fields and click [Add to Scratchpad].
  16. Click [Restart Reconciliation].
  17. Validate a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?".
  18. Click [No].
  19. Validate that [Restart Reconciliation] is enabled.
  20. Click [Review and Sign], and [Sign].
  21. Click the 'Orders This Episode' tab.
  22. Validate the 'Order grid' contains "ADVIL ORAL TABLET 2 Tablet, TWICE A DAY".
  23. Click the 'Home Medications' tab.
  24. Validate the 'Order Grid' contains "predniSONE 5 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
  25. Open the 'Remove Completed Medication Reconciliation' form.
  26. Set the 'Select Client' field to "Client A".
  27. Select 'Admission' from the 'Admission or Discharge Reconciliation' field and click [Delete Medication Reconciliation].
  28. Validate a message displays stating "This Medication Reconciliation has already been completed and activated. Deleting this Medication Reconciliation will allow it to be re-done, based on now-current order data, but will not remove any orders that were created or revert any orders that were updated as a result of it having already been completed/activated. Any such previously-created and updated orders must be managed manually. Are you sure that you want to continue?" and click [Yes].
  29. Validate a message displays stating "The indicated Medication Reconciliation has been removed" and click [OK].
  30. Select 'Discharge' From the 'Admission or Discharge Reconciliation' field and click [Delete Medication Reconciliation].
  31. Validate a message displays stating "This Medication Reconciliation has already been completed and activated. Deleting this Medication Reconciliation will allow it to be re-done, based on now-current order data, but will not remove any orders that were created or revert any orders that were updated as a result of it having already been completed/activated. Any such previously-created and updated orders must be managed manually. Are you sure that you want to continue?" and click [Yes].
  32. Close the form.
  33. Access the Order Entry Console for "Client A".
  34. Click the 'Home Medications' tab.
  35. Validate the 'Order Grid' contains "predniSONE 5 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
  36. Click 'Orders This Episode'.
  37. Validate the 'Order Grid' contains "ADVIL ORAL TABLET 2 Tablet, TWICE A DAY".
  38. Click the 'Admission Reconciliation' tab.
  39. Validate the 'Admission Med Reconciliation' tab is not in view-only mode.
  40. Click the 'Discharge Med Reconciliation' tab.
  41. Validate the 'Discharge Med Reconciliation' tab is not in view-only mode.
Topics
• NX • Order Entry Console
AV-81157 Summary | Details
eMAR - Client Allergies information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • BedBoard
  • CareFabric Monitor
  • Current Medication Profile
  • eMAR
  • HL7 Connection Monitor
  • Launch OrderConnect
  • Medical Note
  • Orders This Episode
Scenario 1: Uncoded Allergies
Specific Setup:
  • A client must be admitted to an inpatient episode with no allergies existing. (Client A)
  • "Client A" must be associated with a user role. (HomeviewCLINICIAN)
  • Two users must exist. One that is associated with a user role (User A) and one who is not. (User B)
  • The 'Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Allow Access to Uncoded Allergies' registry setting must be set to "HomeviewCLINICIAN".
  • Please log out of the application and log back in after completing the above configuration.
  • Make note of the 'Unit' and 'Room' associated with "Client A".
  • "User A" must be logged into the application.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Validate that no values are selected in the 'Known Medications Allergies' and 'Known Food Allergies' fields.
  3. Click [Update].
  4. Click [New Row] and add a row for "BASIC CARE IBUPROFEN" with the following 'Comment' of "do not administer ibuprofen".
  5. Click [New Row] and add a row for "Uncoded Drug (Uncoded-Drug)" with the following 'Comment' of "Uncoded Drug- Prozatec".
  6. Click [New Row] and add a row for "Uncoded Environmental (Uncoded-Envr)" with the following 'Comment' of "Uncoded Environment - Thunderstorm".
  7. Click [New Row] and add a row for "Uncoded Food (Uncoded-Food)" with the following 'Comment' of "Uncoded Food - Peanut oil".
  8. Click [Save].
  9. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected.
  10. Validate the 'Known Food Allergies' field is disabled and has "Yes" selected.
  11. Click [Submit].
  12. Access the 'Allergies and Hypersensitivities' form.
  13. Validate the 'Client Information' banner contains "Allergies (4) 1) BASIC CARE IBUPROFEN - Confirmed 2) Uncoded Drug: Uncoded Drug- Prozatec - Confirmed 3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Confirmed 4) Uncoded Food: Uncoded Food - Peanut oil - Confirmed".
