myAM NX 11.0.0050.04 Acceptance Tests

ECS-53728 Summary | Details

11.0.0075, 11.0.0025.07, 11.0.0050.04

Alternative Facility Dispensing

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Job Titles [EDIT]
Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
Medication Dispensing
Turnstiles [EDIT]
FrontDeskCheckIn
Client Search
Medication Order [ADD]
Dispensation Programs by Client
Staff Service Providers - Program/Site/Workgroup
Inventory Drug by Program
Medication Dispensing Schedule Type
Critical Information
Facility Transfer [ADD]
Provider Sites by Program (Vacancy)
Unit Table
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table
Enrollment Transfer Type Look-up Table
Events To Do Quick Transfer
Alert

Scenario 1: Multi Facility Dispensing - Validate Clients That Are Guests Display One Time When Searched

Specific Setup:

There will be two facilities.
Facility 1 will be the "Home Facility", Facility 2 will be the "Guest Facility".
Both facilities are configured to allow clients to be dispensed from the other facility.
The user is logged into Facility 1, the "Home" facility.
Two clients will exist.
Client 1 will be in Facility 1. This will be the "Home Client".
Client 2 will be in Facility 2. This client will be the "Guest Client".

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "Dispense".
Validate the facility name on the upper right of the dispensing screen matches Facility 1, the home facility.
Search for Client 1, the home client.
Validate the client displays one time in the search results.
Search for Client 2, the guest client.
Validate Client 2 displays one time and there is a suitcase icon next to the name.
Exit the dispensing screen.
Transfer Client 1, the home client, to Facility 2, the guest facility. This will make him a guest client.
Redo the client search.
Validate Client 1, the new guest client, displays one time.
Validate the suitcase icon displays next to the name.
Transfer Client 1 back to Facility 1, the home facility.
Redo the search.
Validate Client 1 shows one time.
Validate there is no suitcase icon next to the name.

Topics

• Dispensing

ECS-58528 Summary | Details

11.0.0075, 11.0.0025.06, 11.0.0050.03

Dispensing for Transferred Clients

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Client Search
Person Information [ADD]
Wizard
Initial Enrollment for New Person [ADD]
Outside Organizations - distinct
Referral Reason Table
Program Listing By Agency and Worker
Provider Sites by Program (Vacancy)
Staff - Service Providers (Caseloads - Zip Zones)
Worker Role (to a client or in a workgroup) Table
Medication Order [ADD]
Dispensation Programs by Client
Staff Service Providers - Program/Site/Workgroup
Inventory Drug by Program
Medication Dispensing Schedule Type
FrontDeskCheckIn
Medication Dispensing
Container has not arrived or is expired
Alert
Dispense
Medication Order First Dispense
Critical Information
Facility Transfer [ADD]
Unit Table
Enrollment Transfer Type Look-up Table
Medication Order [Edit]
Turnstiles [EDIT]
Facilities Listing by Program

Scenario 1: Validate When Client Is Transferred to Another Facility but Still Has an Active Medication Dispense, Can Dispense in New Facility

Specific Setup:

Logged in staff setup for dispensing.
Staff can dispense from other Facilities.
Multi-facility dosing is disabled.
Program setup for dispensing in two Facilities.

Steps

Navigate to "Client > Client Information > Health Information > Medications".
Create a new Client, enrolling them in the Dispensing program on a past date (e.g., 2 days ago).
Create a med order for that date (e.g., 2 days ago).
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Dispense.
Mount required container and search for Client.
Validate Client displays.
Dispense the first dose for the Client.
Navigate to "Client > Client Information > Critical Information > Enrollment Information".
Transfer the client to a different facility where that program exists on the following date (e.g., 1 day ago).
Navigate to "Client > Client Information > Health Information > Medications".
Create a medication order for that date (e.g., 1 days ago).
This will automatically end the existing 1st med order.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click "Dispense".
Search for Client.
Validate Client displays.
Try to dispense this Client. Confirm Client displays but Dispense is not available.
Navigate to "Agency Setup > Other Setups > Turnstiles > Turnstiles Setup".
Switch logged in user's turnstile to the Client's new Facility.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
Click Dispense.
Search for Client.
Validate Client appears.
Attempt to dispense this Client. Confirm Client AND the "Dispense" button display and medication can be dispensed.

Topics

• Agency Setup • Client • Dispensing

ECS-58694 Summary | Details

11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01

Front Desk Dispensing Queue

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Service Facilities Form Set
Service Facilities Listing
Service Facility [EDIT]
MedicationDispenseQueue
Clients with active dispensation orders
Dispensation Facilities

Scenario 1: Validate Client Search in Front Desk Dispensing Queue

Specific Setup:

Two Clients will be used.
Two Facilities are needed.
They will be called "Facility1" and "Facility2" in this test.
Two clients are needed each in a separate facility.
These will be referred to as "Client1" and "Client2".
"Client1" will be enrolled in "Facility1".
"Client2" will be enrolled in "Facility2".
Both Clients must be enrolled in a Dispense Program.

Steps

Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
Select "Facility1".
Validate "Client1" displays.
Validate "Client2" does not display.
Select "Facility2".
Validate "Client2" displays.
Validate "Client1 does not display.
Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
Select "Facility1".
Click the "Override Agency Dispense Settings".
Save the form.
Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
Select "Facility1".
Validate both clients display.
Select "Facility2".
Validate "Client2" displays.
Validate "Client1 does not display.