  14. Click [Display] in the 'Allergies and Hypersensitivities' form and validate a 'Client Allergies/Hypersensitivities' report is displayed and includes all of the information entered in the 'Allergies and Hypersensitivities' form and close the report and the form.
  15. Open the Client Dashboard and validate the 'Client Information' banner contains "Allergies (4) 1) BASIC CARE IBUPROFEN - Confirmed 2) Uncoded Drug: Uncoded Drug- Prozatec - Confirmed 3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Confirmed 4) Uncoded Food: Uncoded Food - Peanut oil - Confirmed" and click [Close].
  16. Access "Med Note" and click "Allergies" on the 'Facesheet' tab.
  17. Validate the following are displayed:
  18. BASIC CARE IBUPROFEN
  19. Uncoded Drug: Uncoded Drug - Prozatec
  20. Uncoded Environmental: Uncoded Environment - Thunderstorm
  21. Uncoded Food: Uncoded Food - Peanut oil
  22. Click [Reviewed with Client].
  23. Select the 'BedBoard' widget.
  24. Click the unit associated with "Client A".
  25. Select "Client A" under the appropriate room number.
  26. Validate that under 'Allergies" that the following is displayed: "BASIC CARE IBUPROFEN (Severity);Uncoded Drug (Severity);Uncoded Environmental (Severity);Uncoded Food (Severity)" and click [Cancel].
  27. Access the Order Entry Console.
  28. Validate the 'Client Information' banner contains the following: "Allergies (4)↳Allergies Reviewed=Yes (Date Reviewed) ↳1) BASIC CARE IBUPROFEN - Status ↳2) Uncoded Drug: Uncoded Drug- Prozatec - Status ↳3) Uncoded Environmental: Uncoded Environment - Thunderstorm - Status ↳4) Uncoded Food: Uncoded Food - Peanut oil - Status".
  29. Search for and select "BASIC CARE IBUPROFEN" in the 'New Order' field.
  30. Validate a warning indicator and "At least one warning has been found with this order" appears under the 'New Order' field.
  31. Click the link and validate the following is displayed in the 'Interactions' dialog on the 'Interactions' tab:
  32. Uncoded Allergies Filed Warning: The following uncoded allergies are on file for TESTA,ALLERGY (Client ID: 1468): Uncoded Drug: Uncoded Drug- Prozatec, Uncoded Environmental: Uncoded Environment - Thunderstorm, Uncoded Food: Uncoded Food - Peanut oil. These allergies will be not be screened for drug interactions. Allergy Interaction(s) Reaction Severity Filter Level being used: # Drug: BASIC CARE IBUPROFEN 100 MG ORAL TABLET, CHEWABLE Allergen: BASIC CARE IBUPROFEN Description: BASIC CARE IBUPROFEN Screening Message: A history of hypersensitivity to the following substance has been noted for this patient: BASIC CARE IBUPROFEN. There was an experienced reaction of the reactions selected (Reaction Severity: severity selected).
  33. Click [Close].
  34. Access the 'CareFabric Monitor' form.
  35. Select the current date in the 'From Date' and 'Through Date' fields.
  36. Search for and select "Client A" in the 'Client ID' field.
  37. Search for "allergycreated" in the 'Event/Action Search' field and select "Allergy/Created Out".
  38. Validate "Allergy/Created" is displayed and checked off in the 'Select Event/Actions' field.
  39. Click [View Activity Log].
  40. Validate that 4 rows are selected
  41. Click the 1st 'Click To View Record' link and validate that "name":"BASIC CARE IBUPROFEN" is displayed and click the 'Main Report' tab.
  42. Click the 2nd 'Click To View Record' link and validate that "name":"Uncoded Drug: Uncoded Drug- Prozatec" is displayed and click the 'Main Report' tab.
  43. Click the 3rd 'Click To View Record' link and validate that "name":"Uncoded Environmental: Uncoded Environment - Thunderstorm" is displayed and click the 'Main Report' tab.
  44. Click the 4th 'Click To View Record' link and validate that "name":"Uncoded Food: Uncoded Food - Peanut oil" is displayed and click [Close Report] and close form.
  45. Access the 'Launch OrderConnect' form.
  46. Click [Launch OrderConnect Prescriptions].
  47. Validate the 'Known Allergies' section contains: "BASIC CARE IBUPROFEN, Uncoded Drug: Uncoded Drug - Prozatec, Uncoded Environmental: Uncoded Environment - Thunderstorm, and Uncoded Food: Uncoded Food - Peanut oil" and click [Close Chart] and close form.
  48. Log out of the application and log back in as "User B".
  49. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  50. Click [Update] and [New Row].
  51. In the 5th 'Allergen/Reactant' cell search for "Uncoded" and press Tab.
  52. Validate a message is displayed stating: "Allergen/Reactant Code Not Found. No Allergen/Reactant code or Allergen/Reactant code description matches 'UNCODED'." and click [OK] and [Close/Cancel].
  53. Validate a message is displayed stating "You have made changes to the table. Are you sure you want to cancel and lose these changes?" and click [Yes] and close the form.
Topics
• Allergies and Hypersensitivities
AV-87121 Summary | Details
Order Entry Console - Interactions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Entry Console - Interactions
  • Order Entry Console - Warning Dialog - Age/Problem
  • Order Entry Console - Warning Dialog - Consent
  • Order Entry Console - Warning Dialog - Non-Formulary
  • Orders This Episode
Scenario 1: OE NX - Alert Interaction 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.
  • an order code for Advil must have the following set in the 'Order Code Setup' form: (Order Code A)
  • 'Require Consent' = "Yes".
  • 'Alert When Client is Below Age' = "An age older than "Client A"".
  • 'Is this Medication a Formulary Item?' = "No".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Warfarin Sodium et COUMADIN 2.5 MG ORAL" from the 'New Order' field.
  3. Fill out all required fields and click [Add to Scratchpad].
  4. Search for and select "Order Code A" from the 'New Order' field.
  5. Fill out all required fields and click [Add to Scratchpad].
  6. Click [Sign].
  7. Validate the 'Warning' dialog is displayed.
  8. Validate there is an 'Interaction' tab that contains a Drug Interaction for "Order Code A" and "Warfarin Sodium et COUMADIN 2.5 MG ORAL".
  9. Validate there is a 'Consent' tab for "Order Code A".
  10. Validate there is a 'Non-Formulary' tab for "Order Code A".
  11. Validate there is an 'Age and Problem Alert' tab for "Order Code A".
  12. Set the 'Notes' field for all tabs to any value and click [Save Override and Exit]
  13. Validate the 'Order grid' contains an order for "Order Code A" and "Warfarin Sodium et COUMADIN 2.5 MG ORAL".
Topics
• Order Entry Console
AV-93029 Summary | Details
Treatment Plan - Interventions
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • The client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
  • Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled.
  • Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Populate any other required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Select the desired value in the 'Problem Code' field.
  10. Enter the desired value in the 'Problem' field.
  11. Select the desired value in the 'Status (Problem List)' field.
  12. Select the desired value in the 'Status' field.
  13. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
  14. Click [Add New Intervention].
  15. Enter any value in the 'Intervention' field.
  16. Select any value from the 'Status' field.
  17. Click [Add Service] in the 'Assigned Services' field.
  18. Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  19. Select the desired value in the 'Service Program' field.
  20. Select the desired value in the 'Service Code' field.
  21. Click [Add New Intervention] to add a second intervention.
  22. Enter any value in the 'Intervention' field.
  23. Select any value from the 'Status' field.
  24. Click [Add Service] in the 'Assigned Services' field.
  25. Navigate back to the first intervention added.
  26. Validate the 'Assigned Services' grid contains the previously entered values.
  27. Select the second intervention and click [Delete Selected Item].
  28. Validate a message is displayed stating: Item Deleted.
  29. Click [OK].
  30. Validate the second intervention is no longer displayed.
  31. Click [Back To Plan Page].
  32. Select "Final" in the 'Treatment Plan Status' field and then switch back to "Draft".
  33. Click [Launch Plan].
  34. Select the previously created intervention.
  35. Validate the 'Service Program' and 'Service Code' fields display as expected.
  36. Select any value in the 'Frequency' field.
  37. Select any value in the 'Duration' field.
  38. Enter any value in the 'Amount' field.
  39. Select any value in the 'Service Mode' field.
  40. Select any value in the 'Place of Service field.
  41. Enter any value in the 'Agency and Staff Responsible' field.
  42. Click [Add Service] in the 'Assigned Services' field.
  43. Populate all desired fields.
  44. Click [Back To Plan Page] and [Submit].
  45. Select "Client A" and access the 'Treatment Plan' form.
  46. Click to edit the row just submitted.
  47. Click [Launch Plan].
  48. Click the 'Interventions' item on the plan tree.
  49. Validate all previously filed values are displayed.
  50. Click [Add New Intervention].
  51. Enter any value in the 'Intervention' field.
  52. Select any value from the 'Status' field.
  53. In the 'Assigned Services' grid, click [Copy Service].
  54. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted.
  55. Click [OK].
  56. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected.