Topics

• Dispensing

ECS-53728 Summary \| Details 11.0.0075, 11.0.0025.07, 11.0.0050.04 Alternative Facility Dispensing Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Job Titles [EDIT] Service Facilities Form Set Service Facilities Listing Service Facility [EDIT] Medication Dispensing Turnstiles [EDIT] FrontDeskCheckIn Client Search Medication Order [ADD] Dispensation Programs by Client Staff Service Providers - Program/Site/Workgroup Inventory Drug by Program Medication Dispensing Schedule Type Critical Information Facility Transfer [ADD] Provider Sites by Program (Vacancy) Unit Table Staff - Service Providers (Caseloads - Zip Zones) Worker Role (to a client or in a workgroup) Table Enrollment Transfer Type Look-up Table Events To Do Quick Transfer Alert Scenario 1: Multi Facility Dispensing - Validate Clients That Are Guests Display One Time When Searched Specific Setup: There will be two facilities. Facility 1 will be the "Home Facility", Facility 2 will be the "Guest Facility". Both facilities are configured to allow clients to be dispensed from the other facility. The user is logged into Facility 1, the "Home" facility. Two clients will exist. Client 1 will be in Facility 1. This will be the "Home Client". Client 2 will be in Facility 2. This client will be the "Guest Client". Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click "Dispense". Validate the facility name on the upper right of the dispensing screen matches Facility 1, the home facility. Search for Client 1, the home client. Validate the client displays one time in the search results. Search for Client 2, the guest client. Validate Client 2 displays one time and there is a suitcase icon next to the name. Exit the dispensing screen. Transfer Client 1, the home client, to Facility 2, the guest facility. This will make him a guest client. Redo the client search. Validate Client 1, the new guest client, displays one time. Validate the suitcase icon displays next to the name. Transfer Client 1 back to Facility 1, the home facility. Redo the search. Validate Client 1 shows one time. Validate there is no suitcase icon next to the name.	Topics • Dispensing
ECS-58528 Summary \| Details 11.0.0075, 11.0.0025.06, 11.0.0050.03 Dispensing for Transferred Clients Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Search Person Information [ADD] Wizard Initial Enrollment for New Person [ADD] Outside Organizations - distinct Referral Reason Table Program Listing By Agency and Worker Provider Sites by Program (Vacancy) Staff - Service Providers (Caseloads - Zip Zones) Worker Role (to a client or in a workgroup) Table Medication Order [ADD] Dispensation Programs by Client Staff Service Providers - Program/Site/Workgroup Inventory Drug by Program Medication Dispensing Schedule Type FrontDeskCheckIn Medication Dispensing Container has not arrived or is expired Alert Dispense Medication Order First Dispense Critical Information Facility Transfer [ADD] Unit Table Enrollment Transfer Type Look-up Table Medication Order [Edit] Turnstiles [EDIT] Facilities Listing by Program Scenario 1: Validate When Client Is Transferred to Another Facility but Still Has an Active Medication Dispense, Can Dispense in New Facility Specific Setup: Logged in staff setup for dispensing. Staff can dispense from other Facilities. Multi-facility dosing is disabled. Program setup for dispensing in two Facilities. Steps Navigate to "Client > Client Information > Health Information > Medications". Create a new Client, enrolling them in the Dispensing program on a past date (e.g., 2 days ago). Create a med order for that date (e.g., 2 days ago). Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click Dispense. Mount required container and search for Client. Validate Client displays. Dispense the first dose for the Client. Navigate to "Client > Client Information > Critical Information > Enrollment Information". Transfer the client to a different facility where that program exists on the following date (e.g., 1 day ago). Navigate to "Client > Client Information > Health Information > Medications". Create a medication order for that date (e.g., 1 days ago). This will automatically end the existing 1st med order. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click "Dispense". Search for Client. Validate Client displays. Try to dispense this Client. Confirm Client displays but Dispense is not available. Navigate to "Agency Setup > Other Setups > Turnstiles > Turnstiles Setup". Switch logged in user's turnstile to the Client's new Facility. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX". Click Dispense. Search for Client. Validate Client appears. Attempt to dispense this Client. Confirm Client AND the "Dispense" button display and medication can be dispensed.	Topics • Agency Setup • Client • Dispensing
ECS-58694 Summary \| Details 11.0.0100, 11.0.0025.07, 11.0.0050.04, 11.0.0075.01 Front Desk Dispensing Queue Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Service Facilities Form Set Service Facilities Listing Service Facility [EDIT] MedicationDispenseQueue Clients with active dispensation orders Dispensation Facilities Scenario 1: Validate Client Search in Front Desk Dispensing Queue Specific Setup: Two Clients will be used. Two Facilities are needed. They will be called "Facility1" and "Facility2" in this test. Two clients are needed each in a separate facility. These will be referred to as "Client1" and "Client2". "Client1" will be enrolled in "Facility1". "Client2" will be enrolled in "Facility2". Both Clients must be enrolled in a Dispense Program. Steps Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue". Select "Facility1". Validate "Client1" displays. Validate "Client2" does not display. Select "Facility2". Validate "Client2" displays. Validate "Client1 does not display. Navigate to "Agency > Service Locations > Sites/Residentials > General Information". Select "Facility1". Click the "Override Agency Dispense Settings". Save the form. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue". Select "Facility1". Validate both clients display. Select "Facility2". Validate "Client2" displays. Validate "Client1 does not display.	Topics • Dispensing