  57. Click [Copy Service].
  58. Validate that the service previously copied is disabled and select the remaining service.
  59. Validate the services display as expected and neither are duplicated.
  60. Click [Back to Plan Page].
  61. Select "Final" in the 'Treatment Plan Status' field.
  62. Click [Submit].
  63. Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
  64. Click [Accept].
  65. Enter the password associated with the logged in user and click [Verify].
Topics
• Treatment Plan
AV-93540 Summary | Details
Orders This Episode - Start Date prompt received when copying an order in external pharmacy mode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Lab Orders - Facility Staff will Collect - New, Copy, Modify, Print and Discontinue
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "Yes" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must have an 'External Lab Vendor Destination' associated with it in the 'Order Code Setup' form. (Complete Blood Count with Differential).
  • 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.
  • 'CBCD' must be included in an Order Group. (Order Group A).
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. Check the checkbox next to the order code for "Complete Blood Count with Differential" and click [Add to Scratchpad].
  4. Validate the 'Scratchpad' contains an order for "Complete Blood Count with Differential" with no red flag in the 'Action' column.
  5. Click the order in the 'Scratchpad'.
  6. Select the "Facility Staff will Collect" Radio button.
  7. Select "Baptist" from the 'External Lab Vendor Destination' field and click [Sign].
  8. Select the order and click [Modify].
  9. Validate the 'External Lab Vendor Destination' field is equal to "Baptist".
  10. Validate the 'Priority' option is equal to "Routine".
  11. Validate the 'Start Date' field is equal to "Current Date".
  12. Validate the 'Start Time' field is equal to "Current time".
  13. Click [Custom] next to the 'Dose Frequency' field.
  14. Check the 'Daily' checkbox, input "any time" in the first four 'Scheduled Administration Time' fields and click [Save].
  15. Select the "Lab vendor Staff will Collect" Radio button.
  16. Click [View] next to 'Reason', check the "For Safety" checkbox and click [Save].
  17. Click [Add to Scratchpad] and [Sign].
  18. Validate the 'Order grid' contains an order for "Complete Blood Count with Differential ".
  19. Select the order and click [Copy].
  20. Select the "Facility Staff will Collect" Radio button.
  21. Click [View] next to 'Reason', check the "For Agitation" checkbox and click [Save].
  22. Validate the 'External Lab Vendor Destination' field is equal to "Baptist".
  23. Validate the 'Priority' option is equal to "Routine".
  24. Validate the 'Start Date' field is equal to "Current Date".
  25. Validate the 'Start Time' field is equal to "Current time".
  26. Click [Add to Scratchpad] and [Sign].
  27. Validate the 'Order grid' contains two orders for "Complete Blood Count with Differential".
  28. Select the first order and click [Print].
  29. Validate a new window with printing information is displayed, and then exit the new window.
  30. Search for and select "Complete Blood Count with Differential" in the 'New Order' field.
  31. Validate the 'External Lab Vendor Destination' field is equal to "Baptist".
  32. Validate the 'Priority' option is equal to "Routine".
  33. Validate the 'Start Date' field is equal to "Current Date".
  34. Validate the 'Start Time' field is equal to "Current time".
  35. Select the "Facility Staff will Collect" Radio button.
  36. Click [View] next to 'Reason', check the "For agitation" checkbox and click [Save].
  37. Validate the 'Scratchpad' contains an order for "Complete Blood Count with Differential" with no red flag in the 'Action' column.
  38. Hold the Control Key and click all of the orders in the 'Order Grid', then click [D/C], [Add to Scratchpad] and [Sign].
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 - Order Entry Console (Orders This Episode) - Copy and Modify - external pharmacy mode
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 a pharmacy-type order code that is a non-controlled substance.
  3. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  4. An 'Interactions' dialog may be displayed.
  5. Override all interactions and click [Save Override and Exit] and click [Sign].
  6. Validate the 'Order grid' contains the new order.
  7. Select the order and click [Modify].
  8. Set the 'Dose' field to a different value and click [Add to Scratchpad] and [Final Review].
  9. An 'Interactions' dialog may be displayed.
  10. Override all interactions and click [Save Override and Exit] and click [Sign].
  11. Validate the 'Order grid' contains the new order with the updated 'Dose'.
  12. Select the order and click [Copy].
  13. 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.)".
  14. Click [Yes]
  15. Validate the 'Start Date' field contains the 'Stop Date' of the original order.
  16. Click [Add to Scratchpad] and [Final Review].
  17. An 'Interactions' dialog may be displayed.
  18. Override all interactions and click [Save Override and Exit] and click [Sign].
  19. Validate the 'Order grid' contains two orders.
Scenario 4: OE NX - Orders This Episode - Copy a Schedule II controlled substance Interval order - external pharmacy mode
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 "DEMEROL (MEPERIDINE HYDROCHLORIDE) 100 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  4. An 'Interactions' dialog may be displayed.
  5. Override all interactions and click [Save Override and Exit] and click [Sign].
  6. Validate the 'Order grid' contains "DEMEROL (MEPERIDINE HYDROCHLORIDE) 100 MG TABLET ORAL (Schedule II)" order.
  7. Select the "DEMEROL (MEPERIDINE HYDROCHLORIDE) 100 MG TABLET ORAL (Schedule II)" order and click [Copy].
  8. 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.)".
  9. Click [Yes]
  10. Validate the 'Start Date' field contains the 'Stop Date' of the original order.
  11. Click [Add to Scratchpad] and [Final Review].
  12. An 'Interactions' dialog may be displayed.
  13. Override all interactions and click [Save Override and Exit] and click [Sign].
  14. Validate the 'Order grid' contains two "DEMEROL (MEPERIDINE HYDROCHLORIDE) 100 MG TABLET ORAL (Schedule II)" orders.
Topics
• NX • Order Entry Console
AV-93626 Summary | Details
Spreadsheet Batch Remittance Posting - Default guarantor setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating Default Posting Codes using remittance batch
Specific Setup:
  • 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'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.
Scenario 2: Spreadsheet Remittance Posting - Validating total charges, liability and new balance
Specific Setup:
  • Posting/Adjustment Codes Definition:
  • Existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • Two existing clients are identified, or new clients are 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 each 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.
  • Note the 'Total Balance By Guarantor' for the guarantor.
  • Spreadsheet Remittance Batch:
  • An existing spreadsheet 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. Verify that the default guarantor is correct in the 'Payor' column.
  12. Verify the ‘Total Charges’ field auto populated correctly.
  13. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  14. Verify that the 'New Balance' field auto populated correctly.
  15. Click the '+' symbol in the leftmost column of the row.
  16. Verify the services between service start date and end date display correctly.
  17. Locate to one of the service rows.
  18. Enter desired amount in the ‘Payment Amount’ field.
  19. Select desired 'Payment Code'.
  20. Enter desired amount in the ‘Adjust Amount’ field.
  21. Select desired 'Adjustment Code'.
  22. Enter desired amount in the ‘Transfer Amount’ field.
  23. Select desired 'Transfer Code'.
  24. Select desired guarantor in the 'Transfer Guar' field.
  25. Verify the 'New Balance' field is updated correctly.
  26. Click the 'Accept' button.
  27. Select 'Edit Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  28. Select desired batch from the 'Remittance Batch Number' dropdown.
  29. Validate a default payment code in the 'Default Payment Code' field. Note the code to be used.
  30. Validate a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  31. Validate a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  32. Click the ‘Launch Work Screen’ button.
  33. Validate the first row displays the client, payor, total charges, liability, and new balance for the previous client.
  34. Click [New Row].
  35. Enter different client id from the above in the ‘Client’ field.
  36. Verify that the default guarantor is correct in the 'Payor' column.
  37. Verify the ‘Total Charges’ field auto populated correctly.
  38. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  39. Verify that the 'New Balance' field auto populated correctly.
  40. Click the '+' symbol in the leftmost column of the row.
  41. Verify the services between service start date and end date display correctly.
  42. Locate to one of the service rows.
  43. Enter desired amount in the ‘Payment Amount’ field.
  44. Select desired 'Payment Code'.
  45. Enter desired amount in the ‘Adjust Amount’ field.
  46. Select desired 'Adjustment Code'.
  47. Enter desired amount in the ‘Transfer Amount’ field.
  48. Select desired 'Transfer Code'.
  49. Select desired guarantor in the 'Transfer Guar' field.
  50. Verify the 'New Balance' field is updated correctly.
  51. Click the 'Accept' button.
  52. Click [Submit].
  53. Verify the remittance batch posted message.
  54. Open the 'Client Ledger' form.
  55. Select client used in the above test.
  56. Select all the required fields.
  57. Click [Process].
  58. Verify the client ledger displays all the transactions made in the 'Spreadsheet Batch Remittance Posting' form for the selected client.
  59. Verify the total balance is updated for the guarantor correctly.
  60. Select another client used in the above test.
  61. Select all the required fields.
  62. Click [Process].
  63. Verify the client ledger displays all the transactions made in the 'Spreadsheet Batch Remittance Posting' form for the selected client.
  64. Verify the total balance is updated for the guarantor correctly.
Topics
• NX • Spreadsheet Batch Remittance Posting
AV-93704 Summary | Details
Spreadsheet Batch Remittance posting - Exclude guarantor
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Create Interim Billing Batch File
  • Financial Eligibility
  • Posting/Adjustment Codes Definition
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Creating/Editing a remittance batch - When the guarantor is not excluded for the posting code
Specific Setup:
  • Admission:
  • An existing client is identified. Note the client ID and client name.
  • Financial Eligibility:
  • Two existing guarantors are assigned to the client as a primary and secondary guarantor. Note the guarantor code and value.
  • The 'Coverage Expiration Date' of the first guarantor is set to a specific date so the services after that date distribute to the secondary guarantor of the client.
  • Client Charge Input:
  • 5-6 services are rendered to the client such that few of them are prior to the coverage expiration date of the 1st guarantor and some are after coverage expiration date of the 1st guarantor.
  • Close Charges:
  • The services rendered to the client are closed.
  • Client Ledger:
  • The services are distributed correctly to the specific guarantor based on the coverage effective/expiration date.
  • Create Interim Billing Batch:
  • An interim billing batch is created to include all the services for the client. Note the interim billing batch number generated and name.
Steps
  1. Open the 'Posting/Adjustment Codes Definition' form.
  2. Select "Add" in the 'Add Or Edit Posting Code' field.
  3. Enter any numeric value (ex. 8) in the 'Posting Code' field.
  4. Enter desired description in the 'Code Definition' field. Note the posting code and description.
  5. Select "No" in the 'Restrict Posting With this Code to Single Item Posting' field.
  6. Select "Adjustment" in the 'Adjustment, Payment, Or Transfer' field.
  7. Select "Yes" in the 'Are There Guarantors This Code Should Not Be Used With' field.
  8. Select 1-2 guarantors from the list in the 'Exclude Guarantors' field but do not select the guarantors assigned to the client in the setup section.
  9. Enter desired error message in the 'Error Message For Excluded Guarantor(s)' field.
  10. Select "Credit" in the 'Credit Or Debit' field.
  11. Select any value in the 'Security Level' field.
  12. Select "No" in the 'Is This A Reversal Code' field.
  13. Select "Yes" in the 'Allow Batch Cash Posting' field.
  14. Select "No" in the 'Is This A Contractual Adjustment Code' field.
  15. Click [File Posting/Adjustment Code].
  16. Click [Close Form].
  17. Open the 'Spreadsheet Batch Remittance Posting' form.
  18. Select "Create Batch" in the "Create, Edit Or Delete Remittance Batch" field.
  19. Enter a description in the “Batch Description” field. Note the batch description.
  20. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  21. Enter a date in the “Posting Date” field.
  22. Enter a date in the “Date Of Receipt” field.
  23. Select all other fields as required.
  24. Click the "Launch Work Screen" button.
  25. Validate the Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields populated correctly based on the client, guarantor and services included in the interim billing batch.
  26. Validate the 'Adjustment Code' dropdown field contains the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  27. Select the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  28. Enter desired adjustment amount in the 'Adjustment Amount' field.
  29. Click [Accept].
  30. Select "Edit" in the 'Add Or Edit Posting Code' field.
  31. Select the description of the batch recently created form the 'Remittance Batch Number' field.
  32. Validate the 'Batch Description', 'Interim Billing Batch Number', Posting Date' and 'Date Of Receipt' fields are populated correctly.
  33. Validate the Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields populated correctly based on the client, guarantor and services included in the interim billing batch.
  34. Validate the 'Adjustment Code' dropdown field contains the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  35. Click [Accept].
  36. Click [Submit].
  37. Validate the 'Remittance Batch [Batch# created] Posted' message.
  38. Click [OK].
  39. Select "No" to form return message.
Scenario 2: Spreadsheet Batch Remittance Posting - Creating/Editing a remittance batch - When the guarantor is excluded for the posting code
Specific Setup:
  • Admission:
  • An existing client is identified. Note the client ID and client name.
  • Financial Eligibility:
  • Two existing guarantors are assigned to the client as a primary and secondary guarantor. Note the guarantor code and value.
  • The 'Coverage Expiration Date' of the first guarantor is set to a specific date so the services after that date distribute to the secondary guarantor of the client.
  • Client Charge Input:
  • 5-6 services are rendered to the client such that few of them are prior to the coverage expiration date of the 1st guarantor and some are after coverage expiration date of the 1st guarantor.
  • Close Charges:
  • The services rendered to the client are closed.
  • Client Ledger:
  • The services are distributed correctly to the specific guarantor based on the coverage effective/expiration date.
  • Create Interim Billing Batch:
  • An interim billing batch is created to include all the services for the client. Note the interim billing batch number generated and name.
Steps
  1. Open the 'Posting/Adjustment Codes Definition' form.
  2. Select "Add" in the 'Add Or Edit Posting Code' field.
  3. Enter any numeric value (ex. 8) in the 'Posting Code' field.
  4. Enter desired description in the 'Code Definition' field. Note the posting code and description.
  5. Select "No" in the 'Restrict Posting With this Code to Single Item Posting' field.
  6. Select "Adjustment" in the 'Adjustment, Payment, Or Transfer' field.
  7. Select "Yes" in the 'Are There Guarantors This Code Should Not Be Used With' field.
  8. Select primary guarantor assigned to the client to exclude.
  9. Enter desired error message in the 'Error Message For Excluded Guarantor(s)' field.
  10. Select "Credit" in the 'Credit Or Debit' field.
  11. Select any value in the 'Security Level' field.
  12. Select "No" in the 'Is This A Reversal Code' field.
  13. Select "Yes" in the 'Allow Batch Cash Posting' field.
  14. Select "No" in the 'Is This A Contractual Adjustment Code' field.
  15. Click [File Posting/Adjustment Code].
  16. Click [Close Form].
  17. Open the 'Spreadsheet Batch Remittance Posting' form.
  18. Select "Create Batch" in the "Create, Edit Or Delete Remittance Batch" field.
  19. Enter a description in the “Batch Description” field. Note the batch description for further testing.
  20. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  21. Enter a date in the 'Posting Date' field.
  22. Enter a date in the 'Date Of Receipt' field.
  23. Select all other fields as required.
  24. Click [Launch Work Screen].
  25. Validate there are 2 rows for the client with two different guarantors.
  26. Validate the first row displays correct Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields auto populated based on the client, guarantor and services included in the interim billing batch.
  27. Validate the 'Adjustment Code' dropdown field for the services distributed to the primary guarantor does not contain the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  28. Select any available adjustment code.
  29. Enter desired adjustment amount in the 'Adjustment Amount' field.
  30. Validate the second row displays correct Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields auto populated based on the client, guarantor and services included in the interim billing batch.
  31. Validate the 'Adjustment Code' dropdown field for the services distributed to the secondary guarantor contains the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  32. Select the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  33. Enter desired adjustment amount in the 'Adjustment Amount' field.
  34. Click [Accept].
  35. Select "Edit" in the 'Add Or Edit Posting Code' field.
  36. Select the description of the batch recently created form the 'Remittance Batch Number' field.
  37. Validate the 'Batch Description', 'Interim Billing Batch Number', Posting date' and 'Date Of Receipt' fields are populated correctly.
  38. Click [Launch Work Screen].
  39. Validate the Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields populated correctly based on the client, guarantor and services included in the interim billing batch.
  40. Validate the first row displays correct Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields auto populated based on the client, guarantor and services included in the interim billing batch.
  41. Validate the 'Adjustment Code' dropdown field for the services distributed to the primary guarantor does not contain the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  42. Select any available adjustment code.
  43. Enter desired adjustment amount in the 'Adjustment Amount' field.
  44. Validate the second row displays correct Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields auto populated based on the client, guarantor and services included in the interim billing batch.
  45. Validate the 'Adjustment Code' dropdown field for the services distributed to the secondary guarantor contains the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  46. Select the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  47. Enter desired adjustment amount in the 'Adjustment Amount' field.
  48. Click [Accept].
  49. Click [OK].
  50. Click [No].
  51. Open the 'Client Ledger' form.
  52. Verify the client ledger displays the transactions correctly from the spreadsheet remittance posting form.
Topics
• Spreadsheet Batch Remittance Posting
AV-93878 Summary | Details
Patient Health Questionnaire-9 - Final assessment
Scenario 1: Patient Health Questionnaire-9 - Reason For Not Administering
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  2. Validate Questions 1-10 are red required fields.
  3. Select any value in the 'Little interest or pleasure in doing things' field.
  4. Select any value in the 'Feeling down, depressed, or hopeless' field.
  5. Select any value in the 'Trouble falling or staying asleep, or sleeping too much' field.
  6. Select any value in the 'Feeling tired or having little energy' field.
  7. Select any value in the 'Poor appetite or overeating' field.
  8. Select any value in the 'Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  9. Select any value in the 'Trouble concentrating on things, such as reading the newspaper or watching television' field.
  10. Select any value in the 'Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you have been moving around a lot more than usual' field.
  11. Select any value in the 'Thoughts that you would be better off dead or trying to hurt yourself in someway' field.
  12. Select any value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  13. Select "Draft" in the 'Assessment Status' field.
  14. Click [Submit].
  15. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  16. Select the entry from the previous steps and click [Edit].
  17. Validate the data filed in the previous steps displays as expected.
  18. Make any desired edits.
  19. Select the desired value in the 'Reason For Not Administering' field.
  20. Validate Questions 1-10 are disabled and the values are cleared.
  21. Select "Final" in the 'Assessment Status' field.
  22. Click [Submit].
  23. Select "Client A" and access the 'Patient Health Questionnaire-9' form.
  24. Select the entry from the previous steps and click [Edit].
  25. Validate a message is displayed stating: This record is marked as "Final". Data can be viewed only.
  26. Click [OK].
  27. Validate all fields are disabled and contain the previously populated data.
  28. Validate Questions 1-10 are no longer red/required.
  29. Close the form.
Topics
• Patient Health Questonnaire-9
AV-94147 Summary | Details
User Defined Templates - client name
Scenario 1: Validate data results using "User Defined " text templates
Specific Setup:
  • The registry setting "Enable Templates on Demand for SQL Widget" is enabled.
  • Have access to a form that contains as scrolling text field, for example a progress note form
  • Have a client [TestClient] on the system, with a name that defined with a "Prefix", "First Name", "Middle Name", "Last Name" and "Suffix". For this test, "Dr. John Jacob Smith Sr." is used
Steps
  1. Open the form and select [TestClient]
  2. Navigate to the scrolling free text field.
  3. "Right-Click" in the field (In "Avatar NX", click the widget template icon in the right corner of the field)
  4. Select "User Defined Template".
  5. Click "Manage Templates".
  6. Set the "Template Name" to a desired name [NewTemplate]
  7. From the "Available Fields", drag the following fields to the "Template" field, clicking carriage return after each entry
  8. "Full Name", "Prefix", "First Name", "Middle Name", "Last Name" and "Suffix"
  9. Click the [Preview] button
  10. Validate the "Full Name" field displays each name component as expected for [TestClient], in mixed case, with first letter in upper case and the following characters in lower case. For example: "Dr. John Jacob Smith Sr."
  11. Validate each name component listed after the full name is also displayed as expected, in mixed case, with first letter in upper case and the following characters in lower case.
  12. Click [Add]
  13. Validate [TestTemplate] displays in the bottom panel under "My Templates"
  14. Click [Save]
  15. "Right-Click" in the scrolling text field again
  16. Click "User Defined Templates"
  17. Select the [NewTemplate] template
  18. Validate the "Full Name" displays as expected for [TestClient], as noted in preview screen in step 1d
  19. Validate each name component displays as expected, as noted in preview screen in step 1d
  20. Populated all desired fields on the form
  21. Submit the form
  22. Validate the form files successfully
  23. Return to [TestForm] and select the row just submitted in step 2
  24. Navigate to the scrolling text field
  25. Validate the "Full Name" displays as expected for [TestClient], as noted in step 2
  26. Validate each name component displays as expected, as noted in preview screen in step 2
  27. Validate data all other fields populated in step 2, are displayed as expected
Topics
• Forms
AV-94394 Summary | Details
Orders This Episode - Orders from an Order Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Order Code Setup
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Creating two lab-type orders via an Order Group, both with a default Specimen Type one with a frequency selected and one without a frequency selected in the 'Order Group' dialog
Specific Setup:
  • The ‘(10250) Specify at Order Time’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(10254) Specimen Type’ dictionary for “Blood”.
  • A lab-type order code must have a 'Specimen Type' of "Blood" selected and no values in the 'External Lab Definition' dialog in the 'Order Code Setup' form. (Order Code A)
  • "Order Code A" must be add to an existing 'Order Group' twice. (Order Group A)
  • 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 "Order Group A" in the 'New Order' field.
  3. Select the 1st "Order Code A".
  4. Set the 'Duration' field to any value.
  5. Select any value in the 'Frequency' field.
  6. Select the 2nd "Order Code A" and set the 'Duration' field to any value.
  7. Validate the 'Frequency' field does not contain a value.
  8. Click [Add to Scratchpad].
  9. Validate that both orders for "Order Code A" appear in the 'Scratchpad' and that the second one contains a red flag in the 'Action' column.
  10. Select the 2nd order in the 'Scratchpad'.
  11. Select any value in the 'Frequency' field and click [Update Order] and [Sign].
  12. Validate an 'Interactions' dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate that the 'Order grid' contains both orders for "Order Code A".
Topics
• Order Entry Console

RADplus_Client_Update_3392-007_Details.csv